Build a market map before an investment committee
The problem
Associates spend days collecting companies, filings and transcripts for a sector map.
The workflow
- 1
Collect companies and sources
Use a research agent to gather companies and public information for the sector.
- 2
Analyse documents
Run structured questions across filings, transcripts and data-room documents.
- 3
Draft the memo
The associate writes the memo from cited outputs and checks every figure.
👤 Human step
Expected outcome
A sourced first draft of the market map in less time. Not investment advice.
Qualitative. We do not publish time-saved or ROI figures until we have measured them.
The stack
General research agent
Manus
Manus
An action engine that executes tasks and automates workflows.
Web search API for custom research agents
Exa
Exa
Search API for AI agents that need real-time web data.
Document analysis for finance
Hebbia
Hebbia
AI built for the rigour of finance.
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