AI-written, analyst-reviewed research on your company — put in front of money managers overseeing $1 trillion+ and 1 million retail investors.
Institutions don’t value your company on fundamentals alone. They value it on the story they’ve put together about your company. Often from old coverage, sector shorthand, or the last earnings call.
That story is usually incomplete. Sometimes it’s wrong. Either way, it’s the one they’re allocating from.
Every institutional analyst sees your company through their own lens. If you haven’t shaped that lens, someone else has. Usually with partial information.
Two companies with identical numbers can trade at very different multiples, because the market believes a different story about each. That gap is not set in stone. It can be closed.
Press releases, earnings calls, investor decks. All produced by your team, for your use. None of it tells you how the buyside is actually positioning your company.
You can keep guessing. Or you can give them coverage worth reading.
Every 10-K, 10-Q, earnings transcript, and 13F, for you and your whole peer group. The model reads the full public record the way a covering analyst would, at machine scale.
13F filings parsed into a live picture of your ownership: who’s buying, who’s selling, and who owns your peers but not you.
A full initiation report covering thesis, model, catalysts, risks, and peer comp. Drafted in the format buyside analysts expect, then reviewed by senior analysts.
Every new filing, every quarter, refreshed automatically. Your coverage moves with the company. It never goes stale on the desk.
An institutional initiation report on your company — written by AI in the exact format analysts use, reviewed by senior analysts, then kept current every quarter.
The foundation document. Generated in the structure institutional analysts expect. Investment thesis, summary financial model, catalyst roadmap, risks, and a peer comp framework, then reviewed by senior analysts. This is the piece of paper built to make your company legible to the buyside.
The report doesn’t go stale. Each quarter we refresh it with where the ownership flow is moving, how you stack up against your peers, what to fix first, and which investors to target — plus event-driven briefings for earnings, M&A, or investor days whenever you need them.
Every engagement works toward three things. Results vary by company, sector, and market conditions. We don’t guarantee outcomes, but these are the levers we pull.
Coverage that no one reads moves nothing. Every report we produce is built to reach the people who allocate capital. Through an owned network of investor platforms and media that already command the attention of money managers, advisors, and serious retail investors.
A longrunning investor show hosted by Adam Sarhan — former Forbes contributor, current ZeroHedge contributor, and a paid fintech influencer for Dow Jones / The Wall Street Journal — putting CEOs and money managers in front of an audience actively hunting for new ideas, including independent managers who can actually buy your stock.
A dedicated channel where issuer coverage and the company story reach investors in real time, surfacing your narrative to an audience already watching the market for leaders breaking out and setting up.
Realtime charts, AI powered analysis, earnings data, institutional ownership tracking, and screening tools in one platform. The environment where investors research, screen, and act on the companies we cover.
Institutional frameworks, encoded. Live filing data, 13F flows, and buyside research structure, built into an engine that produces coverage holding weight the moment it lands on an analyst’s desk.
Thesis construction, model summaries, catalyst mapping, comp frameworks. The structural DNA buyside analysts expect when they open a research file. Your story, generated in a format the market already trusts.
AI gives the work its scale and speed; senior analysts give it judgment. Every report is checked for accuracy and signed off before it ships. Written to a standard that respects how institutional readers actually consume research: density over decoration, specificity over claims, and zero tolerance for the language that makes serious readers close the tab.
Every report is produced exclusively from public filings and public market data. We never request, receive, or handle material non-public information. All distributed research carries the appropriate sponsored-research disclosures.
Private session with leadership. Holder base analysis. Perception diagnostic. Baseline established.
The engine analyzes peers, 13F flows, transcripts, and sentiment, surfacing the narrative gaps and the institutions to target.
Coverage drafted by the engine, reviewed by senior analysts, and finalized for distribution.
Private session with leadership. Deliverables walked through. Ongoing quarterly cadence established.
Book a private session and we’ll walk you through your company the way the buyside sees it. Where the narrative is working against you, which institutions are looking past you, and what a real initiation report on your ticker would actually say. A Wall Street second opinion on your own company. No pitch.
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