Research at the speed
of thought.
Transform how you analyze companies with natural language queries that deliver instant, cross referenced insights from multiple sources.
SOURCED & VERIFIABLE
Fast Answers, Full Context.
Get clear answers, sourced from real filings. Every insight links directly to the source so you can verify, dig deeper, or share.
Dive deeper anytime
Click through to the exact section in the original filing the cited passage highlighted, with a one-click jump to EDGAR. No guesswork or hunting.
Ask in plain English
Skip the doc-hunting. Just ask your question and get answers pulled from real disclosures.
Get clear, cited answers
Everything Copilot says is backed by direct sources highlighted, linked, and easy to verify.
From analysis to outreach, automatically.
The agent runs analysis your way and drafts subject lines and hooks for your outreach.
SEE IT WORK
One prompt. A full research run.
Ask in plain English and the agent plans, runs tools, cites its sources, and hands back finished artifacts. Actual product, not a mockup.
Thinks in steps
Plans, dispatches subagents, then synthesizes one answer.
Stays in the loop
Asks and confirms before key steps no surprises.
Auto or Ask
Run end-to-end, or approve each step. Your call.
Artifacts, not replies
Reports, models, decks versioned and shareable.
Surface the opportunities
Screen the market for issuers that fit your thesis - by filing activity, market cap, shelf capacity, dilution risk, and cash runway
Turn Signal Into Strategy.
Copilot translates market noise into clear, actionable insights so you can move fast without second-guessing.
Surface leading indicators
Track behavior shifts, buying patterns, and mentions that hint at market movement
before the print.
Decode what's really being said
Compare tone, language, and signals to flag sentiment shifts or executive spin.
Contextualize what's changed
Earnings timing, leadership, and segments, tied back to the broader trend.
BUILT FOR REAL WORKFLOWS
Fits the way your team already works.
Automate the repeatable, keep context in Projects, plug into your stack, and run it with enterprise controls.
Automate the repeatable
Turn any chat into a routine and schedule it to run on its own.
Context that sticks
Group related chats, files, and context into Projects so the agent always has the right background.
Where you already work
Share results to your IM tools, and connect your CRM, comms,
and data sources.
Built on zero trust
Least-privilege access and strong authentication at every layer nothing trusted by default.
Self-serve admin controls
Built for institutional teams, not retrofitted. Admins configure seats and roles and review audit logs directly no support ticket required.
See every step the agent took
Full audit logs of the agent's research path sources pulled, filings read, outputs generated so every analysis can be traced.
Approvals with a paper trail
Route agent-generated reports through approval workflows backed by full audit logs.
PROPRIETARY DATA COVERAGE
Grounded in data a general agent can’t see.
Every answer is sourced from a deep, structured library of filings, financings, ownership, and catalyst data, not the open web.
Shelves, ATMs & Equity Lines
Completed Financings
Warrants & Convertibles
Rights & Restrictions
Beneficial Ownership & Float
Live Cash Runway
News & Filings
Clinical Trials
Vectorized EDGAR Filings
Analyst Ratings
Try Agent Today
Put an agent to work on your filings research with proprietary data, real artifacts, and enterprise-grade controls built in.
