Preliminary version subject to legal review.
Sherlock is a company-first sell-side preparation service for Latin American companies. The team organizes source materials and prepares transaction-ready deliverables such as financial models, teasers, CIMs, management presentations, and credit or equity decks. Work is held in a private company workspace and reviewed by humans before it is delivered or shared.
Sherlock is NOT:
Preparation materials support a company's private transaction process; they are not financial, legal, accounting, tax, or investment advice. Any financing, sale, purchase, or other transaction decision remains with the parties and their own advisers. Sherlock does not promise or project any return or outcome.
The team may request company information before sharing materials or issuing guest access. Any such review is handled manually and has a limited operational purpose. It is not an audit, a certification, or an opinion on the merits of a transaction. Each party remains responsible for its own due diligence.
The team reviews intake, processing, and deliverables before they are delivered or shared. Mycroft is an external sibling processing service used through a bounded connection to authorized workspace materials. Any analytical or artificial intelligence tools are working instruments that speed up preparation — they do not generate recommendations or replace the parties' own judgment.
This public notice does not make a jurisdictional or regulatory determination. Any company eligibility, sharing, or guest-access review is handled manually by the team and, where applicable, described in the service terms or other agreement for the relevant work.
Company materials stay in the private workspace unless the company and team authorize sharing. When a private process advances, the team may issue a guest invitation for a specific room; one-time passcode and NDA steps may apply before confidential materials are visible. Follow the applicable confidentiality terms for every document you receive.