Source map
Where historical investment material lives, who owns it, what is usable now, and what should wait.
Before deployment, choose the first workflow worth building.
The diagnostic maps the firm's sources, access model, data quality, workflow pain, and highest-leverage starting point.
It identifies where Red6 can become useful first without turning the project into broad AI exploration.
What the diagnostic produces
The goal is not a generic strategy deck. The goal is a deployment-ready understanding of sources, permissions, workflow, risk, and expected operating lift.
Permission model
How access should work across deal teams, partners, advisors, portfolio material, and sensitive records.
Workflow selection
The first high-value workflow Red6 should deploy, with scope tight enough to prove value.
Deployment plan
The data path, integration approach, review model, timeline, and expansion sequence.
Who should book it
- Your firm has years of deal, diligence, memo, email, CRM, or data-room history.
- Investment professionals repeatedly need judgment the firm has already built.
- Manual investment or portfolio-company workflows are slowing execution.
- You want a productized deployment path, not a broad AI exploration project.
What happens after the diagnostic
If the first workflow is viable, Red6 moves into initial deployment: connecting the agreed sources, configuring retrieval and citations where needed, and automating the repeatable work around human review.
If the sources, permissions, or workflow are not ready, the diagnostic should make that clear before the firm commits to implementation.