01
Diagnostic
We map sources, permissions, data quality, and the workflows where inaccessible firm knowledge creates real drag.
The output is a deployment plan for the first workflow worth building.
Start with the workflow where access to judgment matters most.
Red6 starts with a diagnostic, then deploys one focused workflow that makes firm knowledge useful in daily investment work.
The method keeps the first deployment practical: narrow scope, clear ownership, source visibility, and a path to broader automation.
02
First deployment
We connect the agreed sources, configure retrieval and citations, and test with real investment work.
The first deployment proves usefulness before anyone asks the firm to clean the whole archive.
03
Automation layer
Once the memory layer is useful, we automate the repeatable work around it: routing, drafting, follow-up, review prep, and reporting.
Humans keep judgment. The system removes coordination drag.
04
Expansion
Red6 expands across more data sources, investment workflows, portfolio-company workflows, and teams after trust is earned.
The firm gets leverage from knowledge it already paid to create.
The diagnostic turns ambiguity into a build plan.
Most firms do not need a giant archive-cleanup project before they can see value. They need the right first workflow.
The diagnostic identifies what can be trusted, what needs structure, what should stay out of scope, and what Red6 should deploy first.
Source map
Where historical investment material lives, who owns it, what is usable now, and what should wait.
Permission model
How access should work across deal teams, partners, advisors, portfolio material, and sensitive records.
Workflow selection
The first high-value workflow Red6 should deploy, with scope tight enough to prove value.
Deployment plan
The data path, integration approach, review model, timeline, and expansion sequence.
Automation expands after trust.
A useful first workflow creates confidence in the source model, retrieval behavior, automation boundaries, and human review process.
From there, Red6 can expand across more sources, more investment workflows, portfolio-company workflows, and more users without treating the first project like a permanent pilot.