Selected workbook context
The analyst picks Revenue Build, Debt Schedule, and Assumptions from Model_v12.xlsx. ValuClaw reads the cells, the formulas, the hardcodes, and the drivers that changed since v11.
Model-to-memo
The analyst picks the tabs. ValuClaw drafts the memo. The reviewer checks every number.
Model-to-memo starts with the analyst selecting Revenue Build, Debt Schedule, and Assumptions from the working model. ValuClaw drafts the Word commentary section with $48.2M tied to cell F87, the changed churn assumption flagged, and save locked until the reviewer approves.
Model-to-memo run
Selected context
Model_v12.xlsx · Revenue Build · Debt Schedule · Assumptions
Context manifest
Reviewable Office draft
Model commentary section
Revenue at $48.2M from cell F87, net leverage at 3.1x from D40, and the churn assumption flagged at 4.0% — changed from 3.2% in v11.
Approval is required before save or send.
What enters the run
Only the inputs your team approves.
Approved supporting material
Deal notes from SharePoint, the latest 10-K filing, Capital IQ screens, broker research, and internal memos — each with its use rules and entitlements intact.
Team style and review policy
A versioned skill defines the memo structure. Approved memory holds house style, sector assumptions, and review preferences. The model route — Auto, GPT, or Claude — is logged for each run.
What the reviewer receives
A first draft with the work still inspectable.
The objective is not to replace investment judgment. It is to cut the two hours the analyst spends retyping numbers into Word, while preserving every cell reference, every assumption flag, and the reviewer's final say.
Word memo section with $48.2M tied to cell F87 and 21% YoY tied to H87
Changed churn assumption flagged: 3.2% in v11 → 4.0% in v12
Diligence-style open questions for the reviewer to resolve
Source packet, context manifest, model route, and approval history
See how the workflow stays under your controlStart with one model package