Understand the business, financials, competitors, and investment debates.
- Input
- Company disclosures and relevant industry research.
- Output
- A structured primer with financial context and source references.
Start with the work. Make the process your own.
Ready-made workflows for your agents. Reusable skills for your assistant. Start with a research process you can make your own.
Research workflows
Bring results, guidance, management commentary, and Q&A into one report.
- Input
- Earnings releases, transcripts, prior guidance, and available estimates.
- Output
- An earnings report with results, guidance, and management commentary.
Track the evidence that supports or challenges your investment thesis.
- Input
- Relevant company disclosures, news, and research.
- Output
- Evidence for and against your thesis, with sources and open questions.
Catch up on published research, including changes to ratings and price targets.
- Input
- Research reports available through your source entitlements.
- Output
- A prioritized digest of research reports and their key changes.
Corporate Access & Meeting Prep
Synthesize everything relevant before a client meeting: market intelligence, strategic considerations, talking points, and potential opportunities.
- Input
- Relevant company disclosures, approved research, and the meeting or call material.
- Output
- A meeting brief with market intelligence, strategic considerations, talking points, and potential opportunities.
Synthesizes notes and takeaways from a conference.
- Input
- Relevant company disclosures, approved research, and the meeting or call material.
- Output
- A synthesis of conference notes and the takeaways to carry into your research.
Summarizes the key takeaways from an expert network call.
- Input
- Relevant company disclosures, approved research, and the meeting or call material.
- Output
- A summary of the expert call’s key takeaways for analyst review.
Summarizes the key points from a fireside chat.
- Input
- Relevant company disclosures, approved research, and the meeting or call material.
- Output
- A concise summary of the fireside chat’s key points.
Sharp questions for management meetings—for your own prep or to help clients anticipate investor questions.
- Input
- Relevant company disclosures, approved research, and the meeting or call material.
- Output
- A focused question set for management preparation or anticipated investor questions.
Builds a complete set of questions to bring to a company meeting.
- Input
- Relevant company disclosures, approved research, and the meeting or call material.
- Output
- A complete set of questions to bring to the company meeting.
Extracts the recurring themes from an earnings call Q&A.
- Input
- Relevant company disclosures, approved research, and the meeting or call material.
- Output
- A summary of recurring themes from the earnings call Q&A.
Drafts pointed questions to put to the company’s management team.
- Input
- Relevant company disclosures, approved research, and the meeting or call material.
- Output
- Pointed questions for the management team.
Coverage Monitoring
Builds a periodic newsletter tracking verified newsflow, share price movements, and multiples evolution for a list of public and private companies.
- Input
- Company disclosures, verified news, relevant market data, and the prior briefing where available.
- Output
- A periodic company newsletter covering verified news, share-price moves, and changes in multiples.
Monitor a set of companies and surface actionable intelligence to bankers in real time or on a scheduled basis.
- Input
- Company disclosures, verified news, relevant market data, and the prior briefing where available.
- Output
- A coverage intelligence update focused on the companies monitored by your banking team.
A daily briefing on your coverage list. Scans the last 24 hours and returns only what could move estimates, guidance, regulatory risk, competitive position, or the stock.
- Input
- Company disclosures, verified news, relevant market data, and the prior briefing where available.
- Output
- A daily brief of developments that could affect estimates, guidance, risk, competitive position, or the stock.
Builds a public peers coverage update summarizing latest earnings releases, operating and valuation statistics, recent M&A activity, and CMD and strategy highlights.
- Input
- Company disclosures, verified news, relevant market data, and the prior briefing where available.
- Output
- A peer update with earnings, operating and valuation statistics, M&A, and strategy highlights.
Builds a recurring sector newsletter for a peer universe—earnings highlights, M&A newsflow, a comps snapshot, and trailing 12-month share price and multiple trends.
- Input
- Company disclosures, verified news, relevant market data, and the prior briefing where available.
- Output
- A sector newsletter with earnings, M&A, a comps snapshot, and trailing share-price and multiple trends.
Builds a recurring report ranking the highest-impact developments across monitored topics or trends since the prior report, benchmarked against what was previously cited.
- Input
- Company disclosures, verified news, relevant market data, and the prior briefing where available.
- Output
- A ranked report of high-impact developments since the prior report, compared with previously cited evidence.
Earnings & Results Coverage
Produces a structured post-earnings review note.
- Input
- Earnings releases, call transcripts, prior guidance, and entitled research and estimates.
- Output
- A structured post-earnings review note.
Drafts an immediate first reaction to a results release.
- Input
- Earnings releases, call transcripts, prior guidance, and entitled research and estimates.
- Output
- An immediate first-reaction draft based on the results release.
Drafts a preview ahead of a company’s results.
- Input
- Earnings releases, call transcripts, prior guidance, and entitled research and estimates.
- Output
- A company results preview ahead of the print.
Drafts a preview ahead of a sector’s earnings season.
- Input
- Earnings releases, call transcripts, prior guidance, and entitled research and estimates.
- Output
- A sector-level preview ahead of earnings season.
Ramp on Name
Builds an industry and competitive landscape overview as a written report—market sizing, segmentation, peer positioning, and M&A activity for any sector.
- Input
- Company filings, presentations, financial data, and relevant sector research.
- Output
- A written industry landscape with sizing, segmentation, peer positioning, and M&A activity.
Generate a comprehensive Public Information Book following the traditional investment banking format with the flexibility to add additional sections.
- Input
- Company filings, presentations, financial data, and relevant sector research.
- Output
- A Public Information Book in a traditional investment banking structure, with room for additional sections.
Research Reports & Analysis
Lays out a credit’s capital structure, maturities, and covenants.
- Input
- Company filings, transcripts, presentations, and the sources relevant to the research assignment.
- Output
- A view of the credit’s capital structure, maturity schedule, and covenants.
Generates a structured, longer-form company update report.
- Input
- Company filings, transcripts, presentations, and the sources relevant to the research assignment.
- Output
- A structured, longer-form company update report.
Drafts an initiation-of-coverage framework and report for new credit coverage.
- Input
- Company filings, transcripts, presentations, and the sources relevant to the research assignment.
- Output
- An initiation framework and report draft for new credit coverage.
Tracks rating-agency actions and flags changes for a credit.
- Input
- Company filings, transcripts, presentations, and the sources relevant to the research assignment.
- Output
- An update of rating-agency actions and changes affecting the credit.
Frames a credit trade idea with entry, catalyst, and risks.
- Input
- Company filings, transcripts, presentations, and the sources relevant to the research assignment.
- Output
- A credit trade-idea draft organized around entry, catalyst, and risks.
Drafts an initiation-of-coverage framework and report for new equity coverage.
- Input
- Company filings, transcripts, presentations, and the sources relevant to the research assignment.
- Output
- An initiation framework and report draft for new equity coverage.
Reads across from another company’s results to your coverage.
- Input
- Company filings, transcripts, presentations, and the sources relevant to the research assignment.
- Output
- An analysis of how a reporting company’s results relate to your coverage.
Produces a deep-dive analysis of a sector.
- Input
- Company filings, transcripts, presentations, and the sources relevant to the research assignment.
- Output
- A detailed sector analysis.
Produces a structured sustainability/ESG analysis.
- Input
- Company filings, transcripts, presentations, and the sources relevant to the research assignment.
- Output
- A structured sustainability and ESG analysis.
Develops a thematic research piece across names.
- Input
- Company filings, transcripts, presentations, and the sources relevant to the research assignment.
- Output
- A thematic research draft that connects the evidence across companies.
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