3-statement model from filings. Earnings call summary with KPI deltas. Diligence checklist run against the data room. One agent, every step shown.
Ticker + 5 years of 10-K and 10-Q. Returns income statement, balance sheet, cash flow projections with assumptions cited.
Drop the transcript. Get KPI deltas vs guidance, tone changes, analyst Q&A red flags, and a 5-bullet exec summary.
Upload the data room. Agent runs your 80-point checklist, flags gaps, and drafts the red-flag memo with citations.
Pitch deck in. Returns IC-ready memo: thesis, market size, comps, risks, and a recommendation with confidence rating.
Code panel shows cell-by-cell math. Every assumption links back to the filing line or transcript paragraph. Audit anything in one click.
Full DD pass: $4–$8 in tokens at Anthropic's published rates. Pitch memo: ~$0.80. Never marked up.
Models render in whatever currency your fund or board uses. FX assumptions cited inline. Nothing silent.
Our analyst built 3 models in a day that used to take a week each. Every cell ties back to the 10-K. We trust it because we can audit it.
No. It drafts models and memos based on the data you provide. A human analyst must review every number before it informs a decision. This is a productivity tool, not an advisor.
Not directly — those are paid feeds with strict licensing. You paste data in or upload exports; the agent works with what you give it.
Workspace is private by default — every run stays in your account. Public share-link is opt-in per run.
Pulling a 5-year 3-statement model from filings is ~$1.50-$3.00 in tokens at published rates. Fits inside Starter's included spend.
Yes — cross-check claims in a pitch deck or memo against the underlying filings and it flags any number that doesn't reconcile.
A team of AI managers, on one subscription.
Tokens at published rates. Live run card. Free to start.
Start free →