AI Investment Research Tool

Generate investment theses, target diligence and a recommendation memo sourced from filings, news and your own data in minutes, not weeks.

Use cases

Investment thesis

Concise thesis statement with supporting evidence and key bets.

Target diligence package

Full target overview, financials, management and competitive context.

What you'll get

Investment thesis brief

Investment thesis brief with one-page summary and supporting evidence.

Investment thesis brief

Investment thesis brief with one-page summary and supporting evidence.

Target diligence pack

Target diligence pack with financials, management and risks.

Target diligence pack

Target diligence pack with financials, management and risks.

Recommendation memo

Recommendation memo with rating, conviction and target value.

Recommendation memo

Recommendation memo with rating, conviction and target value.

Zero Design Skills Needed

Forget alignment guides and font matching. Let the AI handle the whitespace, hierarchy, and color contrast. You focus on the data decision; we handle the pixel-perfect delivery.

Zero Design Skills Needed

Forget alignment guides and font matching. Let the AI handle the whitespace, hierarchy, and color contrast. You focus on the data decision; we handle the pixel-perfect delivery.

How it works

Step 1

Upload context

financials, filings, prior diligence and any analyst notes.

Step 1

Upload context

financials, filings, prior diligence and any analyst notes.

Step 2

Pick the deliverable

thesis, diligence, memo or portfolio review.

Step 2

Pick the deliverable

thesis, diligence, memo or portfolio review.

Step 3

Export the research

branded PDF, deck or canvas link with linked citations.

Generated Slides by Nano Banana Pro

Experience the output of high-fidelity AI. These showcases demonstrate how the model generates entire presentation decks that consistently follow any visual language you choose—from Data-Heavy Analyst styles to futuristic 3D illustrations.

Data Analysis 

Modern

Marketing Strategy

Business

Hand-Drawn

Frequently Asked Questions

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