AI agents for investors
35 ready-made GREP AI agents built for investors: research, checks and briefs that run on demand or on a schedule.
What these agents deliver
15 deliver a sourced report, 13 a formatted brief, 3 a spreadsheet, 2 a Word document, 1 a dashboard and 1 a slide deck. 14 run on demand, 13 run on a schedule, 6 run over a list on a schedule and 2 run over a list. Built for investors, founders, finance teams, executives, sales teams and real estate teams.
AI agents for investors
35 agentsAgents35
- Runs on demand
Accounting Treatment Memo
A sourced accounting memo on your transaction under your chosen standard. It cites authoritative guidance and peer disclosures from public filings.
Built for controllers and technical accountants documenting how to account for a transaction in an accounting memo.
Word documentView → - Runs on a schedule, weekly
Batch Research Table
Data enrichment for your list: one comparable, scored row per company or person, assessed against your rubric, with changes since the last run flagged.
Built for sellers, recruiters, investors and analysts using data enrichment to compare companies or people on shared criteria.
SpreadsheetView → - Runs on a schedule, monthly
Board Brief
A monthly AI board report that briefs leadership on market, competitors, regulation, capital markets and risks, each item sourced.
Built for CEOs and board chairs prepping the monthly external board report for leadership and investors.
Formatted briefView → - Runs on a schedule, daily
Catastrophe Loss Tracker
An AI reinsurance news and catastrophe loss tracker that briefs you on each active catastrophe: its path or footprint, latest insured-loss estimates, and the listed insurers and reinsurers most exposed.
Built for reinsurance analysts, insurers and risk teams tracking the latest catastrophe losses and reinsurance news in real time.
Formatted briefView → - Runs over a list on a schedule, weekly
Company Event Calendar
A company event calendar for each company you follow: upcoming earnings, investor days, conferences and renewals, with consensus expectations, latest KPIs and what to watch.
Built for investors, analysts and account teams using a company event calendar to track a fixed set of companies' upcoming catalysts.
Formatted briefView → - Runs on demand
Company Prospect List Builder
A ranked lead list of up to 40 real, operating companies that match your criteria and signal, each with cited fit evidence, key facts and the trigger that qualified it.
Built for sellers, founders, partnership leads and dealmakers building a lead list of target companies.
SpreadsheetView → - Runs on demand
Company Research Brief
An AI company research brief that gives you a sourced one-page profile on any company: priorities, news, signals, strengths, risks, key people and your purpose-specific angle.
Built for sales reps, VCs and advisors who need a sourced company research brief in minutes, not hours.
Sourced reportView → - Runs on demand
Comparable Deal Comps
Transaction comparables from public deals: a table of parties, value, multiples and terms, plus ranges, medians, off-market flags and where your terms sit.
Built for founders, dealmakers and advisors pricing or negotiating a deal against public transaction comparables.
SpreadsheetView → - PremiumRuns on demand
Corporate Due Diligence
A due diligence report on one company: who runs and owns it, its financials, legal history, reputation and red flags.
Built for investors, dealmakers, lawyers and buyers who need a due diligence report to vet a company.
Sourced reportView → - Runs on a schedule, weekly
Crop Weather Watch
A weekly agricultural weather outlook for your regions and crops: weather, drought, frost and flood risk, with likely yield effects and recommended actions.
Built for growers, agronomists and ag traders tracking agricultural weather risk to specific crops and regions.
Formatted briefView → - PremiumRuns on a schedule, daily
Crypto Analyst
Crypto analysis on the tokens and projects you follow: prices, on-chain activity, news and risks.
Built for crypto investors, traders and analysts who want regular crypto analysis.
Sourced reportView → - Runs on a schedule, weekly
Deal Flow Digest
A weekly fundraising news digest covering funding rounds, acquisitions, IPOs, exits and active investors in your sector and stage, with values, terms and rationale.
Built for VCs, founders and corp dev teams who need weekly fundraising news scoped to their sector and stage.
Formatted briefView →
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- Runs over a list on a schedule, monthly
Earnings Brief
A monthly earnings call brief on the companies you list that reported: results vs expectations, guidance changes, exact management quotes, analyst Q&A themes and what changed since last quarter.
Built for leaders, analysts and investors who follow earnings calls for the listed companies they track.
Formatted briefView → - Runs on a schedule, weekly
Economic and Rate Outlook Brief
A recurring AI brief on central bank news, interest rate forecasts, data releases, FX and lender terms in your regions, with plain-English readings of what each means for your exposure.
Built for treasurers, CFOs and portfolio managers reading central bank news and the rate outlook each week.
Formatted briefView → - Runs over a list on a schedule, weekly
Entity News Watch
An AI sales intelligence agent that tracks every company and person on your list: news, hires, funding, launches, deals and legal or risk events, each ranked by relevance to your goal.
Built for sales, BD and research teams running sales intelligence across every company and person on their list.
Formatted briefView → - Runs on a schedule, daily
Exchange Filings & Disclosure Watch
Daily exchange filing alerts: a digest of new filings, material-fact notices and governance rule changes from your chosen exchange and regulator, scoped to your companies or topics.
Built for investor relations, compliance and finance teams who need exchange filing alerts on listed companies and securities rules.
