Hedge Fund, USA
Outsourced all equity research coverage workflows: earnings coverage, business due diligence, Q&A with management, financial modeling, presentations, managing calendars.
Senior analysts combine modern research tools with experienced judgment to deliver professional-quality work faster and more cost-effectively.
Need an analyst but not the headcount? A full investment-analyst seat — AI-accelerated, expert-supervised, flexible engagement models available.
An AI-accelerated business analyst and management consultant in one seat — market sizing, competitive analysis, process reviews — senior-reviewed.
Portfolio-support that scales as your AUM grows, without adding headcount. One seat, full coverage, no fixed cost.
New AI-driven services cut costs and turnaround time without cutting quality — alongside the research disciplines you already trust us for.
Analyst-led research where frontier AI augments every stage — at a fraction of traditional cost.
View service →NEW — We identify the corporate workflows AI can automate, then set up and run the automations for you.
View service →Ongoing monitoring across companies and sectors, delivered to your inbox or cloud.
View service →Case studies are anonymised examples of past engagements. Results vary by scope, data availability and client requirements.
Outsourced all equity research coverage workflows: earnings coverage, business due diligence, Q&A with management, financial modeling, presentations, managing calendars.
Outsourced all deal life-cycle workflows: deal documentation, financial modeling, presentations, valuations, business analytics, M&A research.
Outsourced financial modeling, investment valuation and presentations, deal documentation preparation, M&A research.
Outsourced all analyst tasks: deal documentation, financial modeling, presentations, valuations.
A simple three-step workflow built for speed without sacrificing quality, rigor or accountability.
We align on deliverables, cadence and the data sources that need to be covered.
Automations and frontier AI handle collection, processing, models and first drafts — that is where the cost savings come from.
A senior expert reviews, sharpens and manages every engagement — AI accelerates, humans sign off.
Countless corporate workflows can be automated with AI. We identify them, set up the automations and run them for you — finance, operations, compliance, HR and the executive offices.
Knowledge-based automation, multi-platform databases and AI-driven efficiencies are designed to deliver professional-quality research at meaningfully lower cost than an in-house team — without quality dilution.
Dependable output without permanent headcount. We serve eight client segments — see them all on the Who we serve page.
Our team is drawn from sell-side and buy-side research, investment banking and corporate finance — many CFA charterholders, all with years covering live mandates. A senior analyst signs off on every deliverable.
Equity, credit and quantitative coverage across North America, Europe, the Middle East and Asia — spanning financials, industrials, TMT, healthcare, energy, consumer and real assets.
Twelve anonymised engagements — from tripling issuer coverage without new hires to cutting a finance reporting cycle by ~70%. Every case is scoped Challenge → Approach → Result.
Read the case studies →Work delivered on secure, access-controlled cloud platforms with multi-level protection, NDAs and information barriers as standard, and disaster recovery. Your data stays yours.
Prefer to see the work before committing? We share representative, anonymised deliverables — earnings notes, models, memos and automation reports — matched to your mandate.
Request samples →Delivery centres in Eastern Europe and Italy with a London knowledge centre — better quality than typical outsourcing territories, with a time-zone overlap that fits both UK and US desks.
Sector libraries, pre-built templates and AI prompt playbooks accumulated across hundreds of engagements — every new mandate starts ahead, not from a blank page.
Tell us what you need covered. Our team will help shape the right engagement and respond with a scoped proposal.