Crete Consulting

Financial knowledge & consulting

Financial knowledge.Made to connect.

Information is only the beginning. We bring structure and context to financial knowledge, so ideas can become a shared foundation for work.

Explore the rate dashboard Explore document tools Start a conversation

Our financial knowledge wiki is currently in preparation.

A CONNECTED WAY OF THINKING
A connected financial knowledge map An illustrative diagram connects source documents and financial concepts to a central knowledge note, then to human review and shared understanding. Source material Financial concepts KNOWLEDGE NOTE Connected knowledge Sources, concepts, context. Human review Context needs judgment. Shared understanding Built to return to. SOURCES → CONTEXT → UNDERSTANDING
An idea taking shape.Illustrative knowledge map
Keep the source in view.
Connect ideas with context.
Leave room for judgment.

Our focus

A foundation for better understanding.

Our focus brings together a connected financial knowledge wiki and consulting on how knowledge is organized and used.

In preparation

Financial knowledge wiki

A place to connect financial concepts with source material and the context around them. We are preparing a wiki designed to make knowledge easier to revisit, understand, and build upon.

Concepts, sources, and their connections
Consulting focus

Knowledge-management consulting

We focus on helping internal teams and external clients give financial information a useful structure: clarifying what matters, how it connects, and how people can work with it.

For internal teams and external clients

A working project

See rates in context.

Explore KDB benchmarks and KOFIA bond valuation rates in one place. The published dashboard connects credit ratings, maturities, and historical context without losing sight of the source.

01 / Benchmarks

Start with the reference.

Review CD, KDB bond, and government bond rates with their dates and sources.

02 / Credit & maturity

Compare the gap.

Explore the rating-by-maturity matrix. The starting view selects corporate bonds rated A0 at three years.

03 / Historical context

Look beyond one day.

Inspect historical percentiles, changes, methodology, and archived observations in the original dashboard.

Rate gap dashboard

Starting selection: corporate A0 · 3 years

Open in a new tab

The original Korean-language dashboard is displayed below. Scroll inside it to explore; use a new tab for a wider view.

If the embedded view does not load, open the original dashboard.View original

This view loads the existing published result, not a separately maintained copy. Check observation dates and data status inside the dashboard; publication delays may leave the previous result visible.

Reference only. Bond valuation rates and calculated gaps are not executable transaction prices, loan quotes, or investment recommendations. Source rights and notices remain with the original providers.

Document automation

From clear ideas to editable reports.

After the analysis comes the document. IB Report Formatter turns Markdown into editable Word files, with profiles for business documents, IB reports, and term sheets.

IB Report Formatter

One Markdown-to-Word engine. Choose the workflow that fits your work.

Public Beta · v2.0.0-beta.1

01 / Document converter

Already have a draft?

Convert prepared Markdown into a Word document on your Windows PC. Choose the input file, output folder, and document profile.

  • Windows x64 portable package
  • Python included; no separate AI account required
  • Editable DOCX output for your final review
Download for Windows

ZIP · 41.9 MB · Beta

Extract the entire ZIP and read 시작하기.html before running 문서변환기.exe. The app is unsigned; Windows may show a SmartScreen warning. Review the release notes before running it.

02 / AI document assistant

Start with your working materials.

Use the plugin in a supported AI development tool to help draft, revise, and convert documents in your own workspace. It uses the same conversion engine.

  • A supported host and your own account are required
  • uv required; the runtime is prepared during setup
  • Keep working documents outside the plugin folder
Read the plugin setup guide

Plugin 0.1.0 · Host usage terms apply

This website does not run AI or accept document uploads. Review your host's data handling and usage costs before using confidential material.

Document profiles

Letters · reports · minutesIB reports · memosTerm sheets · institution styles
Choose a version & get startedRelease notes & verification scopeExplore the source on GitHub

Beta software. Check the source content and the final pages in your Word and font environment. Successful conversion is not financial or legal approval. This is a Markdown-to-Word tool, not a direct HWP/Word reverse converter. Linked guides are currently in Korean.

Our approach

From scattered information to shared context.

A simple framework for the work we are shaping. Each step keeps the original material and human understanding in the picture.

  1. Source

    Start with the material. Keep its origin, date, and context close to the knowledge it informs.

  2. Connect

    Link related concepts and notes, so an isolated piece of information becomes part of a larger picture.

  3. Review

    Make space for people to check interpretation, question assumptions, and preserve important nuance.

  4. Use

    Bring the reviewed knowledge back into research, discussion, and the team's everyday work.

A working principleThe goal is not more information. It is a clearer relationship with what you already know.

The wiki, envisioned

Less a pile of documents. More a living context.

This is a visual concept of the direction we are exploring, not a working product. The financial knowledge wiki is currently in preparation.

Crete / knowledge workspaceConcept only

Connected knowledge

A possible structure

  • Concepts
  • Source notes
  • Connections

Illustrative content. No live workspace.

CONCEPTS / FINANCIAL FOUNDATIONS

Interest rates

A topic page brings source notes, related concepts, and review context into one place.

Related concepts

InflationCreditValuation
Example source noteA placeholder for a document and its original context.

Connections in context

Concept illustration linking a source, a topic, and a related ideaTopicSourceIdea
Human review belongs here.

A place to record questions, check the source, and refine an interpretation.

Illustrative layout and sample topic only. Navigation, source notes, and connections shown here are not interactive.STATUS / IN PREPARATION

Planned direction

The intended workflow includes AI-assisted document summaries, links between financial concepts, and source-grounded Q&A, with human review. These are future capabilities under consideration, not features available on this site.

About Crete

A considered approach to financial knowledge.

Crete Consulting, Inc. focuses on financial knowledge management and consulting for internal teams and external clients. We are developing our direction around a simple idea: knowledge is more useful when its sources, connections, and context stay together.

Crete Consulting, Inc.

Start a conversation

What could your knowledge connect?

For company, consulting, or knowledge-management inquiries, get in touch by email.

hello@cretehomes.work