Early access
AI agents for investment research and deal teams
Every number traceable to its source.
Research teams don't lack information — they lack hours. MavenThink agents research across public filings, macro data, and your own documents in one pass, answer with citations that open the source, and produce the actual work product: memos, comps tables, model scaffolds. Every deliverable carries its evidence — what was read, what was cited, who approved — so the work survives the second look.
Sound familiar?
- The coverage universe grows; the analyst team doesn't
- First-pass research and screening eat the hours judgment needs
- Diligence document sets arrive with deal-clock deadlines
- Every number in a memo needs a defensible origin
What teams automate first
Cited company research
Ask across filings, disclosures, macro series, and your own corpus in one question. Every claim cites its source — filing at the passage, data series at the point.
Prebuilt analyst agents
A gallery of templates for the recurring work — earnings analysis, comps tables, model scaffolds, memo drafts — each shipping with an evaluation set and a visible scorecard.
Deal-room diligence
Point a room at the document set, define what diligence needs to know, and review a findings grid where every cell links to its source passage. Export as a data pack.
Portfolio monitoring
Watchlists over filings and news. Alerts lead with the passage that triggered them and open straight into research.
Inside the solution
What you get in the finance edition
Enable the solution for your organization and these modules appear alongside the core platform — same roles, same approvals, same audit trail.
Research Desk
Cited Q&A across public filings, macro data, and your own corpus in one retrieval.
Templates
Prebuilt analyst agents you instantiate, customize, and benchmark against their own eval sets.
Portfolio Monitor
Watchlists and alerts over filings and news, connected straight into research.
Deal Rooms
Diligence sets reviewed as findings grids, exportable as sourced data packs.
Compliance Center
Evidence packs per run, the review queue, and audit search across everything.
Compliance posture
Evidence packs per run
Any agent run exports as a bundle: sources read and cited, approvals passed, files produced, timestamps — assembled from records kept as the work happened.
Review gates on outbound work
Sensitive actions and outbound material wait in a review queue; decisions are recorded permanently with the reviewer's name.
Access-scoped deal work
Deal rooms are hard boundaries — teams see their deals and nothing else, and every access is logged.
Frequently asked questions
What data does it come with?
Curated packs of public financial data — regulatory filings, ownership and fund disclosures, macroeconomic series, central-bank publications — ingested and refreshed centrally, citable like your own documents. Licensed market data connects through your own subscriptions, so licensing stays between you and your provider.
Does it produce actual files, or just chat?
Files. Agents build spreadsheets, decks, and documents as deliverables — the analyst's actual work product — and each one is linked to the run that produced it, with its sources and approvals on record.
How is accuracy measured?
Every prebuilt agent ships with an evaluation set and a visible scorecard, and the same set keeps scoring your customized copy. Accuracy is a number you can check, not a claim you have to take.
Can our compliance team see what the agents did?
All of it. Evidence packs reconstruct any run — what was read, cited, produced, and approved — and audit search answers retrospective questions across everything: every run that touched a name, every override, every export.