From raw market data to actionable intelligence. Six stages transform information into opportunity, with human oversight at every step.
Automated data collection from institutional-grade sources. Real-time feeds, regulatory filings, and alternative data streams.
The ingestion layer continuously pulls data from licensed institutional sources. SEC filings are parsed within minutes of submission. Market data streams in real-time. Alternative data feeds are normalized and validated before entering the analytical pipeline.
10-K, 10-Q, 8-K, and proxy statements extracted and structured within minutes of EDGAR publication.
Real-time and historical price data from Bloomberg, Refinitiv, and exchange direct feeds.
Satellite imagery, credit card data, job postings, and other non-traditional signals integrated systematically.
Run valuation models, compute metrics, and flag anomalies against configurable thresholds across every lens.
Every company runs through lens-specific valuation models. NAV calculations incorporate real estate revaluations, subsidiary mark-to-market, and hidden asset identification. Earnings power models normalize for cyclicality and one-time charges. Capital structure optimization models identify leverage opportunities.
Asset-by-asset liquidation value with real estate revaluation and subsidiary fair value adjustments.
Normalized earnings through cycle adjustments, margin analysis, and peer comparisons.
Segment-level valuation using appropriate peer multiples and discount rate analysis.
Filter and rank using configurable scoring. Your rules, systematically applied across the entire universe.
Calculated metrics flow into the screening engine where your configurable rules determine what surfaces. Set thresholds for NAV discount, analyst coverage, governance flags, or any combination. Multi-factor scoring ranks opportunities by your priorities. The system applies your judgment at scale.
Set minimum NAV discount, max market cap, coverage requirements, and governance criteria.
Weight factors by importance. Combine quantitative signals with qualitative overlays.
Get notified when companies cross your thresholds. New filings, price movements, governance changes.
Automated deep dives from multiple perspectives. Research, valuation, risk, governance — synthesized into structured output.
Screened candidates enter deep analysis. Multiple specialist models examine each opportunity from different angles — fundamental research, valuation scenarios, risk factors, governance assessment, and catalyst identification. Outputs are structured and confidence-scored for human review.
Business model assessment, competitive positioning, management quality, and industry dynamics.
Base, bull, and bear cases with explicit assumptions. Probability-weighted expected values.
Key risks identified, quantified where possible, with mitigation factors analyzed.
Near-term events that could close the valuation gap. Timeline and probability estimates.
Move opportunities through pipeline stages. Record decisions, outcomes, and reasoning. Build institutional memory.
Analyzed opportunities enter your tracking pipeline. Move them through stages — reviewing, deep dive, under consideration, position, passed. Attach notes, decisions, and outcome data. The system maintains complete history so nothing falls through cracks and learning compounds.
Kanban-style workflow with customizable stages matching your investment process.
Capture rationale for every pass, pursue, or position decision. Structured for future analysis.
Set reminders for catalysts, earnings dates, or check-in points. Never miss a development.
Feed outcomes back into the system. Improve models over time. Get sharper with every cycle.
Every outcome is captured and analyzed. What worked? What didn't? Which signals predicted success? The learning engine identifies patterns in your decisions and outcomes, refining scoring weights and surfacing blind spots. The platform gets smarter as your track record grows.
Link returns to initial thesis, catalysts, and risk factors. Understand what drove results.
Scoring weights adjust based on actual performance. What predicts success for your strategy?
Identify systematic biases and blind spots. Which opportunities do you consistently under/overweight?
See how this workflow applies to your investment process.
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