AI-native research infrastructure for investment teams
Go from scattered PDFs, transcripts, and news feeds to a unified research copilot. We build secure, auditable AI pipelines that surface insight instead of noise.
Common research workflows we ship
SEC filing RAG
Ask natural-language questions across 10-K, 10-Q, and proxy statements. Cited answers, not hallucinated summaries.
Earnings call synthesis
Extract guidance, sentiment shifts, and Q&A themes across quarters. Compare management language over time.
Custom screens
Turn a spreadsheet idea into a living signal: fundamental + alternative data filters that update on schedule.
News + sentiment feed
Track coverage, social chatter, and macro signals for a watchlist. Deduplicate and rank by relevance.
Deal memo drafting
Generate first-draft memos from your data room, prior notes, and comparable transactions. Human review stays in control.
Audit + compliance
Every answer is traceable to source documents. Built-in human-in-the-loop review and data-room-grade access control.
What the engagement looks like
Most research teams start with a 4–6 week pilot focused on one workflow, then expand.
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1
Discovery
Map your data sources, current bottlenecks, and what a winning output looks like.
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2
Data pipeline + RAG
Ingest, chunk, embed, and index filings, transcripts, and news with full provenance.
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3
Evaluation + guardrails
Define correctness tests, citation rules, and approval gates before any output reaches a portfolio decision.
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4
Deploy + handoff
Ship an internal UI or API your team uses daily, with runbooks and a support retainer option.
Get a custom plan for your research stack
Tell me which workflow is costing you the most time. I'll reply within one business day with a scoped pilot plan and estimate.