Client

Initiate by lunch, then spend your time on the argument.

Fundamental and quant desks get the whole file, a built model, a defensible memo and point-in-time data that does not peek, so the hours go into judgement rather than assembly.

What you get

What you actually get to do.

Editable models you own

A full three-statement model and valuation on every name, in your own workbook. You change the assumptions; it is not a locked black box.

The full research file

MD&A, press releases and earnings transcripts sit right beside the numbers, so the story and the figures are read in one place.

Initiate a name in an afternoon

Statements, the built model and a cited first-draft memo are already there, so a new name goes from blank to a view the same day.

Quarterly updates without the grind

When a company reports, the model and profile roll to the new filing on their own, so maintenance stops eating the quarter.

Backtests that do not peek

As-first-reported and restated figures are held apart and date-stamped, so a test sees only what the market knew at the time.

Defend any number in one click

Every figure links to the filing behind it, so a challenge from the PM or compliance is answered on the spot.

See it

The whole name, already on your desk.

A live name, the way it lands when you open it. Move through with the arrows or dots.

Built model
A valuation across every method
Open a name and the model is already built: a driver DCF and a football field across every method the platform computes, each historical cell citing its filing. You spend the day arguing with it, not assembling it.
DCF, base case
131-178
EV / EBITDA
72-151
EV / EBIT
63-157
Price / Earning
87-121
52-week high/low
78-109

Per-share fair value by method, low to high. ABI Nexa research, from company filings.

Cited memo
A first draft with a view
A structured first draft is already written when you open the name: the stated view, what the price already embeds, and the two-sided debate, with every figure one click from the filing it came from.
Investment memo, first draftdrafted from the filings
SectionWhat the draft already says
The stated viewFair value 245.22 vs 168.53 spot, a gap the tape is not pricing
What is priced in68.5x forward earnings and 4.0x sales, mid-teens growth held for a decade
BullSpace and defense demand lifts utilisation through the cycle
BearA single large customer and a working-capital drag on cash
Materion 10-K, accession 0000820313-25-000042. Every figure links to its filing.
Point-in-time
A backtest that does not peek
As-first-reported and latest restated are held as two separate facts, each stamped with the date it was known. A test dated to a point in the past sees only the number the market actually had.
FY2021 diluted EPStwo vintages, held apart
VintageValueKnown as of
As first reported5.14Feb 2022
Latest restated5.02Feb 2024
A backtest dated March 2022 reads 5.14, the figure on the tape at the time, never the later restatement.
In practice

How the day changes.

01

Initiate in an afternoon

The statements, the built model and a cited memo are already there when you open the name.

0 wrong numbers on the audited sample
By hand today
Rebuild the model and gather the facts before you can form a view on a new name.
Days.
02

Backtest honestly

Point-in-time vintages, so a test sees only what was known on the date.

as first reported
By hand today
Backtest on data that quietly knows the future.
03

Defend every figure

Every number carries the filing it came from, so a challenge is one click from its answer.

cited to the filing
By hand today
Defend a figure to the PM with no source to hand.
Why it fits

Built for the way a fundamental desk actually works.

Argue, do not assemble

Change the assumptions in a model you did not have to build, on facts you did not have to gather.

Point-in-time by default

The vintages are held separately, so a backtest does not peek and a decision is judged on what was known.

7,500+
pre-built models, US, India and foreign filers
15 years
of history, restatements kept
29.8M
facts, each one cited
0
wrong on the source-verified sample

See it on your own coverage.

Tell us the names and markets you follow and we will show you the desk on them.