Small Analyst Firms
Senior-level leverage for every analyst.
Give every analyst the same workflow scaffolding, evidence standards, and review checkpoints, so partner-level output scales without partner-level hours.
Impact report
RunningEvidence
Revenue grew 18% YoY
New EU data region
Margin pressure flagged
Challenges
- Inconsistent report quality between junior and senior analysts
- Review cycles bottlenecked on manual fact-checking
- No shared source library across engagements
Outcomes
- Onboard new analysts in days, not months
- Reduce partner review time with built-in evidence verification
- Build a firm-wide research asset library over time
01
Team workspaces
Shared projects with role-based access for analysts, reviewers, and partners.
02
Review checkpoints
Structured approval gates before sections move to final draft.
03
Firm templates
Lock in your methodology once; every analyst follows the same structure.
Frequently asked questions
How does licensing work for small teams?+
Team plans include 3-15 seats with shared workflow libraries and centralized billing.
Can we enforce our citation standards?+
Yes. Admins can require minimum source counts, evidence types, and review sign-off per section.
Do you support multi-client confidentiality?+
Projects are isolated by default with separate source libraries and access controls.