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Buy-Side Investment Theses

Research for every U.S.-listed company, always on and instantly available

Bull-Bear Debates

Get institutional perspectives on key fundamental debates

  • Skim topic headers to grasp key tension points in seconds
  • Discover new angles for potential upside or downside
  • A thoughtful analyst's perspective, for every U.S. public company
Bull-Bear Debate Example
Bull Case

Evaluate business quality and identify potential inflections

Bull Case Analysis Example
Bear Case

Spot actionable themes and see what a smart skeptic thinks

Bear Case Analysis Example

Find New Ideas

That match your investment criteria, with qualitative screening and automated pattern-matching

Find Ideas with Similar Theses

Discover companies with analogous bull and bear cases

  • Surface under-the-radar theses resembling a target's thesis
  • Example: MLM and VMC are well-loved compounders. Which spinoffs are similar?
Similar Theses example for MLM

Map Themes and Exposures

Map ideas with similar themes or business characteristics

  • Focus on the best possible expression of a theme or idea
  • Example: Which private credit BDCs have outsized software exposure, like Blue Owl Capital Corp?
Similar Theses example for BDCs
Thesis Components Example
Screener Filters Interface

Thesis Components & Qualitative Screening

Discover thesis building blocks and screen for companies that match your qualitative investment criteria

  • See what makes a company interesting at a glance, from recent CEO changes, to pricing changes and major acquisitions
  • Screen for competitive advantages like network effects, qualitative growth drivers like successful new product launches, and more
  • Filter by industry, market cap, and more

Increase Your Bandwidth

Reduce time spent on rote tasks with tools tailored for PM's with long watchlists

Earnings Review Executive Summary
Earnings Review KPI Charts

Earnings Reviews

Focused yet comprehensive, designed for professionals monitoring long watchlists

  • Executive summary with key takeaways and financial performance
  • KPI tables with key metrics, including those only disclosed on earnings calls
  • Business drivers, one-offs, and thesis updates based on management commentary

Management and Incentives

Understand management alignment without opening the proxy

  • See what metrics drive executive pay at a glance
  • Instantly retrieve how much equity each executive owns
  • Comprehensive coverage of notable items, like anti-takeover provisions
Management and Incentives Example
Risk Analysis Example

Risk Analysis

Track potential risks and disconfirming evidence

  • Scan topics to find under-discussed risks in seconds
  • Evidence-based risks, grounded in business results
  • Period-over-period comparisons and visual diffs of risk factors surface emerging threats and changing business dynamics
Questions for Management Example

Questions for Management

Accelerate meeting prep and ask the best possible questions

  • Deepen meeting prep with question lists focused on current tension points
  • Clear context for why each question matters, and what investors need to know to be conversant
  • Covers strategic topics for the CEO and financial topics for the CFO
Real-Time Alerts

Watchlists & Alerts

Monitor your watchlist with dashboard updates and email alerts for news filings and new company research

  • Receive email alerts for new filing summaries and fresh company research updates
  • Summaries are designed to deliver information at a glance
  • See when analysis in CapRelay is refreshed on important events

New TransDigm filing

TransDigm prices $2.65B of notes...

Watchlist Example

Ramp on New Companies Faster

Get up to speed on business model, competition, and history without resorting to 30-page reports

Multi-Year Recap Example

Multi-Year Financial Story

See the story behind a company's financial performance, like you've covered it for years

  • Trace key developments, strategic shifts, operational changes, and more over multiple years
  • Drill down to detailed reports for each year and follow links to source documents for verification
  • Get important financial context that would otherwise require digging through years of filings and transcripts
Business Overview Example

Business Overviews

Learn enough to be conversant in minutes

  • Clear descriptions without boilerplate
  • Focus on what matters: business mix, business model, competitive landscape, and key drivers
  • Digestible yet thorough, so you can skip the 50-page initiating report

AI-powered, purpose-built for professionals

CapRelay combines state-of-the-art AI technology with a pragmatic approach to delivering what financial professionals expect, with zero complexity.

Curated Research

Thoughtfully tuned for and by financial professionals to be useful and accurate for daily research tasks

Leading-Edge AI Technology

Powered by state-of-the-art AI models, grounded on authoritative sources, and no prompting or waiting required

Quality-Controlled

Based entirely on trustworthy public data, with rigorous quality controls and validation, to ensure reliability

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