For research teams

Three job types we will run with you

Investment analysts and PMs start the work. Head of Tech and CIO buy the environment. CCO can read the controls on Security.

  1. 01

    Deep researched memos

    A single name or question, taken far enough that an analyst can review and a PM can use.

  2. 02

    Broad or frequent company research memos

    Coverage that has to happen often, on a book that is larger than the team can staff by hand.

  3. 03

    Custom programs

    Bespoke data loads, analysis, and research-idea finding, still inside the same controls.

Also in scope, shorter

Earnings and filing packs. Portfolio commentary. Quant notebooks.

Later jobs can use what earlier jobs learned, inside the same controls.

See a one-hour research run.

Book a working session. An analyst starts the job. You review the first deliverable.