What you get
A cited company profile and financial-input table with units, periods, and missing data called out.
Understand the business, financials, competitors, and investment debates.
Investment banking
Get ready for the client conversation.
Get up to speed on a company, gather the peer data, and check the claims in your pitch. Keep the sources ready for your deal team’s review.
A question worth investigating
What should we know before the meeting?
Company meeting brief
- Business and industry context
- Recent developments
- Questions for the client conversation
Your team reviews the work.
A day in the life.
Follow the coverage team from the morning brief through client preparation, meeting follow-up, and inputs for the model and deck.
Edit this example, then copy it into Samaya. Research does not run on this page.
Here’s what you’ll take away.
A coverage brief with developments to discuss and research further.
Example prompts. Source access and output depend on your agreed workflow. Your team reviews the research and makes the decisions.
Make it work for your role.
See the questions you can tackle.
Make it work for your coverage.
Company scope
Public disclosures and entitled private-market data.
Build the fact base around named companies and approved sources; confidential materials require explicit permission.
Deal context
Industry, strategic fit, and announced transactions.
Set sectors, peer candidates, transaction windows, and the client-meeting objective.
Geographic scope
Jurisdiction, currency, and reporting basis.
Specify the jurisdiction, currency, and accounting basis. Validate issuer coverage and licensed transaction inputs; a public-source brief is not a complete deal database.
These are research workflow examples to configure around your source access and review process. Market coverage varies by issuer and period. Samaya hosts production data and backups exclusively in Google Cloud US regions.
Workflows for investment banking
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.
What’s next on your desk?
Bring a question, a company, or a report you need to prepare. We’ll walk through it together.