Market research

Sector intelligence on demand

Financial ServicesResearchAnalysis
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What it does

  • Compiles sector intelligence from primary and market sources
  • Synthesizes the bull and bear case with evidence
  • Updates the view as new data lands

How it works

  1. 1Gathers filings, news, and expert content
  2. 2Synthesizes into a cited brief
  3. 3Tracks changes to the thesis

Works with

Deployment contract

What goes in, what comes out, and where people review.

Inputs

The systems and standard your team chooses

  • Runbook, source material, and definition of done
  • Records from Snowflake, Notion, Slack
Outputs

A finished artifact with its work attached

  • Compiles sector intelligence from primary and market sources
  • Synthesizes the bull and bear case with evidence
Approvals

Human control at the steps that matter

Choose which steps run automatically and which stop for a named reviewer before deployment.

Evals

Quality measured against your rubric

Score completed runs against accepted examples and task-specific criteria. Review failures with the source trace before changing the runbook or model.

Example result

The result is reviewable, not a black box.

A completed run keeps the task, sources, actions, approvals, and eval result together. Open any step to inspect what happened or send it back with a correction.

RUN
Market research
Ready for review
  1. Gathers filings, news, and expert content
    Source trace saved
  2. Synthesizes into a cited brief
    Source trace saved
  3. Tracks changes to the thesis
    Output prepared
Rubric score, sources, and action log travel with the result

Related agents

Deal sourcingPipeline against your thesisFinancial ServicesMarket analysisSizing & segmentationConsulting

Deploy in days, not months.

Request demo