app.gopitcrew.com / skills / review-documents
Step 1 / 4
Documents queued for review
picture_as_pdf
Q1 2026 Investor Letter - Draft.pdf
12 pagesUploaded 2 min ago
Queued
description
Marketing Brochure - New Strategy.docx
6 pagesUploaded 5 min ago
Queued
Client Communication - Fee Schedule Update
3 pagesUploaded 8 min ago
Queued
Reviewing against
Firm Marketing Policy Disclosure Requirements Communication Standards Fee Disclosure Rules Performance Reporting Policy
Step 2 / 4
Analyzing: Q1 2026 Investor Letter
Scanning 12 pages against 5 policy sets...
Page 1 of 12
Page 2 of 12
check
Disclosure statement present
Required disclaimer found on page 1, paragraph 3
error
Performance claim without context
Page 1: "outperformed benchmark by 340bps" missing time period and methodology
warning
Fee reference may need update
Page 2: fee schedule referenced does not match current approved schedule
check
Contact information correct
Firm name, address, and registration details verified
Step 3 / 4
Review Findings
warning 2 Items Need Attention
0
Sections Checked
0
Passed
0
Warnings
0
Violations
Performance claim lacks required context
Page 1, para 4: "outperformed benchmark by 340bps" must include time period, benchmark name, and whether returns are gross or net of fees.
Violation
Fee schedule reference outdated
Page 2: references Schedule B (Rev. 2024) but current approved version is Schedule B (Rev. 2025).
Warning
All required disclosures present
Disclaimer, risk language, registration details, and contact information all verified against firm policy.
Pass
Branding and formatting compliant
Logo usage, fonts, color scheme, and layout match approved brand guidelines.
Pass
Step 4 / 4
Evidence Trail
download Export PDF
10:15:01 AM
Review initiated: 3 documents against 5 policy sets
Firm Marketing Policy, Disclosure Requirements, Communication Standards, Fee Disclosure Rules, Performance Reporting Policy
10:15:04 AM
Parsed 21 pages, identified 47 reviewable sections
Investor letter (12 pages), marketing brochure (6 pages), fee communication (3 pages)
10:15:12 AM
41 sections passed all policy checks
87.2% pass rate across all documents
10:15:14 AM
Violation: performance claim without required context
Policy: Performance Reporting Policy, Section 3.2. Requires time period, benchmark ID, and fee basis for all return claims.
10:15:15 AM
Warning: fee schedule reference outdated
Policy: Fee Disclosure Rules. Document references Rev. 2024, current is Rev. 2025.
10:15:16 AM
Reviewer notes drafted for 2 items requiring attention
Suggested corrections attached. Ready for human approval.
10:15:17 AM
Review complete. Findings report delivered.
41 passed, 4 warnings, 2 violations. Full audit trail generated.