What is the 15Rock platform?

15Rock is a decision-artifact workflow engine for investment teams. It maps trusted sources to evidence-linked claims, runs them through your methodology, and exports decision packs — IC memos, briefs, and board packs — with a full audit trail.

Does my data ever train your models?

No. Your data is never used to train shared models. It stays in your private workspace and is used only to produce your team's outputs.

Where is data stored and what residency options exist?

Workspaces can be deployed in our managed environment or in your own cloud (AWS, Azure, GCP). Data residency options are available for North America, EU, and other regions on request.

How is data encrypted in transit and at rest?

All data is encrypted in transit via TLS and at rest using 256-bit AES. Encryption keys are managed centrally with rotation, and dedicated-key options are available for enterprise plans.

Do you support SSO/SAML and MFA?

Yes. Single sign-on via SAML 2.0 and OIDC is supported, alongside multi-factor authentication. SCIM-based user provisioning is available for enterprise workspaces.

How are access permissions controlled?

Role-based access control governs every workspace, source, and artifact. Permissions can be scoped per project, per source, or per reviewer state, and every access event is logged.

How long are audit logs retained and can we export them?

Audit logs covering ingestion, citations, reviewer actions, versions, and exports are retained for the lifetime of your workspace and can be exported as JSON or CSV alongside any decision artifact.

How is data deleted when we end a pilot or contract?

On request or at contract end, your workspace data, embeddings, and audit logs are deleted from production and backups within the contractual retention window — with a deletion attestation provided on request.

Who are your sub-processors and how do we review them?

A current sub-processor list, security overview, and SOC 2 / penetration testing reports are available under NDA. Material changes to sub-processors are communicated in advance.

Research note · 15RockFiled · 2026-05-27

Trust architectureThe platform behind a decision you can defend.

15Rock does not make the decision. It structures the evidence, assumptions, trade-offs, and draft artifacts so your team can defend how an answer was produced — to IC, board, client, or compliance.

140 → 12

Universe screened to a priority shortlist

Pilot → annual

Pilot expanded to an annual engagement

Site-by-site

Outside-in models, no internal data

Workflow architecture

Six stages. One pipeline. Every claim cited.

15Rock is not a chatbot or a research database. It is a workflow engine — each stage produces a verifiable artifact the next stage builds on.

Source map

Map sources and universe

Claim engine

Map claims to evidence

Workflow engine

Apply your methodology

Draft output

Generate cited workpaper

Reviewer loop

Human validates

Strategy pack

Export shortlist · brief · board pack

Source map · live

Filings (10-K, 10-Q, 8-K)SEC + global
Earnings call transcriptsQ1–Q4
Broker research12 banks
Internal models & memosprivate workspace

Every source hashed and version-pinned before claim mapping

Decision pack

IC memo · sector primer · board pack

Exportable · Cited · Audit-trailed

Executive summarycomplete
Thesis & key claimscomplete
Evidence appendixcomplete
Risk registerin-review

Last reviewerIC reviewer

Audit trail

Claim engine linked 47 citations
auto · 08:14
J. Singh approved sections 1–3
reviewer · 10:42
Workflow engine regenerated section 4
auto · 11:31
R. Chen exported decision pack
reviewer · 14:20

Product surface

Six engines. One workflow your team owns.

Source map

Every filing, transcript, broker note, model, and internal document — registered, hashed, and verified before it can be cited.

Document & spreadsheet ingest
Granular workspace permissions
Provenance and version pinning
Private workspace ingest

Claim engine

Each assertion in a draft is mapped to the source span it came from. Unsupported claims surface before review.

Claim-level evidence linking
Page and timestamp citation
Contradiction detection
Confidence and assumption markers

Workflow engine

Your IC framework, scoring rubric, and red-flag library run as a repeatable workflow — same questions, same depth, every diligence.

Configurable methodology
Red-flag library
IC scoring rubrics
Sector-specific templates

Reviewer loop

Analyst review at the claim level. Approve, flag, or rewrite — every action recorded against the evidence.

Claim-by-claim sign-off
Human decision sign-off
Comment threads on evidence
Role-based approval gates

Decision pack

Decision-ready output — memo, brief, board pack — every paragraph traceable to its source.

IC memo + risk register
Sector primer + peer set
Board pack + appendix
PDF, DOCX, structured JSON

Audit trail

Every source ingestion, claim mapping, reviewer action, and export — captured and exportable with the artifact.

Tamper-evident log
Reviewer attribution
Version history & source diffs
Compliance-ready export

Not a black box

AI does not make the decision.

15Rock structures the evidence, assumptions, trade-offs, and draft artifacts so your team can make better decisions faster — and defend them line by line.

Every claim citedEvery reviewer action loggedEvery export reproducible

Inside the workflow

Every claim has a source. Every source has an audit trail.

What a 15Rock pipeline looks like from ingestion through to the exported decision pack.

01Source map

Ingest sources

Public data, private overlays, internal models, transcripts, regulatory data — every input is registered, hashed, and verified before it can be cited.

