Check every figure against its source before it reaches a client.
A portal for analysts, associates and VPs on the sell-side or advisory side of a bank, who advise clients rather than run a book. It is designed to help build comparable sets, read rating-agency reports and filings, and trace each figure back to the passage it came from, so a reviewer checks the source, not the whole document.
One persona, three configurations
Equity research
Company and sector analysis, earnings work and published research.
Debt advisory
How a client should raise or refinance debt: structure, tenor, lenders, pricing and rating impact.
Investment banking
Deal analysis, comparables and pitch material.
Senior practitioners review juniors’ work as well as doing their own, and increasingly have to check AI-assisted output before it reaches a client.
The job
- Build comparable sets of rated and listed peers.
- Read and compare rating-agency reports, filings and licensed data.
- Form a view, such as a rating read, a valuation or a structure, and defend it.
- Turn analysis into client recommendations and presentations.
- Check junior and AI output before it reaches a client.
What the portal is designed to do
Comparables
Search broadly for peers in a sector, narrow to rated or listed entities, pull agency reports and filings under their licences, and compare across the set.
Scorecards
Apply a published rating methodology to an annual report for a quick rating read, which the analyst then adjusts for the nuance a mechanical fill misses.
Client material
Search large data sets for the numbers and draft the presentation, with each figure carrying its lineage.
Review
Check every output against its source before it is used.
Built for the way review really works
The exact passage
A citation is not enough on its own. Verification is designed to bind each figure to the exact source passage, highlighted, so a reviewer can check it quickly.
A review state per output
Each output shows whether it has been checked and signed off, rather than leaving that to individual discretion.
A governed place for client names and deal terms
Advisory teams often keep these out of AI tools today. The portal runs on your premises or in your own tenancy, and hosted models are an option you switch on.
Licence-aware data access
Each data provider’s terms and budgets applied as policy across every seat and agent, instead of tracked by hand.
What it won’t do
- Replace the tools analysts already use: spreadsheets, presentation software, licensed data terminals and an AI research tool. It sits alongside them.
- Present a figure without its lineage.
Beta testing
This persona is in beta testing. We are working with delivery partners to refine our implementation approach. We value your input as a member of our user community. Please register your interest to learn more about this specific persona.
It is usually bought by a head of desk or managing director, with the bank’s architecture, research, compliance and security teams involved. If you do this work, we would like to hear how it is done today.