Solutions
Built for Every Corner of the Investment Industry
DataToBrief adapts to the unique demands of your investment discipline — from equity research to risk management.
Investment Banking
Accelerate deal origination and pitch preparation with AI-powered research.
The Challenge
Investment banking teams spend days preparing pitch books and industry analyses manually. Gathering data from multiple sources, formatting reports, and ensuring coverage is comprehensive takes time away from client relationships and deal execution.
How DataToBrief Helps
DataToBrief automates the heavy lifting of research preparation. Generate comprehensive company analyses in minutes, monitor industry trends with automated signposts, and export professional reports ready for your pitch book.
Key Capabilities
- Generate 12,000+ word company analyses for pitch preparation
- Monitor industry trends with automated thesis tracking
- Export professional PDF reports for client presentations
- Analyze 10 years of financials for valuation comparisons
Hedge Funds
Deep conviction research and thesis monitoring at scale.
The Challenge
Hedge funds need deep, differentiated research to generate alpha. Manually tracking multiple theses across earnings, filings, and news is time-consuming and leaves blind spots — especially for cross-company signals.
How DataToBrief Helps
DataToBrief enables thesis-driven investing at scale. Define your bull and bear cases, and AI monitors everything — including supply chain partners and competitors — alerting you to signals that confirm or challenge your convictions.
Key Capabilities
- Thesis-driven monitors with cross-company intelligence
- Deep Research reports analyzing 14 data source types
- AI Chat for rapid ad-hoc analysis with source citations
- Track signpost triggers across your entire portfolio
Private Equity
Streamline due diligence and portfolio monitoring.
The Challenge
Due diligence requires gathering and analyzing vast amounts of financial and operational data. Post-acquisition monitoring of portfolio companies is equally demanding, with limited analyst bandwidth across multiple holdings.
How DataToBrief Helps
DataToBrief transforms due diligence from weeks to days. Upload proprietary documents alongside public data, generate comprehensive analyses, and set up ongoing monitors for every portfolio company.
Key Capabilities
- Upload proprietary deal documents for AI-enhanced analysis
- Comprehensive company analyses for target evaluation
- Ongoing portfolio company monitoring with automated alerts
- Team collaboration for deal teams across offices
Asset Management
Scale research coverage across your entire portfolio.
The Challenge
Asset managers need to cover hundreds of positions across sectors and geographies. Traditional research processes can't keep pace with the breadth of coverage required, leading to blind spots and missed opportunities.
How DataToBrief Helps
DataToBrief scales your research team's output dramatically. Generate research on any position in minutes, monitor your entire portfolio with AI thesis tracking, and build custom dashboards for each investment strategy.
Key Capabilities
- Scale coverage to 200+ positions with automated monitoring
- Interactive Canvas dashboards for each investment strategy
- Team collaboration with shared projects and research history
- Multi-language reports for international investment committees
Corporate Strategy
Track competitive landscape and market intelligence.
The Challenge
Corporate strategy teams need to continuously monitor competitors, industry trends, and M&A activity. Gathering intelligence from multiple sources and synthesizing it into actionable insights is a manual, time-intensive process.
How DataToBrief Helps
DataToBrief provides always-on competitive intelligence. Monitor competitors with thesis-driven signposts, analyze industry trends with Deep Research, and collaborate with your strategy team in a shared workspace.
Key Capabilities
- Competitive monitoring with automated signal detection
- Industry analysis with 10 years of financial trend data
- AI Chat for rapid market intelligence queries
- Document Intelligence for analyzing M&A targets
Risk & Compliance
Systematic risk monitoring and regulatory tracking.
The Challenge
Risk and compliance teams must track regulatory changes, monitor portfolio exposure, and maintain audit trails — often across multiple systems with no automated way to connect regulatory developments to portfolio impact.
How DataToBrief Helps
DataToBrief brings systematic monitoring to risk and compliance workflows. Track regulatory filings with AI monitors, analyze compliance documents with Document Intelligence, and maintain a structured audit trail of all research.
Key Capabilities
- Monitor regulatory filings and compliance developments
- Document Intelligence for policy and regulatory analysis
- Structured audit trails for all research and analysis
- Row-level security with complete data isolation
Ready to transform your research workflow?
Join select investment teams already using DataToBrief.
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