Six ready-to-deploy workflows built specifically for scoping, analysis, and portfolio strategy. Each one designed to eliminate the manual work that slows decisions down.
Assemble board and steering-committee materials in minutes, not days. Decisity pulls from your document stores, CRM, and market-data providers to draft strategy summaries, one-pagers, and option scorecards automatically.
One search across every document, email thread, and data source your firm has ever touched. Surface prior engagements, sector research, and internal memos instantly. No more digging through folders.
Identify and screen growth opportunities, adjacencies, and markets across your entire strategy universe. Filter by sector, size, geography, and strategic fit in seconds.
Generate benchmark tables and comparable analyses with live market data. Always current, always sourced, always defensible.
Extract key terms, surface material clauses, and summarize contracts, agreements, and policy documents automatically. Hours of review compressed into seconds.
Schedule recurring workflows for quarterly updates, market monitoring, and company-level research. Set it once. Decisity runs it on your cadence.
Every playbook connects directly to SharePoint, Outlook, your CRM, market-data providers, and 10+ more. Live data in, finished output out. No exports, no copy-paste.
Every number, every insight, every recommendation links to the original document or data point. Built for the auditability and defensibility standards your board and stakeholders expect.
Book a walkthrough and we'll show you exactly how each playbook runs on your data.
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