We started from listing documents, annual reports and deal filings, all of them public, and turned them into a set of linked pages a team could read and question. In plain terms, it took four steps.
01 - Gather the sources
We collected the public listing documents, annual reports and deal announcements for 13 vertical software companies and the investors behind their deals.
02 - Read and organise
Each filing was read once, carefully, and its facts were sorted into pages for each company, deal, market and person, so figures from different years never get mixed up.
03 - Link and compare
A company that appears in its own filing, a buyer’s announcement and a market map gets one page that brings them together, with each source cited.
04 - Check before saving
Every figure was checked against its filing and kept with its reporting period. Anything uncertain was flagged instead of guessed.
How we kept it honest
Investment views are kept separate from the facts they rest on, so a reader can always see which parts are reported numbers and which parts are opinion.
The result: 139 pages: 13 companies plus the investors behind their deals, 12 deal write-ups, 11 market maps, 9 people, 5 investment views, 4 pages that pull themes together and 71 source summaries. Built in about a day.