Financial Services agent
Investment research and deal memos
Read every CIM and filing in full, model the figures, and draft the memo with each number cited to its page.
What it does
The agent reads the CIM, filings, and transcripts, extracts and models the figures, and drafts the memo in the firm's own template with every number linked to the page it came from. The analyst interprets and forms the view.
Without it: Twenty hours pass gathering and formatting before the thinking starts, and an analyst who wants a thirteenth name has to drop one.
- Screens the corpus and the draft for MNPI against your information-barrier policy
- Builds the comparable set from your screen criteria and lists what it excluded
- Runs the sponsor's base case alongside your own downside case
- A claim it cannot source is left in the draft marked unsupported
Illustrative example
A 140-page CIM for a regional HVAC roll-up lands in the coverage inbox on a Friday. The agent spreads five years of revenue and EBITDA, builds a comp set of eleven listed and precedent deals with the two it excluded and why, runs the sponsor's 12% growth case against a flat case, and drafts the memo in the firm's IC template with every figure linked to its page. The associate opens it and starts on the question that decides the deal, which is whether technician retention holds after the roll-up.
Deal room
CIM, sponsor materials
Filings and transcripts
Revenue, EBITDA, guidance
Research archive
Past notes, screens
Template library
The firm's IC format
Investment research and deal memos
SuggestStarts when
A CIM, filing, or quarterly update lands in the deal or coverage inbox
How far it goes
it proposes, and a person approves before anything commits
Never
DECISION: enforced below the model, not asked of it
Memo
Drafted in your template
Modelled figures
Cited to the page
Coverage
Widened, nothing dropped
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Case studies
View all
Financial Services · Solution blueprintEvery CIM Read in Full Before Anyone Can DeclineA sourced preliminary memo lands in under ninety minutes.Read case study →
Financial Services · Solution blueprintRunning Research Agents Inside the Firm's Own WallsBoth proofs of concept died at compliance review for reasons no vendor could fix.Read case study →
Financial Services · Solution blueprintAn Analyst Wanting a Thirteenth Name Had to Drop OneCoverage reaches about nineteen names an analyst, against twelve today.Read case study →
Financial Services · Solution blueprintTwenty Hours Pass Before the Thinking StartsGathering is handled, and a full memo takes under eight hours.Read case study →
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