The product, in progress.

Connect an existing Daloopa license to use its source-linked financial data in your research. Work from reported numbers alongside the other sources available in Samaya.

• Go beneath the headline. Investigate company financials, segment results, and operating KPIs.
• Keep the evidence attached. Follow a reported data point back to its source document.
• Connect your subscription. Open Connectors in Samaya, select Daloopa, and sign in with your existing credentials.

Start from a defined research task. Each workflow comes with the questions and structure for the assignment, across recurring coverage work and requests that arrive without warning.

• Cover the recurring work. Prepare for results, update coverage, test a thesis, or investigate the read-across from a peer.
• Use your research context. Work from filings, transcripts, published research, and your firm’s own notes and data.
• Review a sourced deliverable. Receive a report or framework to refine, with figures traceable to the underlying material.

Ask your assistant to follow a company or topic. When relevant source material arrives, Samaya prepares a Q&A update for email and the platform.

• Choose what to follow. Monitor supported filings, presentations, news, and entitled research.
• Keep the context. Review the findings, reported figures, and source material together.
• Connect once. Existing MCP users may need to reconnect to access the new tools.

Filter cited documents by First-party, Third-party, or Web. Open an inline citation or reference to inspect the source passage. Reference filters change the list you review, not the research source set.

• Inspect the source mix. Distinguish company and licensed materials from open-web research.
• Follow the evidence. Open references from the answer and review the underlying source.

Set an alert around a topic or investment question. Samaya can surface relevant references in expert transcripts, including read-across from companies outside your direct coverage.

• Define what matters. Describe the topic and companies you want to follow.
• Catch the connection. Find relevant mentions in supported, entitled source material.

Bring bond information into the same investigation as filings, earnings transcripts, and company analysis.

• Examine the capital structure. Research outstanding issuances for a corporate issuer.
• Inspect the terms. Review available prices, yields, maturities, coupons, and bond details with source references.

Follow your coverage through earnings season with a calendar, live transcripts, and a comparison of reported results and guidance.

• See what is coming. Filter upcoming, live, and completed earnings calls to your coverage.
• Follow the call. Read the transcript as it arrives.
• Compare the quarters. Review the current quarter, a prior quarter you select, and forward guidance after the call.

Use PitchBook company, deal, investor, and fund data in Samaya’s Q&A and agent workflows, subject to your provider access.

• Build a private-company view. Research funding history, ownership, and key investors.
• Put deals in context. Find comparable transactions for benchmarking and due diligence.
• Prepare with more context. Combine private-market data with your research and meeting notes.

The Agent Control Plane brings planning, execution, and institutional context together for financial research agents. Define the work in natural language, then iterate as the research develops.

• Shape the agent around your process. Bring the investment question and firm-specific context into the assignment.
• Support longer research tasks. Planning, execution, memory, and context management work together across the research process.
• Keep the work open to review. Inspect and refine agent execution with an auditable record of the process.

Bring entitled Third Bridge expert interviews into company research and monitoring. Qualitative perspectives sit alongside financial information in the same research workflow.

• Find the relevant expert perspective. Surface interviews connected to a company, industry, or investment question.
• Follow the developing story. Summarize themes, sentiment, and areas for follow-up across a set of interviews.
• Run once or revisit on a schedule. Use an agent for an immediate research assignment or a recurring expert-commentary report.

Keep your most-used questions close at hand. My Prompts gives recurring research a consistent starting point.

• Save the useful question. Keep a prompt you want to revisit.
• Return to the workflow. Re-ask it when you need an updated answer.

The Deep Research Agent brings financial sources and multi-step reasoning together to explore events and their wider implications.

• Follow the next-order question. Examine how an event could affect companies, sectors, and the wider market.
• Review the support. Trace the analysis back to the underlying financial sources.