Document Automation & Review
Generate, review, and sign every firm document — memos, briefs, reports, NDAs — through the AI stack.
Most of what the firm produces still lands as a document — a memo, a market map, a one-pager, a redlined NDA, a signed term sheet. This module is about generating, reviewing, and signing all of it through the AI stack, so the document layer stops being a bottleneck.
AI-generated reports across every playbook
The same drafting pipeline serves sourcing one-pagers, diligence deep-dives, thematic landscape reports, portfolio updates, and anything else the firm needs in Word or PDF form. We lean on the Brand Guidelines skill so every output looks like it came from the firm — not a generic LLM — and on Claude's built-in docx skill to handle the actual Word generation, tracked changes, comments, and formatting. The model writes; the skill packages it.
Where the outputs live
Each company and each thematic gets its own folder in the drive, with an AI Generated Outputs subfolder underneath. Every report the stack produces lands there automatically, named and dated, so the firm builds a durable archive instead of a pile of one-off files in someone's downloads.
Inbound paper: NDAs and the like
The other half of document work is reviewing what comes in. The NDA Review skill is the canonical example — sign-or-comment in one pass, with a tight redline only when something actually matters. The same pattern extends to any standard inbound document the firm sees often enough to encode.
Signing: DocuSign MCP
DocuSign just released the beta of their MCP server for AI tools, which means the assistant can now drive document creation from templates, prep envelopes, route for signature, and track status without anyone touching the DocuSign UI. Wiring it into the LLM closes the loop: draft, review, send, signed — all from the same chat surface that produced the document in the first place.