Source map

Source map · Project Aurora

BloombergNEF — Steel 2030Q3 2025
IEA WEO 2025Oct 2025
Form 10-K (12 filings)FY24
Internal model — capex base casev3.2
Earnings transcripts (8)Q1–Q3

5 of 5 sources verified · ready for claim mapping

02Claim engine

Map claims to evidence

Every assertion in a draft is linked back to the source span it came from. Unsupported claims are flagged before they reach a reviewer.

Claim engine

Steel-sector capex is set to rise 18% YoY through 2027, driven by green-premium product lines.

Conf · high

BNEF Steel 2030[p.42]“Greenfield DRI-EAF capex commitments up 18.4% YoY, concentrated in EU and India.”
ArcelorMittal 10-K[FY24]“Capex guidance raised to $4.5–5.0B, weighted to decarb.”
IEA WEO 2025[ch.6]“Green-premium product demand grows at 11% CAGR through 2030.”

03Workflow engine

Apply your methodology

Your scoring rubric, peer logic, value-creation lens, and deliverable standard run as a workflow — not a prompt. Same questions, same depth, every engagement.

Workflow engine

Workflow output · target scoring

Claim	Source	Value	Conf.
Market growth	BNEF + IEA	+11% CAGR	Conf · high
Capex trajectory	10-K filings	+18% YoY	Conf · high
Margin durability	Broker consensus	Mixed	Conf · medium
Regulatory tail risk	EU CBAM	Elevated	Conf · medium

04Draft artifact

Generate the draft

Shortlist, Value Scan, benchmark, sector note, or board pack — drafted with every claim citation-linked. No fabrication, no untraceable paragraphs.

Draft artifact

Decision pack

Value Scan — Project Aurora

Exportable · Cited · Audit-trailed

Executive summarycomplete
Shortlist rationale & key claims (12)complete
Evidence appendix (47 citations)complete
Risk registerin-review
Reviewer sign-offpending

05Reviewer loop

Human validates

Your analysts review claim-by-claim. Approve, flag, or rewrite — every action is recorded against the underlying evidence span.

Reviewer loop

J. Singh
Senior Analyst
“Capex thesis well-supported — green-premium evidence is the strongest.”
Approved
M. Patel
Sector Lead
“Margin durability claim needs a second broker source.”
Flagged
R. Chen
Investment Committee
Pending

06Decision pack

Export the artifact

Decision-ready output: shortlist, brief, benchmark, or board pack — every paragraph traceable to its source. The audit trail ships with the file.

Decision pack

Audit trail

Claim engine linked 47 citations to 12 claims
08:14 · automated
J. Singh approved sections 1–3
10:42 · reviewer
M. Patel flagged margin durability for re-evidence
11:08 · reviewer
Workflow engine regenerated section 4 with new source
11:31 · automated
R. Chen exported decision pack (PDF + DOCX)
14:20 · reviewer

The 15Rock glossary

One vocabulary across the whole platform

Six terms you'll see across the product. Each maps to a concrete artifact, not a marketing concept.

Source map

Every trusted input — public data, private overlays, internal models, regulatory data — registered and verified before it can be cited.

Claim engine

Maps each assertion in a draft to the evidence span it came from. Unsupported claims surface before review.

Workflow engine

Your methodology — scoring rubric, peer logic, value-creation lens, and deliverable standard — running as a repeatable workflow, not a prompt.

Reviewer loop

Analyst review at the claim level. Approve, flag, or rewrite — every action recorded against the evidence.

Strategy pack

The output: shortlist, Value Scan, benchmark, brief, or board pack — every paragraph traceable to its source.

Audit trail

Every source ingestion, claim mapping, reviewer action, and export — captured and exportable with the artifact.

§ How it’s handled

Source-level provenance, claim-level citations, reviewer sign-off.

15Rock does not publish vendor connector counts or hard infrastructure SLAs. The promise is process: how a source becomes a cited claim, and how that claim gets reviewed before it ships.

Source provenance

File-level hash + version

Claim citation

Page / table / timestamp

Reviewer sign-off

Claim-level approval

Audit trail

Exportable with artifact

Workspace

Private & permissioned

Model training

Your data is not used

Works from the sources you provide.

No direct CRM, HRIS, or BI integrations are assumed. Provide exports your team already produces.

Uploaded documents

PDF, DOCX, PPT

Spreadsheets & CSV

Operating models, KPIs

Data-room exports

CIM, QoE, expert calls

Public filings

EDGAR, regulatory

Earnings transcripts

Public & licensed

Broker & research notes

Where licensed

Internal exports

CRM, portfolio reports

Output exports

PDF, DOCX, PPT, CSV

Enterprise Security

Built for institutional trust

Security & Compliance

Compliance

Enterprise security standards
Regular security audits
Data privacy controls
Compliance-ready architecture

Data Protection

256-bit encryption
Data residency options
Regular security audits
Penetration testing

Access Control

SSO/SAML support
Multi-factor authentication
Role-based permissions
Audit logging

Security & privacy

What procurement, legal, and compliance ask first

Eight questions buyers consistently bring to vendor review. Detailed answers, sub-processor lists, and security reports available under NDA.

Experience the platform

See how investment and advisory teams turn their own sources into decision-ready, fully-cited workpapers — every claim traceable to where it came from.

Explore Features

Start small

Most teams begin with one workflow, one source set, and one output.

Start a focused prototype