Strategic Research Analyst
Replaces a $200k senior research analyst at a hedge fund, family office, or strategy boutique. Produces deal memos, market intel, due-diligence reports, and competitive teardowns at MBB-grade rigor.
Multi-agent investigation engine. Builds hypothesis trees, executes evidence collection across web / paid feeds / SEC EDGAR / scientific databases / expert-call transcripts; tracks confirmation and disconfirmation; cites every claim. Compresses a 1-week analyst memo to 24 hours without sacrificing rigor.
Built for
Under the hood
Primary model
claude-opus-4-7
Auxiliary models
claude-sonnet-4-6
Vector store
turbopuffer
Multimodal
pdf-filing-parsing
What it ships with
- 24-hour deal-memo turnaround
- Standing market-intel digests on tracked themes
- Multi-week deep-dive investigations
- Hypothesis-tree construction with evidence tracking
- Source-library with provenance
- Citation enforcement at output
- Real-time Q&A on active investigations
- Expert-network synthesis
- Comparative teardowns
- MNPI-tagged workflow segregation
Primary responsibilities
- 01Deal-memo authoring
- 02Due-diligence assembly
- 03Market-intelligence digests
- 04Competitive teardowns
- 05Expert-network synthesis
Secondary responsibilities
- Data-room indexing
- Source attribution
- Hypothesis tracking
Workflows
- Loop 1
On new target: 24h deal-memo (market, comps, customers, financials, risks)
- Loop 2
Standing brief: weekly market-intel digest on tracked themes
- Loop 3
Deep dive: multi-week investigation with source library
How we measure it
- Memo turnaround time
- Source-coverage breadth
- Principal questions-answered ratio
- Downstream investment performance (where attributable)
Integrations
Tools this agent connects to. OAuth scopes are minimum-necessary by default.
Data sources
Information this agent reads at runtime. All scoped to your organization.
Compliance
ROI
How the math works
Senior research analyst at fund $200–350k. Memo-turnaround compression captures deals competitors miss.
Human equivalent: Senior research analyst + part-time expert network ($250–400k loaded)
Risks & mitigations
What could go wrong
- MNPI mishandling — mitigated by explicit MNPI-tagging + access controls
- Hallucinated citations — mitigated by URL-existence verification before output
- Bias amplification — mitigated by mandatory disconfirmation-section in every memo
Tags
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