Organization
AI Research Desk · Public-Market Investors
Workflows
4
Context
Sessions + Tasks
Decision Loop
Portfolio Aware
Why It Works
Organization
Automation
Context
Visibility
Monitoring
Integration
Workflow
Step 1
Frame the desk
Set portfolio context, watchlist, and preferences once.
Step 2
Launch the right workflow
Sessions for open-ended reasoning, agents for repeatable outputs.
Step 3
Track execution
Watch tasks in flight and inspect report artifacts as they build.
Step 4
Move to monitoring
Attach alerts and watchlist actions directly to the research.
Inside The Product
Before The Open
Weekly Pulse sets the market frame.
Active tasks and watchlists surface before you launch duplicate work.
During Research
Sessions for steering. Agents for standardized outputs.
Reports and task state stay linked, not spread across tools.
After Conviction
Findings push into portfolio, watchlist, and alerts.
Research stays as the system of record for future revisits.