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Institutional-grade fundamental data, analysis, and tools for public company research

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For Analysts and AI Agents

One research layer. Two ways to work.

Fundamental research and data covering all US-listed companies, built for analysts and AI agents

For Analysts

Built for analyst workflows

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 workflows AI agents can't otherwise do without our data and tools

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
Bloom Energy Debate Scorecard
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

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?
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

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

Agent Workflows

Give agents the same 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
Read MCP guide
Example agent workflow using CapRelay research

Increase Your Bandwidth

Cover more companies without adding rote work

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

Company Monitoring, Simplified

Track events easily with email and dashboard updates

Podcast Discovery Example

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
Real-Time Alerts

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...

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 years of financial context without digging through 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, built for analysts and agents

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?

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