Investment Research Workbench
Streamline equity and credit research with standardized inputs and traceable models.
Challenges
Investment research breaks at scale. Agentic AI is required to transition from manual data scraping to high-conviction decision-making without increasing analyst headcount.
Information Overload
Analysts drown in quarterly filings, earnings transcripts, broker notes, and alternative data. The sheer volume forces teams to trade off between depth of analysis and breadth of coverage.
Manual Modeling Drudgery
High-value talent spends 70% of their time copy-pasting data from PDF tables into Excel models. This manual entry is prone to error and leaves little time for actual valuation work.
Confirmation Bias
Human analysts unconsciously filter data to support their initial thesis. Critical "red flags" in footnotes or management tone are often overlooked until it’s too late.
Slow Reaction Time
Synthesizing the impact of a macro event across a portfolio takes days. In volatile markets, this latency results in missed alpha or unmitigated risk exposure.
What Defines Us
Redefining active management with Agentic AI – where conviction meets automation, speed, and rigor.
AI-Powered Investment Intelligence for Accuracy and Scale
Reimagine the research process with AI agents that work autonomously to ingest, scrub, and structure data from filings, transcripts, and news feeds. The system intelligently maps unstructured financial tables directly into your proprietary Excel models, adjusting for non-GAAP reconciliations and fiscal year differences automatically.
With built-in sentiment analysis, tone detection, and forensic accounting checks, achieve institutional-grade accuracy and instant model updates. Gain real-time visibility into management changes, supply chain risks, and thematic exposure. Beyond data entry, the system delivers intelligence by challenging the consensus view, highlighting divergences between management promises and execution, and surfacing alternative datasets that validate or disprove a thesis.
Template-Free, Accurate Model Population – in a Few Clicks
Extract financial statements, KPI tables, and guidance ranges directly into your valuation templates. AI-driven accuracy that scales seamlessly with earnings season volumes.
reduction in manual data entry
increase in stock coverage per analyst
faster reaction to earnings surprises
auditability of model inputs
See Research Workbench in Action
Observe how research inputs, models, and outputs are aligned, validated, and archived in one governed environment.
Validate Thesis Rigor
Automatically cross-reference investment memos against historical data and contrary evidence to stress-test conviction.
Monitor Management Tone
Quantify shifts in executive confidence and transparency across earnings calls to detect soft signals of distress.
Scale Screening
Run complex semantic screens (e.g., "companies discussing supply chain on-shoring with declining margins") across the entire global universe instantly.
Align CIO and Analyst
Create a shared, evidence-based view of the portfolio where every buy/sell recommendation is backed by traceable data.
Get the answers you need
Find clarity on our solutions, capabilities, and how we can support your business.
The solution handles regulatory filings, investor reports, earnings summaries, financial statements, and disclosures across languages and formats.
Each extracted data point is linked back to the source document with timestamps and coordinates, ensuring full traceability and simplified audits.
Yes, the platform supports seamless API integrations with CRMs, databases, and document repositories including global regulatory registries.
Ready to Adapt, Grow, Optimize
or Disrupt With Us?
Book a 30-minute consultation to find the best starting point