Find opportunities, evaluate investments, present your thinking and monitor what matters. Built-in data and purpose-built AI, customized to the way your team works.
Built for
Real screen recordings, just trimmed and sped up. No mockups or staged demos.
Each capability is built as a dedicated workflow, application or AI agent. Launch any of them directly, or from one window where AdvEngine coordinates them all. Together, they cover everything from your next idea to your next investment review.
Discover more investment opportunities that match your strategy.
Automatically synthesize periodic research papers to surface ideas. Then analyze the ideas independently and use them to screen the investment universe. Finally, test the resulting shortlist for blind spots before moving into deeper research and evaluation.
Surface investment ideas automatically from multiple sources, so you can discover opportunities more efficiently.
Filter the investment universe using financial criteria and any qualitative questions to build a focused shortlist. Use the same approach to identify acquisition targets and potential buyers.
Explore a topic or sector in depth, map its value chain and find companies exposed to the trends you care about.
Challenge your assumptions, uncover blind spots and counter-evidence, and identify key questions before evaluating ideas in detail.
Understand what drives a company’s growth, profitability and value.
Start with a company primer to understand the business and its growth prospects. Then assess its market and competitive position. Compare margins and valuation against peers and build a financial model to test upside and downside scenarios.
Understand a company’s business model, operating dynamics and growth prospects. Analyze revenue and margin trends, competitive position and key risks to assess what could drive or constrain future growth, with sources you can check.
Build institutional-grade, integrated three-statement models with financial data populated automatically. Add DCF, LBO and other valuation analyses, then test assumptions, scenarios and sensitivities to understand what drives value.
Assess market size, growth drivers and competitive dynamics to understand a company’s position and prospects. For M&A, analyze potential buyers, strategic fit and competing bidders.
Build relevant peer sets and compare valuation multiples, growth, margins and returns. See where a company stands out and investigate what explains the differences.
Tailor your message to each audience, with your firm’s formats, templates and branding.
Start with the company primer and financial model from the Evaluate stage. Then prepare an investment committee memo in your format, bringing together the thesis, valuation and key risks.
Build a clear case for an investment idea, transaction or advisory mandate. Bring the rationale, supporting analysis and key messages into a presentation tailored to your audience.
Create management presentations, teasers, roadshow presentations and other deal or fundraising materials. Shape the narrative and level of detail for prospective buyers and investors.
Bring the thesis, evidence, valuation and risks into a structured memo for internal review or external distribution. Tailor the content for investment committees, clients and investors.
Use your firm’s templates for presentations, process letters, tombstones, memos and more. Follow your structure, colours and formatting to keep materials consistent with your brand.
See what has changed, what it means for your investment case and where action may be needed.
Start with your portfolio holdings and watchlist ideas. Then compare new earnings, filings, research and news with the expectations behind each investment case. Refresh the analysis and prepare a review highlighting positions to reassess, ideas to revisit and the evidence behind each decision.
Automatically track performance and how new evidence strengthens or challenges the thesis behind each holding and investment idea. Choose your level of involvement, with clear findings to support decisions to initiate, hold, increase, reduce or exit a position.
Compare earnings, filings and management commentary with prior periods, forecasts and your thesis. Understand changes in growth, margins, cash flow and guidance, and what they mean for future performance.
Update company research, financial models and investment memos as new information arrives. Carry the changes into internal reports and client or investor updates, with your chosen level of automation and review.
Follow company and sector developments through focused news reviews and digests. Identify emerging themes, catalysts and risks that could change the outlook for a holding or create an opportunity to revisit an idea.
Every capability draws on the same engine, intelligence and workspace, and each part is built to work with the others.
Runs the work
Set workflows to run on a schedule or when something changes, such as new earnings, filings or news. The engine carries them out in the background across your companies and portfolio, connected to the data and tools each one needs.
Your team reviews the results and decides what to act on. This is how investment professionals can work in the age of AI: far more productive, because routine work no longer waits for someone to start it.
Our own orchestration layer connects leading models across providers with data sources and specialist financial tools. It breaks complex research and analysis into steps, routes each one to the right model or tool, and checks the work along the way.
Designed around how investment professionals work, it produces higher-quality outputs than general-purpose AI tools and other specialized platforms.
Brings rigor to each step
Language models, decision models and other specialized AI handle reading, reasoning and writing. Calculations, rules and validation run on deterministic engines, so the numbers are exact and repeatable every time.
Structured relationships between companies, sectors, KPIs and financial concepts help AI interpret information in context and connect related evidence across sources.
Findings link back to their evidence and figures to the inputs behind them, so your team can verify the work before relying on it.
Keeps the work together
Research, models, notes and reports live in one workspace designed for efficiency, so you stop juggling tools and your attention stays on the analysis. Small details make a massive difference: clip a chart, a transcript passage or any text into your smart notes instantly, and follow companies and open questions as they develop.
Work with market data, filings, transcripts, news and many other sources, including industry-specific data for the sectors you cover. Your own files and research providers sit alongside them, and if you need a new source, we connect it for you.
Workflows follow your research process. Outputs follow your structure, depth and branding, from Excel models to memos and presentations.
Bring email, files and team knowledge into your research workflow. Connections are configured around your team’s tools and requirements.
Focus on strategic decisions, not repetitive tasks.
Build complex models in a fraction of the time.
Comprehensive research to help you avoid missing key details.
Three firms, each starting from the way it already worked and a specific problem to solve.
AdvEngine replaced most of the fund’s research tools, keeping only where the team stores data and runs quick calculations, like Excel.
Transcript analysis with more than 100 tags per transcript
Findings feed a smart note, ready for further AI analysis
General-purpose AI missed the firm’s standard, even with heavy rework. AdvEngine turns weeks of work into 10 minutes plus light polishing.
Detailed research with checks and source traceability
Laid out in the firm’s house style
Followed by hand, ideas and the work behind them got lost. Now AdvEngine tracks each thesis automatically, using the firm’s own method.
New evidence linked to each investment case
A clear view of which ideas are strengthening or weakening
Based on individual client experiences. Results depend on the workflow and level of customization.
Bring the work together so your team can focus on the decisions behind it.
Legacy platforms
Not designed for AI
Often an aging stack, layers of process and a business to protect, so the AI ends up mostly cosmetic.
AdvEngine is AI-native from day one, on a modern stack, with the same information and functions a split second away.
General-purpose AI
A generalist, not an analyst
Needs connectors, tuning and data subscriptions, and ties you to a single model provider.
AdvEngine is built for investors: data in place, top models from every provider, exact financial logic.
AI point solutions
One step, not the full cycle
Many are wrappers around the same general models, built for a single task and one more login.
AdvEngine covers the full cycle, with ontologies, data, automations and more working as one system.
In-house builds
Fits like a glove, built like a prototype
It can look finished while the logic is thin. Engineers and data are expensive, and keeping up with AI is a full-time job.
AdvEngine is tailored to your team, built and maintained by top practitioners.