Scale Up Your Investment Research

Institutional-grade proprietary data and tools for investors and AI agents

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Built for analysts and agents driving financial research

For Analysts

Fast and intuitive, the first stop for research

Designed by former buy-siders for idea generation, coverage, and more.

  • Generate more ideas, faster, by searching across the entire investable universe
  • Iterate quickly through any US-listed company with buy-side-quality analysis, no prompting required
  • Track long watchlists, find differentiated content like podcasts, and move faster through diligence

For AI Agents

MCP access for agent-assisted research

Analysts need the right context and tools to do great work. So do agents.

  • Give agents buy-side-quality context and tools, including screeners, comps, and podcasts
  • Enable your agents to produce more thorough, higher-quality, and faster responses
  • Unlock research automations and sophisticated tasks for AI agents

Trusted by over 50 institutions collectively managing hundreds of billions

Coverage for Every US-Listed Company

Get Up to Speed — Fast

Starbucks Bull-Bear Debate
Bloom Energy Debate Scorecard

Make Your Agents Smarter with our Buy-Side Context

To report on “long-term trends driving utility earnings”, agents can begin with CapRelay's prepared industry maps, earnings reviews, and financial history, instead of rebuilding years of context from raw filings and transcripts.

Starting from raw sources

5 years of filings and transcripts
Parse and clean
Assemble financial history
Recap each period
Analyze industry trends

Starting with CapRelay

Industry maps, earnings reviews, financial history, and other research
Analyze industry trends

Get better results faster and with fewer tokens. Have your agents focus on analysis, not reconstructing context.

Earnings Review Executive Summary
Earnings Review KPI Charts

Earnings Reviews and Coverage Tools

Cover More Companies

  • Earnings reviews digestible from your phone
  • Quarterly content refreshes, designed to be skimmable for investors with long watchlists
  • See management incentives and equity ownership without digging through proxies

Similar Theses

Pattern-match to find new ideas

Which under-the-radar companies are running the playbook that made TransDigm one of the best compounders in the S&P 500?

Similar theses example inspired by the TransDigm playbook

Qualitative Screening and AI-Powered Search

Search with investment criteria

Uncover investment theses: Which recurring revenue company is under activist pressure, cutting costs, and pushing pricing?

Thesis Components Example

Analysis From Every Angle

Uncover New Insights

Podcast Discovery example for American Airlines

Go from Ticker to Thesis in Minutes

Bull-Bear Debates

Find the tension points

Bloom Energy Debate Scorecard

Risk Analysis

Spot challenges fast

Risk Analysis Example

Bull Cases

Identify potential inflections

Bull Case Example

Bear Cases

Explore all perspectives

Bear Case Example
See full features

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