The Research Intelligence
Layer Your
Investment Platform
Is Missing
Seven AI agents. Five peer data sources. Mandatory analyst sign-off.
CAIBots plugs into your existing Bloomberg, FactSet, or Refinitiv workflow as the research intelligence layer — running all fundamental analysis, valuation, and regulatory documentation before a note reaches the Portfolio Manager's desk.
Parallel
Equal Authority
(prod: min–days)
Manual
Research Note
Your Numbers, Not Ours
Three Simultaneous
Research Horizons
Unlike traditional research workflows that process one analyst request at a time, CAIBots runs three research pipelines simultaneously — reactive, monitoring, and coverage — always on, never missing an event.
Flash Notes
Fires on earnings releases, rating changes, M&A announcements, activist filings. Produces a complete research note in 3.7 seconds — before the market opens.
Conviction Drift
Continuously monitors all portfolio positions for conviction drift, sentiment shifts, and macro regime changes. Alerts PM when a thesis requires re-evaluation.
Committee Memos
Produces full initiation coverage reports and IC Committee memos with DCF models, comparable company analysis, and sector context for new position decisions.
7 Sub-Agents Running
in Parallel
When a trigger fires, the orchestrator dispatches all seven sub-agents simultaneously — not sequentially — producing a complete, multi-dimensional research note in under 4 seconds.
Numbers That Move a
CIO from Interested to Committed
5 Peer Source Tools —
No Hierarchy · Parallel Execution
All five execute simultaneously on every trigger event. No source has authority over another. Conflicting signals resolved through weighted synthesis by the orchestrator.
FINRA · SEC · MiFID II · REG FD
SEC EDGAR · Fed Reserve
10-year financial history
Supply chains · Board networks
In-Context · KV Cache TTL
Mandatory
Analyst Sign-Off
Every material investment recommendation is hardcoded behind a mandatory HITL gate. The agent prepares. The analyst decides. The system cannot override a human — only the reverse.
Everything You Need to
Evaluate and Deploy
Five enterprise-grade documents covering every aspect of the platform — from demo runbook to production implementation and system architecture.
What the Governed Environment Shows,
and What It Does Not Claim
14 investment-research scenarios run end to end — 13 scripted plus one live custom run against the Claude API. Every output carries a supervisory-analyst gate before distribution.
Reg AC certification language, FINRA Rule 2241 supervision, Reg FD wall-crossing interdiction and MiFID II research standards are enforced in the execution path, not described in a slide.
CAIBots is pre-revenue. There are no pilots in flight and no production deployments. What is shown here is a governed demonstration environment — run it yourself and check the audit trail.
Ready to Scope the Pilot?
In a 30-minute architecture session we map this pipeline to your Bloomberg/FactSet stack, portfolio system, and analyst workflow. A scoped 90-day production pilot can begin within two weeks of that session.