AI Enhanced Research

Do your best work in one place. Company models, notes, consensus, ESG, and AI together on a dashboard built for research analysts.

Interactive Demo Contact Sales

Capture. Compare. Conclude. Your team puts so much time and energy into creating company research notes, evaluations and modelling. CalibreRMS centralises company research so analysts and PMs can access models, notes, and consensus in seconds, speeding decisions without sacrificing process. With CalibreRMS, you can create and view all of your team’s company research in one place.

Institutional Excel, fully governed

Check-out/in, version history, read-only distribution, and published time-series for every forecast and valuation. Consensus vs internal side-by-side to see instant diffs and revisions with drill-through to the lines that changed, and why.

Research and meeting notes

Calibre’s structured notes give analysts a flexible yet consistent framework for research, combining rich text, embedded charts and attachments. Every note is tagged, versioned, and linked to the right company, model, and portfolio view.

Intelligent Notes that show their work

Template-driven AI notes (earnings, broker comps, ESG, proxy, remuneration) grounded in attached sources with citations and leveraging the best AI models your team controls.

Scorecards & research memory

Thesis, quality, Five Forces, and checklists feed the research and portfolio process and persist across coverage changes.