Capital markets research demo

Organize investment research around sources and analyst judgment.

Explore a research workflow that brings filings, transcripts, news, and approved third-party data into one cited workspace for analyst review.

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The operating problem

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

Capital Markets capabilities

What the demo explores.

Document understanding at scale

Bring SEC filings, earnings transcripts, regulatory filings, licensed research, and approved alternative data into a cited review flow.

Idea generation and screening

Turn an investment thesis into a screen across connected data, with the rationale and sources shown for analyst review.

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

Manage proprietary models, theses, and notes with access controls, retention settings, and activity records for your review process.

Connect sources

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

Extract and structure

AI proposes financial, qualitative, and risk themes with citations for the analyst to check.

Generate and review

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

Govern and publish

Apply your retention, approval, and access rules before an artifact is published.

Research capacity

Measure analyst time spent gathering information versus evaluating it.

Time to review

Track the time from a new filing to an analyst-reviewed brief.

Source coverage

Review whether draft statements link to the supporting source material.

Review discipline

Keep analyst edits, approvals, source links, and access history with each artifact.

Use cases to evaluate

Three workflows to put in front of your team.

Each use case starts with an operating problem, shows a candidate workflow, and identifies the outputs and measures your team can review in a pilot.

UC1

Filing and transcript synthesis

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

Research teams where collecting and comparing new filings delays analyst review.

What this demo shows

The demo organizes 10-Ks, 10-Qs, 8-Ks, earnings transcripts, and prepared remarks into a cited comparison of segment performance, guidance changes, capital allocation signals, and Q&A themes.

What a pilot includes

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

Example 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.

Example outputs

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

The demo translates a thesis described in plain English into a screen across connected fundamentals, filings, sentiment, and alternative data, then shows a candidate list with the rationale and sources for each name.

What a pilot includes

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

Example prompt or trigger

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

Example outputs

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

The demo drafts initiation notes, earnings previews, post-earnings updates, and PM memos in your format, with source links and analyst review before publication.

What a pilot includes

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

Example prompt or trigger

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

Example outputs

Initiation noteScenario analysisLinked evidenceAnalyst review queueDraft for publication review

Pilot path

A five-step path to a useful pilot.

Start with one workflow, agree on the baseline, connect the approved data, test with users, and let the results guide the operating plan.

Plan a pilot

Select

Pick the coverage

Choose one sector or strategy for the pilot.

Connect

Connect data

Map filings, transcripts, fundamentals, and approved third-party data.

Configure

Build templates

Configure your formats for notes and screens.

Evaluate

Pilot with analysts

Test the workflow with an analyst team and compare it with the current process.

Expand

Add coverage

Refine the review process and add sectors or strategies when the pilot is ready.

Who this is for

Equity, credit, macro, and multi-asset research teams at asset managers, hedge funds, and sell-side desks that spend too much time collecting and formatting information.

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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What to measure

Agree on a baseline before the pilot, then compare the output, review effort, exceptions, quality, and operating cost with your current process.