Your AI Analyst That Never Sleeps

The future of investment research isn't about replacing analysts—it's about amplifying their intelligence.

What if your analyst could skip the tedious work and focus purely on creating insights?

This week, we gave our newsletter community an exclusive first look at Deep Research, one of the AI agent workflows built into Basis, our next-generation intelligence platform for investment teams.

Watch the full demo here →

Here's what happened in the demo:

The Setup: Michael, our research analyst, shares a breaking article about CarPlay Ultra's market impact in Teams.

The Magic: Basis tracks your firm's internal discussions and immediately recognizes that this could impact your portfolio companies. Instead of letting that insight get buried in chat threads, Basis flags potential stock implications and asks: "Should I dig deeper?"

The Payoff: With one-click approval, Deep Research conducts comprehensive analysis in minutes—work that would typically take your analyst hours or days.

The result? A full research brief posted directly in the discussion, complete with detailed analysis, citations, and ready-to-export notes for sharing with the team.

Why This Elevates Your Analyst

Deep Research eliminates the time-consuming legwork that keeps your analyst from doing what they do best: generating investment insights and recommendations.

Instead of your analyst spending time on:

Your analyst focuses on:

The Value is Clear

Deep Research transforms how your analyst works by handling the information-heavy research tasks, allowing them to focus entirely on the high-value analytical work that drives investment recommendations and portfolio performance.