Templates are now Live!

Peripheral-designed workflows that run the right analysis against your Fortress documents the moment you create a project — no prompt writing required.

The most expensive part of any investment or operating workflow isn't bad data. It's the time spent figuring out what to do with good data. The documents are already in hand; what's scarce is knowing exactly which questions to ask of them, in the right order, every time.

An Investment Committee memo has to cover the same ground on every deal. Due diligence follows a defined structure. But turning that institutional knowledge into prompts that reliably reproduce it is a skill of its own — and most teams don't have the time to build it.

Today, we're excited to announce that Templates are officially live!

Templates let you select a Peripheral-designed workflow when you create a new project. The platform immediately runs the right analysis against the Fortress documents you choose — no prompt writing required. Five workflows are live today, spanning the deal from first look to the boardroom.

How It Works

Setup takes seconds:

• Choose a template. When creating a new project, pick the workflow you need — Deal Sourcing, Pitch Deck Evaluation, Due Diligence, Investment Committee Memo, or Board Meeting Prep.
• Peripheral gets to work. It runs the analysis automatically and delivers a comprehensive first output, ready for you to build on.
• Continue the conversation. Dig deeper, ask follow-up questions, and refine — Peripheral goes wherever the work takes you.

Why It Matters

The best operating system is one you never have to think about. Every minute spent writing prompts and structuring workflows is a minute not spent on analysis, conviction, or execution. Templates remove that overhead. Now available on both desktop and mobile, they deliver:

• No prompt writing required. Peripheral's expertise is built into each template, so a comprehensive output never depends on writing the perfect prompt.
• Purpose-built workflows. Each template reflects deep domain expertise out of the box, for the analyses that matter most.
• Faster time to insight. A first-pass analysis is ready the moment your project is created, so your team can focus on judgment, not setup.

At Peripheral, our mission is to remove friction and increase clarity, so you can get where you're trying to go, faster. Templates are the next evolution of our AI-driven operating system — encoding institutional knowledge directly into the platform so your team can stop setting up workflows and start acting on them.

Ready to run your first template? Log in to your Peripheral account on the web, update your iOS app to the latest version, or schedule a demo today.

Stop Analyzing. Start Executing.