Information & Research Agent
Your Partner for Investment 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
Information & Research Agent Demo Screen
Information & Research Agent's Features & 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
Conduct thorough analysis to understand competitive landscapes, uncover industry trends, and identify market dynamics that drive strategic decisions
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 Information & Research Agent Works
From query to insight in minutes with intelligent research automation
Submit Your Query Your input
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 Agent works
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 Results delivered
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 Your input
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 challenges across the investment industry
Investment Banking / Corporate Development
- • Prepare pitch decks and marketing transaction materials with fewer resources: Outsource information gathering, analysis, and compilation to AI—producing higher quality materials in less time while freeing analysts for strategic work
- • Master new sectors rapidly: Conduct comprehensive industry deep dives to quickly understand market dynamics, key players, and strategic considerations when entering unfamiliar territory
- • Know your clients inside out: Receive synthesized insights that highlight what matters most about your clients' businesses, strategic priorities, and current challenges—ensuring every interaction adds value.
- • Execute routine tasks efficiently: Generate 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 systematically: Analyze industries to identify companies likely to need banking services, understanding their strategic position and potential transaction needs
Investment Funds
- • Screen opportunities with real intelligence: Go 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 scale: Rapidly 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 company: Instantly 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 dynamics: Systematically 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 workflows: After 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 communication: Retrieve 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 analysis: Get the same depth of research that professional investors use—from detailed company assessments to industry dynamics
- • Understand complex information clearly: Receive plain-language explanations of financial results, strategic developments, recent management commentary and market dynamics
- • Research efficiently across sources: Instead of visiting multiple websites and platforms, search across news, filings, analysis, and data from one place—saving hours of manual research time
- • Make informed decisions: Ask specific questions about companies, industries, or investment strategies and receive comprehensive, evidence-based answers that help you invest with greater confidence
What's Next for Information & 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 Modeling, 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
Frequently Asked Questions
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