Frame the problem first
What is in scope? Who plays where? What are we actually deciding?
Sector boundary and market map nodes — players, archetypes, value-chain positions, and open questions — before the reading pile becomes a deck.
New EV mandate Tuesday, client workshop Friday: graph the sector frame in two hours, not three days of unordered PDFs.
EntityConceptSynthesis
Mechanism thinking
What actually moves the thesis? Which drivers are first-order vs. noise?
Driver tree hierarchy — outcome at the top, causal drivers below, each linked to evidence passages. See mechanics, not bullet lists.
Pricing change overnight: traverse from revenue driver node to the filing excerpt that supports or breaks it.
ConceptComparisonEntity
Hypothesis-driven judgment
What do we believe, what contradicts it, and what is still unknown?
Hypothesis nodes with support, counter-evidence, and gap edges — the same board seniors keep in their head, now on the corpus.
Steering committee tonight: open the hypothesis node — recommendation, trade-offs, and cited appendix in one view.
SynthesisComparisonSummary
Universe & positioning
Who is in the peer set? How do they differ on motion, pricing, and GTM?
Company clusters and positioning axes — tier-1 / tier-2 universe, not a flat folder of IR PDFs. Click a company to ask scoped questions.
Comp matrix for Monday: select the peer cluster node — Agent compares only those sources, every cell citable.
EntityComparisonConcept
Defensible in the room
Where did that number come from? Can I open the passage in one tap?
Claim → source → passage chain on the graph. Live challenge becomes navigation, not tab hunting.
Client asks mid-slide: click the claim node — the exact sector report page opens with the citation chip.
SummaryEntityConcept
Thesis maintenance over time
What changed since last week — and does it break our view?
New signal nodes attach to affected hypotheses. OpenClaw feeds the graph; you see delta on the map, not seventeen headlines in Word.
Weekly watch: only nodes with changed support/counter edges surface — draft delta brief from the diff, not a rewrite.
EntitySynthesisComparison