INVESTMENT RESEARCH AI
Institutional-quality equity research in 48–72 hours — not $500K a year in subscriptions.
Company Deep Dive Reports
Comprehensive 30-50 page equity research reports covering business overview, financial analysis, valuation, competitive positioning, and investment thesis.
- 48–72 hours
- Per-report engagement with quarterly update coverage; 24-hour rush available
- from request to full report
- 48–72 hrsfrom request to full reportvs. the 40–80 hours traditional research takes
- of analysis per report
- 30–50 pagesof analysis per reportplus a working DCF model and 2-page executive summary
- valuation methodologies per company
- 3valuation methodologies per companyDCF, comparables, and precedent transactions
How it works — and what you walk away with
Traditional equity research takes 40-80 hours and costs $50k-500k/year in subscriptions. Our Company Deep Dive Reports deliver the same institutional quality in 48-72 hours at a fraction of the cost.
Each report includes a complete business overview, detailed financial statement analysis, valuation using multiple methodologies (DCF, comparables, precedent transactions), competitive positioning assessment, management quality evaluation, and a full investment thesis with bull/bear/base cases.
We analyze what matters: quality of earnings, margin sustainability, competitive moats, capital allocation track record, and catalysts. No conflicts of interest, no bullish bias - just rigorous, unbiased analysis.
The process
Request and Scoping
Name the company — any publicly traded business with SEC filings, including international companies with English filings.
Filings and Financial Analysis
Quality of earnings, margin sustainability, cash flow forensics, and red flag identification from 10-Ks and 10-Qs.
Valuation and Thesis Build
DCF with 5–10 year projections, comps, precedent transactions, and bull/bear/base cases with probabilities and catalysts.
Delivery and Updates
Full report within 48–72 hours (24-hour rush available), then quarterly earnings updates keep the thesis current.
What you get
Full Research Report
30-50 page PDF with executive summary, detailed analysis, and supporting exhibits
Financial Model
Excel/Sheets DCF model with 5-10 year projections and sensitivity analysis
Executive Summary
2-page summary with key findings, valuation range, and recommendation
Quarterly Updates
Post-earnings analysis updating thesis, valuation, and recommendation
What's included
Business & Strategy Overview
Deep dive into business model, revenue drivers, competitive positioning, and strategic direction
Financial Statement Analysis
Quality of earnings, margin analysis, cash flow forensics, working capital trends, and red flag identification
Valuation Framework
DCF modeling, comparable company analysis, precedent transactions, and scenario-weighted price targets
Management Assessment
Capital allocation track record, incentive alignment, insider ownership, and governance quality
Investment Thesis
Bull/bear/base cases with probabilities, catalysts timeline, risk factors, and recommendation
Ongoing Updates
Quarterly earnings updates and material event analysis to keep your thesis current
Who this is for
Family Offices
Managing $50M-1B+ portfolios who need institutional research without $500k/year subscriptions
RIAs & Wealth Managers
Serving HNW clients who expect deep analysis and conviction in portfolio holdings
PE/VC Firms
Evaluating public comparables for private investments or portfolio company benchmarking
Proof and credibility
- No conflicts of interest· No investment banking relationships, no proprietary trading, no positions in covered securities
Fixed-scope project
Scoped to your situation
- Duration
- 48–72 hours
- Format
- Per-report engagement with quarterly update coverage; 24-hour rush available
Frequently asked questions
Related topics
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Sector Overview Reports
Comprehensive 20-40 page industry analysis covering market size, competitive landscape, key players, growth drivers, and investment opportunities.
Portfolio Monitoring Service
Real-time monitoring of 10-50 portfolio positions with earnings alerts, news analysis, thesis updates, and quarterly deep dive refreshes.
Institutional-quality equity research in 48–72 hours — not $500K a year in subscriptions.
Share your situation and Investment Research AI will scope it with you — takes about two minutes.