Research that took days.
Delivered every morning.
Investment research, deal-flow monitoring and portfolio intelligence, gathered on schedule, synthesised with AI reasoning, and cited to primary sources. Analysts get the intelligence, not the gathering.
Analysts gather what
should gather itself.
Investment decisions need current, comprehensive, well-sourced intelligence. The gathering, monitoring positions, tracking deal flow, pulling filings, synthesising news, is systematic enough to automate. Most firms still do it by hand.
We build systems that run on schedule, gather from defined sources, synthesise with AI reasoning, and deliver a structured briefing cited to primary sources. The analyst receives the decision input, not the busywork.
How a briefing builds itself.
Read-only by design, it gathers and cites; it never places an order or triggers a transaction.
What lands on the screen.
A representative reconstruction, illustrative, built from the canon, not a live screenshot.
Daily portfolio + deal-flow briefing, in your inbox before the meeting
Read-only by design, gathers and cites, never places an order
See it on real work.
Concrete scenarios, what goes in, what comes back.
A daily portfolio and deal-flow briefing.
Multi-source gather → AI synthesis → a cited briefing waiting before the morning meeting.
“Screen this sector for opportunities.”
On-demand deep research across filings and news, scored, ranked, fully attributed.
“Monitor earnings for these 12 positions.”
Scheduled alerts the moment a position moves, cited, with the underlying source.
The systems we build
for Finance & Investment.
Each is a standalone engagement. Start with one, the systems compose over time.
Agentic Pipelines
Multi-step research workflows, company analysis, market monitoring, deal screening, with eval harnesses and CI regression gates.
View solution →AI Data Intelligence
Plain-English interface over proprietary financial databases, portfolio systems and market data feeds.
View solution →Rapid Automations
Targeted automations for specific tasks, earnings monitoring, news aggregation, data enrichment, live in 2–5 days.
View solution →Real work. Real clients.
Real eval scores.
Nothing here is a demo, each runs against live client data.
Elite Capital Research
Days of manual research → an automated, scheduled briefing, cited to source.
- Multi-source gathering: market data, filings, news synthesis
- Claude-powered synthesis with citation to primary sources
- Scheduled delivery, arrives before the morning meeting
- Read-only by design, no system places orders or transactions
Finance & Investment-specific
engineering decisions.
Domain knowledge baked into the architecture, not discovered during delivery.
Not sure which build
comes first?
Start with the service that maps the problem, then we scope the system that fixes it.
Tell us what you
want to solve.
A 30-minute call. We'll tell you which solution fits your situation, what the build involves, and the eval it would have to pass, engineering discussion from the first call, no sales pitch.