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GTO Deck

@GTO Deck
1 run live · 3 members · 5 runs total
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Yesterday · 4/28
Ben P. started a new run · Hancock Firm
BP
Ben P. Partner · THP 9:14 AM

@GTO Deck generate the deck for Hancock Firm. Sources attached.

Sources · 10 files · 2.4 MB CIM, transcript, financials
PDFHancock Firm (1).pdf235.6 KB
MDHancock transcript notes.md34.4 KB
PDFBS 2025 Accrual.pdf268.5 KB
PDFPL 2022–2026 Accrual (5 files)1.3 MB
PDFPL Apr 2025 – Mar 2026 Accrual.pdf271.4 KB
GD
GTO Deck Agent 9:14 AM

Started run · Hancock Firm. Reading 10 sources. Will assemble the standard 24-slide GTO deck and score against THP themes. Estimated ~6 hours given the depth of the financials.

GTO Deck finished Hancock Firm · 6h 30m · 78% theme fit
GD
GTO Deck Agent 3:44 PM

Done. Hancock Firm deck is ready — 24 slides, scored 78% against THP themes. Top match: roll-up legal services thesis. Caveat in slide 14: PL 2026 trailing only 4 months; flagged for review.

PPTX
Hancock Firm · GTO Deck.pptx
v1 · 24 slides · 1.2 MB · 78% theme fit
Open ›
WS
Will S. Principal · THP 5:02 PM

Nice. The thesis fit looks right. Let's surface the 2026 accrual caveat earlier — slide 4 not 14. Otherwise good for the IC discussion Thursday.

Today · 4/29
Ben P. started a new run · Project Mountain (Berger)
BP
Ben P. Partner · THP 2:38 PM

@GTO Deck run on Project Mountain (Berger). Multi-site dental services. The CIM is dense, focus on unit economics and same-site growth.

Sources · 5 files · 1.1 MB CIM, financials, notes
PDFBerger CIM.pdf412 KB
PDFBerger Financials 2023–26.pdf221 KB
PDFBerger LBO Model.pdf189 KB
PDFSite visit notes.pdf94 KB
PDFManagement presentation.pdf198 KB
GD
GTO Deck Agent 2:38 PM

Acknowledged. Prioritizing unit economics & same-site growth in the financials section. Currently on step 3 of 5 — synthesizing the investment thesis. ETA ~4 minutes for the deck.

Track progress in the right rail →

WS
Will S. Principal · THP 2:41 PM

While we wait — @GTO Deck when you're done, check whether their site-level EBITDA margins line up with what we saw at Alpine last quarter. That's the analog I keep coming back to.

Posting to GTO Deck ⌘ ↵