SPECIALIZED ADVISORY FIRMS

Private AI built for your firm’s frameworks, models, and past engagements.

SEALED indexes your firm’s historical deliverables, slide decks, financial models, and winning proposals inside a dedicated single-tenant cloud. Consultants cross-reference past engagements, pull verified benchmarks, and assemble first-pass deliverables and proposals with every claim linked to the original source file and page.

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HOW SEALED WORKS FOR ADVISORY FIRM

Grounded in your firm’s proprietary IP.

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Cross-Engagement Synthesis

Combine conceptual search with exact keyword matching across years of past client reports, spreadsheets, and internal research, surfacing relevant benchmarks with clickable source citations in seconds.

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Rapid Proposal Drafting

Assemble first-pass client proposals, scopes of work, and strategy memos strictly from your firm’s proven methodologies and past winning bids, cutting turnaround from days to minutes.

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Client Access Walls

Enforce database-level permission boundaries between competing client accounts, M&A mandates, and sensitive financial files while keeping shared firm playbooks accessible across your team.

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Indexed Advisory Assets: Client deliverables, slide decks, proposal archives, methodology playbooks, XLSX financial models, and market research reports.

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IP & Custody Guardrails: Single-tenant private cloud (VPC); strict engagement-level isolation; zero outside model training on client financials or firm IP.

ADVISORY DEPLOYMENT PROFILES

Scoped to your project volume and client boundaries.

PROFILE 01

FOCUSED ADVISORY FIRM

1 to 10 Consultants | Up to 50,000 Documents | 2 Concurrent Queries

Built for single-discipline consultancies operating on a shared firm-wide archive without competing client conflict walls. Includes fast research and compliance checks across past deliverables and read-only sync with SharePoint, Google Workspace, or your primary document drive.

PROFILE 02

MULTI-PRACTICE FIRM

11 to 40 Consultants | Up to 250,000 Documents | 5 to 8 Concurrent Queries

Built for multi-team advisory and M&A firms requiring strict database-level walls between competing client engagements. Includes dedicated GPU dual-inference (fast lookup plus deep reasoning across dense financial and project records) and direct API sync with your DMS and CRM/ERP.

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Optional Advisory Modules: Live Regulatory & Tax Feed Indexing and Multimodal Audio/Video Ingestion (for recorded client interviews, expert calls, and board briefings with exact timestamp citations) are scoped during your audit.

HOW SEALED WORKS FOR ADVISORY FIRM

Scope your firm’s private deployment in 30 minutes.

A 30-minute technical diagnostic call with an AI Systems Architect to review your document setup, pinpoint where your consultants and project teams lose billable hours, and scope an isolated deployment backed by our 40% capacity guarantee. No sales pitch.

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Direct calendar access · 30-minute diagnostic call · Strictly limited to two practice builds per month