00 · The Hook
Are you still paying associates to rebuild frameworks you already solved three years ago?
What if your AI agent already remembered every engagement, financial model, and proposal your firm ever wrote?
Every advisory firm sits on a goldmine of past deliverables. But when a critical pitch lands, your team spends 30 hours digging through SharePoint and rebuilding decks from scratch.
01 · The Problem
An RFP lands on Thursday. You know your firm solved this exact pricing restructure for a logistics client two years ago.
You know someone built an airtight financial model. You know the SteerCo governance slide was killer.
Instead of building on that work, three associates spend the weekend digging through partner hard drives, forgotten SharePoint folders, and email threads—only to give up and rebuild the model from scratch.
Knowledge workers lose up to 20% of their work week searching for or rebuilding work their firm already completed.* We give that 20% back to your team—which means 20% more billable capacity solving problems for your clients.
* McKinsey Global Institute & IDC Research: Interaction workers spend 19–20% of their work week searching for internal information and recreating existing assets.
02 · The Solution
You don't need another consulting SaaS tool, chatbot, or knowledge base nobody updates.
You keep using the tools you already rely on: Claude Desktop, Claude Code, or Microsoft Copilot.
FindandSeek indexes your local engagement archives—pitch decks, Excel models, interview transcripts, and final deliverables. It sits quietly on your machine and gives your AI agent instant, verified recall over your firm's entire history.
Strict client NDAs? Confidential M&A files? Nothing ever leaves your hardware. Zero third-party cloud vector storage.
03 · In Practice
No raw code or developer tools. You ask your everyday AI assistant a natural question. FindandSeek retrieves the firm's real institutional memory in milliseconds.
Past Engagements
Ask your AI: “We're pitching a supply chain margin turnaround for a national distributor. Have we worked on anything similar? What worked and what didn't work? Can you find and show me?” Instantly retrieves Project Apex (2022 cold-chain turnaround): identifies SKU rationalisation unlocked $8.4M EBITDA, flags that automated route dispatch failed in Phase 1 due to lack of driver training, and cites the exact SteerCo deck and financial models on your local drive. Replaces 20 hours of partner and manager archive digging.
Financial Models
Ask: “Find our three-statement dynamic LBO model with mezzanine debt tranches from the 2023 healthcare rollup.” Surfaces the exact workbook, sheet names, and audited debt schedule without starting from a blank grid. Preserves junior analyst bandwidth for client-facing analysis.
RFP Methodologies
Ask: “What governance framework did we propose for the state rail authority bid last year, and what was the client feedback?” Pulls the winning proposal slides, client evaluation rubric notes, and final scoping matrix in seconds. Pitches anchored in validated firm precedent, not generic AI boilerplate.
Confidentiality
Ask: “Summarise our restructuring playbook across manufacturing clients without exposing identifiable customer names.” Runs entirely against your on-premise encrypted campus index. Zero client deliverables or financial workbooks ever touch third-party cloud vector stores. Complete client confidentiality and NDA compliance preserved.
Primary-source receipts: FindandSeek hands your AI the exact workbook, slide, or post-mortem paragraph in milliseconds. The model reasons over ground truth, not guesswork.
04 · What It Means For You
Associates stop spending 30 hours rebuilding EBITDA bridges, DCF models, and market-sizing spreadsheets your firm already perfected.
Complies with strict client NDAs. Deliverables, financial models, and strategic recommendations never leave your hardware. Zero cloud vector storage.
Instantly pull winning methodologies, team bios, case studies, and quantitative benchmarks from historical proposals in seconds.
No uploading to a new portal. FindandSeek indexes your existing local drives, SharePoint syncs, and project folders exactly where they sit.
05 · See It in Action
Victorian parliamentary records. If you want to see how we take thousands of pages of messy, unstructured disclosures and extract verified, typed facts with zero hallucination, here it is:
Any AI agent can now connect to this data. Example ask once connected: “Which MPs hold shares in commercial property or transport logistics?”
06 · The Next Step
Stop paying associates to rediscover work your firm already completed. Connect your archives to your existing AI tools in minutes.