Scale Up
Your Investment Research

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

CapRelay For AI Agents

How Investors Use CapRelay

Generate Differentiated New Ideas

  • Discover new ideas by pattern-matching to existing theses, or screen based on your qualitative investment criteria.
  • Determine whether an idea fits your framework in minutes, with buy-side grade bull and bear cases and thesis highlights.
  • Investors can now learn enough to be conversant in minutes, enabling new strategies for idea gen.

Cover More Companies

  • Earnings and event recaps comprehensive enough to skip the transcript, yet skimmable enough to read from your phone.
  • Shortcut common research tasks like proxy review, call prep, industry read-across, and more.
  • Get alerts for news events and summaries delivered to your inbox.
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How Agents Use CapRelay

Power Advanced Automations

Give your AI agents the context and tools they need via MCP:

  • Raw source data, including filings, transcripts, and podcast data, optimized for AI agents.
  • Historical financial data.
  • Buy-side quality research backed by custom post-trained models and differentiated data sources unlocks complex research prompts.
  • Tools not available on the web, including screening, podcast analysis, search over buy-side research.

More Accurate Answers with Less Wasted Tokens

  • Previously bespoke analyses can now be scaled across an entire investable universe with AI agents, making efficiency and reliability key.
  • Don't let your agents spend time and tokens reinventing the wheel, like manually assembling financial history or recapping earnings. Get it in a one-shot request from CapRelay.
  • Avoid error-prone agent tasks, like parsing SEC HTML tables or reading consumer finance websites.
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CapRelay
Bull-Bear Debate

Buy-Side
Insights and Data

CapRelay's custom post-trained models mirror how buy-side investors think.

  • Filter out the noise to focus on what matters, across a vast corpus of information.
  • Bull-bear debate example (left): Key tension points the investment community is focused on.
  • Data is optimized for MCP delivery to underpin advanced idea generation or research automations.
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Idea Generation Tools

Find ideas that match your investment criteria, with qualitative screening and pattern-matching tools, designed for both agents and humans.

  • Surface under-the-radar opportunities by pattern-matching based on theses and themes.
  • Example (image to the right): Which smaller company is running the playbook that made HEICO and TransDigm monster compounders?
  • Search in natural language for companies that match your qualitative framework.
  • Screen for companies that match your qualitative framework, e.g. consolidated market structures, secular growth, and more.
Similar Theses
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Podcast Coverage

Podcast Coverage

Find relevant podcasts for company research, along with analysis of what's incremental to the buy-side bull and bear case.

  • Find and analyze podcasts featuring company executives, industry experts, investors, and more.
  • Get weekly digests for new podcasts on companies you watch.
  • Pull data into Claude or ChatGPT via MCP to add more sources to your research.
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Power AI Agent Workflows
With CapRelay's MCP

Analysts need the right context and tools to do great work. So do agents. CapRelay's MCP gives agents access to tools and institutional-grade data to unlock powerful automations. Examples of prompts CapRelay unlocks:

  • 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.
Agent workflow output
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Start With Pre-Built Context for Complex Agent Work

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 by spending expensive tokens on analysis, not reconstructing context.

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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
%)
Currency symbol in a separate cell Negative parentheses split across cells Percent sign in a separate cell Footnotes mixed into table content
CapRelay
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%)
```
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CapRelay

Trusted by 60+ institutions managing hundreds of billions

CapRelay research relies on SEC filings, earnings call transcripts, and other publicly available data sources and APIs as inputs. CapRelay does not use sell-side research, expert networks, or company insiders.
CapRelay is a software tool for investment research. CapRelay does not provide expert calls, analyst access, price targets, or trading recommendations.
All research is grounded in authoritative public data, particularly SEC filings and earnings call transcripts, with extensive QA and validation.
CapRelay does not enable users to upload files. Customer inputs and account data are kept secure and are not used to train CapRelay or third-party models.
Written compliance policy prohibits the use or dissemination of confidential information or MNPI, and is available on request.
Appropriate security and information-handling controls, including authentication, authorization, and access controls.
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CapRelay

Simple, Transparent Pricing

Priced like a single expert call.

Monthly
$59 /user/month
Flexible month-to-month
Annual
$54 /user/month
Billed as $648 upfront

Prices exclude applicable taxes. Sales tax will be added where required.

Sign up for a free trial in under a minute at caprelay.com/register
Monthly plans are available online for individual users.
Per-user plans provide full access to all product features.
Enterprise plans are available for teams that need centralized billing and invoicing, stronger support, or usage add-ons. Contact us at support@caprelay.com.
Agentic workflow and MCP usage limits are scoped for human-scale usage, with higher-volume usage limits for larger-scale analyses available as an add-on.
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CapRelay

About CapRelay

CapRelay is NYC-based and was founded by Luyi Zhao and Chi Song.

Luyi and Chi met as analysts at Goldman Sachs, where they sat next to each other for nearly two years working on public and private investments.

Both Luyi and Chi understand the day-to-day work of finance, and how to use the latest technology to help finance professionals find new ideas and save time.

Chi Song
Co-Founder - chi@caprelay.com
  • Runtime Path, Founder and CIO
  • Aravt Global, Partner
  • Goldman Sachs, Analyst, Special Situations Group - Multi-Strategy Investing
Luyi Zhao
Co-Founder - luyi@caprelay.com
  • Tegus, Director of Product Management
  • BamSEC, Co-Founder
  • Goldman Sachs, Associate, Special Situations Group - Multi-Strategy Investing
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