Doubled case load
per analyst.
No layoffs.
A boutique finance consultancy running M&A due diligence, industry research, and investment committee reviews. The 80-person team serves private equity and corporate investment arms at home and abroad, routinely shipping 200-page DD reports. SiNan unified their Feishu ingress with a 10-year project archive and compliance rule base, letting agents cover the four analyst-hour sinks: industry research drafts, KYC lookups, IC-report consistency checks, and new-hire archive searches.
↓ 40%
Avg Project Cycle
6月→3月
New-Hire Onboarding
95%+
Compliance Coverage
100%
Audit Trail Coverage
80-person boutique advisory
serving PE and corporate investment arms.
6 partners · 8 directors · 20 managers · 45 analysts · 1 support. Core services: outbound M&A due diligence, pre-IPO strategic reviews, cross-border investment compliance. Sector coverage: TMT, new energy, medical devices, consumer retail. Clients expect report depth, compliance rigor, and delivery speed — simultaneously.
DD from scratch ×
slow new-hire ramp ×
manual compliance.
Pain 01
Every DD starts from scratch
Industry research done for Project A has to be re-found for Project B, relying on "analyst memory + file archaeology". 10 years of 2000+ documents exist — but search is fragmented, versions conflict, no one maintains it. Analysts rebuild from scratch.
Pain 02
New hires take 6 months to lead a project
First three months: "shadow". Months 4–6: small assignments. Independent project leadership averages month 9 — high cost, high attrition risk.
Pain 03
Manual compliance review, inconsistent coverage
Compliance rules span regulators, industry associations, and internal policies — 300+ rules total. Only manager-and-above do compliance review, but time is tight. Actual coverage hovers near 70%, with mistakes caught post-hoc.
Pain 04
IC-report consistency across files is hard to guarantee
A 200-page IC report can cite 5–8 underlying drafts for valuation assumptions, market data, and compliance conclusions. If any draft updates and the report doesn't follow — cue the awkward IC moment.
Three layers:
Feishu ingress +
archive + compliance.
Instead of rebuilding internal systems, SiNan sits as a governance layer on top of existing Feishu, SharePoint, Notion, and compliance spreadsheets. Analysts @SiNan in Feishu — compliance lookups, industry archive searches, and report consistency checks in a single prompt.
Native Feishu ingress + identity pass-through
Analysts @SiNan in Feishu. The agent queries internal systems under the requester's own identity. Partners see everything; analysts see only current project. Permissions not mirrored — re-checked at source.
10-year archive vectorized + live sync
2000+ reports in SharePoint indexed via pgvector. Document changes flow back in 60s. An analyst asks "DD conclusions on BESS new-energy deals over the past 3 years" — 8 reports' key findings returned with source citations.
Compliance Skill + policy-engine sign-off
300+ compliance rules codified as structured Skills. After manager submission, the agent auto-scans; high-risk items (cross-border data, related-party transactions) trigger the policy engine and require partner sign-off to proceed.
Audit chain + tiered quota
Every call writes to a SHA256 hash chain; regulators or internal auditors can export structured CSVs on demand. Token quotas split across partner / manager / analyst tiers, with per-person auto-alerts on overuse.
Four workflows —
analyst output doubled.
Not about writing reports for analysts — about automating the four most time-consuming pre- and post-work steps. Analysts use the saved time for real judgment calls, client meetings, and IC follow-ups.
01 · Industry Research First Draft
ResearchBefore
Analyst × 2 weeks · public data + internal archive + industry interviews → manual 30-page draft · manager review + revise ≈ 3 weeks.
After
Agent pulls 10-year archive + Wind/Choice data + public research → 25-page draft with citations in 2 days · analyst adds judgment and expert interviews on top.
Deliverable: first draft with citations, data tables, risk flags.
02 · Client KYC / Compliance Lookup
ComplianceBefore
New client onboarding: 20+ KYC items (related parties, blacklists, sanctions, conflicts). Manager reviews manually 2–3h. ~10% miss rate.
After
Partner @SiNan "quick KYC for [Group X]" in Feishu · 15-minute full KYC report: related-party graph, sanctions cross-check, litigation history, conflict analysis.
Deliverable: KYC PDF · all external sources timestamp-cited.
03 · IC Report Consistency Check
QualityBefore
Manager manually cross-checks 5–8 source drafts × 200-page report · 1 full day · still misses some version mismatches.
After
Agent scans full text · 1-hour delta report: "valuation model v3 vs body cites v2", "industry data 2024Q3 vs 2024Q4", "compliance conclusion vs Appendix C mismatch" — items listed for decision.
Deliverable: delta report · with jump-to-location links for every mismatch.
04 · New-Hire Archive Search & Onboarding
TrainingBefore
New analyst on unfamiliar sector: half a day in SharePoint + 3 colleague pings · 50% info recovered · first 6 months like this.
After
@SiNan "what has the firm done in energy storage over the past 3 years — who led, core conclusions?" · 5 minutes: project list + lead partner + conclusions + source doc locations · new analysts lead small projects by month 3.
Deliverable: structured past-project summary · with source links.
Project cycles cut 40%.
Compliance at 95%+.
↓ 40%
Avg Project Cycle
From 5–8 weeks → 3–5 weeks
6月→3月
New-Hire Ramp
Time-to-independent halved
95%+
Compliance Coverage
300+ rules scanned per report
100%
Audit Trail
SHA256 hash chain · regulator-exportable
SiNan + pgvector knowledge base + policy engine + Feishu SSO
We didn't cut analysts.
We just doubled
what each one
can handle.
— Partner, a finance advisory firm
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