Solution
For banking, research, and client-coverage teams: company profiles and tear sheets that refresh themselves as sources change — every fact dated, cited, and human-approved.
The problem
A tear sheet is stale the week after it is written. Teams walk into meetings with facts from two quarters ago, or burn hours refreshing sheets nobody may read.
Keeping profiles current across a coverage list is transcription work — pulled from the analysis the team was actually hired to do.
Hand-built profiles drift in structure and definitions. Readers relearn the layout on every page, and gaps hide inside the inconsistency.
The product, not a promise
How it works
Filings, news, presentations, websites, and internal notes load for every company you track.
Facts, financials, ownership, management, and events are pulled and structured with their dates.
New disclosures update the profile automatically; superseded facts are retired, not overwritten silently.
The tear sheet renders in your house format — same sections, same order, every company.
An analyst approves the output; every fact carries its citation into the final document.
Who it's for
Analyst / banker
Head of coverage
Compliance & IT
A tear sheet is simple to describe and expensive to keep honest: a one-page fact pack on a company, assembled from filings, news, presentations, and internal notes — and stale the week after it is written. Teams either burn analyst hours refreshing profiles nobody may read, or walk into meetings with facts from two quarters ago. This solution keeps the profile current by making the refresh automatic.
The platform ingests the sources a profile depends on — regulatory filings, press releases, investor presentations, company websites, broker research, internal memos — and extracts the facts that belong on the sheet: financial highlights, ownership and management, business description, recent events, key metrics. Each fact is stored with its date and its source. When a new filing or announcement lands, the affected facts update; superseded ones are retired with their history intact, never silently overwritten.
Because assembly is automated, the house format holds by construction: the same sections, the same order, the same definitions across the entire coverage list. A reader who knows one tear sheet knows them all, and gaps are visible instead of papered over — if a fact could not be sourced, the sheet says so rather than guessing.
Every fact on the page links to the document it came from and carries the date it was true. An analyst reviews and approves before the sheet goes to a committee or a client — the platform assembles, the human signs. That trail matters when a profile informs a credit decision or a deal conversation: months later, you can show exactly what was known, from where, as of when. Analyst hours move from maintenance to the companies that actually need thought.
Objections, answered
Every fact links to the document it came from and carries the date it was true. If a fact could not be sourced, the sheet says so rather than guessing — and an analyst approves the page before it goes out.
Yes. Assembly renders your sections, your order, and your definitions on every company, so the format holds by construction instead of depending on the author.
The new disclosure updates the profile and the superseded fact is retired with its history intact — never silently overwritten. You can reconstruct the profile as of any date.
Onboarding is connecting sources and mapping your template — there is no per-company build. Add a name and its profile assembles from the same pipeline as the rest of the list.
Watch a profile assemble from live sources, refresh on a new filing, and render in your house format, live in the demo.
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