Who it's for
Built for the analyst
Covering workflows for equity analysts, heads of research, portfolio heads and CIOs — at mutual funds, family offices, AIFs and SIFs.
You cover more names than you can read for. See only what changed on them, ask the thing that just occurred to you, and commission the long work when a question earns it. On a call, get the question to ask while management is still speaking — and stop reading fifty notes that agree.
Know that the desk is covering what it should, and that no name is on the list in name only. See exactly what exists against each company and when it was last touched. When an analyst leaves, coverage moves with the record rather than without it.
Get the desk's thinking without reading everything underneath it. Management's view, the research analysts' view and your analyst's view, side by side. A scheduled question arrives by email before the day starts, scoped to exactly the part of the book you care about.
Coverage capacity: the same desk holding more companies to a higher standard, without hiring proportionately. Everything traceable to a source, nothing generated over the open web, your data yours. And you can see it working before committing anything.
The same workflow serves mutual funds, family offices, AIFs and SIFs. What differs is the mandate rules and position sizing around it — configuration, not a different product.
In practice
How a question actually travels
Most of these start as curiosity, and curiosity is only useful if it is cheap. Each step below costs a little more than the one before it, and only happens because the last one earned it.
Filtered to what you hold and follow — what moved, what met a condition you set, and what the system found novel enough to raise on its own.
“Can we check this?” A plain question, answered conversationally from what is already known. Then another. This is the beat that makes curiosity cheap enough to act on.
Escalate into a full sweep, carrying the conversation as the brief rather than restating it. Sources come back with the answer.
“I heard electrification is a big theme — can you do a deep dive?” A broad question with no company attached, commissioned outright. The job returns a list of names and the understanding behind it.
“Based on this item, can you follow up?” — passed to a colleague with the context already loaded. Or “here is a line of enquiry, carry it forward” — the whole conversation moves across, so the recipient inherits the thinking rather than a summary of it.
Set what management claims against what the covering analysts argue, and both against what you concluded last quarter. Where they agree, the story holds. Where they diverge, you have found the thing to decide on — and your view is written down, timestamped, and there to be compared against next time.