The core deliverable is a Live Company Page on every name in your coverage – scorecard, financials, interactive DCF, comps, ownership, sell-side, filings, catalysts – continuously refreshed against primary sources. At any moment, with one click, the page can be downloaded as a senior analyst-overseen Investment Memo PDF. Live working surface for the desk; portable memo for the IC.
Document-search tools find filings. Expert-call libraries surface transcripts. Consensus engines aggregate Street estimates. None of them maintain a living analyst view on a name – the working surface a PM actually uses to make decisions, and that an IC reads off a PDF. That is what the Live Company Page is, and what the Investment Memo is downloaded from.
Scorecard, business and earnings power, scenarios, asymmetry, DCF and comps, ownership and crowding, sell-side, catalysts, filings, news – all on one continuously-refreshed analyst page per name.
Filings, transcripts, sell-side actions and ownership data flow into the page automatically; analyst-overseen scenarios and fair-value blocks update on every print and material event. No stale memo sitting in a drawer.
From any Live Company Page, one click exports an 8 to 12 page Investment Memo PDF formatted for IC reading – thesis, scenarios, fair value, catalysts, risks, every claim cited to a primary source.
Nine consistent blocks per name – on the Live Company Page as interactive sections, and in the downloaded Investment Memo PDF as formatted pages. The structure is identical across every name, so PMs can read across coverage quickly.
A complete Live Company Page on Materion (MTRN), with the one-click PDF Investment Memo download right next to it. The live page is what your analysts and PMs work on every day; the PDF is what they send to the IC.
Scorecard, financials, interactive DCF, comps, ownership, sell-side, filings, catalysts, news – continuously refreshed against primary sources. This is the working surface the desk reads off all day.
Open Live PageThe same 360° view, exported as a polished 12-page Investment Memo – asymmetry verdict, base-case fair value, scenarios, FY24 impairment cushion, catalyst chain through next four quarters. One click from the live page.
Download PDF (12 pages) ↓Each subscription gives you a fixed number of Live Company Pages – names of your choice – each one continuously refreshed and exportable as an Investment Memo PDF at any time. The cadence column tells you how many additional Live Company Pages you can initiate on top of your base allocation, on names you nominate.
| Tier | Live Company Pages (base) | Additional Initiations | Re-Rate on Event |
|---|---|---|---|
| Bronze | Up to 50 names of your choice | 1 additional company per month, name of your choice | Within 5 business days |
| Silver | Up to 200 names of your choice | 1 additional company per week, names of your choice | Within 48 hours |
| Gold | Up to 500 names of your choice | On-demand within your universe | Same day on material events |
Every Live Company Page can be downloaded as an Investment Memo PDF at any time – no per-memo charge, no quota on downloads. Re-rates fire automatically on material events and refresh both the live page and any subsequent PDF export.
Pick a name from your book. We initiate a Deep-Dive Investment Memo on it as part of a 7-day pilot – you decide if it earns a seat in your process.
Book a Scoping Call