AI Investment Research Memos,
Built from Live Evidence.
PromiseIQ turns market data, SEC filings, macro indicators, policy signals, news catalysts, and management credibility evidence into source-backed investment memos.
The Problem
Management sounds credible.
But are they?
Every earnings call is a polished performance. Revenue will accelerate. Margins will expand. The new product is a game-changer. International growth is just beginning. Costs are under control.
Most investors have no efficient way to check whether those claims match what actually happened. The result: decisions driven by narrative instead of evidence.
"We expect 200–300bps of margin expansion next year."
"Product X will be a material revenue contributor by Q3."
"We are committed to reducing net debt by $2B over 24 months."
"International markets represent a significant growth runway."
The Solution
A Structured Investment Memo
built from live evidence.
Designed for analysts who need more than a price target. PromiseIQ organizes live evidence into a structured memo covering market context, SEC fundamentals, macro conditions, policy risk, catalysts, management credibility, bull/bear cases, and verdict-change triggers.
Enter a ticker
Specify the company and investment horizon. PromiseIQ pulls live market data, SEC filings, macro indicators, policy evidence, and news catalysts.
Evidence is organized
Market context, SEC fundamentals, macro conditions, policy risk, news catalysts, and management credibility signals are structured into a memo framework.
Receive a source-backed memo
The output is an investment committee-ready memo with bull case, bear case, base case, risks, catalysts, and what would change the verdict.
Capabilities
Everything needed to verify the story.
Evidence-Backed Analysis
Every memo connects conclusions to market data, SEC filings, macro indicators, policy sources, and news evidence — each signal labeled with its source.
SEC Filing Reality Check
Reported revenue, net income, cash flow, margins, and balance sheet data are used to test whether the investment thesis is supported by fundamentals.
Macro & Policy Context
Rates, inflation, labor conditions, GDP, regulations, and policy developments are translated into price-relevant implications for the specific company.
Management Credibility
PromiseIQ compares company promises with measurable outcomes to assess whether management is delivering or overpromising across multiple reporting periods.
Scenario-Based Memo
The output is a structured investment memo with bull case, bear case, base case, catalysts, risks, and explicit triggers that would change the investment verdict.
Prediction Accountability
The system tracks scenario estimates against real outcomes and learns from repeated mistakes — without claiming improved accuracy until evidence supports it.
Ready to generate a source-backed memo?
Generate a full investment memo on any public company — market context, SEC fundamentals, macro conditions, policy risk, and management credibility.
Who It's For
Built for investment professionals.
Investment Analysts
Convert live data streams into structured, source-backed memos without spending days manually aggregating SEC filings, macro data, and policy evidence.
Family Offices & Small Funds
Build investment committee-ready research on any public company — market context, SEC fundamentals, macro conditions, and management credibility in one memo.
Research Teams
Generate consistent, evidence-weighted analysis across a watchlist. Every conclusion is tied to a specific source document or data point.
Student Investment Funds
Access the same evidence-backed memo framework used by professional analysts — scenario estimates, source documentation, and verdict-change triggers included.
Stop trusting the story.
Start checking the record.
Every claim has a timestamp. Every outcome is in the filings. PromiseIQ connects the dots.