Sell Side

Take your research from draft to published note

FinSynth is auditable AI research infrastructure, purpose-built for sell-side research teams. Its AI agent runs complex institutional-grade workflows like initiations, model builds, earnings notes and thematic reports, tracing every output back to its source.

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Built for research teams at
  • Investment banks
  • Brokerages
  • Independent research
  • Research service providers

Where FinSynth fits into sell-side research

Initiations

Point FinSynth at a company and it pulls together the groundwork for an initiation: the business, its segment history, the key debates and what management has been saying, each point linked to its source. You bring the view and the call.

Models and valuation

Ask FinSynth to build a model and DCF in your house template and set comps against the peer set, each figure linked to where it was reported. Rolling a model forward or adding a new segment works the same way.

Earnings notes

Ask FinSynth for the preview before the print, then to update your coverage model and draft the earnings note in your house format, each figure linked to the exact line in the release. It also flags where results beat or missed consensus and where your estimates may need revising.

Thematic and sector reports

Give FinSynth a theme or a sector and it works across every company in scope, bringing the data, disclosures and management commentary into one view, each point linked to its source. Comparisons that used to take weeks of reading come together in one session.

Client requests

When a client asks for a data cut, a peer comparison or a view on a specific issue, ask FinSynth and it pulls the answer together from filings, transcripts and your own models, with every number sourced. Fast, accurate answers are what win votes.

+ Hundreds more research workflows, all in one agent

How your team works with FinSynth

Fast to draft. Faster to trust

01

Bring your research context

  • Your house format

    Models, comps and notes built in your house templates, the way your desk already works

  • Dataroom

    Keep company presentations, management meeting notes, industry reports and your past notes in folders, and attach them to any session

  • MCP connectors

    Connect FinSynth to your own data and tools, like Snowflake and Microsoft 365

02

Run your workflow

  • Runs your research workflows

    Initiations, models and valuation, earnings notes, thematic reports and client requests, all from one agent

  • Works in Excel and on the web

    Use it as an Excel add-in inside your coverage models, or in the web app for research and notes

  • Skills for repeat workflows

    Teach FinSynth your earnings note or comps routine once, then run it on every name you cover

03

Review the evidence

  • Every output cited

    Each number and claim links to the exact line in the filing, release, transcript or your own documents

  • Review citations

    Before a note goes out, select any range and step through the source of every number in one pass

Customers

Hear what the analysts
have to say

“Results season used to mean late nights rebuilding the model and checking every number twice. Now the note is drafted, sourced and ready for review before the morning meeting.”
Equity Research Analyst

Frequently Asked Questions

Questions sell-side research teams ask

support@finsynth.ai

FinSynth is auditable AI research infrastructure, purpose-built for sell-side research teams. Its AI agent runs complex institutional-grade workflows like initiations, model builds, earnings notes and thematic reports, tracing every output back to its source. It works as an Excel add-in and as a web app.