Frequently Asked Questions

It's a simple five-step process:

• Choose your deliverable – Browse our catalogue of institutional-grade documents.
• Configure your order – Answer clarifying questions, select add-ons, and choose your timeline.
• Upload your documents – Share your source materials securely (financials, contracts, market data).
• Review & checkout – Confirm your configuration and complete payment.
• Receive your deliverable – Get your document and Digital Twin, review, and request revisions as needed.

Standard delivery is 5-7 business days from order confirmation. Urgent delivery (3-5 days) and extended timelines (4+ weeks for complex engagements) are available during configuration.

Complex deliverables may require additional time — we'll confirm the timeline before you checkout.

We accept PDF, Word (.doc, .docx), Excel (.xls, .xlsx), PowerPoint (.ppt, .pptx), and CSV files.

If you have materials in other formats, contact us and we'll find a solution.

Our platform is designed for professionals who need institutional-quality analysis without traditional advisory costs or timelines:

• Business brokers creating CIMs and deal materials
• Private equity firms screening deals and conducting due diligence
• Search fund entrepreneurs evaluating acquisition targets
• Family offices assessing direct and co-investment opportunities
• Pension funds and sovereign wealth funds conducting GP due diligence
• Management consultants delivering strategic assessments

Traditional advisory firms charge premium rates because their model relies on expensive talent doing repetitive manual work — reading documents, extracting data, formatting reports, and building analyses from scratch every time.

We've fundamentally reimagined this process:

• AI-powered analysis – Our semantic analysis engine processes your source documents in minutes, not weeks. It extracts facts, identifies relationships, and builds structured understanding at a fraction of the cost.
• Templated excellence – Our deliverable frameworks encode years of institutional knowledge. Rather than reinventing the wheel, we apply proven structures that meet the highest professional standards.
• Human expertise where it matters – Our analysts focus on judgment, interpretation, and quality assurance — the high-value work that actually requires human insight — rather than data extraction and formatting.
• Scale economics – By productising the delivery model, we can spread fixed costs across many clients while maintaining consistent quality.

Yes — and in some ways, better. Here's why:

• Full provenance – Every claim in your deliverable is traced back to source documentation. Traditional reports often lack this transparency, making it hard to verify findings or understand the underlying evidence.
• Consistency – Our templated frameworks ensure every deliverable meets institutional standards. No variation based on which junior analyst happens to be assigned to your project.
• The Digital Twin – Your document comes with an interactive AI that understands every finding. Ask follow-up questions and get instant, cited answers — something traditional deliverables can never offer.
• Expert review – Every deliverable is reviewed by experienced professionals before delivery. We don't just generate content; we validate it.

We've built deliverables for search funds going to their LPs, business brokers presenting to buyers, and PE firms taking materials to investment committees. The quality stands up to institutional scrutiny.

Every order includes:

• Your deliverable – Institutional-quality document in PDF, Word, or PowerPoint format
• Digital Twin – Interactive AI companion for Q&A with source citations (included free)
• Full provenance trail – Every claim traced to source documentation
• Unlimited revisions – Request changes until you're satisfied
• Export flexibility – Download in multiple formats

Optional add-ons like additional visualisations, expedited delivery, or extended analysis are priced transparently during configuration.

Yes. If you anticipate multiple deliverables per month or have specific requirements, we offer:

• Volume discounts – Reduced per-deliverable pricing for committed volume
• Enterprise agreements – Custom SLAs, dedicated support, and priority delivery
• White-label options – Deliverables branded with your firm's identity

Contact us at enterprise@orthogramic.com to discuss your needs.

We accept all major credit cards (Visa, Mastercard, American Express) and bank transfers for larger engagements. Enterprise clients can arrange invoicing with net-30 terms.

We offer over 90 deliverable types across multiple solutions, including:

• Deal materials – CIMs, teasers, executive summaries, market position analyses
• Due diligence – IC memos, risk registers, QofE analyses, red flag reports
• Investment analysis – Investment theses, return models, valuation bridges, deal structures
• Strategic assessment – Current state maps, gap analyses, competitive landscapes, transformation roadmaps
• GP/fund evaluation – Track record analysis, ODD reports, ESG scorecards
• Portfolio monitoring – Board packs, performance dashboards, variance analyses

Browse our full catalogue to see all available deliverables with sample previews.

After receiving your deliverable, you can request revisions through your workspace. Mark up sections you'd like changed, add comments, and submit your revision request.

We'll update both your document and Digital Twin within 2-3 business days. There's no limit on revision rounds — we want you to be completely satisfied.

Provenance means every claim, finding, and data point in your deliverable is explicitly traced back to its source document and location.

This matters because:

• Verification – You can quickly check the original source for any finding
• Credibility – Stakeholders can see the evidence behind conclusions
• Audit trail – Full documentation of how conclusions were reached
• Updates – When source data changes, you know exactly what's affected

Traditional deliverables often state conclusions without clear sourcing. Our provenance trail brings institutional-grade transparency to every document.

Yes. During configuration, you can adjust scope, emphasis areas, and additional analyses. For enterprise clients, we offer white-label options with your firm's branding, colours, and formatting standards.

Contact us to discuss custom requirements.

Your Digital Twin is an interactive AI model built from your deliverable. It understands the content, structure, and relationships in your document, allowing you to:

• Ask questions in natural language – "What are the top 3 risks?" or "How does revenue growth compare to peers?"
• Get cited answers – Every response references specific sections and sources
• Explore findings – Drill into any area of the analysis conversationally
• Share with your team – Everyone gets the same instant access to insights

It's like having an analyst available 24/7 who knows your document inside and out.

Yes, it's included free with every deliverable. Traditional advisory firms would charge tens of thousands extra for this capability — if they could offer it at all.

Your Digital Twin remains accessible for 12 months from delivery. Extended access is available for ongoing engagements. When you request revisions, the Digital Twin is updated automatically.

Yes. You can invite team members to access your workspace and Digital Twin. Everyone sees the same information and citations, making it easy to collaborate on analysis and decisions.

Absolutely. Security is fundamental to our platform:

• Encryption – All files are encrypted in transit (TLS 1.3) and at rest (AES-256)
• Access controls – Strict role-based permissions and audit logging
• Infrastructure – Enterprise-grade cloud infrastructure with SOC 2 compliance
• Data isolation – Your data is logically isolated from other clients

No. Your documents are never used to train our models or any third-party models. Your data is used solely to produce your deliverable and power your Digital Twin. Period.

Yes. We're happy to sign NDAs for sensitive engagements. We also offer DPAs (Data Processing Agreements) for clients with specific regulatory requirements.

Contact us at legal@orthogramic.com to initiate.

Your uploaded documents and deliverables are retained for 12 months to support revisions and Digital Twin access. After this period, data is automatically deleted unless you request extended retention.

You can request immediate deletion of your data at any time through your account settings or by contacting support.

We're here to help:

• Email – support@orthogramic.com (response within 4 business hours)
• In-app chat – Available in your workspace during business hours
• Documentation – Detailed guides in our Help Centre

Enterprise clients receive dedicated support with priority response times.

Your satisfaction is our priority. If your deliverable doesn't meet your expectations:

• Revisions – Request unlimited changes until you're satisfied
• Escalation – Our senior team will review and address any quality concerns
• Guarantee – If we can't meet your needs, we'll work with you on a fair resolution

We stand behind our work. Contact us and we'll make it right.

Absolutely. If you have questions about which deliverable is right for your situation, or want to discuss a complex requirement, we're happy to chat.

Email hello@orthogramic.com or use our contact form to schedule a call.