The story

Reading a company

Six steps take an SME's documents from upload to a report your team can check. Each step has one job, and one check that protects the result.

What the SME does

From your referral link to a finished report, an SME makes six stops. Each stop has one check that keeps the result trustworthy.

Think of opening an account at a branch. You show your ID first, then the papers that prove your finances, and the officer checks every paper belongs to you before anything is written up.

What lands on your desk

A Micro or Full SPOT report opens in your workspace beside the documents it came from. Here is what each one holds, and what it says when the evidence is missing.

Think of a credit file prepared by a careful analyst. The facts are laid out in a fixed order, each one sits next to its source, and a blank is marked as a blank instead of being filled in with a guess.

Your team's workspace

Five screens hold what your team needs: an overview, a company list, a file for each company, every report, and the meetings SMEs ask for.

Think of the account manager's desk after a good morning briefing. The pile is already sorted, the urgent folders are on top, and every folder says whose it is.

Trust and governance

The SME decides which banks see its file. Each bank sees only its own companies and products, and every figure comes from fixed rules and checked documents.

Picture a safe-deposit hall. The box belongs to the SME, and only its owner chooses which bank may open it. A bank can open the boxes of its own customers and no others.

From referral to meeting

One referred SME can go from a registration link to a meeting request in your inbox, with its report behind it, without your team keying anything in.

Think of a good introduction at a conference. Someone brings the founder to your stand, with a one-page brief already in hand, and asks for a time. Your job starts at a warm conversation, not at a cold form.