AccretiveIntelligence

Equity research infrastructure

The model and the note are the same thing.

A live financial model of a company, and the research written from it — built so that every figure in a note can be traced back to the assumption that produced it, and to the filing that produced the assumption.

Three things, joined up

Most research is a model in one place and a document in another, reconciled by hand and by memory. These are one system, which is what makes the rest of it possible.

A model you can interrogate

Full three-statement forecast driven by segment-level assumptions. Change one and every statement, scenario and valuation moves with it — in your own copy, visible to nobody else until it is published.

Notes that write themselves

A preview before the print, a review of the result against sealed consensus, and a note on what the earnings call added. Built from the model's own numbers rather than retyped from it.

A record of what changed

Every published version of the model keeps what it replaced, field by field, with the reason it moved. A number from six months ago still explains itself.

What the machinery is actually for

Nearly all of it exists to make one kind of mistake impossible: a figure reaching a reader without anyone able to say where it came from.

Access is by invitation

The platform is private. If you have an account, sign in with the address it was issued to.