Back to home

Automate Research

Repeatable market and company briefs

Transform manual research processes into automated engines that deliver consistent, comprehensive briefs on markets, companies, and sectors.

Research-automation workflow

One question to a cited, repeatable research brief

01

Source map

Ingest trusted sources

02

Claim engine

Map claims to evidence

03

Workflow engine

Apply your methodology

04

Draft artifact

Generate cited output

05

Reviewer loop

Human validates

06

Decision pack

Export memo · brief · board pack

Consistent Format

Standardized briefs that follow your team's preferred structure and depth.

Multi-Source

Aggregate data from multiple sources with automatic validation and reconciliation.

Real-Time Updates

Continuously monitor for changes and automatically refresh research outputs.

Scale Coverage

Cover more companies and markets without adding headcount.

Process

How the workflow runs

  1. 1Define research templates and data requirements
  2. 2Configure data sources and validation rules
  3. 3Run automated collection and synthesis
  4. 4Review and enhance with expert insights
  5. 5Distribute to stakeholders automatically

Start with a prototype

We'll automate your first research workflow and deliver production-ready briefs in 2-6 weeks.

How it runs

How the workflow runs

Six terms you'll see across the product. Each maps to a concrete artifact, not a marketing concept.

Source map

Every trusted input — filings, broker research, internal models, regulatory data — registered and verified before it can be cited.

Claim engine

Maps each assertion in a draft to the evidence span it came from. Unsupported claims surface before review.

Workflow engine

Your methodology — IC framework, scoring rubric, red-flag library — running as a repeatable workflow, not a prompt.

Reviewer loop

Analyst review at the claim level. Approve, flag, or rewrite — every action recorded against the evidence.

Decision pack

The output: memo, brief, or board pack — every paragraph traceable to its source.

Audit trail

Every source ingestion, claim mapping, reviewer action, and export — captured and exportable with the artifact.

Start small

Most teams begin with one workflow, one source set, and one output.

Start a focused prototype

Used by teams at

Built from hands-on use across investment firms, advisors, banks, and global enterprise teams.

BlackRockGIPBCIRBCScotiabankBMOManulifeAvnetBugatti