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In-System Tools - O3

Anna Hentunen

Created on October 27, 2025

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In- System Tools

DeliveryGPT

Currents From the Target Block

Mitigates the potential for industry chatter, or other escalations, by catching currents from the target as they're added

Serves as a thinking partner that can help you structure problems, analyze information, and assess conflicts.

Flag to CP

Excluded Companies

Safeguards against improper outreach by systematically enforcing both general and client-specific company restrictions.

Interaction Count

If an expert has done 25+ interactions that is a potential flag this an expert could be gaming the system Ensure that the projects they have worked on make sense with their career history

Delivery GPT

Do: - Input your project Anchor company for general research (ex. "What industry does [x company] operate in?") - Be specific when assessing conflicts (ex. "Compare the products, markets, and primary competitors for [Company A] and [Company B]") Avoid: - Inputting information linking client to Anchor (ex. "[Client] is looking at [x company], what are the risks?") - Relying solely on Delivery GPT for conflict evaluation

Currents From Target Block

Do: - Input the clients' companies of interest as soon as you know them - Ensure every expert's career history is up to date to the tool can accurately asses Avoid: - Including any companies not confirmed by the client as information or investment targets

Excluded Companies

Do: - Include all target and/or anchor companies on the project, as well as any companies specifically noted as restricted by the client Avoid: - Utilizing the section for personal record keeping only. Every company should be relevant to the entire delivery team