INVESTMENT RESEARCH AI
Investments · Services
Get the deliverable, not just the advice.
Investment Research AI turns conversations into scoped work: diagnostics, plans, and expert-reviewed deliverables — each with a clear path from your question to a concrete outcome.
- from request to full report
- 48–72 hrsfrom request to full report — vs. the 40–80 hours traditional research takes
- of industry analysis per report
- 20–40 pagesof industry analysis per report — market sizing, competitive landscape, and ranked opportunities
- positions monitored continuously
- 10–50positions monitored continuously — enterprise plans cover 100+ across multiple portfolios
Company Deep Dive Reports
Institutional-quality equity research in 48-72 hours
Comprehensive 30-50 page equity research reports covering business overview, financial analysis, valuation, competitive positioning, and investment thesis.
Sector Overview Reports
Industry intelligence for better investment decisions
Comprehensive 20-40 page industry analysis covering market size, competitive landscape, key players, growth drivers, and investment opportunities.
Portfolio Monitoring Service
Stay on top of your positions with real-time intelligence
Real-time monitoring of 10-50 portfolio positions with earnings alerts, news analysis, thesis updates, and quarterly deep dive refreshes.
On-Demand Research
Expert analysis when you need it
Ad-hoc research support for quick questions, comp tables, model reviews, and targeted analysis with 24-48 hour turnaround.
Custom Financial Models
Professional-grade models you can trust
Custom-built 3-statement DCF models with 5-10 year projections, scenario analysis, and sensitivity tables in Excel or Google Sheets.
Investment Committee Prep
Board-ready memos and presentations
Board-ready investment memos, presentation decks, and supporting analysis for investment committee meetings and board presentations.
How every engagement runs
- 1
Scope it
Tell us what you need. A short intake — or a conversation with the mentor — turns your situation into a clearly scoped piece of work.
- 2
We do the work
Structured frameworks and expert review are applied to your specific context — not a generic template with your name on it.
- 3
You get the deliverable
A concrete artifact you can act on: a plan, an assessment, a decision pack — with enough context for follow-up.
Tell us what you're working on
Describe your situation and we'll point you to the right service — or tell you honestly if a conversation with Investment Research AI is all you need.