Use Case

Unveiling the Power of Equity Research: Guiding Investors Amidst Market Complexity

/ Discovery, Equity Research, Filingseer, Valuelytics

In the dynamic world of finance, equity research emerges as an indispensable tool for investors navigating the complexities of the stock market. With its focus on evaluating listed companies, determining their valuation, and providing expert recommendations, equity research plays a pivotal role in informed investment decision-making. Therefore, the ability to conduct thorough and diligent research […]

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Streamlining Precedent Search Workflow: Enhancing Capital Markets Transaction Research

/ Compliance, Filingseer

In the context of capital markets, precedent search plays a crucial role in interpreting and applying legal principles to transaction terms. It involves a meticulous analysis of prior transactions to identify relevant legal precedents that can serve as guiding principles in ongoing deals. Having a thorough understanding of how to conduct an effective precedent search

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Formulating New Thematic Funds with the assistance of AI and NLP

/ Discovery, Technology

Introducing Thematic Investing Thematic investing is a top-down investment approach that capitalizes on emerging trends relating to macroeconomics, geopolitics, and technology. These trends encompass long-term, structural shifts arising from innovative business models, disruptive technologies, and changing consumer preferences and behaviors—megatrends that have the potential to change whole industries and shape the way we will live,

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Navigating the increasingly complex post-listing disclosure requirements with AI

/ Compliance, Diligence, ESG

The journey of listing a company can be a complex and challenging endeavor, requiring the submission of various documents and participation in numerous hearings. As an issuer, you understand the significance of accurate and credible public filings in building trust and attracting investors. The Significance of Verified Reports When it comes to annual reports and

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IPO Prospectus Verification: How AI can save 75% time from capital markets legal workflows

/ Capital Markets, Factify

When companies fundraise using debt (e.g., bond issuance) or equity (e.g., initial public offering), they prepare a book called the prospectus for investor roadshows and marketing. Investors typically refer to a prospectus for crucial information about the company, including but not limited to the following: A prospectus often contains hundreds of pages with detailed information

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Leveraging AI Technology for ESG Benchmarking and Peer Tracking in Hong Kong

/ ESG, Technology, Valuelytics

Market Backdrop In recent years, ESG (environmental, social, and governance) has emerged as an important aspect of corporate governance and responsible business practices globally. The growing emphasis on ESG reflects the recognition that businesses must operate in a socially and environmentally responsible manner to thrive in the long term. Investors are increasingly considering ESG factors

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