Workflow guide
How AI Prospectus works
A practical guide to the workflow, the techniques behind it, and where professional review remains essential.
Techniques in the workflow
Structured assistance, not a black box.
How are source documents prepared?
PDF, DOCX, XLSX, and structured files are parsed and normalized into a consistent working format. The system preserves useful structure so later steps can work with sections rather than an undifferentiated pile of text.
How does section-level evidence and retrieval work?
Prepared information is organized around disclosure sections. When a section is drafted, the system retrieves the most relevant evidence and keeps source context available for review.
What are Prompt orchestration and controlled generation?
Each drafting stage uses a purpose-specific instruction and a defined output contract. Generation runs section by section so teams can inspect progress, intervene, and rerun a limited scope.
How are sources, missing information, and quality checks handled?
The workflow retains source markers where available, surfaces missing inputs, and runs checks for coverage and consistency. A clean-looking answer is not treated as proof that every required fact exists.
What is the RCA feedback loop?
Root-cause analysis compares generated sections with reference outcomes, classifies likely causes, and proposes Prompt improvements. Suggested changes remain subject to human review before adoption.
Can I use local and cloud models?
Yes. Local models support private on-device work, while supported cloud providers can be used when their capabilities are preferred. Deployment and credentials remain explicit so teams can choose the appropriate control boundary.
Using the system
From configuration to Word draft in seven steps.
- 01
Configure a model
Choose a cloud provider such as DeepSeek, or a local Qwen model. Save the settings and run the built-in connection or environment check.
- 02
Prepare source materials
Collect issuer documents, financial files, and structured inputs. Use clear filenames and the latest reviewed versions.
- 03
Run the IPO diagnostic
Assess listing-readiness facts and identify questions that require legal, financial, or sponsor judgment.
- 04
Prepare evidence
Parse and organize materials, then review section coverage, source pointers, and quality warnings.
- 05
Draft section by section
Generate a limited section, inspect it, and continue only when the evidence and direction are appropriate.
- 06
Review gaps and sources
Resolve missing information, verify statements against primary documents, and record decisions requiring professional judgment.
- 07
Export to Word
Export the reviewed working draft for the deal team’s established editing, approval, and filing process.
Professional working draft, not professional advice
AI Prospectus produces a professional working draft. It does not replace legal advice, audit assurance, sponsor due diligence, regulatory review, or a stock exchange listing decision.
Ready to begin?
Configure your model, then start with issuer materials in the workspace.