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Course 5 · Meeting Vera

Demo 82 · Training · 6:48 · narrated by
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Your first conversations with the AI analyst: the Vera AI door, what she sees, and where the receipts are.

What this demo covers

Welcome to Course 5. By the end you will know how to ask Vera a question and read the brief she returns.

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Chapters

Transcript
Course 5 · Meeting Vera

Welcome to Course 5. By the end you will know how to ask Vera a question and read the brief she returns.

Lesson 1 · An analyst, not a chatbot

Start with what Vera is. Not a chatbot that guesses, but an analyst who reads your paper and the market behind it. This is her front door. You tell her what you want to know, in your own words, and she takes the vendor specialist's seat.

Grounded, and quiet until you ask

Everything she tells you is grounded. The numbers come from your own contracts and from real market evidence, and she shows you which part of the answer came from which. Nothing here is invented, and nothing sends from this screen without you.

Lesson 2 · You bring the paper, or just the question

You have two ways in. Drop the paper, a contract, a quote, a renewal, and she reads it. Or simply type the question, the way you would say it to a colleague.

Vera follows your wording

Watch what happens as you type. She reads your intent and points you at the brief that fits, but she follows your wording, not a fixed menu. Pick a starting point, or write your own.

Lesson 3 · From question to brief, grounded

Here is a finished brief. Read it the way she built it, from the top.

The summary leads with the answer

The summary leads with the answer, and it answers in order. What discount you are being offered, what comparable buyers get, and where this deal stands.

The peers, at your size

Then the peers. Real commitments at your size, with the midpoint of the range called out, so you can see the spread the market actually gives.

Where the market clusters

The distribution draws the same story. Where the market clusters, and where the proposed deal would land inside it.

The position, in plain terms

The position states it plainly. The gap in points against the market, and what that gap is worth over the term.

The evidence underneath

And the evidence sits underneath. Every comparable deal on one chart, larger commitments earning deeper discounts, with your proposed deal placed among them. This is the market she read, drawn so you can check it yourself.

Every figure carries the receipt it came from

This is what grounding means in practice. Every figure carries the passage or the record it came from, so you can trace any number back to the paper. A brief you can defend at the table beats a fast answer.

Lesson 4 · What Vera will not do, and the human handoff

Back at the door, know the edges. Vera reads your estate and the market, but she does not sign, and she does not see another company's private papers. When a deal needs a person, a specialist analyst or your own approver, she hands it over cleanly.

Before you move on

Before you move on, two questions. First, in what order does Vera answer a pricing question. Second, what does it mean that every figure carries a receipt. If either is fuzzy, watch Lesson 3 again.

Your turn: drop your biggest vendor's paper and ask

Now you. Drop your biggest vendor's paper here and ask one real question. Next, Course 6, the sample portfolio.