Research note · 15RockFiled · 2026-05-27
The Rules of Investment Research Have Changed

Traditional Research Is Breaking Down

A new divide is emerging: Those who transform their research capabilities will capture unprecedented opportunities. Those who don't risk falling behind.

Investment-research workflow

One million sources to one IC-ready decision pack

Every claim cited. Every reviewer action audit-trailed. Material events surfaced before the close.

01

Source map

Map sources and universe

02

Claim engine

Map claims to evidence

03

Workflow engine

Apply your methodology

04

Draft output

Generate cited workpaper

05

Reviewer loop

Human validates

06

Strategy pack

Export shortlist · brief · board pack

Material events · this week
ClaimSourceValueConf.
Earnings beat — segment X10-Q + transcript+12% YoYConf · high
Regulator inquiry — peer8-KWatchConf · medium
Insider activityForm 4Net buysConf · high
Reviewer loop
  • PM — Sector A

    Portfolio Manager

    Approved
  • Risk team

    Risk

    Approved
  • Compliance

    Compliance

    Pending
The Challenge

Today's Market Challenges

Data Explosion

100x more data than a decade ago, with millions of documents published daily

Speed Gap

47% of analysts missing market-moving events, markets reacting faster than human analysis

Rising Costs

84% increase in time spent on routine research, growing pressure on budgets

Daily Processing1M+
Analysis Speed10x
500+
News Sources
24/7
Real-time Updates
10B+
Data Points

92%

Model Accuracy

98%

Risk Coverage

$2.3B+

Value Identified

Data Explosion

100x more data than a decade ago, with millions of documents published daily

Speed Gap

47% of analysts missing market-moving events, markets reacting faster than human analysis

Rising Costs

84% increase in time spent on routine research, growing pressure on budgets

The Solution

Introducing 15Rock's AI Research Engine

Your Autonomous Investment Research Partner

Gathering & Processing

Continuously monitors approved news sources
Analyzes company filings and reports
Processes alternative data sources
Tracks social media sentiment

Analyzing & Understanding

Extracts key insights and trends
Identifies material events and risks
Monitors competitor movements
Tracks industry dynamics

Delivering Intelligence

Generates research reports
Alerts on critical developments
Creates financial models
Produces presentation materials

Delivered Through Multiple Channels

Interactive dashboards
Email alerts
API integration
PDF reports
Excel/CSV exports
Getting Started

The Research Transformation Journey

Understand Your Universe

Analyze your entire investment universe across all data sources
Identify key optimization opportunities

Configure Your Platform

Adjust platform to monitor trends and events aligned with your investment philosophy
Customize insights and align outputs with your investment process

Validate Quality

Receive sample analyses showcasing the quality and alignment with your coverage universe
Validate the accuracy and relevance of insights

Delivered Through Multiple Channels

Interactive dashboards
Email alerts
API integration
PDF reports
Excel/CSV exports
Benefits

Key Benefits

Accelerate Research

Process vast amounts of unstructured data in real-time to identify key insights and trends

10x Faster Analysis
24/7 Monitoring
Real-time Updates

Expand Coverage

Monitor your entire investment universe across multiple data sources and time periods

Global Coverage
Multi-source Analysis
Historical Context

Protect IP

Customize insights and align outputs with your investment process while retaining intellectual property

Custom Models
Secure Processing
Private Insights
Teams

Workflow Transformation

Fundamental Teams

Save time on insight extraction, know more about companies, and speed up report generation

Automated Company Analysis
Real-time News Integration
Smart Report Generation

Systematic Teams

Develop novel signals, integrate alternative data, and create high-conviction strategies

Alternative Data Processing
Signal Generation
Strategy Development

Risk Teams

Monitor geopolitical risks, assess ESG factors, and track reputational trends

Risk Trend Analysis
ESG Integration
Reputation Monitoring
Process

How the workflow runs

01

Process Understanding

We learn about your investment research process and identify key optimization opportunities

02

Custom Configuration

Platform is adjusted to monitor trends and events aligned with your investment philosophy

03

Quality Validation

Receive sample analyses showcasing the quality and alignment with your coverage universe

04

Full Integration

Get continuous insights delivered in your preferred format across your investment universe

Capabilities

Comprehensive Research & Analysis

Dynamic Research Reports

Asset-Level Analysis

Detailed assessment of individual assets, including performance metrics, risk factors, and growth potential

Company Research

Comprehensive company analysis covering financials, operations, market position, and competitive dynamics

Value Creation Reports

Identification and quantification of value creation opportunities across portfolio companies

Advanced Financial Models

Dynamic Risk Integration

Market volatility assessment
Climate risk quantification
Regulatory impact analysis
Operational risk evaluation

Value Creation Modeling

Opportunity identification
Implementation timeline
Resource requirements
Expected value capture

Impact Assessment

ESG performance metrics
Stakeholder value analysis
Long-term sustainability
Transition pathway modeling
92%
Model Accuracy
98%
Risk Coverage
$2.3B+
Value Identified
Impact

Proven Results

Research Coverage

10x

Analysis Speed

95%

Insight Generation

24/7

"Our research capabilities have transformed dramatically. We now process over 1 million documents daily, identifying critical market signals and opportunities that we would have missed before. The cited, workflow-engine insights have helped us discover $3.2B in untapped value across our portfolio."

Head of Investment Research
Global Asset Management Firm

Ready to Transform Your Portfolio?

Let's discuss how we can help you unlock hidden value and drive sustainable growth.

How it runs

How the workflow runs

Six terms you'll see across the product. Each maps to a concrete artifact, not a marketing concept.

Source map

Every trusted input — public data, private overlays, internal models, regulatory data — registered and verified before it can be cited.

Claim engine

Maps each assertion in a draft to the evidence span it came from. Unsupported claims surface before review.

Workflow engine

Your methodology — scoring rubric, peer logic, value-creation lens, and deliverable standard — running as a repeatable workflow, not a prompt.

Reviewer loop

Analyst review at the claim level. Approve, flag, or rewrite — every action recorded against the evidence.

Strategy pack

The output: shortlist, Value Scan, benchmark, brief, or board pack — every paragraph traceable to its source.

Audit trail

Every source ingestion, claim mapping, reviewer action, and export — captured and exportable with the artifact.

Start small

Most teams begin with one workflow, one source set, and one output.

Start a focused prototype

Used by teams at

Built from hands-on use across investment firms, advisory and consulting teams, banks, and global enterprise teams.

A Big Four consulting firmA leading Canadian institutional investorGlobal banks & insurersGlobal enterprise & manufacturing teams