ODD Report Generator

How this tool works

Fill in fund info, upload DDQ / financials / DD call transcripts & voice-note transcripts, select sections, then click Compile Briefing Package. The tool bundles everything into a single Markdown file — drop that file (and any large PDFs) into Cowork / Claude Desktop and ask "generate the ODD report." No API key, no billing.

Manager & Fund Information

Manager Name

Fund Name(s)

Strategy

AUM (Approx.)

Domicile / Jurisdiction

Review Date

Additional Context (optional)

Upload Documents & Transcripts

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Drag & drop files here, or click to select

DDQ responses, org charts, compliance manuals, audited financials, side letters, DD call transcripts (Granola, Gong, Fathom, Otter, Zoom, Read.ai), voice-note transcripts, meeting notes — PDF, DOCX, XLSX, CSV, TXT, MD, VTT, SRT, JSON.

Or paste a call transcript / voice-note text

Sections to Include

Select which ODD sections to generate. Core sections are pre-checked. Digital asset sections apply to crypto/DeFi strategies.

Output: a single ODD-Briefing-<Manager>.md file. Drop it into Cowork / Claude Desktop along with any source PDFs and say “generate the ODD report” — the AI will produce the full report (HTML + Word) just like the Acme Capital BTC+ example.

Reviewing: Initializing...

ODD Manual Checklist

Use this checklist alongside the AI review. Check items as you verify them manually.

0 / 0 completed

Report Card

Key Findings & Open Items

Operations Flow Map

Generated after AI review completes

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No report generated yet. Run an AI review or complete the manual checklist to generate findings.