ELSA
Investment Research AnalystReads the filings and the market data and produces the note, with every figure sourced back to the document it came from.
ResearchIn production
Capital markets and asset managementSell side and buy side
Research, reporting and reconciliation, staffed on both sides of the trade.
The order management system executes and the warehouse stores. Neither writes the note, explains the break or answers the consultant's questionnaire, which is where the analyst hours actually go.
FitWho this is for
Who this is built for
Written as a filter rather than a wish list. Buy side and sell side have different problems, so both are named here.
| Firm type | Asset and wealth managers, and mid market broker dealers. Roughly five billion to a hundred and fifty billion under management or advisement. |
| Where it hurts | Coverage capped by analyst headcount, month end reporting that runs into the next month, and a questionnaire queue nobody owns. |
| Current stack | An OMS or PMS, a warehouse and a reporting tool, with reconciliation still finishing in spreadsheets. |
| What triggers the search | A consultant search you did not have the capacity to answer, an examination, or coverage you cannot extend without hiring. |
| Who buys | The COO or Head of Investment Operations holds the budget. The Director of Research champions it. Compliance is in the room. |
The changeBefore and after
What actually changes
Research
Covered, not cappedNotes drafted against the filings and the market data, with every figure traceable to where it came from.
Client reporting
Produced on the calendarFactsheets, commentary and mandate reporting assembled on the schedule rather than after it.
Reconciliation
Explained before it is asked aboutPosition and cash breaks found and reasoned while there is still time to act on them.
DDQ and RFP
Answered from the recordDrawn from what the firm has already said and approved, in the questionnaire's own format.
The rosterCapital markets workforce
The capital markets workforce
Start with the one that covers the queue you cannot staff. The second inherits the grounding and the governance the first already passed.
The reconciliation and lineage half of this sits with Data Rover, the data Worker family. How the two are deployed together.
IntegrationNo system replacement
The OMS stays exactly where it is
Nothing here asks you to move a book of record. The agents read from the systems the work already lives in and write the output back into them.
Read and write
Positions, transactions and valuations read in, and the output returned in the fields your team already uses.
Read as they publish
Annual and quarterly filings, transcripts, vendor feeds and the research the firm has already paid for.
The only source
Questionnaire answers and commentary come from what the firm has already said and signed off, never from outside it.
GovernanceThe five brains
Governance, in the form a regulator reads
Every output passes the five brains. In a business where a figure has to be walked back to source on request, that is the part that matters.
Configurable oversight
You set how much runs on its own, and change it whenever you choose.
Auditable
Every step and every input retained, in the form an examiner asks for.
Creditable
Cited to the policy you set, line by line.
Zero bias
Same input, same answer, every time, and provably so.
Hard-grounded
Grounded in your data and your manual. Nothing invented in the gap.
Secure and compliantISO 27001SOC 2 Type IIModel risk documentation
Bring one coverage list
and one reporting cycle.
We will run the agent alongside your analysts before it produces anything you publish, so the comparison is against your own output.