Investment Research
AI Lab
Experience how AI transforms investment research workflows. From earnings transcripts to deal memos, see how our AI engine delivers structured, citable, audit-ready outputs in minutes instead of hours.
FootNote AI reads, cites, and verifies your financial documents across all major AI models. Every insight is traceable directly to its source.
Earnings Analysis
Upload a quarterly earnings transcript and get structured summaries, beat/miss analysis, key metric extraction, and management commentary highlights.
Equity Research
Document Intelligence
Feed in CIMs, annual reports, or 10-Ks. Get instant extraction of financial data, risk factors, competitive positioning, and strategic takeaways.
IB • PE • ER
Model Generation
Transform raw financial data into structured Excel models with revenue builds, margin analysis, DCF frameworks, and comparable company tables.
All Segments
Smart Citations
Every AI-generated insight comes with page-level citations directly traceable to source documents. No hallucinations. Fully audit-ready.
Compliance
Report Builder
Generate investment-grade reports, initiation notes, sector overviews, and deal memos from your data inputs with professional formatting.
IB • ER
Real-Time Context
Works as a browser extension on top of ChatGPT, Claude, and Gemini, providing real-time document context as you research.
Universal
Here is how FootNote AI processes a quarterly earnings transcript and delivers structured, citable analysis in seconds.
▶ Input: Earnings Transcript
◀ Output: Structured Analysis
Whether you are on the buy-side or sell-side, our AI engine adapts to your specific workflow requirements.
Automate earnings analysis, initiation reports, and sector overviews. Generate structured notes with management commentary extraction and consensus comparison.
Accelerate CIM creation, deal teasers, and process letters. Extract financial data from source documents and generate pitch-ready materials in minutes.
Streamline deal screening, IC memo preparation, and due diligence. Process CIMs and data rooms to generate structured investment summaries with source citations.
Enhance portfolio monitoring, thesis tracking, and sector analysis. Monitor earnings across coverage universe and flag thesis-changing developments automatically.
See how AI transforms the typical analyst workflow from hours of manual work to minutes of verified, structured output.
Without AI
With FootNote AI
Ready to See AI in Action?
Whether you are in equity research, investment banking, private equity, or asset management, our AI solutions can transform your research workflow.