Company & industry research
Research memos from filings, news and industry data.
- DART filing analysis
- Peer comparison
- Sourced numbers
Advisory · asset management · VC
Research, deal review and portfolio reporting — fast, and with sources
Company research from filings, news and industry data; deal memos, IC materials and client reports. Every number carries its source.
Where Investment advisor teams get stuck
- 1Research takes time
A day goes to reading filings, news and industry reports.
- 2Deals pile up
More companies to review, IR decks and financials by hand.
- 3Client reporting
Monthly performance and market commentary written by hand.
A day with AI colleagues
- 07:30Market briefing agent
Summarized overnight markets and portfolio news.
- 10:00Research agent
Wrote research memos on 2 companies from filings and financials.
- 14:00Deal review agent
Listed key metrics and risks from 3 new IR decks.
- 17:00Reporting agent
Drafted the monthly client performance report.
Example scenes. Real work runs on your company's data, rules and connected tools.
Work areas
Deal sourcing & review
Read IR decks; write review memos and IC materials.
- Deal pipeline
- Model checks
- Risk factors
Portfolio
Track holdings performance and events.
- Performance dashboard
- Filing event alerts
- Rebalancing memos
Client reporting & compliance
Client reports and compliance checks.
- Monthly reports
- Suitability checks
- Compliance records
AI agents on your team
- Research agentCompany & industry
- Market briefing agentMarkets & news
- Deal review agentIR & financials
- Portfolio agentPerformance & events
- Reporting agentClient & IC materials
- Compliance agentSuitability & compliance
Ready-to-use skills
- DART filing analysis
- Peer comparison table
- Research memo
- IR deck review
- IC materials
- Portfolio report
- Market briefing
- Suitability check
Tools and data we connect
- DART filings
- News & research feeds
- Market data
- CRM (clients)
- Law & FSC notices
- Document vault
Metrics you watch together
- Research lead timeRequest to memo
- Deals reviewedWeekly
- Report prep timeMonthly client report
- Compliance completionPeriodic checks
First setup — in this order
- 1Register watchlist & portfolio
- 2Pick research templates
- 3Register reporting calendar
- 4Compliance checklist
FAQ
Does AI make investment decisions?
No. It gathers and organizes evidence; portfolio managers decide.
Can we trust the numbers?
Every number links to its source; numbers not found are marked to confirm.
Information barriers?
Separate workspaces and permissions per team and fund.
Start with a template made for Investment advisor
Pick your industry at signup and screens, colors, agents and skills are prepared for it. You can change it any time after setup.