For asset management and investment teams
Across your mandates. Keep the investment context.
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.
10 days of Pro, or of Firm on a work email address to start. No card needed.
- Asset managers and public-market funds
- Research analysts and investment teams
- Family offices researching listed-company exposure
The work
Every playbookWhat you hand over, and what comes back.
Develop the investment case
Understand a listed company's business and economics, analyze its financials, and build forecasts and valuation scenarios.
Review the earnings release
Compare the quarter with prior periods, guidance and consensus where available, including segment and margin bridges.
Compare the peer group
Put growth, margins, returns, balance sheets and valuation multiples on a comparable basis.
Research the sector
Map the industry, demand drivers, regulation and economics across the value chain.
Also for this desk
A piece of work, from start to follow-up
See the work.
Inspect what comes back.
Investors and investment teams
Understand what drives the business. Test what comes next.
Go from a stack of filings to a company view you can interrogate: the economics, financial history, assumptions and scenarios behind it.
An example brief
Research this company from its filings. Explain the segment economics, build driver-based forecasts, compare the closest peers and show what changes when the assumptions move.
What Mool works from
- Company and question
- A listed name, the market and the decision you are researching.
- Your material
- Annual reports, earnings transcripts, presentations or an existing model.
- External evidence
- Filings, web research and market data for listed companies worldwide.
The work behind the answer
- 01Read the source material in full
- 02Compute financials and peer comparisons
- 03Build scenarios and document assumptions
Example report outline
Company research
- 01
The business behind the numbers
Segment economics, competitive position, growth drivers and the financial foundation.
- 02
The model behind the view
Historical financials, driver-based forecasts and base, upside and downside scenarios.
- 03
The questions that matter
Assumptions, evidence gaps, risks and what would change the analysis.
Go from the report to the supporting analysis. Charts and sensitivity panels are available where the work calls for them.
Company research: Report view selected.
Public Markets playbooks and editable Office files are available on Pro. Examples describe possible work; the brief and available evidence determine the actual output.
What you get
Research with roots, for your desk.
01Deep
Start with company filings, compute derived figures in code and keep the source beside the analysis.
02Wide
Use published company research or request work on another listed company, with worldwide market data available during the research.
03Alive
Follow companies or bring in holdings to receive a weekday brief on what changed.
04Yours
Work from your own brief and files. On Pro, export editable models, reports and presentations; on Firm, create team playbooks.
Mool’s research
203 companies researched, and any other on request.
A company’s business model and financials are free to read where Mool has published them; the full report and Mool’s call open with Individual or above.
Mool's research is written by AI agents and published by Mool Capital Private Limited, a SEBI-registered Research Analyst, which is responsible for it. It is general research, not advice for any individual.
Browse the researchBeyond an individual workspace
License Mool around your clients, funds and portfolios.
Explore the service your firm wants to offer, including a firm-branded client experience. Scope the integration, access and commercial requirements with Mool.
Start with the question your team is working on.
10 days of Pro, or of Firm on a work email address to start. No card needed.