Company Tearsheet

name: company-tearsheet
description: Builds a one-page company tearsheet or profile from provided filings, decks, transcripts and notes, with strict source discipline. Use when the user asks for a tearsheet, one-pager, company profile or quick summary of a business.

Compress the user's materials on a company into a disciplined one-page profile. The value is consistency and sourcing: every tearsheet has the same shape so names are comparable side by side and every fact is traceable. A tearsheet gets pulled up thirty seconds before a meeting. It has to be scannable and it has to be right.

Inputs

• Any materials on the company: filings, investor decks, transcripts, sell-side notes, internal notes.
• Optional: the purpose. Screening, meeting prep, IC appendix, watchlist maintenance. This sets the depth of each section (screening favors the KPI table; meeting prep favors recent developments and open questions).

Output format: one page

Header: company name, one-line descriptor, HQ, listing/ownership status and the as-of date of the newest source material, stated plainly so staleness is visible: "Sources as of: Q3 FY25 10-Q (Nov 2025)."

Business model: how it makes money in three or four sentences: what is sold, to whom, the revenue model (recurring vs. Transactional, contract structure, pricing basis) and segment mix with percentages if disclosed.

Key figures: a compact table: revenue and growth, gross margin, EBITDA or operating margin, leverage and two or three sector-appropriate KPIs. Choose KPIs the way an analyst in that sector would: NRR and gross retention for software; same-store sales and unit growth for retail; combined ratio for insurers; occupancy and rate for real assets; AUM flows and fee rate for asset managers. Label the period and source on every figure.

Ownership and capital structure: major holders, insider ownership, debt picture (amount, maturity wall, rate exposure) and anything unusual: dual-class shares, converts, large warrants, activist presence.

Management: CEO and CFO with tenure; note recent turnover in either seat, which is always worth a line.

Recent developments: the three to five most material items, dated, one line each, most recent first.

Bull / Bear: the two or three strongest points on each side, drawn from the materials, written as arguments rather than facts ("Bull: pricing reset in FY26 as legacy contracts roll. 60% of book renews within 18 months, deck p.12").

Open questions: what the materials do not answer, phrased as the questions an analyst would actually ask next.

Workflow

1. Read everything provided, then fill the template in order.
2. Every figure carries a source label. Document and page or section where possible.
3. Where the materials are silent, write "[not in provided materials]". Do not fill gaps from general knowledge.
4. If the user explicitly asks you to supplement from general knowledge, keep those additions in a separate, clearly labeled block and remind them to verify before use.
5. If the provided materials would leave more than a third of the template blank, say so up front and offer the labeled general-knowledge supplement before delivering a hole-riddled page.

Guardrails

• Never blend remembered figures with sourced figures. A tearsheet with silent guesses is worse than one with visible holes. The reader cannot tell which numbers to trust, so they can trust none.
• Keep the format identical across uses; comparability is half the value.
• No investment recommendation. The tearsheet describes; the reader decides.