Information and Research

Information & research

Your Partner forInvestment Intelligence

Information & Research Agent transforms your research workflow by seamlessly gathering, analyzing, and synthesizing information from public and proprietary sources. Go beyond simple data retrieval and uncover the critical insights that drive high-value decisions

Platform capabilities

Information & ResearchFeatures & Capabilities

From broad market analysis to granular company details

Company Intelligence

Access comprehensive company data including share prices, business descriptions, financial statements, and key metrics - all intelligently organized and instantly retrievable

Intelligent Profiles

Generate detailed full-page or multi-page profiles, or short strip profiles, by analyzing multiple sources to deliver a clear perspective

Real-Time Intelligence

Monitor latest developments and get high-quality summaries (e.g. of earnings calls) with key insights automatically highlighted and contextualized

Cross-Company Analytics

Ask complex questions across multiple companies simultaneously - analyze strategies, compare operations, and uncover portfolio-wide insights

Company Benchmarking

Compare and rank companies across multiple performance dimensions to identify best-in-class operators and understand relative positioning

M&A & Competitive Intelligence

Analyze potential buyers and identify interloper threats - understanding both transaction dynamics and competitive disruption risks

Risk Profile Analysis

Conduct comprehensive assessment of business, financial, and operational risks through multi-dimensional risk framework analysis

Pattern Recognition

Compare pitch decks, documents, and presentations across multiple sources to uncover hidden patterns and gain insights

Industry Deep Research

Analyze potential buyers and identify interloper threats - understanding both transaction dynamics and competitive disruption risks

Sentiment Analysis

Decode market perception and investor sentiment through sophisticated analysis of communications, transcripts, and market commentary

Advanced Screening

Deploy intelligent screeners that cross-reference multiple databases and validate information, delivering far more accurate results than traditional searches in noisy databases

Custom Research Workflows

Create and execute repeatable, multi-step research processes tailored to specific analytical needs - automating complex research tasks

How it works

From Query To Insight In Minutes WithIntelligent Research Automation

Submit Your Query

Type your research question directly or select from our growing library of templates designed for common investment research tasks. Be as specific or broad as you need

Intelligent Planning & Gathering

Information & Research Agent develops a research plan to fulfill your request, potentially asking for clarifications (e.g., preferred output format). In the background, the agent searches across public sources, internal databases, and paywalled resources (to which we have access), then gathers and analyzes all relevant information

Receive Synthesized Insights

Simple queries return immediate answers. Complex research requests provide time estimates and then deliver comprehensive, structured insights that go beyond raw data to answer your actual questions

Iterate & Refine

Ask follow-up questions, request clarifications, or dive deeper into specific aspects. Information & Research Agent maintains context throughout your research session, building on previous queries for comprehensive analysis

Use cases

Solving Real Research ChallengesAcross The Investment Industry

Investment Banking / Corporate Development

Prepare pitch decks and marketing transaction materials with fewer resourcesOutsource information gathering, analysis, and compilation to AI—producing higher quality materials in less time while freeing analysts for strategic work

Master new sectors rapidlyConduct comprehensive industry deep dives to quickly understand market dynamics, key players, and strategic considerations when entering unfamiliar territory

Know your clients inside outReceive synthesized insights that highlight what matters most about your clients' businesses, strategic priorities, and current challenges—ensuring every interaction adds value

Execute routine tasks efficientlyGenerate company profiles, screen databases, identify buyer universes, and benchmark companies—standard operations that consume significant time but can be automated intelligently

Identify high-value targets systematicallyAnalyze industries to identify companies likely to need banking services, understanding their strategic position and potential transaction needs

Investment Funds

Screen opportunities with real intelligenceGo beyond simple traditional database filters to identify opportunities based on complex criteria: cross-check data against other public sources, expert networks, and proprietary databases to build a complete picture of opportunities

Process sell-side materials at scaleRapidly analyze large volumes of reports and pitch decks to extract the most relevant insights, verifying claims, surfacing common themes and key differences, and uncovering unique perspectives that are often hidden within hundreds of pages

Rapidly understand any companyInstantly analyze a company's profile, recent financials, key developments, and management commentary from earnings calls and presentations—building a clear, up-to-date picture of its business and outlook

