Research process automation, with analysts still holding the pen.
The research function is mostly logistics: gathering, updating, reconciling, formatting. Agentic enhancement removes the logistics and leaves the analyst with the judgement.
80% science — the machine
Filing ingestion, model updates, consensus tracking, note drafting, compliance checks.
20% art — yours
The variant view, the question nobody on the call asked.
Atelier
Every model current the morning after the print.
Atelier watches filings, transcripts and consensus for your entire coverage universe, updates the analyst's own model structure, drafts the revision note and flags where actuals diverged from the thesis.
Play demo →
Client Lens
Every investor gets the letter written for them.
Personalised performance narratives, suitability-aware commentary and RM copilots that turn one house view into thousands of individually relevant client conversations.
Play demo →
Venture Capital
Seed to Series C
02Private Equity
Buyout to growth equity
03Family Offices
Single and multi-family
04Angels & Syndicates
Leads, syndicates, rolling funds
05Private Credit & NBFCs
Lending at scale
07Hedge Funds
Discretionary and systematic
08Wealth Managers & RIAs
Discretionary and advisory books
09Pensions & Insurers
Insurers, reinsurers, pension schemes
10Bank Treasuries
ALM, liquidity, prop and balance sheet