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Smart File Management
for Value Investors

Turn your investment research into a structured, versioned history that evolves with your thinking.

Track how our FCF projections for NKE evolved since last earnings

See all changes to our insurance sector multiples analysis from the past two quarters

Recover our management track record notes and earnings call highlights for undervalued for BABA

Create a branch to test higher discount rates on our banking sector DCF models

Se which version of our retail sector comps spreadsheet is current

Trace how our thesis on asset-heavy businesses evolved throughout market volatility

Track how our FCF projections for NKE evolved since last earnings

See all changes to our insurance sector multiples analysis from the past two quarters

Recover our management track record notes and earnings call highlights for undervalued for BABA

Create a branch to test higher discount rates on our banking sector DCF models

Se which version of our retail sector comps spreadsheet is current

Trace how our thesis on asset-heavy businesses evolved throughout market volatility

A version control platform for professional investors who deserve better tools

Version Control
Version Control

Track the evolution of your investment thesis

Keep a complete history of your Excel models, research notes, and presentations in one place. See how your thinking evolved over time, compare versions, and never worry about which file is the final version again.

Explore Version Control
Branching

Build custom scenarios

Create separate branches to model different economic assumptions, valuation scenarios, or investment theses. Compare results side by side and merge valuable insights back into your main analysis.

Explore Branching
Branching
AI-Powered Document Search
AI-Powered Document Search

Find content fast, across all your files

Skip the folder maze. Find the exact data, analysis, or insight you need straight from your reports, models, and decks. See past work and uncover new angles, all in one place.

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For Investment Teams who work in
Messy, High-Stakes Environments

Version History

Instantly see how your ideas have evolved and revert to previous versions whenever needed.

Scenario Branching

Test different assumptions without creating duplicate files or disrupting your main analysis.

AI-Powered Document Search

Search across all your investment files and get what you need in seconds.