Gain deep insight into industry structure and dynamicsSystematically map out industry value chains, identify key players, assess competitive forces, and understand market trends and regulatory factors—enabling you to see the bigger picture and anticipate shifts that impact investment decisions

Streamline post-earnings workflowsAfter results, quickly update models, internal documents, and investment views—understanding not just the numbers but management commentary and industry trends when comparing data from multiple relevant sources

Quickly gather information for decision-making and communicationRetrieve relevant data and analysis for portfolio companies, new opportunities, and fundraising—delivered in the right format for internal documents (e.g., IC memos) and external updates (e.g., LP communications)

Individual Investors

Access institutional-quality analysisGet the same depth of research that professional investors use—from detailed company assessments to industry dynamics

Understand complex information clearlyReceive plain-language explanations of financial results, strategic developments, recent management commentary and market dynamics

Research efficiently across sourcesInstead of visiting multiple websites and platforms, search across news, filings, analysis, and data from one place—saving hours of manual research time

Make informed decisionsAsk specific questions about companies, industries, or investment strategies and receive comprehensive, evidence-based answers that help you invest with greater confidence

Next steps

What's Next ForInformation & Research Agent

We are continuously expanding our capabilities to deliver even deeper insights

Enhanced Pattern Recognition

We're advancing Information & Research Agent's ability to recognize complex patterns and connections across vast document sets, uncovering insights that would be impossible to find manually. This includes identifying subtle market signals, emerging trends, and strategic opportunities hidden in unstructured data

Advanced Screening

Integration with more data sources to power intelligent screeners that identify genuinely relevant opportunities, moving far beyond simple keyword filtering

More Templates

Expanding our library of research templates for common use cases, making professional research faster and more accessible

Automated Workflows

Advanced workflows triggered by market events, earnings releases, or custom conditions to keep you ahead

Agent Integration

Seamless cooperation with our other agents (Financial Modelling, Presentation) for end-to-end investment workflows

Real-Time Monitoring

Continuous monitoring capabilities with intelligent alerts for material changes in your areas of interest

API Access

Programmatic access to Information & Research Agent's capabilities for integration with your existing research and investment systems

FAQ

Find The Answers You Need

Quick answers to the questions that come up most

What data sources does Information & Research Agent access?

Information & Research Agent accesses a comprehensive range of sources including public filings (SEC, regulatory bodies), news outlets, company websites, earnings transcripts, research reports, proprietary and paywalled (to which we have access) databases. We continuously expand our data sources to ensure you have access to the most relevant and timely information. In addition, you can upload your own documents which Information & Research Agent will analyze and incorporate

How fast does Information & Research Agent return results?

Response time varies by query complexity. Simple questions (e.g., current stock price, basic company metrics) return almost instantly. Medium complexity research (e.g., company comparison, earnings summary) takes 30-90 seconds. Complex analysis (e.g., comprehensive industry analysis, multi-company strategic assessment) may take much more time depending on the complexity of the analysis, the number of companies and information sources involved

Can Information & Research Agent analyze my proprietary documents?

Yes! Information & Research Agent can analyze your uploaded documents including internal reports, pitch decks, information memorandums, and proprietary research. It intelligently extracts information, identifies patterns, and can compare your documents with public information to provide unique insights. All uploaded data is processed securely and remains confidential

How accurate and reliable is the information?

Information & Research Agent prioritizes accuracy by cross-referencing multiple sources and clearly citing all information. When data conflicts exist across sources, Information & Research Agent highlights these discrepancies. The system is designed to distinguish between facts, estimates, and analysis, always making clear the source and confidence level of information. We recommend users verify critical data points for investment decisions, though Information & Research Agent significantly reduces the research burden

What makes Information & Research Agent different from standard search tools?

Unlike simple search engines, Information & Research Agent understands context and investment-specific needs. It doesn't just find information - it analyzes, synthesizes, and presents insights tailored to your query. Information & Research Agent can handle complex, multi-part questions, maintain context across queries, and provide analysis that considers multiple factors simultaneously. It's like having a team of analysts working on your research request

Can Information & Research Agent help with real-time market monitoring?

Currently, Information & Research Agent excels at on-demand research and analysis. We're developing continuous monitoring capabilities that will alert you to significant changes in companies, sectors, or topics you're tracking. Soon, you'll be able to set up custom workflows that trigger when specific events occur, ensuring you never miss critical developments affecting your investments

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