Workflow review
Send us the deliverable your team dreads drafting.
The Monday-morning model commentary. The diligence note at 11 PM. The LP update that takes all of Friday. Tell us which one, who reviews it, which workbook tabs and data sources are allowed, and where the final draft belongs. We will map a four-week path to a source-backed Office draft your team can inspect and own.
What the first review leaves behind
Workflow
Show us the deliverable
A short note is enough: the recurring output (e.g., Monday model commentary, IC deck page, diligence note), who reviews it, the workbook tabs, the SharePoint folders, the Capital IQ or FactSet screens, the templates, and the Microsoft surface where the final draft belongs.
hello@valuwiki.com
Subject
ValuClaw workflow review
Security
Discuss security and data handling
Use this for questions about Microsoft 365 access scope, which SharePoint sites ValuClaw reads, source visibility, approval audit trail, model routing policy, Capital IQ and FactSet entitlement handling, data retention, or customer-data boundaries.
hello@valuwiki.com
Subject
ValuClaw security review
Contact: hello@valuwiki.com
Prefer to read the code first? It's all open source on GitHub.