An AI analyst that reads the filings, listens to the calls and drafts the memo before the meeting.
Klever’s investment team covers dozens of companies. Before every meeting, an analyst pulled the latest filings, replayed the earnings call, checked the news and wrote it all into a memo. The work was not hard, only long, and it repeated for every company, every quarter.
By the time the memo was ready there was little time left to think about it. The team was reviewing its own summaries five minutes before walking into the room. Two earlier tools had promised to fix this and both failed the same way: they answered questions, but nobody had time to ask them.
An analyst that reads before you do. The system watches each company’s filings, transcripts and news as they are published and drafts the memo before the meeting: the numbers that moved, the language that changed between quarters, the questions an analyst would otherwise go looking for. Every claim is cited back to the source passage, so nothing in the draft is a guess.
An analyst still writes the final version. The system removes the searching, not the judgment. We built the first version around a single sector so the team could tell us where the drafts were wrong before we widened coverage.
Every draft is reviewed by the analyst who owns the company before anyone else sees it. Accepting or correcting a section takes one click, and each correction becomes a labelled example the next model release is measured against.
When the system cannot verify a claim it says so in the draft rather than guessing, and the section is marked for the analyst to complete. Citation precision is checked on every release against the team’s own corrections; a release that scores below the last one does not ship.
Analysts spend 62% less time searching for source material, measured over twelve weeks, and every covered company has a draft memo ready when the meeting starts, not during it.
Analysts review; they no longer search. That was the whole point.
The mornings that used to disappear into filings and transcripts now go to the calls that need an actual decision.
A reader that flags the clauses a lawyer needs to see and drafts the review note, inside the platform its users already trust.
Tell us how it is done today and what changes if it works. You get a straight answer on whether AI can solve it.
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