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Buy-Side Investment Theses
Research for every US-listed company, always on and instantly available
Bull-Bear Debates
Get institutional perspectives on the key fundamental debates, plus a scorecard showing which side has stronger evidence over time.
- Skim topic headers to grasp key tension points in seconds
- Discover new angles for potential upside or downside
- Track changes in the balance of evidence to spot inflections in the investment story
Evaluate business quality and identify potential inflections
Spot actionable themes and see what a smart skeptic thinks
Find New Ideas
Search directly, or have an agent pull together the first pass
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?
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?
Find Ideas with Qualitative Search
Search for companies that match your investment criteria in natural language, then let an agent iterate through the same Screener
- AI-powered search by theme, thesis, business model, or company description to discover new investment ideas
- Screen for competitive advantages like network effects, qualitative growth drivers like successful new product launches, and more
- Discover thesis building blocks and filter for companies that match your qualitative investment criteria
For AI Agents
Give Agents the Tools Human Analysts Need
CapRelay's MCP unlocks prompts that agents otherwise can't do, like:
- Which companies are approaching a cyclical trough, where industry supply is declining, and management points to a demand recovery?
- Create a summary table laying out takeover defenses for all software companies below $1B of market cap
- Find 100 companies above $2B of market cap that have clearly articulated some benefit from using AI internally as part of their business operations
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
Starting with CapRelay
Get better results faster and with fewer tokens. Have your agents focus on analysis, not reconstructing context.
Reduce Agent Errors with Reliable Financial Tables
If you're wondering why your agents are making mistakes when returning financial data, it's because SEC tables are built for human eyes, not agents. CapRelay reconstructs the table and returns structured TSV for AIs.
SEC HTML Table
| Metric | FY26 | FY25 | ||
|---|---|---|---|---|
| Revenue | $ | 62,166 | $ | 50,000 |
| Operating loss | (638 | ) | (412 | ) |
| Operating margin | (1.0 | %) | (0.8 | %) |
Processor
Clear Table for AI Agents
```tsv
Metric FY26 FY25
Revenue $62,166 $50,000
Operating loss (638) (412)
Operating margin (1.0%) (0.8%)
```Increase Your Bandwidth
Cover more companies without adding rote work
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
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
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
Company Monitoring, Simplified
Track events easily with email and dashboard updates
Podcast Coverage
Click a button for any company, and see relevant podcasts instantly. No searching required.
- Find podcasts featuring company executives, industry experts, investors, and more
- Get weekly updates on new podcasts for companies you follow
- Intelligent relevance scoring surfaces the best podcasts for investors
Watchlists & Alerts
Monitor your watchlist with dashboard updates and email alerts for company news, podcasts, and new research
- Receive email alerts with new filing summaries, podcasts, and company research
- Summaries are designed to deliver information at a glance
- Analysis in CapRelay is automatically refreshed on important events
New TransDigm filing
TransDigm prices $2.65B of notes...
Ramp on New Companies Faster
Get up to speed on business model, competition, and history without resorting to 30-page reports
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 years of financial context without digging through filings and transcripts
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
Adapting Leading-Edge AI to Investment Research
CapRelay combines state-of-the-art AI 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
Agent-Ready Access
Power-up agents with buy-side quality research and the same research tools human analysts need
Quality-Controlled
Based entirely on trustworthy public data, with rigorous quality controls and validation, to ensure reliability
Ready to scale up your investment research?
Sign up and discover in minutes how CapRelay can help you find ideas and cover more territory in less time. Contact us if you have any questions.