Research notes, drafted in your voice
Ingest financial models, prior coverage, and earnings transcripts, then draft structured research notes in the analyst’s own voice, ready for review.
Not a generic summary, your note
It continues the thesis and reads in your house style.
Drafted in your voice
Notes come out in your house style and structure, not flat AI prose, so the desk edits judgment and tone, not formatting.
- House style and sections
- Estimate changes and a clear call
- Risks and catalysts surfaced
Grounded in your model
Pulls estimate changes straight from the model and transcript, every figure linked, so the note and the numbers never drift apart.
- Tied to your model
- Transcript read against estimates
- Citations throughout
What teams say
Why analysts keep the draft and lose the busywork.
Drafts read like our own analysts wrote them, we edit the call, not the structure.
Coverage notes that used to take half a day are ready for review in minutes.
Every figure is linked to the model and transcript, so review is fast and safe.
It continues the thesis instead of restarting it, that is the difference.
Earnings season stopped being a bottleneck for the research team.
Drafts read like our own analysts wrote them, we edit the call, not the structure.
Coverage notes that used to take half a day are ready for review in minutes.
Every figure is linked to the model and transcript, so review is fast and safe.
It continues the thesis instead of restarting it, that is the difference.
Earnings season stopped being a bottleneck for the research team.
In your voice
Notes read in your house style and structure, not generic AI prose.
Context-aware
Draws on prior coverage and the model so the note continues the thesis.
Source-linked
Every figure and claim links to its origin, ready to verify.
Hours back per note
The assembly is done; analysts spend time on the call.
Your format
Templates aligned to your existing note sections.
Clear call and risks
Surfaces estimate changes, catalysts, and risks, not a flat summary.
Explore related
Other workflows teams pair with this one.
Put this workflow to work
See it run on your own data, in your environment.