Research analysts
Less assembly in results season.
- Notes drafted around what changed
- Broker notes in the inbox searchable with everything else
- Peer tables pulled from filings
Every holding followed, every note cited
Needl.ai is built for the research and portfolio teams of investment managers. It drafts quarterly notes around what changed, pulls peer figures from the filings, keeps watch on every holding and answers questions across your research and broker notes, with a source on each answer.
Where Needl.ai fits the research cycle
From the first note on a new company to the week-by-week watch on the book. Each stage links to the workflow in depth.
A first note on a new name
An initiating coverage draft is written from the annual report, the filings and the investor materials, section by section, with a citation on every statement. Valuation appears only where a source states it.
- From
- Annual reports, filings, prospectuses and investor decks
- You get
- An initiating coverage draft your analyst reviews
The quarterly note, written around what changed
When results land, each section opens with the change against the prior quarter and the year-ago quarter, and what management said earlier sits beside what happened. Where two sources disagree, the note shows both figures.
- From
- The results release, the call transcript and the investor deck
- You get
- A quarterly note in the same structure every time
Peer figures and models, checked
Name the companies, the metrics and the years, and a cited table comes back from the filings, ready to export. Your analysts' workbooks are read too, with answers cited to the sheet and the range.
- From
- Filings, uploaded reports and your own workbooks
- You get
- A cited peer table and a model checked against the documents
A watch on every holding
Trackers follow your holdings and themes across filings, news and regulators, grade every item and keep the reason. A weekly read scores each development and closes with what it means for the portfolio.
- From
- A plain-English brief naming the holdings and themes you follow
- You get
- Alerts on what matters and a weekly read with a watchlist
For every seat on the research floor
The assembly work is done for the team, and the view on each company stays with the analyst who owns it.
Portfolio managers
The book, followed between meetings.
- Cited answers on any holding in seconds
- A weekly read-through on the themes in the book
- Alerts when a holding's news or filings matter
Heads of research
One standard across the desk.
- Every note in the house structure
- Templates saved from finished reports and shared with the team
- The desk's research searchable, within each person's permissions
Risk, compliance and IT
Control over where research is processed.
- Deployed in your cloud, in your region
- Answers limited to what each person can open
- A source on every answer for review
The documents behind every view
Company documents, the research you receive and the research you write, read together, with every answer naming the document it came from.
From the companies
- Annual reports and filings
- Results releases and investor presentations
- Earnings call transcripts
- IPO prospectuses
- Exchange disclosures in India, the US and New Zealand
From the market and your desk
- Broker research, including notes by email
- News and the trade press
- Regulators in the markets you invest in
- Your research notes and past coverage
- Your models and workbooks
Where it connects
Research lives in inboxes, drives and chat. Connect them, or upload files directly.
Outlook
Gmail
SharePoint
OneDrive
Google Drive
Teams
Slack
What changes for a research team
Every statementIn a note carries its citation, where a reviewer used to trace figures by hand.
Both figuresAre shown when two sources disagree, with each source named beside its number.
SecondsTo a cited answer on a holding, where finding the right note used to take the morning.
“We stopped second-guessing the output. Almost every answer comes back with a citation we can open and verify, so a review that used to take hours now takes minutes.”
Your research stays your edge
Your notes, models and broker research are what set your view apart. Needl.ai keeps them where you choose and never learns from them.
- In your own cloud account and region, in a dedicated instance, or in Needl.ai's cloud
- Answers drawn only from documents each person can open
- Never used to train any model, ours or a model provider's
- Deleted on request, confirmed in writing
AICPA SOC 2
ISO 27001 certified
ISO 42001 in progress
GDPR compliant
CASA assessed
Start with questions, then notes
Search across your own research comes first, because it earns the trust that drafting needs.
01
Ask across your research
Connect research notes, broker email and filings, and ask across them, with a source on every answer.
02
Move results season onto it
Put the quarterly note on a fixed structure that your analysts review rather than assemble.
03
Shape it to your desk
An engineer from our team learns how your desk works, and a dedicated team fits the notes, trackers and templates to it.
Frequently asked questions
What research teams ask before they start.
Who is it for?
Research and portfolio teams at investment managers, portfolio management services and family offices that cover listed companies: analysts, portfolio managers and heads of research.
Which markets and documents does it cover?
Filings, results releases, call transcripts and investor decks for listed companies, with exchange data for India, the US and New Zealand, plus the news and regulators you follow and your own research.
Can notes follow our house style?
Yes. Notes follow a fixed structure, and a finished report can be saved as a template and shared with the team, so every analyst's note has the same sections in the same order.
Does it build our models?
No. Your analysts build the model. Needl.ai pulls historicals and peer figures from the filings with a source on each, reads your workbooks and checks their figures against the documents.
We already use Claude. Why add Needl.ai?
Keep it. Needl.ai adds a reading of your own research, broker notes and filings that follows each person's permissions and shows its sources, and its answers can be used inside Claude through MCP.
Where does it run?
In your own AWS or Azure account, in your region, in a dedicated instance, or in Needl.ai's cloud to start. It is never used for training.
See it on your next results season
Bring a company you cover and last quarter's documents, and see the note, the peer table and the watch on your own research.