Official FactSet Partner From the makers of Arcafeed (acquired)

Solutions / Asset Management & Research

Coverage that keeps its own books.

From the model to the initiation note, the agent works your coverage in one window: pulls consensus and fundamentals from FactSet, drafts in your house style, and traces every estimate back to the filing it came from.

Book a 30-minute walkthrough See the coverage workspace

ArcaLabs coverage workspace on a phone: ask the agent to build the EPS bridge

ArcaLabs coverage workspace for an initiation: a model chat beside the initiation model, the EPS-bridge slide, and the filings tree with pinned Definitions

Every figure traced to source

Source: FactSet · consensus updated

From the model to the note, in one workspace.

01 / The challenge

Coverage never stops moving.

A single name spans the sector model, the last 10-K, four quarters of transcripts, consensus on FactSet, and a note that has to read in your voice. Earnings season multiplies that across the whole list, and a stale estimate or a mistyped number is your credibility in front of the PM. ArcaLabs collapses those sources into one coverage workspace, makes the trips between them for you, and keeps every figure defensible.

02 / The coverage workspace

Your whole name in one window.

Open a name and you get an IDE for coverage: the agent in the chat, your live model and note in the editor, the full file tree on the right. The agent reads the filings and transcripts, pulls fundamentals and consensus, and drafts the next revision in place. Definitions hold your treatment of adjusted earnings, segments, and one-time items, so the model and the note agree.

The coverage Explorer: filings, the model, the note, and pinned Definitions

The ArcaLabs coverage workspace annotated: the agent in chat, the live model and note in the native editor, and the file tree with pinned Definitions.

03 / Sector models

Sector models that refresh on a schedule.

Build a sector model once in the visual workflow builder, then have it refresh on its own: a cron schedule, a webhook, or the arrival of a new filing kicks off the run, pulls the latest FactSet fundamentals and consensus, and rebuilds the comparison set in your Excel template. The screen and the sector model are agent-built workflows, not packaged products, and that is the point. They are yours to shape and yours to rerun.

A sector model refreshing as a scheduled workflow

An ArcaLabs sector model built as a scheduled workflow over FactSet fundamentals and estimates, rebuilding the comparison set in your Excel template.

04 / Initiation and update notes

Initiation and update notes in your house style.

Real Word and PowerPoint, not a static export. The agent works from your golden-copy note template and your firm's voice profile, so the initiation reads on house and the update follows the same structure every quarter. Preview and download in full fidelity, with every estimate, multiple, and target still traced to source.

A house-style initiation note and model previewable in full fidelity

The ArcaLabs file viewer showing a house-style initiation note and model, produced by the agent and previewable in full fidelity.

05 / Auditable by construction

Every estimate opens to its source.

Click the flag on any figure in the model or the note and the source opens in app, scrolled to the exact line in the 10-K, the transcript, or the FactSet consensus record. Step through the tagged range, mark each reviewed, and sign off with a full audit trail, so the PM never has to take a number on faith.

A cited estimate expanded to show the exact transcript line it came from

A cited estimate opening to the exact 10-K or transcript line it was sourced from, with a reviewer sign-off trail.

06 / FactSet by default

Consensus, fundamentals, and peers, fully sourced.

Ask once and pull across your whole coverage and connected drives, with live market data, FactSet by default. Consensus estimates, fundamentals, peer sets, prices, and company profiles come back as a cited answer, so a screen for the cheapest names in a sector or a read across a peer group starts from sourced data rather than a spreadsheet you have to trust. ArcaLabs is a research and deliverable workspace, not a portfolio or order management system, and it does not stream live positions or prices.

A cited cross-coverage answer with FactSet, SEC, and transcript sources

ArcaLabs Enterprise Search answering a cross-coverage question with a live tool trace and a fully cited answer, FactSet by default.

07 / Trust & security

Built for the way research desks buy software.

Compliance-first, sourced and audited end to end, and runnable in the infrastructure your firm already trusts: SOC 2 Type II, single-tenant deployment in your VPC, customer-managed keys, and an Official FactSet Partnership for live, licensed data. Sealed folders and information barriers stay enforced, so the agent and search only reach what each user is cleared to see.

Official FactSet Partner

Live, licensed, direct data access, not a reseller, not a crawled snapshot. FactSet is our default, certified data source; the platform is provider-agnostic and sources from other trusted providers however your firm prefers.
Built for regulated firms

SOC 2 Type II, single-tenant deployment in your VPC, full audit trail on every prompt and output, customer-managed KMS keys.
Information barriers respected

Sealed deal folders and ethical walls stay enforced. The agent and firm-wide search only reach what each user is cleared to see.

Schedule a Call

Connects to the systems your firm already uses

See it on one of your names.

Book a 30-minute walkthrough and we will run a live name through the coverage workspace: pull consensus, refresh the model, and draft an update note in your house style, every figure traced to source.

Book a 30-minute walkthrough

ArcaLabs is the AI workspace for finance: the model, the deck, the memo, the deal log, and the inbox, on one surface. Official FactSet Partner. From the makers of Arcafeed (acquired).

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