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KENNAN · DISPATCH · 2026.06.28 · NYC · LON · FRA

Capabilities

From the PDF on your desk to the memo in the IC pack.

Six things Kennan does for a finance team — clean data, sourced research, analysis, market sizing, modeling, and writing the memo. Built on the file formats you already live in: PDF and Word in, Excel out, memo on top. Every number traces back to its source.

What Kennan does for a finance team

01 · Data

Data cleaning & extraction

Drop in a 10-K, a CIM, a board pack, or a scanned KYC. Get an Excel-ready table where every cell is clickable back to the source page. Replaces the copy-paste pass that eats a junior's afternoon.

revenue_q155.04
arr602.40
op_income−8.40
cust_concentration0.18
out · XLSX · CSV · with source links
02 · Research

Deep research

Ask for a market overview, a competitor scan, an industry primer. The shape of answer you'd get from ChatGPT, but with a citation on every claim and a timestamp on every source. Pulls from filings, expert calls, and connected data rooms.

TAM mid-mkt R2R · $9.4B · growing 11% to $14.7B by '29Gartner · 2026.04.18
Win-rate vs Trintech in >$1B accounts: ~62%Tegus · 2026.03.22
out · cited · timestamped
03 · Analysis

Financial analysis

Variance, attribution, ratios, cohorts, unit economics. The work you'd build in a pivot table — done once and re-run next quarter without rebuilding. Each analysis remembers its assumptions and sources.

Plan FY26 rev691.4
Actual FY26 rev714.2
Variance+22.8 · +3.3%
Driverexpansion (78%)
out · XLSX · re-runnable
04 · Sizing

Market sizing

TAM, SAM, and SOM grounded in filings, expert calls, and primary research. Top-down and bottom-up build-ups reconcile. Every number traces to a source.

TAM
$14.7B
SAM
$8.5B
SOM '29
$2.6B
Today
$0.7B
out · top-down + bottom-up
05 · Model

Financial modeling

DCFs, LBOs, three-statement models, scenario sweeps. You see it like Excel and export to .xlsx so your team keeps working in the tools they know. Slider tweaks re-run in under two seconds.

Revenue '26691.4
WACC10.20%
Terminal g2.50%
EV$5.42 bn
out · XLSX · scenario-sweepable
06 · Memo

Strategic memo

The IC memo or board document that pulls the workspace together. Every claim ties back to a row in your data, a citation, or a model. Exports to Word or PDF for circulation.

BL · IC memo · v.04locked
out · DOCX · PDF · cited