Use our drag-and-drop workflow builder to automate your investment research. Set up anything from tracking financials to monitoring key metrics across multiple businesses simultaneously. All without writing code or manually configuring complex logic.
Explore WorkflowsTest different assumptions, track research changes, and compare versions of your investment thesis over time.
Explore Branching & Version Control
Automatically update your proprietary DCF models, owner earnings calculations, and balance sheet analyses with no manual input needed.
Explore Excel integrationInstantly access and build on past analyses without starting from scratch every time.
Every piece of your research is stored, organized, and ready when you need it.
Generate Excel reports directly from your dashboard.