About this video
A normal deal scan, then one instruction to run the Regulator Audit skill: Ellie reconstructs every action, source and decision across the workspace into a defensible regulatory audit report.
Full description
In a regulated investment house, evidencing the work is half the job. This demo screens the Folsom Corridor industrial portfolio across a dozen threads in one workspace, then runs a new Regulator Audit workspace skill. In a single instruction, Ellie reconstructs the whole deal: a chronological record of every action, each headline figure traced to its source with the arithmetic shown, the points where evidence falls short flagged honestly, and every human decision attributed to the named person who made the call. A horizontal assistant can summarise the chat in front of it; it cannot audit a deal worked across an entire workspace. Not a faster screen, a deal you can answer for.
Key points
- One instruction reconstructs the entire deal into a regulatory audit report: every action, source and figure, nothing re-run.
- Headline numbers are traced to source with the arithmetic shown, the NOI reconciled to the cent.
- Human oversight on the record: each analytical step attributed to the named person who directed it.
- Cross-thread audit a horizontal assistant cannot do: many threads in one workspace, audited in a single pass.
Video details
- Roles
- Compliance / Risk, Asset Manager, Investor / LP
- Processes
- Risk & Compliance, Acquisitions
- Geographies
- US
- Markets
- United States