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Manually reviewed task concepts and documentation templates. These are not callable tools or separate commercial products.
Current availability: Reviewed bounded request. Execution: Manual / scoped. Automated invocation: Not currently available. API endpoint: None. MCP execution: None.
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Current availability: Reviewed bounded request. Execution: Manual / scoped. Automated invocation: Not currently available. API endpoint: None. MCP execution: None.
Each template maps to an existing canonical task. Scope and source rights are reviewed before agreement, payment and accepted work.

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Inputs and scope

Request a sourced brief on one company and one agreed research question.Canonical task ID: organization-researchWhen to use: Use when you know the company and need to understand its activity, people, ownership or transaction context before a next research step.Required input
  • Company name and website or another identifying reference
  • One research objective
  • Intended use
Output
  • Company identity
  • Available ownership context
  • Relevant people
  • Selected transaction context
  • Evidence
  • Unknowns and limitations
Maximum scope: One organization and one agreed questionCurrent availability: MANUAL_REVIEWED_REQUEST; automatedInvocation=false.Read the template · Prepare this request
Assess one organization against supplied criteria, with evidence and unresolved questions.Canonical task ID: fit-assessmentWhen to use: Use when you have an identified organization and explicit criteria. No fit score or predicted interest is inferred.Required input
  • One identified organization
  • Supplied objective or criteria
  • Intended use
Output
  • Entity identity
  • Assessment against supplied criteria
  • Supporting facts and evidence
  • Unresolved criteria
  • Limitations and rights
Maximum scope: One organization against supplied criteriaCurrent availability: MANUAL_REVIEWED_REQUEST; automatedInvocation=false.Read the template · Prepare this request
Research recorded ownership context around one identified company.Canonical task ID: organization-researchWhen to use: Use when you need to distinguish a parent, sponsor or acquisition relationship from an unresolved control question.Required input
  • Company name and domain or another identifying reference
  • One ownership research objective
  • Intended use
Output
  • Company identity
  • Recorded parent or ownership context
  • Supporting registry or filing evidence
  • Unknown control questions
Maximum scope: One organization and one agreed questionCurrent availability: MANUAL_REVIEWED_REQUEST; automatedInvocation=false.Read the template · Prepare this request
Request sourced research on one family office or investor organization.Canonical task ID: organization-researchWhen to use: Use before deciding what additional investor research or preparation is needed.Required input
  • One identified investor organization
  • Research objective
  • Intended use
Output
  • Organization identity
  • Recorded people and roles
  • Available investment and fund context
  • Evidence and unknowns
Maximum scope: One organization and one agreed questionCurrent availability: MANUAL_REVIEWED_REQUEST; automatedInvocation=false.Read the template · Prepare this request
Research one institutional allocator and its available investment context.Canonical task ID: organization-researchWhen to use: Use to distinguish stated preferences, allocations and recorded commitments before further diligence.Required input
  • One institutional organization
  • One research objective
  • Intended use
Output
  • Allocator identity and people
  • Available fund/manager context
  • Commitments or reported positions
  • Evidence and limitations
Maximum scope: One organization and one agreed questionCurrent availability: MANUAL_REVIEWED_REQUEST; automatedInvocation=false.Read the template · Prepare this request
Research selected transaction context around one company or organization.Canonical task ID: organization-researchWhen to use: Use when the participants, event dates or disclosed amounts need explanation.Required input
  • One company or organization
  • One transaction-context question
  • Intended use
Output
  • Subject identity
  • Recorded transaction type/date
  • Supported participants and roles
  • Disclosed amount with currency where known
  • Sources and unknowns
Maximum scope: One organization and one agreed questionCurrent availability: MANUAL_REVIEWED_REQUEST; automatedInvocation=false.Read the template · Prepare this request
Explain a recorded connection or research lead around one target organization.Canonical task ID: organization-researchWhen to use: Use to understand why a connection is shown and what your team should review next.Required input
  • One target organization
  • One relationship question
  • Intended use
Output
  • Target and relevant parties
  • Typed connection and why it exists
  • Supporting evidence
  • Separately authorized customer context if agreed
  • Unknowns and customer-owned next action
Maximum scope: One organization and one agreed questionCurrent availability: MANUAL_REVIEWED_REQUEST; automatedInvocation=false.Read the template · Prepare this request
Request a bounded selection against a supplied market definition.Canonical task ID: bounded-shortlistWhen to use: Use when you need a small research shortlist rather than an unrestricted database search.Required input
  • Market and geography
  • Inclusion criteria
  • Requested result count within published scope
  • Intended use
Output
  • Selected organization identities
  • Reason for inclusion
  • Evidence per result
  • Unknowns and limits
Maximum scope: Up to 10 organizations in one agreed marketCurrent availability: MANUAL_REVIEWED_REQUEST; automatedInvocation=false.Read the template · Prepare this request
Review an authorized supplied organization list against one question.Canonical task ID: watchlist-reviewWhen to use: Use for a scoped review of your existing list; it is not a live Monitor service.Required input
  • Authorized supplied organization list
  • Review question
  • Intended use
Output
  • Supplied subjects
  • Relevant findings by subject
  • Evidence and dates
  • Unresolved questions
Maximum scope: Up to 10 supplied organizationsCurrent availability: MANUAL_REVIEWED_REQUEST; automatedInvocation=false.Read the template · Prepare this request
Organize permitted evidence for one organization or question.Canonical task ID: evidence-packWhen to use: Use when the supporting sources and their limits matter more than an additional narrative.Required input
  • One organization or question
  • Intended use
Output
  • Question and claim context
  • Permitted source references
  • Field-level support notes
  • Dates and unknowns
  • Limitations and rights
Maximum scope: One question and up to 10 sourcesCurrent availability: MANUAL_REVIEWED_REQUEST; automatedInvocation=false.Read the template · Prepare this request
Agree a deeper investigation into one identified organization and question.Canonical task ID: scoped-investigationWhen to use: Use when the research question needs a scope decision before accepted work.Required input
  • One organization
  • Defined question and permitted scope
  • Intended use
Output
  • Research question
  • Supported findings
  • Source and date context
  • Unresolved issues
  • Limitations and agreed rights
Maximum scope: One organization and an explicitly agreed questionCurrent availability: MANUAL_REVIEWED_REQUEST; automatedInvocation=false.Read the template · Prepare this request