Analyst's Copilot

Independent Analysts

Punch above your weight. Keep your voice.

Run structured research workflows on your own, collect sources, build evidence trails, and publish polished reports that stand up to client scrutiny.

Impact report

Running
Context
Competition
03Analyst reviewYou approve
04Assemble

Evidence

Revenue grew 18% YoY

10-Qp.4

New EU data region

PressMar 3

Margin pressure flagged

NoteInternal

Challenges

  • Hours lost reconciling notes across PDFs, transcripts, and web clips
  • No consistent report structure across engagements
  • Difficulty proving where every claim came from

Outcomes

  • Cut first-draft time by 40-60% on recurring report types
  • Reuse workflow templates across clients and sectors
  • Deliver reports with inline source citations clients can verify

01

Workflow templates

Start from proven report structures for competitive analysis, company profiles, and market landscapes.

02

Source cards

Capture excerpts, tags, and confidence levels as you research, no separate note system.

03

Evidence trails

Every paragraph links back to the sources that support it.

Frequently asked questions

Can I customize report templates for my practice?+

Yes. You can clone and adapt any workflow template to match your methodology, section order, and tone guidelines.

Do clients see my source material?+

You control export settings. Share full evidence trails with clients who want transparency, or deliver polished reports only.

Is there a solo analyst plan?+

Yes. Our Starter tier is designed for independent analysts producing 2-8 reports per month.

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