Platform Capabilities

Institutional research, investor growth, and governance in one AI-powered platform.

AegisIQ brings together equity research generation, valuation workflows, screeners, workspaces, investor campaigns, CRM-style relationship tracking, approvals, analytics, and enterprise governance posture.

Build a reportExplore investor growth
Professional research workspace visualization
AI-assisted researchPDF exportsValuation supportInvestor campaignsApproval governanceEnterprise policies
Institutional research workflows visualization
Research intelligence

Institutional research workflows

  • AI-generated equity research reports with thesis, catalysts, risks, and valuation context.
  • Ticker-based research builder, PDF export, ratings, DCF, comparables, and scenario framing.
  • Workspace tools for notes, uploaded documents, watchlists, saved screens, and company analysis.
Campaigns, contacts, segments, and approvals visualization
Investor growth

Campaigns, contacts, segments, and approvals

  • Generate investor campaigns and coordinate email, SMS, social, and calendar-based delivery.
  • Manage contacts, segments, approval queues, approval history, audit logs, and campaign governance.
  • Track campaign analytics, channel activity, investor CRM timelines, and strategy recommendations.
Controls built for risk-aware teams visualization
Governance

Controls built for risk-aware teams

  • Pre-send review workflows, approval gates, status controls, audit trails, and enterprise reporting.
  • Clear investment disclaimers, AI limitations, data-risk notices, and communications-review posture.
  • Security, billing, acceptable-use, privacy, terms, cookie, and refund policy pages ready to publish.
Capabilities

Capability map

Each capability is structured as part of an end-to-end workflow, from discovery and analysis through governed investor communications.

AI Research Reports

Generate structured research memos and export polished PDFs with thesis, valuation, risks, catalysts, and summary views.

Valuation Engine

Support DCF, comparable company analysis, rating logic, scenario assumptions, and model-driven valuation outputs.

News Catalyst Scanner

Scan market news and press releases, then rank and classify catalysts — earnings, M&A, and de-SPAC business combinations — as candidates for analyst review.

Screener + Watchlists

Discover, filter, save, and monitor companies through screener presets, security master search, and watchlist workflows.

Company Workspace

Centralize company notes, uploaded documents, fundamentals, saved research, and analyst workflow context by symbol.

Investor CRM

Organize investor contacts, relationship stages, segments, outreach history, notes, and follow-up opportunities.

Campaign Generation

Use AI-assisted workflows to generate investor communications, campaign strategy, and channel-ready drafts.

Multi-Channel Coordination

Plan and coordinate email, SMS, social content, posting calendars, and campaign channel mix decisions.

Approvals + Audit Trail

Route campaigns through submit, approve, and reject workflows with approval history and audit-log preservation.

Analytics + Attribution

Measure campaign performance, segment response, channel outcomes, and conversion movement across investor workflows.

Enterprise Readiness

Support sales inquiries, secure billing, privacy controls, governance pages, and enterprise operating requirements.

Data + AI Safeguards

Keep research grounded with explicit AI limitations, data-quality notices, and human-review expectations.

Strategy Engine

Recommend audience selection, content variants, timing, channel mix, risk flags, and campaign strategy summaries.

Workflow

From research idea to governed investor delivery

AegisIQ is designed to reduce handoffs across research, investor relations, approvals, and analytics.

  1. Screen opportunities and build watchlists
  2. Open a company workspace and collect source material
  3. Generate research, valuation context, and export-ready reports
  4. Create investor-growth campaigns and target segments
  5. Approve communications before distribution
  6. Track analytics, investor engagement, and follow-up priorities

Risk-aware by design

AegisIQ provides software, research automation, and workflow support. It does not provide investment, legal, tax, accounting, or financial advice. AI-generated research, model outputs, valuations, and investor communications require human review before reliance or distribution.

Read risk disclosures

AI-generated research can be inaccurate, incomplete, or stale and is not investment advice. Published research is subject to human review by the AegisIQ Research Review Officer under our Research Controls and Methodology; see the Investment Research Disclaimer.