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AI Research Copilot

Ask Your Coverage. Get Sourced Answers.

AI Research Copilot is your always-available research analyst, working across company fundamentals, filings, and your own documents to answer investment questions with sourced, explainable output. Whether you are diligencing a name at midnight or assembling evidence for an investment committee, it synthesizes valuation rationale, surfaces supporting disclosures, and drafts memos grounded in the underlying data.

Open AI Research Copilot
5,000+
Research questions answered weekly
< 5 min
Average time to a sourced answer
10x
Faster than manual research

Features

Everything you need, nothing you don't.

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Research Q&A

Ask questions across company fundamentals, filings, and your own documents, and get analyst-grade answers covering financials, competitive position, and valuation.

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Sourced Answers

Every response cites the underlying disclosure or document it draws from, so conclusions are explainable and reviewable rather than a black box.

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Deal Memo Drafting

Turn research threads into structured first drafts of investment and deal memos, with the supporting evidence carried through.

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Evidence Synthesis

Pull together valuation rationale and supporting data points across multiple filings and documents into a single, coherent view.

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Sector Context

Frame answers with sector-specific dynamics, peer comparables, and the disclosures relevant to the names you cover.

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24/7 Availability

Run research whenever a question comes up. No scheduling, no time zones, no waiting on a colleague to pull the data.

Get Started in Minutes

AI Research Copilot lives inside your AIMPACT dashboard. No separate setup, no learning curve.

1

Sign Up and Connect

Create your AIMPACT account and access AI Research Copilot directly from your dashboard. No separate setup required.

2

Ask Your Question

Pose a research question or point it at the names and documents you are working on. The more context you provide, the sharper the synthesis.

3

Get Sourced Output

Receive analyst-grade answers, evidence summaries, and memo drafts with citations you can verify and reuse immediately. Follow up as often as you need.

Built for Real Research Workflows

See how deal and research teams use AI Research Copilot across the analysis cycle.

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Diligencing a Name

Interrogate a company across its fundamentals and filings. Get sourced answers on financial health, competitive position, and valuation before committing analyst time.

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Synthesizing Valuation Evidence

Pull together the disclosures and data points that support a valuation view, with every claim traceable to its source, ready to defend in front of an investment committee.

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Drafting Research and Memos

Turn a research thread into a first draft of a deal memo or research note, with supporting evidence carried through and citations intact.

Available in your AIMPACT dashboard — no additional setup required.

Frequently Asked Questions

How is AI Research Copilot different from ChatGPT or other AI tools? +
AI Research Copilot is purpose-built for investment research. It works over an institutional fundamental data base and your own documents, and every answer cites the disclosure it draws from. Unlike general AI, its output is sourced and explainable rather than generated from unverifiable memory.
Can AI Research Copilot replace an analyst? +
It augments analysts rather than replacing them. It handles the time-consuming work of reading, retrieving, and synthesizing across filings and documents, while the analyst brings judgment, conviction, and accountability for the final call.
Is my research kept confidential? +
Absolutely. All conversations and uploaded documents are encrypted and private to your account. Your data is never used to train models or shared with other users. We take data privacy as seriously as you take your edge.
What kind of questions can I ask? +
Anything tied to investment research: company fundamentals, financial analysis, valuation rationale, competitive positioning, disclosure interpretation, and memo drafting. The more specific your question, the sharper and better-sourced the answer.
Is AI Research Copilot included in my AIMPACT subscription? +
Yes. AI Research Copilot is available to all AIMPACT users as part of the platform. Premium tiers include extended conversation history and deeper analysis capabilities.

Ready to Work with AI Research Copilot?

Get sourced, explainable research support, available 24/7 inside your AIMPACT dashboard.

Open AI Research Copilot