Product

The research loop, in one workstation

Institutional Analytics helps fundamental equity teams turn filings, earnings, and news into cited, reviewable investment conclusions.

Start free Book a 20-minute demo

Monitor

Research Book and Research Inbox

Start in the coverage universe. See which names moved, then triage the 8-K, transcript, or news item against the book.

“What in the coverage book needs attention this morning?”

Work product. A prioritized book and inbox, not a scattered alert feed.

Coverage

Illustrative demo data

2 names need attention

Filter: attention

NLNEAttention

Northline Industrial

Street

Buy

Ours

Buy

Event

Earnings 8-K

CLRW

Clearwater Logistics

Street

Hold

Ours

Hold

Event

10-Q imported

HBRCAttention

Harbor & Coast REIT

Street

Hold

Ours

Sell

Event

News item

Investigate

Coverage Workspace and Cited Research Chat

Open a name. Filings, transcripts, and the current thesis sit together. Ask what changed and open the supporting page.

“What changed in the thesis after this quarter’s earnings?”

Work product. A cited answer attached to the coverage workspace.

NLNE workspace · Chat

Illustrative demo data

What 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.

8-K · p. 2Transcript · p. 7

Compare

Thesis Tracking and Research Grid

Keep the internal call next to Street view. Run the same questions across documents or names and inspect the table.

“Compare gross margin guidance across our coverage universe.”

Work product. An updated conviction and a comparable grid you can export to CSV.

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.

Publish

Research Outputs and Team Review

Draft the earnings update, set review status, and invite editors or viewers on the workspace.

“Draft an internal earnings update for review.”

Work product. A memo, table, or PowerPoint draft with pending review, approved, or published status.

Output · pending review

Illustrative demo data

NLNE Q2 earnings update

Status: Pending review · Export to PowerPoint

Ownerworkspace owner

Editorinvited teammate

Viewerinvited teammate

See Institutional Analytics in action

Twenty minutes is enough to walk a coverage name from event to cited memo.

Book a 20-minute demo

The research loop, in one workstation

Institutional Analytics helps fundamental equity teams turn filings, earnings, and news into cited, reviewable investment conclusions.

Monitor

Research Book and Research Inbox

Start in the coverage universe. See which names moved, then triage the 8-K, transcript, or news item against the book.

“What in the coverage book needs attention this morning?”

Work product. A prioritized book and inbox, not a scattered alert feed.

Coverage

Illustrative demo data

2 names need attention

Filter: attention

NLNEAttention

Northline Industrial

Street

Buy

Ours

Buy

Event

Earnings 8-K

CLRW

Clearwater Logistics

Street

Hold

Ours

Hold

Event

10-Q imported

HBRCAttention

Harbor & Coast REIT

Street

Hold

Ours

Sell

Event

News item

Investigate

Coverage Workspace and Cited Research Chat

Open a name. Filings, transcripts, and the current thesis sit together. Ask what changed and open the supporting page.

“What changed in the thesis after this quarter’s earnings?”

Work product. A cited answer attached to the coverage workspace.

NLNE workspace · Chat

Illustrative demo data

What 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.

8-K · p. 2Transcript · p. 7

Compare

Thesis Tracking and Research Grid

Keep the internal call next to Street view. Run the same questions across documents or names and inspect the table.

“Compare gross margin guidance across our coverage universe.”

Work product. An updated conviction and a comparable grid you can export to CSV.

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.

Publish

Research Outputs and Team Review

Draft the earnings update, set review status, and invite editors or viewers on the workspace.

“Draft an internal earnings update for review.”

Work product. A memo, table, or PowerPoint draft with pending review, approved, or published status.

Output · pending review

Illustrative demo data

NLNE Q2 earnings update

Status: Pending review · Export to PowerPoint

Ownerworkspace owner

Editorinvited teammate

Viewerinvited teammate

See Institutional Analytics in action

Twenty minutes is enough to walk a coverage name from event to cited memo.

Book a 20-minute demo