Capital markets research demo

Find alpha faster with AI-powered investment research.

See how your research team can extract signal from filings, transcripts, news, and third-party data in minutes, draft research artifacts your PMs trust, and cover more names without growing headcount.

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What you hear from the team

"By the time we finish reading the filings, the trade is already crowded."

Capital Markets capabilities

What your team can do.

Document understanding at scale

Read SEC filings, earnings transcripts, regulatory filings, broker research, and alternative data with extraction that respects context and citation.

Idea generation and screening

Translate investment theses into screens across structured and unstructured data, with explanations and traceable evidence behind every name.

Research artifact generation

Draft initiation notes, earnings previews, post-earnings updates, and PM memos in your house format with linked evidence and analyst review.

Governed research workspace

Keep proprietary models, theses, and notes inside a workspace with access controls, retention, and audit your compliance team can sign off on.

Connect sources

Filings, transcripts, broker research, fundamentals, sentiment, and alternative data feed the workspace.

Extract and structure

AI extracts the financial, qualitative, and risk signal with traceable citations.

Generate and review

Drafts go through analyst review with edits, comments, and approvals captured.

Govern and publish

Compliance retention, audit trail, and access control on every artifact.

More names covered

Expand coverage without growing analyst headcount.

Faster ideas

Cut the time from filing to PM-ready output.

Stronger evidence

Every claim links back to the source so PMs and compliance can verify.

Governed research

Keep proprietary thinking in a workspace with access, retention, and audit you control.

Use cases your team can deploy

Three workflows that move the operating numbers.

Each use case shows the customer pain, the workflow your team gets, the kind of prompt or trigger that starts it, and the artifact the team can actually use.

UC1

Filing and transcript synthesis

"Analysts spend the first three days after results reading instead of analyzing."

Research teams covering 50 or more names where the time between filing and analyst output is too long.

What this demo shows

Ingest 10-Ks, 10-Qs, 8-Ks, earnings transcripts, and prepared remarks. Pull segment performance, guidance changes, capital allocation signals, and Q&A risk flags into a structured comparison your analyst can act on.

Implementation scope

Connect filing and transcript sources, build extraction templates per sector, integrate with your research workspace, and pilot with one coverage team.

Live prompt or trigger

Summarize this earnings report, compare it to the prior four quarters, surface guidance changes and Q&A risk flags, and draft a one-page note for our PM.

Quarterly comparisonGuidance and capital signalsQ&A risk flagsPM-ready one-pagerEvidence trail

UC2

Idea generation and screening

"Our best ideas come from connecting dots no single dataset shows."

Funds with a clear investment philosophy where the bottleneck is translating thesis into screens fast enough.

What this demo shows

Translate a thesis described in plain English into a screen across fundamentals, filings, sentiment, and alternative data, and produce a ranked candidate list with explanations and evidence for each name.

Implementation scope

Connect fundamental, filing, sentiment, and alt-data sources, configure thesis templates, and pilot with one PM team.

Live prompt or trigger

Find U.S. mid-cap industrials with margin expansion, rising backlog, and recent management changes, then explain the top 10.

Candidate listPer-name explanationEvidence trailThesis-to-screen mappingSaved screen for reuse

UC3

Research artifact drafting

"Writing the initiation note or earnings preview takes longer than the analysis itself."

Teams where analyst output is the bottleneck and house formatting consumes hours per piece.

What this demo shows

Draft initiation notes, earnings previews, post-earnings updates, and PM memos in your house format, with linked evidence, model output, and analyst review before publication.

Implementation scope

Connect your house template, evidence sources, and research workspace, configure the draft and review flow, and pilot with one analyst pod.

Live prompt or trigger

Draft an initiation note in our house format on this name, with one-year price target, scenario analysis, and linked evidence.

Initiation noteScenario analysisLinked evidenceAnalyst review queuePublication-ready artifact

Fast launch path

A five-step path your team can run.

Stand up the first workflow fast: pick the entry point, connect the data, build the experience, pilot with users, and move into steady state with the observability and governance your team needs.

Start the pilot

Week 1

Pick the coverage

Choose one sector or strategy as the pilot.

Week 2

Connect data

Wire filings, transcripts, fundamentals, and alt data.

Week 3

Build templates

Configure house formats for notes and screens.

Week 4

Pilot

Run with one analyst pod on live filings and ideas.

Week 5

Govern and expand

Lock in compliance review, then add coverage.

Who this is for

Equity, credit, macro, and multi-asset research teams at asset managers, hedge funds, and sell-side desks that want more coverage and faster idea generation without proportional headcount growth.

Capital Markets demo

Part of the Tactical Edge capital markets demo library. See related demos for the rest of the customer journey.

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Outcome you can measure

Every demo ends with an artifact you can put in front of your team and a metric you can track from week one.