What you get
A cited company profile and financial-input table with units, periods, and missing data called out.
Investment banking
Build a sourced view of the company and its peers, ready for your next client conversation.
From your first coverage brief to the final deck, Samaya supports the work between: preparing for clients, making sense of meeting notes, and finding sourced inputs for your model.
What financing, strategic, or ownership developments should our coverage team know about today?
A coverage brief with developments to discuss and research further.
What should we know before the client meeting, and which questions should we bring?
A client brief with talking points and questions for the meeting.
What did the client tell us, and what should our coverage team follow up on?
A discussion recap and research follow-ups for the coverage team.
What has changed across the peer group, and which sourced figures do we need for the model and deck?
A peer update with sourced inputs for the analyst’s model and deck.
Example research journeys. Source access and output depend on your agreed workflow. Your team reviews the research and makes the decisions.
See the questions you can tackle.
A cited company profile and financial-input table with units, periods, and missing data called out.
Set peer candidates, accounting conventions, requested metrics, and the team’s research format.
Reconcile financials and valuation calculations before anything goes into client materials.
Understand the business, financials, competitors, and investment debates.
Builds a public peers coverage update summarizing latest earnings releases, operating and valuation statistics, recent M&A activity, and CMD and strategy highlights.
Surface developments that could impact deal strategy, valuation, timing, or execution.
Synthesize everything relevant before a client meeting: market intelligence, strategic considerations, talking points, and potential opportunities.
Bring a question, a company, or a report you need to prepare. We’ll walk through it together.