Research Synthesis
AI research assistant that aggregates, synthesizes, and summarizes research from multiple sources
Expected Results
70%
Research time saved
2x
Coverage expansion
40%
Earlier identification
The Problem
Analysts spending 8+ hours per company on manual research compilation
Information scattered across multiple sources (filings, news, research)
Time-consuming manual synthesis and summarization
Inconsistent research depth across different analysts
Missing relevant developments due to information overload
Difficulty tracking themes and trends across portfolio
The Solution
AI research assistant that aggregates, synthesizes, and summarizes research from multiple sources
Automated news and filing aggregation with relevance scoring
AI-generated summaries tailored to investment focus
Trend identification and theme tracking across portfolio
Research query interface for ad-hoc questions
Integration with existing research workflow
How It Works
Implementation approach for this use case.
Configure coverage universe and research focus areas
Connect to data sources (SEC filings, news, research providers)
AI continuously monitors and scores relevance
Daily digests with prioritized developments
On-demand research queries for specific questions
Theme tracking across covered companies
Expected Results
Typical outcomes from implementations of this use case.
70%
Research time saved
Per-company research reduced from 8 hours to 2.5 hours
2x
Coverage expansion
Analysts can cover twice as many companies
40%
Earlier identification
Material developments caught 40% faster
Timeline
8-10 weeks
Complexity
Medium
Investment
$50,000 - $75,000