Investment teams
Keep your coverage book, market events, source documents, internal conviction, and reviewable research outputs in one workspace.
Coverage
Illustrative demo data2 names need attention
Filter: attentionNorthline Industrial
Street
Buy
Ours
Buy
Event
Earnings 8-K
Clearwater Logistics
Street
Hold
Ours
Hold
Event
10-Q imported
Harbor & Coast REIT
Street
Hold
Ours
Sell
Event
News item
The frames follow the live product layout using fictional issuers. They are labeled illustrative demo data — not live prices and not customer research.
See which names need attention, with internal conviction next to Street view and inbound events.
Coverage
Illustrative demo data2 names need attention
Filter: attentionNorthline Industrial
Street
Buy
Ours
Buy
Event
Earnings 8-K
Clearwater Logistics
Street
Hold
Ours
Hold
Event
10-Q imported
Harbor & Coast REIT
Street
Hold
Ours
Sell
Event
News item
New 8-Ks, transcripts, and company news land against the names you already cover.
Inbox
Illustrative demo dataNorthline Industrial · 2 items
Filing · 8-K
Q2 earnings results furnished
Suggested: open workspace and compare thesis
Filing · 10-Q
Quarterly report imported
Suggested: index and keep
Open the workspace, ask what changed, and inspect the supporting page in the source document.
NLNE workspace · Chat
Illustrative demo dataWhat changed in the thesis after this quarter’s earnings?
Mix shifted toward aftermarket. OEM shipments slowed in two end-markets; management called it destocking, not lost share.
Keep the internal call and thesis on the workspace, separate from Street consensus.
NLNE workspace · Conviction
Illustrative demo dataInternal conviction
BuyMix shifted toward aftermarket. OEM destocking does not change the installed-base thesis.
Street
Buy
Ours
Buy
Turn the investigation into a memo, table, or presentation draft that stays attached to the workspace.
Output · memo draft
Illustrative demo dataNLNE Q2 earnings update
Maintain Buy. Aftermarket mix and contract coverage still support the installed-base thesis. This quarter changes the path, not the destination.
Export to PowerPoint or keep as a workspace note.
Set review status and invite editors or viewers. Owners, editors, and viewers are scoped to that workspace.
Output · pending review
Illustrative demo dataNLNE Q2 earnings update
Status: Pending review · Export to PowerPoint
A coverage book of the names the desk actively researches, with attention filters for inbound events.
Filings, earnings, and news triaged against coverage rather than a disconnected alert stream.
Source documents, the current thesis, and cited questions live on the same name.
Run consistent questions across documents or names and export a comparable table to CSV.
Draft notes, tables, and PowerPoint exports from the same workspace. Available today.
Invite an owner, editor, or viewer on a workspace. This is not organization-wide administration or SSO.
Outputs keep review status (draft, pending review, approved, published) and reviewer notes. Recent published work, thesis updates, and conviction changes appear in team activity. Customer-exportable audit logs are not available.
Research Grid
Illustrative demo data| Name | Margin guide | Source |
|---|---|---|
| NLNE | Mix-driven, not cut | 8-K p. 2 |
| CLRW | Held vs prior quarter | 10-Q p. 11 |
| HBRC | Slightly lower NOI | Transcript p. 4 |
CSV export is available in the product.
Apply for a paid team pilot, or book 20 minutes and walk a name from event to cited memo.