AI Workspace for Investment Analysts

Investment research, without the clutter.

Search a company, open filings, transcripts, and presentations, then capture highlights directly into shared notes.

Features

Everything you need to review a company in one workspace.

Search, open documents, and capture highlights into notes without leaving the page.

Unified document viewer

Open filings, transcripts, and presentations in a single workspace view.

Call capture desktop app

Link calls to tickers, transcribe in real time, and save to the workspace.

AI research copilot

Chat with your workspace to surface relevant context, create notes, and draft memos.

Notes with source highlights

Select text in a document and drop it into a note with a reference.

Shared workspaces

Invite teammates, manage access, and collaborate on research together.

Book a demo

Walk through filings, transcripts, and presentations with highlights flowing straight into notes.