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
Runtime
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.
Built for the Investment Committee,
Not the Demo Room
"Earnings flash notes were ready in under 4 seconds — before our morning call started. The fundamental analysis matched what our senior analyst produced in 45 minutes. Compliance cleared it with no revisions."
"We tripled our covered universe without adding headcount. The IC Committee memo quality on initiation reports was reviewed by our MRM team — they approved the SR 11-7 documentation package in two weeks."
"Our compliance team reviewed the REG FD and MiFID II documentation package. The audit trail is more complete than most third-party research providers deliver. We went live in the first pilot week."
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.