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
Follow the developments that matter across your companies and topics.
- Input
- Relevant news across the available source set.
- Output
- A dated news briefing organized around your coverage and priorities.
Investigate a sector, compare companies, or explore a market trend.
- Input
- Company and market sources relevant to your question.
- Output
- A structured research report with comparisons and supporting evidence.
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.
Distribution & Investor Communications
Drafts a quarterly fund letter for investors.
- Input
- Approved investment context, manager notes, relevant company disclosures, and supporting research.
- Output
- A quarterly investor-letter draft for your team to review and approve.
Walks through a structured investment process for an idea.
- Input
- Approved investment context, manager notes, relevant company disclosures, and supporting research.
- Output
- A structured walk-through of the investment process for an idea.
Bring a workflow from your desk.
See how Samaya handles a research question relevant to your team.