Official FactSet Partner
Solutions / Hedge Funds & Public Equity

The teardown is done before the call ends.

Earnings teardowns, screens, and thesis decks in one workspace, built on live FactSet data, with actuals checked against consensus and every figure traced to its filing. Analysts move faster on print day, and the work holds up at the morning meeting.

Book a 30-minute walkthrough See the research workbench
ArcaLabs research workbench on a phone: ask the agent to tear down the print

From the print to the morning meeting, in one workspace.

01 / The challenge

The print lands and the clock starts.

On earnings day the work is a sprint across FactSet, the transcript, the 10-Q, your model, and a deck, and every one of those handoffs is a chance to fat-finger a number into the morning note. Screening, teardowns, and thesis updates all live in different tools, so the view is only as fast as the slowest copy and paste. ArcaLabs collapses that scramble into one surface, makes the trips between tools for you, and keeps every figure tied to where it came from.

02 / The research workbench

Your whole name in one window.

Open a name and you get an IDE for research: the agent in the chat, your live model and notes in the editor, and the file tree on the right. The agent reads the transcript and the filing, pulls fundamentals, estimates, and prices from FactSet, and drafts the next turn in place. Your treatments for adjusted earnings, one-time items, and share count are pinned as Definitions, so the same name is computed the same way every quarter.

The research file tree with model, transcript, and pinned Definitions
03 / Earnings teardowns

Actual versus estimate, the moment it prints.

Point the agent at a name on earnings day and it pulls the reported quarter, lines it up against FactSet consensus, and flags every beat and miss with the surprise on each line. Revenue, EBITDA, EPS, and the segments come back with the variance to the Street and a read on guidance, and each number opens to the press release, the 10-Q, or the FactSet record behind it. The teardown is an agent-built workflow on your template, not a black box, so you can see and change every step.

A reported figure checked against consensus and cited to its filing
04 / Screens

A screen you can actually defend.

Describe the universe in plain language and the agent builds the screen as a workflow over FactSet fundamentals, estimates, and prices, then returns a ranked, cited table you can open name by name. Because it is a workflow and not a one-off answer, you can rerun it, tighten the filters, and put it on a schedule so the list refreshes itself, pre-print and post-print, on its own. Screening here is an agent-authored workflow on licensed data, not a packaged screener product.

A screen running as a scheduled workflow
05 / Thesis decks

The thesis, on brand and ready to send.

Real PowerPoint, Excel, and Word, not a static export. The agent works from your golden-copy templates and your firm's profile, so the thesis deck, the model, and the update note come out in your house style and ready for the meeting. Preview and download in full fidelity, with every chart and figure still traced back to its source.

A house-style thesis deck and model previewable in full fidelity
06 / Auditable by construction

Every number opens to its source.

Click the flag on any cited cell and the source opens in app, scrolled to the exact figure in the 10-Q, the transcript, or the FactSet record. Step through the tagged range, mark each one reviewed, and carry that reviewed state across versions of the model. No download, no second tab, no number in the morning note you cannot stand behind.

A cited figure expanded to show the exact filing passage it came from
08 / Trust & security

Built for the way funds buy software.

Compliance-first, sourced and audited end to end, and runnable in the infrastructure your firm already trusts. Official FactSet Partner with live, licensed data, SOC 2 Type II, single-tenant deployment in your VPC, customer-managed keys, and a full audit trail on every prompt and output.

  • 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

SharePoint
OneDrive
Google Drive
PowerPoint
Excel
Word
FactSet
Egnyte
Outlook

See a teardown and a thesis deck built from a single print.

Book a 30-minute walkthrough and we will show the agent tear down a print against consensus and build the thesis deck 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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