ThoughtProcess

Collaborative reasoning over thousands of documents

Built for research teams' real workflows: go back and forth on nuanced topics and reference disparate sections from several sources. Documents, notes, and discussion are fully integrated as team-specific context for AI sessions.

For detail-oriented analytical teams

  • Beyond storage
    Complex, long-running research projects involve extensive discussion and frequent revision of arguments. Thought Process makes it easy to keep everyone's reasoning in one place, and to use AI to efficiently process team thinking.
  • Team-specific perspective
    All of the notes and discussion that constitute how you actually use your documents are organized for you. When you need to draw on past work, everything your team has already produced is immediately available.
  • Strict access control
    Fine-grained access control: specify exactly who can access or contribute material to a given project.

Stay on top of evolving work

Thinking changes; new approaches are taken, then scrapped. Your team's notes, writing, and discussion are co-located with the relevant documents, automatically building a map of how everything is used. Pull up specific uses of past material, or bring in AI to help synthesize team thinking.

When shared drives and email threads get out of control

We build specifically for teams drawing on several strands of evidence to produce complex work products, across months or years. Documents, their usage in past projects, and everyone's thinking about them: ready for seamless recollection and AI integration.

No more digging through several different apps to find what you're looking for. Everything is stored to be recollected with AI and semantic search.

Your team's precise usage of its materials is available as context for AI sessions. Get detailed responses about the resources in your knowledge base, reflecting your team's actual perspective.

Access control on a project-by-project basis: flexibly control who can view and/or contribute material to a collection of documents and notes.

Organize and process team thinking

For long-running tasks, create dedicated threads to track progress, organize ideas, and reference disparate material. Use AI to draw on the structure of your knowledge base while dealing with nuanced problems.

Powerful tools for careful research.

←AI & MCP
Write→
ThoughtProcess
Product
  • Collection
  • Search
  • Structure
  • AI & MCP
  • Writing
  • Collaboration
Resources
  • Deployment
  • Security
  • Getting started
Company
  • Pricing
  • Contact
  • Privacy & Terms
© Thought Process Software, LLC.info@thoughtprocess.us
ACME Inc. — FY26 review
ChatSearchSources
Damages model — cost assumptions
Upload

Sources

New folder
  • 10-K ACME Inc.
  • ACME Inc. 10-Q — Q2 2026
  • ACME Inc. earnings call — Q2 2026 transcript
  • ACME Inc. DEF 14A — 2026 proxy statement
  • ACME Inc. 8-K — Industrial restructuring
  • ACME Inc. 10-Q — Q1 2026
  • Deposition exhibit list — draft
  • Margin analysis
    • Ridgeline Research — ACME downgrade to hold
    • Meridian Partners — ACME channel checks, Q1
    • Cost basket
      • BLS producer price index — industrial inputs
      • Segment margin bridge — working model
SSarah
SarahJune 8, 2026 · 2:05 PM

If we adopt their input-cost framing we inherit it for the whole period. Worth checking how FY25 worded the same bridge first.

JJohn
JohnJune 9, 2026 · 9:12 AM

It says it almost word for word - 180bp, the same two drivers, in the same order. Pinning it here so nobody has to go and find it again in October.

10-K ACME Inc. — FY2025

gross margin decreased 180 basis points, primarily reflecting higher input costs and, to a lesser extent, pricing actions in the Industrial segment

JJake
JakeJune 9, 2026 · 11:40 AM

Doesn't that framing go further back? I think they've been saying something like that since FY22.

Add a message…
NotesSearch

10-K ACME Inc. — FY2025

Results of Operations. Net revenue for fiscal 2025 was $4.21 billion, an increase of 3.1% over fiscal 2024. Growth in the Commercial segment was partially offset by softer demand in Industrial, where unit shipments declined 2.1%.

Cost of goods sold increased 6.3% to $2.54 billion. As a result, gross margin decreased 180 basis points, primarily reflecting higher input costs and, to a lesser extent, pricing actions in the Industrial segment.

The increase was concentrated in resins and inbound freight. The Company has entered into forward purchase commitments covering a portion of its fiscal 2026 requirements and expects to realize the benefit of those commitments over the course of the year.

The Company does not disclose price and volume detail at the segment level. Management believes that segment operating results provide sufficient information to evaluate the performance of the business.

Selling, general and administrative expense was 18.4% of net revenue, compared with 18.1% in the prior year. Operating income declined 6.1% to $889 million, and operating margin was 21.1%, compared with 23.2% in fiscal 2024.