Folio Grid
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Target 72-hour turnaround, human analyst sign-off, PDF plus live dashboard.

Every deliverable is built as a full IC memo: grid red flags, revenue distribution, counterparty risk, sensitivity table, clear recommendation with uncertainty bands. Templated format, being refined alongside our first design-partner investors.

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SAMPLEFolio GridIC MEMO · UTILITY-SCALE BESS · NEMSIGNED OFFPREPARED FOR[ Confidential · Institutional investor ]DELIVEREDT − 3 daysUtility-scale BESSNEM · Hybrid co-locatedRECOMMENDATIONProceed with conditions · Amber riskGRID RED FLAGSSCR at POCWithin methodology thresholdSystem strengthShortfall flagged · remediableMLF trajectoryMonitor, downward trendDMAT exposureClear of mandatory subsetREVENUE DISTRIBUTION · P10 / P50 / P90Y1Y2Y3Y4Y5Y6Y7CONFIDENTIAL · NOT FOR DISTRIBUTION · SAMPLEPAGE 01
Features

What ic-ready memo does.

  • Templated, investor-shaped sections

    Positioning, market context, technical red flags, revenue distribution, counterparty risk, sensitivity table, uncertainty bands, recommendation.

  • Human sign-off on every memo

    No memo leaves the platform without a senior analyst's review. Agent-assisted; never agent-autonomous.

  • PDF plus live dashboard

    Paper for the IC pack, live dashboard for the analyst. Revisit scenarios and re-run sensitivities without rebuilding the model.

  • Being refined with design partners

    Our first design-partner investors are co-authoring the template. You get a memo shaped to the questions your IC actually asks.

What you receive

Templated IC memo (PDF) plus accompanying live dashboard. Target turnaround is 72 hours; actual varies with data availability and reviewer bandwidth.

Why it matters

The current model delivers three disconnected artefacts (IE report, financial model, market report). IC time is spent reconciling them. We deliver one memo that answers the investment question directly.

Shape of the output

What a finished deliverable looks like, structurally.

Examples shown below are schematic only. The structure is real; project attributes are abstract. Every client engagement is confidential.

Static screen

Severity dots across SCR, system strength, MLF and DMAT, each with methodology-note linkage and a categorical verdict.

Revenue distribution

P10 / P50 / P90 band across the asset’s operating life, with scenario tags and sensitivity table. Unitless example; live output is dollarised.

Counterparty read

Categorical risk map across offtaker, OEM, EPC and tolling parties, with one-line rationale per cell and a rolled-up IC recommendation.

Next pillar

Pipeline screening

Track up to 200 projects per seat, auto-updated from AEMO and TNSP connection registers.

Read pipeline screening