Memo, model, and monitor work scoped to the firm's own precedent. Investment committees read first drafts that look like the firm's prior IC packages, not a vendor's template.
Investment memos drafted from the model, the data room, and the firm's prior IC packages on similar deals. Comp sets assembled and kept current as a deal progresses, not snapshotted once and then quietly going stale on a partner's drive.
Deal documentation review against the firm's own precedent. The version of every clause you read against is the version the firm has actually agreed to before, with the partner who agreed and the deal it closed on attached.
For wealth advisories, partner-level monitoring of every client portfolio against each client's mandate. Live custodian data, the firm's allocation rules applied to actual holdings, and a morning report that surfaces drift, concentration, and tax-lot opportunities before the partners' first call.
A small wealth advisory wanted partner-level monitoring of every client portfolio against each client's mandate.