AGENTIX · WHO WE HELPFINANCE · RESEARCH AUTOMATION / 2026
§ Who we help · Finance & Investment

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.

Elite Capital
Discuss your use case →← All industries
§01, The situation

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.

§02, How it works

How a briefing builds itself.

Read-only by design, it gathers and cites; it never places an order or triggers a transaction.

FIG.01, How a briefing builds itself
SOURCESDefined onceFilings, market data, news.
SCHEDULERuns dailyPlus on-demand deep dives.
SYNTHESISEAI reasoningSignal kept, noise dropped.
CITETo sourceNo claim without attribution.
DELIVERBefore the meetingA briefing in your inbox.
§ Exhibit, the output

What lands on the screen.

A representative reconstruction, illustrative, built from the canon, not a live screenshot.

FIG.02, Representative cited briefing · illustrative reconstruction, not a live screenshot
representative morning research briefing (illustrative)

Daily portfolio + deal-flow briefing, in your inbox before the meeting

PositionEarnings beat · guidance raisedcited · 10-Q
Deal flow2 new submissions match thesisscored
WatchSector filing, competitor raisecited · news

Read-only by design, gathers and cites, never places an order

§03, In practice

See it on real work.

Concrete scenarios, what goes in, what comes back.

Ask it

A daily portfolio and deal-flow briefing.

Multi-source gather → AI synthesis → a cited briefing waiting before the morning meeting.

Ask it

“Screen this sector for opportunities.”

On-demand deep research across filings and news, scored, ranked, fully attributed.

Ask it

“Monitor earnings for these 12 positions.”

Scheduled alerts the moment a position moves, cited, with the underlying source.

§04, What we build for you

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 →
§05, In production

Real work. Real clients.
Real eval scores.

Nothing here is a demo, each runs against live client data.

Days → auto
daily research briefing
Elite Capital (Cameron) · in production

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
Read the full case file →
§06, Built in, not bolted on

Finance & Investment-specific
engineering decisions.

Domain knowledge baked into the architecture, not discovered during delivery.

01Source VerificationEvery claim in a briefing is cited to a specific source. No synthesis without attribution, citation chains, not summaries.
02Compliance AwarenessResearch automation is read-only. No system places orders. Access follows your existing information barriers.
03Scheduled vs On-DemandMorning briefings on schedule; deep-dive research on demand. Both patterns, same quality standards.
04Data Source IntegrationWe integrate with your existing subscriptions, Bloomberg, Refinitiv, proprietary databases. No switching required.
§07, Where to start

Not sure which build
comes first?

Start with a scope call or the service that maps the problem, then we build the system that fixes it, on the model that suits its size.

FIG.03, Typical engagement, from first call to handoff
01 · SCOPE30-minute scope callDefine the boundary and agree the success criterion.
02 · AUDIT, OPTIONAL$5K Operations AuditTwo to three weeks to a priced roadmap, when the first build is not obvious.
03 · BUILDRapid or ProgramRapid: 2-5 days. Program: discovery, approved architecture, then epics.
04 · GATEEval or QA passNothing reaches production without a passing eval or QA run.
05 · HANDOFFYou own itSelf-hosted, full code ownership, 30-day support window.
Engagement model

Agentix Rapid

One targeted automation, 2-5 days from scope sign-off.

For Finance & InvestmentSee the automation portfolio →
Engagement model

Engineering Program

Multi-week, custom architecture; scope sets the duration.

For Finance & InvestmentSee the programme phases →
Service

Operations Audit

$5K process audit, pinpoint the research busywork worth automating first.

View service →
Get started

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.

Start the conversation →See production systems
AGENTIX TECH · who we help · finance & investment