Professional investment research for teams
Transform SEC filings into structured research artifacts. Add collaboration, voting, and audit trails. Ship consistent, credible investment decisions—not scattered notes.
Platform Overview
All-in-OneCase Builder & IC Layer
Structured thesis, assumptions, valuation models, and decision logs
Company Hub
Centralized pages with discussions and shareable research
SEC File Reader
Extract tables and sections from filings into reusable formats
Built for Investment Teams
- Investment clubs & student funds
- Research pods & communities
- Small funds needing governance
Investment Committee Ready
Separate data, assumptions, and conclusions with full audit trails for committee reviews
Consistent Artifacts
Generate reusable workbooks and memos that maintain quality across analysts and companies
Flexible Sharing
Publish read-only pages for credibility or keep everything private within your team
Platform Features
Everything you need from idea to investment decision
A unified workspace where filings, discussions, valuations, and committee decisions come together seamlessly
SEC File Reader
Transform complex SEC filings into structured, searchable data with automated extraction
- Automated table extraction from PDFs
- Standardized section parsing
- Export-ready research artifacts
- Historical filing comparison
Company Hub
Centralized company pages with integrated data, discussions, and research history
- Threaded discussions and comments
- Integrated company data dashboard
- Public and private page sharing
- Research history and versioning
Market Dashboard
Track macro + market indicators with interactive charts and quick navigation
- S&P 500, VIX, DXY, yields
- Pan/zoom interactions
- Embed-ready views
- Fast scanning & context
How It Works
A repeatable research workflow your team can run every week
Simple to start today, rigorous enough to scale with your membership and governance needs
Ingest Data
Import SEC filings and company data as your foundational source of truth for research
Structure Research
Normalize findings into consistent case templates with standardized sections and formats
Collaborate
Discuss findings, attach supporting evidence, and converge on shared assumptions as a team
Make Decisions
Conduct IC voting with full audit trails to create governance-ready investment outcomes
Ready to professionalize your investment research?
Join investment clubs, student funds, and small teams building repeatable, credible research workflows