Your investments. Your clients. Your context.

The work behind the intelligence

Explore your investment context.

• Investors and analysts

  Research on listed companies from their own filings, a brief each weekday on what you hold, and the playbooks an analyst reaches for after results or before an IPO.

  • After results
  • Before an IPO
  • Before a first position

• Wealth managers and advisers

  Keep the client's portfolio at the centre of the relationship. Bring sourced reviews, fund analysis and relevant commentary into your service, and explore a firm-branded client experience licensed from Mool.

  • The portfolio review
  • Fund due diligence
  • The market letter

• Investment banking and corporate finance

  Buyer and target screens, company profiles and earnings-call preparation, with every figure traced to its source and the files ready to edit.

  • Who could buy, or be bought
  • The tear sheet
  • The earnings call

• Consulting and strategy

  Top-down and bottom-up sizing, the competitive landscape including private players, sector and theme reports, and open research on any question.

  • How big, and how it works
  • The sector or theme
  • What just changed

• Asset managers, AMCs and investment teams

  Connect company depth with the portfolios and funds you manage. Use earnings reviews, peer analysis and sector research, then carry your firm's investment method into repeatable work on Firm.

  • Develop the investment case
  • Review the earnings release
  • Compare the peer group

• Private equity, venture capital and credit

  Screen opportunities, analyze the company's records and structure the investment memo. Mool brings a repeatable research method to the deal, using your own files and the public evidence around them.

  • Screen the opportunity
  • Build the committee memo
  • Review the quality of earnings

• Family offices

  Work across named portfolios and the research behind them. Examine public companies, review fund holdings and investigate private opportunities with your own files and investment method.

  • Keep each portfolio distinct
  • Examine a public holding
  • Review the fund exposure

• Teams and firms

  Draft playbooks from your own sample documents, share them with your organisation and get files in your branding, with every colleague on their own plan.

  • Team playbooks
  • Your branding on every file
  • Analyst-hours for everyone