Formatted briefView → - Runs over a list
Fact Check
A fact checker for your claims or content: a verdict per claim (supported, outdated, wrong or unverified), with the original source, evidence for and against, context and corrected wording.
Built for writers, editors, analysts and diligence teams who need a fact checker before publishing or investing.
Sourced reportView → - PremiumRuns on a schedule, daily
Financial Markets
An AI market intelligence agent that delivers a daily, sourced briefing on price moves, earnings, filings and economic data for the tickers, sectors or markets you list.
Built for investors, traders and corp dev teams reading a daily market intelligence briefing on their tickers and sectors.
Sourced reportView → - Runs over a list on a schedule, weekly
Hiring Signals
An AI hiring trends tracker that gives you newly posted roles and leadership moves per tracked company since the last run, with what the hiring pattern suggests about where the company is headed.
Built for sales, BD, CI and investor teams reading hiring signals from the companies they track to understand plans and priorities.
Formatted briefView → - Runs on demand
Industry Primer
An industry report on one industry and region: value chain, economics, key players, metrics, trends, regulation and vocabulary, sourced so you can get up to speed fast.
Built for consultants and analysts who need an industry report to get up to speed fast.
Sourced reportView → - Runs on demand
Investment Memo Drafter
A cited first-draft investment memo on one company: thesis, market, traction, valuation, risks, comps, return scenarios and the diligence questions still open.
Built for investors drafting an investment memo on a company under diligence.
Word documentView → - Runs on demand
Market Map
An AI market map agent that delivers a sourced slide deck of your category: segments, companies in each with positioning, pricing, funding and size, plus leaders, challengers, threats and white space.
Built for founders, strategists, investors and product teams sizing up a market or the competitors around a company.
Slide deckView → - Runs on demand
Market Sizing
Market sizing for your market or product: a top-down and bottom-up estimate with sources, assumptions, growth rate and drivers.
Built for founders, strategists and investors doing market sizing on an opportunity.
Sourced reportView → - PremiumRuns on a schedule, weekly
Medical Research
Clinical trial search and biomedical literature on a condition, therapy or drug: new trials, readouts, approvals and the evidence behind them.
Built for clinicians, researchers, biotech and pharma teams, and health investors running clinical trial searches.
Sourced reportView → - Runs on a schedule, weekly
Open Source Project Tracker
An AI open source analytics agent that delivers a weekly per-repo health snapshot covering stars, downloads, contributors, issues, releases and bus factor, with each project flagged rising, stalling or fading.
Built for engineering and product leads tracking open source projects they depend on or compete with.
Formatted briefView → - Runs over a list on a schedule, weekly
Peer Metrics Comps Table
A weekly peer comps table of your chosen KPIs, ratios or multiples for each peer, sourced from filings and market data, with changes since the last run flagged.
Built for analysts, investors and finance teams using peer comps to benchmark a company.
Sourced reportView → - PremiumRuns on demand
People Due Diligence
A person due diligence report on one individual: career, companies, legal records, media and red flags.
Built for investors, recruiters and risk teams doing person due diligence.
Sourced reportView → - Runs over a list
Personalized Outreach Drafter
A cold email generator for your list: a personalized opener or short sequence for each person, tied where possible to a cited recent public fact and your pitch.
Built for sellers, recruiters and founders who want a cold email generator that shows they did the homework.
Sourced reportView → - Runs on demand
Property Batch Check
AI property verification that batch-checks each listing for fair price, scam or risk signs and neighborhood basics, with a verdict per row.
Built for real estate investors, property managers and buyer agents checking listings for price fit and scam signs.
Sourced reportView → - Runs on a schedule, weekly
Property Transaction Comps Tracker
Weekly commercial real estate comps for your submarkets: newly reported sales, leases and rents added to a comps table with price, yield, incentives, parties and trend notes.
Built for brokers, valuers and investors tracking commercial real estate comps in their markets.
DashboardView → - Runs on a schedule, weekly
Public Project Pipeline Watch
Weekly infrastructure projects pipeline for your country and sector: newly announced, approved or funded government and DFI projects, with budget, stage, owner, financiers and contractors.
Built for developers, contractors and investors tracking public infrastructure projects and development-finance pipelines in their country and sector.
Formatted briefView → - Runs over a list on a schedule, weekly
Public Project Status Tracker
Weekly construction project tracking for each public project you list: progress, schedule slips, budget changes, contract awards and local coverage, with sources.
Built for analysts, reporters, contractors and officials doing construction project tracking on specific public projects.
Formatted briefView → - PremiumRuns on demand
Real Estate
An AI real estate agent that researches a property address or market end to end: property valuation, sales and rental comparables, neighborhood basics, and ownership records, all in one sourced report.
Built for buyers, investors and agents running sourced property valuation and comps on any address or market.
Sourced reportView → - Runs on demand
Rental Deal Analyzer
An AI rental property calculator that underwrites one deal: rent comps, expenses, financing, cash flow, yields, local rules and risks, ending in a buy or pass call with every number sourced.
Built for rental property investors underwriting one deal before putting an offer in.
Sourced reportView → - Runs on demand
Site Feasibility Brief
A site feasibility brief for your site and intended use: zoning, permitted-use status, constraints, hazards, infrastructure, indicative costs and a sourced go/no-go call.
Built for developers, investors and site selectors running site feasibility on a parcel before committing money.
Sourced reportView →