A highlight from the template
A highlight from the template
A highlight from the template
A highlight from the template

Investment firm knowledge system


Purchase template

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Matthew Brown

This is a custom knowledge management system built specifically for investment firms, but useful for anyone needing to keep track of research in one convenient place.

At its core, it is a research management system that helps you capture important research on companies, industries, and people. However it also includes workflow management, CRM, priority setting tools, and a decision log to help you with your investment process.

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