Institutional-styleresearch workflows,built for small teams
- Structured cases, clear assumptions, committee-ready decisions
- Turn filings & notes into repeatable process
Platform Overview
Who it's for
- Student funds & Investment clubs
- Research teams & communities
- Small funds needing governance
Committee-ready decisions
Voting, roles, and decision logs so your conclusions are reviewable and repeatable.
Cleaner research artifacts
Standard templates that reduce rework and improve consistency across analysts.
Public + private by design
Keep work fund-private or publish read-only pages when you want credibility.
From idea → diligence → decision
A single workspace where company data, discussions, cases, and committee outcomes live together.
SEC File Reader
Turn filings into structured inputs your team can reference and reuse.
- As-filed statement extraction
- Export to spreadsheets
- Reusable tables for cases
- Built for consistency
Company Hub
A single home for company context, discussions, and research history.
- Company pages per ticker
- Discussions with replies
- Cases embedded per company
- Fund-private by default
Market Dashboard
Fast, clean macro context for your research and meeting prep.
- Key market indicators
- Quick scanning + context
- Simple navigation
- Built for speed
Repeatable research your team can run every week
Start simple, stay structured, and scale governance as your team grows.
Collect inputs
Pull filings, notes, and key metrics into one place.
Write the case
Standard sections: thesis, risks, catalysts, assumptions, and valuation notes.
Collaborate
Discuss, challenge, and converge on shared assumptions.
Decide & log
Vote, record decisions, and keep an audit trail for future reviews.
Get started today
Bring structure to your research process
Build a repeatable workflow your team can trust — from diligence to committee decisions.