STRATEGY PLAYBOOKS

Strategy playbooks that run the way your team works.

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.

THE PLAYBOOKS

Six playbooks. Every stage of the engagement.

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01

Board & Steering-Committee Materials

Assemble board and steering-committee materials in minutes, not days. Decisity drafts strategy summaries, one-pagers, and option scorecards from the documents you upload: board decks, memos, and data exports your team already has on hand.

02

Firm-Wide Knowledge Search

One search across every document you've uploaded to Decisity. Surface prior engagements, sector research, and internal memos instantly. No more digging through folders.

96%91%84%79%
03

Opportunity Screening

Identify and screen growth opportunities, adjacencies, and markets across your entire strategy universe. Filter by sector, size, geography, and strategic fit in seconds.

12.4%14.9%15.0%11.614.417.224.1%26.0%27.0%(2.4)(2.8)(3.2)
04

Benchmarking & Comparable Analysis

Generate benchmark tables and comparable analyses from the data and documents you provide. Always sourced, always traceable, always defensible.

07/35Needs reviewReview
05

Document Intelligence

Extract key terms, surface material clauses, and summarize contracts, agreements, and policy documents automatically. Hours of review compressed into seconds.

Rev %EBITDAMgn %Capex12.4%14.9%15.0%11.614.417.224.1%26.0%27.0%(2.4)(2.8)(3.2)
06

Automated Portfolio Reporting

Schedule recurring workflows for quarterly updates, market monitoring, and company-level research. Set it once. Decisity runs it on your cadence.

Works with the files your team already has.

Upload the documents you're already working with. Decisity parses PDFs, Word, Excel, and PowerPoint files, CSVs, plain text, and Markdown, including zip archives, and indexes them for analysis within minutes. No proprietary format, no manual re-entry.

PDFWord (.docx)Excel (.xlsx / .xlsm)PowerPoint (.pptx)CSVPlain textMarkdownZIP archives
TRACEABILITY

Every output traced back to its source.

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.

OutputPDFPage 47, Section 4.21XLSSheet 2, Cell D142Registry filing, 20253

See these playbooks in action.

Book a walkthrough and we'll show you exactly how each playbook runs on your data.

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