Use case · Illustrative

Acme Advisors

Illustrative composite scenario. This is not a real customer — it's a fictional persona showing how a typical user fits the product. We will replace it with real customer stories after launch.

Wealth Management 8 advisors · $260M AUM · illustrative composite

The Challenge

The team writes a client-ready research note before every portfolio review — 30 a quarter. Each note used to take 4–6 hours: pulling filings, screenshotting EDGAR, formatting compliance disclosures, hand-citing every number. Two compliance audits in eighteen months flagged citation gaps. The senior partner stopped delegating notes to juniors because the rework was worse than the original.

The Solution

Eight Pro seats on a single CRDT workspace. The team forks the Quality Compounder blueprint to match the firm's house style — seeded atoms reordered, narration tone set to 'fiduciary-conservative'. Atlas drafts the note; a senior partner edits in real time; branded PDF exports go to the client untouched. Every atom shows its source on hover. Compliance audit trail is automatic.

Results

20 min

Client note draft (from 5hr)

+3×

Notes per quarter

Citation gaps in last audit

$89 / seat

Professional · vs $1k+/seat elsewhere

“We stopped having the 'who has the latest version' conversation. Whoever updates the canvas, everyone has the latest version. Whoever cites a number, everyone sees the source. The compliance audit took an hour. We used to budget a week.”

Composite Managing Partner · illustrative scenario

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