TOC-23 Proposal Builder

Project Setup

Configure the project name, family details, and client parameters that will appear throughout the proposal.

Project Identity

Project Name

Family Name

Subtitle

Client Parameters

Client State

Starting Portfolio Value ($)

Number of Entities

Pricing Override

Leave blank to use the standard tiered pricing schedule.

Total Assets

Fee (bps)

Fee ($)

Services — Included

Check services to include in the pricing section.

Services — Not Included

Services explicitly excluded from the advisory fee.

Team Members

Select which team members to feature in the proposal.

Proposal Sections

Drag to reorder sections. Toggle each section on or off. The order here determines the order in the final proposal.

Data Files

Upload JSON files generated by other TOC-23 tools. These files provide the data that populates specific proposal sections.

Client Portfolio Analysis

Upload a *_portfolio_analysis.json from the Capital Allocation Platform for pre-computed optimized portfolios.

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Drop portfolio_analysis.json here or click to browse

Family Plan / Estate Data

Upload a *_proposal_embed.json from the Estate Analysis Engine for Monte Carlo charts and estate waterfalls.

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Drop proposal_embed.json here or click to browse

Upload a hedge_fund_report.json from the Hedge Fund Analysis Engine for investment diligence case studies.

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Drop hedge_fund_report.json here or click to browse

Client Structured Data

Upload a structured_data.json with demographics, estate plan, and portfolio details.

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Drop structured_data.json here or click to browse

Additional JSON Files

Upload any additional JSON data files referenced by custom sections.

📎

Drop any .json file here or click to browse

Team Photos

Upload team member photos (JPG/PNG). Name files to match: MattBlindImage.jpg, etc.

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Drop team photos here or click to browse

Custom Sections

Add priority recommendations and bespoke sections to the proposal.

Priority Recommendations

Add action items that appear in the Custom Recommendations section of the proposal. These render as numbered priority items with navy badges.

API Settings

Configure the Anthropic API proxy for AI-powered content enrichment. This is optional — proposals generate with high-quality static content when the API is not available.

API Proxy Configuration

Proxy URL

Access Code

Enrichment Options

Select which sections should be enriched with AI-generated content:

UHNW Market Commentary Estate Strategy Combinations Case Study Narratives Tax Rate Research

Build Proposal

Review your configuration and generate the final HTML proposal file.

Configuration Summary

Setting	Value

Included Sections

📂 Load Configuration