For Capital Markets

Research note drafting + comp-set building in minutes. Trader-ready summaries on every position.

Sell-side research, equity capital markets, fixed income desks, and prop trading shops all share one bottleneck: the analytical work that creates alpha is buried under data-assembly work that AI does faster.

Run a free audit for your firmBook a 20-min scoping call

What we'd ship for you

Specific tools we build for capital markets firms.

Not generic AI consulting word salad. Concrete, named deliverables with integration points, ship timelines, and expected impact.

1

Research Note Drafter

~14-day ship

What it does: Earnings comes in → AI pulls actuals vs estimates, listens to call transcript, extracts management tone, drafts a 2-page note in your house framework.

Why this for you: Sell-side analysts cover 15-25 names. Earnings season eats them alive. Pre-drafting cuts response time and quality is more consistent.

Integrations

Bloomberg / FactSet / S&PTranscript service (Refinitiv / AlphaSense)Claude with house note framework

Expected impact: Note turnaround: 4-6h → 90 min during earnings season.

2

Block-Trade Memo Generator

~18-day ship

What it does: ECM team needs to pitch a block trade. AI assembles ownership history, trading volume, comparable blocks, pricing precedents → memo for the desk.

Why this for you: Block prep is information-intensive and time-pressured. AI handles the assembly; humans handle the pricing call.

Integrations

Bloomberg ownership dataInternal trade historyClaude for memo synthesis

Expected impact: Block memo cycle: 6-8h → 60-90 min.

Regulatory frameworks we map to

Every build comes with compliance documentation tied to the frameworks your firm is examined against.

  • FINRA Rule 2241 (research integrity)
  • Reg AC (analyst certifications)
  • Information barrier / Chinese wall enforcement
  • MiFID II research unbundling

Common tooling we wire into

We integrate with the systems your team already opens every day — not yet-another-dashboard.

  • Bloomberg Terminal / FactSet / Refinitiv Eikon
  • AlphaSense / Tegus (transcripts)
  • OMS (Eze / Charles River)

How capital markets firms typically engage

  • Single-workflow build sized to your desk's actual volume

Every engagement starts with a free AI audit + a 20-minute scoping call. We quote fixed-price after we understand your firm's actual workflows and regulatory environment.

Ready to ship AI in capital markets?

Start with a free audit — we'll show you exactly what we'd build for your firm with dollar-recovery math and a 14-day timeline. No call required.

Run free auditBook a scoping call