agentii-ai/agentii-investment-intelligence

Business Model Analysis classifies how a company makes money using filings, XBRL, and management disclosures. Use it to examine offerings, customer segments, distribution channels, revenue mix, TAM/SAM/SOM, and leadership changes.

Competitive Analysis compares a company with peers using market share, positioning shifts, and competitive moat factors. Use it for industry competition reviews, Porter Five Forces, and strategic group mapping.

Earnings Preview builds a biotech or pharma earnings brief using consensus estimates, surprise history, guidance sensitivity, and nearby FDA catalysts. Use it to assess what may matter most at the next print, especially for med names with trial or regulatory events.

Earnings Sentiment analyzes analyst estimates, guidance, surprise history, rating changes, and revision trends around earnings. Use it for investment decisions or peer comparisons when you need a read on pre- and post-earnings sentiment.

FDA Catalyst Analysis builds a dated catalyst calendar for biotech and pharma tickers, including PDUFA dates, AdComs, device decisions, trial readouts, and earnings. It also frames likely outcomes and highlights coverage gaps when data is missing.

Growth Strategy Analysis examines organic and inorganic growth drivers, pipeline trends, and strategic initiatives from filings and earnings materials. Use it to assess growth trajectory, M&A strategy, and expansion plans for an investment decision.

Investment Intelligence provides institutional-style equity research workflows for AI agents using SEC filings, XBRL financials, company profiles, and earnings data. Use it for analyst-style research, models, and pitch materials with citation-backed retrieval and office output generation.

Operational KPI analyzes structured financial data for operating trends like headcount, utilization, backlog, book-to-bill, and efficiency. Use it when you need quarter-over-quarter operational metrics from ticker-based filings and XBRL facts.

Peer Bench selects biotech and pharma peers by drug or indication overlap and compares pipeline depth, catalyst density, cash runway, margins, and valuation. Use it for med peer sets, comp tables, and relative valuation checks.

Pipeline Analysis maps a biotech or pharma company’s disclosed assets by phase, indication, and next catalyst, then frames risk-adjusted value and cash runway. Use it for clinical-stage companies, devices, and peer pipeline comparisons.

Recent Quarter Performance analyzes the most recent fiscal quarter for a ticker using XBRL facts, earnings calendar data, and transcript references. Use it to review revenue, EPS, margins, and sequential growth versus consensus and prior periods.

Recent Quarter Review summarizes a biotech company’s latest quarter with financial results, pipeline milestones, and FDA/regulatory events. Use it when you need a quarter readout that includes runway and clinical progress, not just standard earnings metrics.

Revenue Decomposition analyzes structured financial data to break revenue into segments, geographies, products, and channels. Use it to assess revenue mix, concentration, and business unit performance from reported company facts.

Risk Analysis assesses regulatory, competitive, macro, litigation, financial, operational, and geopolitical risks for an investment decision. Use it when you need a structured review of downside exposure from SEC filings and related disclosures.

Sector Overview frames the med sector by taxonomy, catalysts, and recent trends before a deeper company analysis. Use it to map biotech, pharma, devices, and related FDA-driven context.

Secular Trends analyzes long-term technology adoption cycles, disruption risk, AI impact, and competitive positioning for companies or industries. Use it for investment research on moats, innovation trajectory, and R&D effectiveness.

Trial Readout Analysis reviews clinical-trial readouts with AdCom-style scrutiny of endpoints, statistics, subgroups, missing data, safety, and benefit-risk. It also sizes likely stock reactions using historical analogues before and after a readout.

Turnaround Analysis reviews SEC filings and earnings transcripts to detect stagnation, recovery, and operational inflection points. Use it for business transformation, restructuring, cost cutting, and management change impact analysis.

Unit Economics analyzes per-customer profitability using structured financial data. Use it to estimate CAC, LTV, churn, gross margin, contribution margin, payback period, and cohort economics.

Valuation Methods analyzes DCF inputs, comparable multiples, and intrinsic value for investment research. Use it to compare relative valuation, estimate fair value, and review key assumptions like P/E, EV/EBITDA, and price-to-book.

What If analyzes stock scenarios using structured financial data. Use it to build base, bull, and bear cases and test sensitivity to revenue, costs, margins, rates, currency, and commodity prices.