Company and Thematic Research

Customisable and mobile software to manage your team’s research in one place

COMPANY WORKBENCH

See opportunities where others can’t

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  • Gain a unified view of all your internal and external research on a company in one place.

  • Compare cross-sectional insights from your customised analytics for clearer investment decision-making.

  • Accessible anywhere, from any device.

COMPANY & THEMATIC NOTES

Easily author your research notes for better investment decisions

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  • View, capture and update research notes anywhere from any device.

  • Collaborate with your team in real time to make better investment decisions.

  • Ensure consistency within your research processes using note templates to enforce structure and methodology.

MEETINGS & INTERACTIONS

Document company interactions and share insights across the team in real time

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  • Identify and document information from one-on-one company meetings anywhere.

  • Compile meeting insights, intellectual property, decisions and supporting evidence in one place and share with your team.

  • Easily attach research and evidence to a meeting.

  • Justify decisions with fully integrated audit trails.

SCORECARDS

Structure your knowledge

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  • Organise your research and thought process to quickly identify investment opportunities.

  • Create bespoke templates that reflect your investment ideology to systematise your decision-making and qualitative research.

  • Respond to new information immediately - view, capture and update scorecards from any device without opening Excel.

  • Access your strategy, research, analytics and intellectual property on any device, anywhere.

AUDIT TRAILS & COMPLIANCE DASHBOARD

Justify your decisions

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  • Peace of mind with fully integrated audit trails across your entire investment process.

  • Prove your research process to external stakeholders.

  • Drive continuous improvement by monitoring the efficacy and rigour of your research.

THE QUALITY OF CALIBRE

20+ years experience in equity research management systems

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ISO27001 certified to ensure the security of your data

Development team committed to innovating and providing solutions

Dedicated relationship and implementation managers

Boutique, nimble company adapting to clients' needs