Diligent offers an AI-native operating system that automates and scales investment research for fund managers. The platform ingests proprietary research frameworks to generate deep, comparative analysis of global equities, accelerating fundamental research report production and enabling informed decision-making.
Funding
Funding not disclosed
Founders
Product
Problem
Investment firms face challenges in scaling their research capabilities to keep pace with market dynamics and the volume of available data. Manually synthesizing firm-specific research frameworks with global equity analysis is time-consuming and limits the depth of comparative insights achievable within typical fund manager workflows.
Solution
Diligent provides an AI-native operating system designed to automate and scale investment research. The platform ingests a firm's proprietary research frameworks and historical reports to understand its unique analytical methodologies. It then applies these frameworks to publicly available data for global equities, generating deep, comparative analysis. This enables fund managers to accelerate the production of fundamental research reports and leverage AI agents for more in-depth exploration of investment opportunities, ultimately facilitating faster and more informed decision-making.
Target Audience
The primary customers are investment fund managers and research analysts seeking to enhance the efficiency and scale of their equity research processes.
Features
- AI-driven analysis engine that ingests and learns firm-specific research frameworks and past reports.
- Automated generation of comprehensive fundamental research reports based on customizable templates.
- Capability to screen global equities (NYSE, NASDAQ, LSE, JPX, BSE, AMEX, ASX) against unique investment criteria.
- AI agents for interactive querying of research results, underlying data sources, and report refinement.
- Comparative analysis tools to assess multiple subjects against each other with detailed citations.
- Support for both quantitative and qualitative research criteria in workflow construction.
- Export functionality for generated reports in various file formats.