A second brain for the work behind a deal.

Preparing a business for a transaction involves models, documents and questions that rarely arrive in a convenient order. Advisers need to inspect the financial picture, understand where a figure came from and resolve open issues with the deal team.

The second-brain direction gives that work a shared context. Tobin’s implemented workspace connects deal analysis, adjustments, statements and extraction coverage, with source-figure drill-down and internal queries that let people investigate an observation instead of simply accepting an answer.

AI assistance sits alongside deterministic checks for specified classes of claims. Findings are organised around the observation, its implication, supporting evidence, owner and state, so the adviser can see what deserves attention and who is taking it forward.

This remains an active build. Broader company knowledge is the direction; autonomous remediation, continuous monitoring and writes to customer systems are future scope. The useful starting point is an inspectable workspace for the deal team’s actual questions.