Prepare for earnings season across a coverage list
The problem
Analysts covering 20+ companies have days, not weeks, to digest filings and transcripts, update models and write notes.
The workflow
- 1
Pull fundamentals into the model
Historical financial data and KPIs are refreshed from filings straight into Excel models.
- 2
Ask questions across filings, transcripts and internal notes
A research agent compares management commentary across calls and surfaces what changed, with citations back to sources.
- 3
Draft the earnings note
A finance agent working in Excel, PowerPoint and Outlook drafts the recap and charts for the analyst to edit.
Expected outcome
More time spent on judgement and less on data gathering, with every claim traceable to a source.
Qualitative. We do not publish time-saved or ROI figures until we have measured them.
The stack
Fundamental data into models
Daloopa
Daloopa
Financial data and AI automation for public equity research.
Research agent over filings and internal knowledge
Samaya
Samaya AI
Research agents for finance.
Market intelligence search (alternative)
AlphaSense (SuperAnalyst)
AlphaSense
Market intelligence across 500M+ documents, with an always-on AI agent.
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