Capital Markets Agent Factory
AI-powered agents for institutional trading and compliance workflows
Core Agents
Research Note
Generate institutional-grade research notes from 8-K/10-Q filings.
Surveillance
Monitor trading patterns and generate SAR-compliant memos.
Regime & Hedge
Detect regime changes and generate hedge recommendations by desk.
Meetings Analysis
Analyze earnings calls and meeting transcripts for key insights and sentiment.
What are Capital Markets?
Capital markets facilitate raising financing through equity (ownership stakes) and debt (loans/bonds), with AI now automating research, compliance, risk monitoring, and regulatory analysis.
Valuation & Comps
Debt Comps
Analyze comparable debt instruments and pricing across markets.
Equity Comps
Generate equity comparables and valuation multiples analysis.
IPO Analysis
Streamline S-1 filing analysis with accuracy and compliance metrics.
Back Office & Risk Tools
KYC & Due Diligence
Automated research on individuals and businesses with socio-economic and geopolitical risk factors.
Credit & Fraud Risk
Automated credit scoring and fraud detection with evaluation metrics.
Filing Compliance
Process 10-K, 10-Q, and other regulatory filings with accuracy metrics.
Reg Impact
Analyze regulatory changes and map impact across trading desks.
Client Brief
Generate meeting briefs and talking points for client interactions.
Knowledge
Upload and manage documents for agent knowledge base.