Expert Calls, Transformed
No more insights lost to note-taking. The AI agent conducts the call end-to-end and returns a complete, structured record — your team stays focused on finding alpha.
Surface Alpha-Generating Insights
No analyst splitting attention between listening and note-taking — the AI agent conducts the call, probes every thread, and returns a complete structured record.
Move Faster Than Competitors
PM-ready summaries within 5 minutes of call completion. Act on insights while they're still fresh—not hours later.
Real-Time Interview Monitoring
Real-time alerts for sensitive topics and potential MNPI. Complete audit trails for every interaction.
Scale Your Research Coverage
AI Agent handles routine calls autonomously. Cover more ground without adding headcount.
Who This Is For
Analyst running primary research on a thesis
You need channel checks on a position this week and can't wait two weeks for expert-network scheduling.
Director of Research leading a coverage team
You're trying to scale output across more names without adding more analysts.
Common Use Cases
"We used to spend 45 minutes after every call writing up notes. Now we walk out with everything done. It's changed how we approach primary research."
— Senior Analyst, Multi-Billion AUM L/S Equity Fund
Your conflict and restricted-list screening can run as a gate on the call itself: the agent asks your screening questions first and only continues into the interview if your own criteria are met. InsightAgent isn't a compliance product — you define the rules, the agent follows them, and the handoff is your audit trail.
See how screening gates workReady to transform your expert calls?
See how InsightAgent works with your existing workflow.