Twelve analysts. One portfolio.
Six analysts reused from Entity Intelligence provide deep single-entity rigor. Six purpose-built analysts handle cross-portfolio dynamics that only emerge when you look at holdings together.
01
Thesis Validator
Tests each investment thesis against current evidence. Where has the thesis weakened since entry?
02
Correlation Mapper
Hidden correlations across holdings — shared suppliers, regulatory exposure, customer overlap.
03
Catalyst Tracker
Upcoming events that could move positions — earnings, regulatory decisions, product launches, litigation dates.
04
Risk Concentrator
Where portfolio risk is concentrated. Sector, geographic, factor, and tail risk exposure mapping.
05
Competitive Overlap
When your holdings compete with each other. Revenue cannibalization, market share dynamics within the portfolio.
06
Macro Stress Test
How the portfolio performs under rate changes, recession, inflation, geopolitical shock, and sector rotation scenarios.
07
Financial Health
Balance sheet strength, cash flow quality, and debt sustainability across all holdings — reused from Entity Intelligence.
08
Management Quality
Leadership track record, insider activity, governance red flags — reused from Entity Intelligence.
09
Regulatory Exposure
Pending legislation, enforcement trends, and compliance risks that affect multiple holdings simultaneously.
10
Sentiment Divergence
Where market sentiment differs from fundamentals. Analyst consensus vs. alternative data signals.
11
Exit Analysis
Liquidity risk, position sizing, and optimal exit timing. Which positions are hardest to unwind?
12
AI Disruption
How AI reshapes the competitive position of each holding — winners, losers, and timeline across the portfolio.