Step 01 of 07
Idea
AI
Screens the universe and suggests names to add or drop.
Your team
Assigns coverage to a person or an AI analyst.
Eligible for CSA and soft-dollar budgets
Your research, models, theses and trade reviews on one platform, built around how your team works, with AI analysts across all of it. Our team does the work, and you see it running in the first week.
NVIDIA reported last night. Score the print against our thesis, update the model and the scenarios, and tell me if anything changes our view.
AskJMSemiconductors analyst · NVDAIllustrative figures. Not a view on NVIDIA. NVIDIA and its logo belong to NVIDIA Corporation.
The choice
You want everything in your firm to work together, around the way you work. Here is how firms have tried to get it.
Assemble your own
A research tool, model spreadsheets, an idea tracker, a memo template.
Build your own
Hire engineers and build it for your firm.
Super Advisor
Your research, models, theses, trades and reviews.
How it fits your firm
We connect to the systems you keep, such as your order system and your books. We replace the tools your team works around, such as model spreadsheets and research notes, one at a time. Each move brings you closer to one platform built around your investment process.
CompanyYour order system, portfolio accounting and data providers stay. We connect to them, so your holdings and data are in one place.
Model spreadsheets, research notes and idea trackers move onto the platform one at a time. Our team does the build and the move.
Your whole investment process runs on one model, built around how your team works. AI analysts work across all of it, and your analysts approve.
AI across the investment process
Each step uses the same company record, so nothing is typed twice.
Step 01 of 07
Screens the universe and suggests names to add or drop.
Assigns coverage to a person or an AI analyst.
Step 02 of 07
Reads filings, transcripts and your documents. Records each material fact.
Writes notes and decides what matters.
Step 03 of 07
Writes the bear case and a pre-mortem.
Owns each version of the thesis.
Step 04 of 07
Drafts the pitch memo and asks every sector analyst one question at once.
Decides.
Step 05 of 07
Asks for any missing reason and splits it into claims you can test.
Records the trade and its purpose.
Step 06 of 07
Watches events and your tripwires, and starts the right process.
Marks each fact as considered or acted on.
Step 07 of 07
Checks each claim and says what moved the price.
Scores the decision and teaches the agents.
The research platform
Each part uses the same data. A fact, a thesis change, a trade and its review all connect to the same company.
Research
They read each filing, call transcript and document on your coverage list. Each material fact becomes a checkpoint, linked to the driver or catalyst it affects. Your analyst marks it considered or acted on.
Theses
Each reason becomes a claim, compared with the street. Later, each claim gets a verdict: held, failed or unclear.
Trades
When you record a trade, you say what it was for. The thesis version is saved with it, so nobody can change the reason later.
The feedback loop
Batting averages, win rate and returns over time show which kinds of calls work, by trader and by portfolio. Each lesson is saved, and the AI analysts read it before their next run.
Built around your process
Most of the platform is already built. We add only what makes your team different. Your people change their own views by describing them.
Your way of working
Your research note template. Your rating scale. Your investment committee memo. Your risk sign-off. We add them to the platform in the first weeks, so it works the way your team already works.
Each person's own view
An analyst types: "every position where the target price moved more than 10% this week". The view appears, on your real data, with the correct permissions. No request to IT, and no request to us.
Eligible for CSA and soft-dollar budgets
The platform supports your investment decisions, so it counts as research under NI 23-102 in Canada and Section 28(e) in the US. Your compliance team decides. We give them an eligibility report to decide with.
Two invoices each period, one for your pool and one direct. A usage report each quarter. If the pool is short, or you follow MiFID II, you pay us directly.
The decision on eligibility, reasonable benefit and the split is your firm's. This page and the report are not legal advice.
Why firms say yes
The result
How sure you can be
How fast
Effort and risk
How working with us works
You do not need to know exactly what you want. We find where it matters most, and start there.
Find
We map your investment process and pick the one problem worth solving first: the one that costs your team the most time or risk.
You getA clear first target, and what success looks like.
Close
You use a working version in the first week, and it runs on your real data within weeks.
You getThe first gap closed, and in daily use.
Grow
Each next gap goes faster, because the data is already there. You switch old tools off as you go, and we keep the platform current.
You getAll your research working together, at your pace.
Get in touch
Bring one company from your coverage list. We show its thesis, its model and the work of its AI analyst, and how much of the fee your CSA can pay.