Sources
Filings, transcripts, market data, web, uploads and connected client data, available to the agent from the start.
Not another search box, chatbot, or spreadsheet helper.
Search boxes, chatbots and spreadsheet-based AI each help at one point in the workflow; Primer brings equity research-specific AI across the whole research process.
Proof
Listen to them, not us.
“This is the best thing we've used by some margin. We love it.”
“I'd spent 20 iterations trying to make this forensic accounting workflow work elsewhere. Primer got me there immediately.”
“I doubt you'll have anybody who's coming back to you with negative feedback. I think it's a great product. Congratulations. It works really, really well.”
“I was very positively surprised when I pushed it to do that next level of work. It actually did it.”
“Primer feels different from other AI tools we've seen. It improves the research process, not just the speed of summarisation.”
“Other AI tools feel siloed. Primer fits much more naturally into the way analysts actually work.”
“I asked Primer to do some really complex modelling work and was frankly shocked about how good that was.”
“AlphaSense couldn't get this workflow working after two weeks. Primer had it running in ten minutes.”
Research system
A research agent needs all four layers.
Tools
Models, charts, notes, alerts and reusable workflows, so the agent can do the work instead of only describe it.
Context
Company knowledge, prior work, saved assumptions and coverage history, so Primer does not start from zero each time.
Judgement
An agent designed to prioritise what matters, challenge weak logic and help form an equity research view.
Category comparison
Useful tools are still not the full workflow.
Other solution
Useful for
Where it stops
Document libraries + LLMs
- Finding and summarising documents
- Screening filings, transcripts and research
- Getting to the right source faster
- The answer is detached from the model, thesis and follow-up work
- The analyst still has to decide what matters
- The idea does not develop after the search result
- Starts with the same primary sources
- Turns source work into models, notes and research outputs
- Keeps company context alive as the thesis develops
Generic AI
- General reasoning and drafting
- One-off synthesis
- Exploring a question quickly
- You rebuild context every session
- It does not know your model, assumptions or workflow
- It lacks the tools to carry research forward
- Gives AI the sources, tools and company context upfront
- Works through multi-step analyst tasks in one workspace
- Learns your standards and way of working
Excel + LLM tools
- Faster formula edits
- Workbook setup and formatting
- Spreadsheet assistance
- The model is treated as the whole job
- Sources, assumptions, notes and follow-up questions stay separate
- It helps edit the spreadsheet, not maintain the investment view
- Builds, imports and exports models
- Connects model changes to sources, notes and company context
- Treats modelling as one part of the research workflow