Gate Zero
Every service on this page is built on the same screen that runs inside the Enoch Capital system. Gate Zero — the Catholic values screen that precedes every other criterion. Before price data is pulled. Before the model runs. Before anything.
The standard is the USCCB Socially Responsible Investment Guidelines (substantially revised 2021) and Pope Leo XIV's Magnifica Humanitas (May 2026) — the first papal encyclical to address AI and the human person directly. Article 50 holds that human dignity precedes and transcends productivity. Article 65 extends the universal destination of goods to algorithms, data, and platforms. The teaching is specific and the gate enforces it specifically.
The verdict is binary: Pass or Fail. No score, no weighting, no override. That is what makes it a gate rather than a preference — and it is what makes a screening from Enoch Capital a document you can put in front of a board.
Prospectus & SEC Filing Screen
Assess any SEC filing, prospectus, or offering document against the USCCB Socially Responsible Investment Guidelines and Magnifica Humanitas. Rigorous, documented, confidential religious and moral evaluation — the identical screen that runs as Gate Zero inside the Enoch Capital system, applied to the company you are evaluating.
This is not investment advice and not a buy or sell recommendation. A clear, documented answer to the question the financial research never asks: Is this company eligible — on Catholic moral grounds — to receive Catholic capital?
Who requests this
What you receive
- Complete review of the company's SEC filing or prospectus against USCCB 2021 exclusion categories
- Evaluation against Magnifica Humanitas — AI governance, data dignity, labor standards per Art. 93–100
- Documented finding for each relevant category: Clean / Flagged / Excluded
- Pass or Fail verdict with full citation to the standard applied
- Every claim drawn verbatim from the company's own public disclosures
- Confidential delivery — report to requesting party only, not published
Pricing
Merger & Acquisition Due Diligence
with a Catholic ESG values screen
Any values-driven acquirer — a Catholic institution or health system, a faith-based foundation, a family office, or a private-equity sponsor with a values mandate — needs to know, before the deal closes, whether an acquisition target carries a line of business that conflicts with the standard it is held to. At the core of this service is a Catholic ESG values screen (USCCB + Magnifica Humanitas); the same engine documents alignment against whatever values framework a buyer answers to. You receive it in writing, board-ready — for the committee, the governing body or diocese, and your own conscience.
The engine is Gate Zero, applied to the acquisition target's disclosure footprint — CIMs, offering memoranda, audited financials, and any available SEC filings. The result is the same pass/fail, same documentation, same standard. The difference is timing: this runs before close, when you can still walk away or negotiate the carve-out.
It is not investment advice and not M&A advisory. It is a documented moral and values evaluation of whether a target company is eligible, on the standard you hold, to be owned by the acquiring institution — grounded in Catholic Social Teaching and applicable to any values-driven buyer.
Who requests this
What you receive
- Full Gate Zero screen on target company's disclosure materials (CIM, financials, any public filings)
- Evaluation of each USCCB exclusion category — with citation to the target's own disclosures
- Labor and dignity evaluation per Magnifica Humanitas Art. 93–100 (supply chain, worker classification, wage structure where disclosed)
- AI and data governance review per Art. 50, 65, 71 — relevant for any tech-enabled acquisition target
- Pass or Fail verdict with full documentation — board-ready format
- Findings memo suitable for inclusion in M&A closing binder
- Confidential delivery to counsel or directly to requesting party
Pricing by deal size
For private transactions where the disclosure package is incomplete or under NDA, contact us directly to discuss scope and engagement structure. We work under NDA as a matter of course on all M&A engagements.
Portfolio Audit & Monitoring
The USCCB Socially Responsible Investment Guidelines do not stop at screening new purchases. They require — in writing — ongoing monitoring and reporting on existing holdings. Most Catholic institutions have the good intention and not the systematic means to fulfill it. This service is the systematic means.
We screen your entire portfolio — every current holding — against the USCCB 2021 guidelines and Magnifica Humanitas. Every position receives a documented Pass or Fail with citation. You receive a complete audit report the investment committee can act on. Then, on a quarterly basis, we monitor for changes: new lines of business, acquisitions, regulatory flags, updated USCCB guidance. Anything that changes the verdict triggers an alert.
This is what the bishops say is required. We do the work.
Who requests this
Initial audit — what you receive
- Complete screen of all current holdings against USCCB 2021 exclusion categories
- Magnifica Humanitas overlay for holdings with significant AI, data, or tech exposure
- Pass / Fail / Flag verdict per position — every holding documented, none summarized away
- Flagged holdings section: positions that pass the hard exclusions but raise questions under positive screening criteria (labor standards, environmental stewardship, governance)
- Executive summary suitable for investment committee presentation
- Remediation guidance: for Fail positions, documentation of the nature of the exclusion and recommended action timeline
Pricing
| Service | Scope | Price | |
|---|---|---|---|
| Initial Portfolio Audit | Up to 50 holdings | $25,000 | |
| Initial Portfolio Audit | 51–150 holdings | $50,000 | |
| Initial Portfolio Audit | 150+ holdings | $100,000 | |
| Quarterly Monitoring Retainer | Up to 50 holdings — ongoing alerts + annual re-audit | $12,000/yr | |
| Quarterly Monitoring Retainer | 51–150 holdings — ongoing alerts + annual re-audit | $24,000/yr | |
| Quarterly Monitoring Retainer | 150+ holdings — custom scope and reporting cadence | Custom |
Monitoring retainer follows initial audit. Retainer clients receive priority turnaround on any new prospectus or M&A screening requests — single filing rate applies with no queue.
Systematic Stock Review — $2,500 per symbol
When the audit surfaces a holding you want understood in full, add a complete Systematic Stock Review on any position — a technical and fundamental deep-dive through the Enoch system, verified against the company's own SEC filings, with an honest verdict and the risk stated plainly. It is an add-on to your audit, and also a standalone product for any public company — just select it in the request form below.
Request a Service
How it works. Pick one or more services from the four groups below — the estimated total updates as you go. Add your details and submit; we confirm scope and send a secure payment link within 24 hours. For M&A engagements under NDA, email jon@enochcap.com directly.
All services on this page operate as Catholic religious and moral evaluations, not as financial advice, investment advice, investment recommendations, M&A advisory services, or investment adviser services. Assessments are based on Catholic Social Teaching as expressed in the USCCB Socially Responsible Investment Guidelines and Magnifica Humanitas — not on financial merit, projected returns, or investment suitability. A "PASS" verdict reflects doctrinal and moral alignment only — it is never a buy, hold, or investment recommendation. A "FAIL" verdict reflects doctrinal incompatibility only — it is not a sell recommendation or a finding of legal wrongdoing.
This is not investment advice. You are solely responsible for your investment and acquisition decisions. Consult qualified financial, legal, and tax advisers before making any such decision. All disclosures cited in our reports are drawn from the subject company's own public filings or provided documents. "Alleged" or "disclosed" matters reflect pending litigation or regulatory disclosures and are not independent findings of fact.
Published under the Publisher's Exemption (Lowe v. SEC, 472 U.S. 181, 1985).