Capability / 06 / Synthesize
Synthesize
Sources in, deliverable out. Combine internal records, external signal, and analytical output into the format your team expects. Memos, briefs, dossiers, summaries, fully cited.
Deliverables that draft themselves
01
Multi-source assembly
Internal records, external signal, analytical output, and your own house standards combine into one deliverable. The platform reads what your analysts read, faster.
02
Format-aware output
IC memos, board briefs, partner decks, regulatory summaries, candidate dossiers. The deliverable matches the format your team expects, the format the audience reads.
03
Fully cited
Every claim traces to its source. Every chart cites its data. Every recommendation shows the reasoning. Your team edits the final pass; the platform handled the assembly.
How Synthesize fits into your drafting work
Input
Source materials and your house template
Internal records, external signal, prior analytical output, and your firm's voice and format. The platform reads what your analysts already read, in the formats they already use.
Output
Branded deliverable, fully cited
Memo, brief, dossier, or deck, formatted for the audience. Every claim cites its source; every chart cites its data. Your team edits the final pass, not the whole draft.
Format-aware
Your voice, your structure
Your firm's house format applied consistently. IC memos, board briefs, partner decks, regulatory summaries, candidate dossiers — the shape follows the reader, not the platform.
Integration
Reads anywhere, exports anywhere
Source connectors for your internal data. Export to Word, PDF, or Excel, branded for your firm. The deliverable lands client-ready.
Questions teams ask
Can it match our house format?
Yes. The platform reads your existing memos, briefs, or decks as templates. The deliverables come out in your voice, in your format, with your house structure.
What about facts the platform cannot verify?
Unverifiable claims get flagged inline. The deliverable is honest about what is sourced and what is asserted; reviewers can decide whether to keep, cite, or remove.
Does this replace our analyst writing?
It compresses the drafting work. Your analyst still owns the final pass: voice, judgment, omissions. The platform handles assembly and citation, which is most of the time.
How does this work alongside Diligence and Reason?
Synthesize is the format layer. Diligence and Reason produce the analytical output; Synthesize turns it into the memo, brief, or deck the audience expects.
Book a demo
See Synthesize in action
Walk through example deliverables and how Synthesize maps to your firm's house format. Memos, briefs, and dossiers on the call.