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Built for world‑class investment research.

From source material to drivers, model, and written output. Primer is the AI analyst for equity investors.

Book callSee the evals

Benchmarked performance

Proven on real analyst work.

Equity research is an output-quality problem. These benchmarks test Primer directly on real analyst work: modelling, retrieval, and full research tasks. Higher scores mean stronger research output.

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Wall Street Prep

Financial modelling

Primer0
Shortcut.ai0
Claude in Excel0
ChatGPT0
Microsoft Copilot0

FinRetrieval

Data retrieval

Primer0
Claude Opus 4.5 + Daloopa0.0
Gemini 3 Pro + Daloopa0.0
GPT-5.2 + Daloopa0.0
ChatGPT 5.2 (Web)0.0

Primer eval

Underlying cash flow

Primer0.0
Fable 5 Max0.0
GPT-5.5 Ext. Thinking0.0
Opus 4.8 Max0.0
SuperGrok Heavy0.0
Gemini 3.5 Thinking0.0
“This is the best thing we've used by some margin. We love it.”
Analyst, single-manager hedge fund

Built different

Research software with analyst judgement built in.

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  1. Built by former analysts.

    Primer was built by former analysts, so it understands what good research looks like: the standard of evidence, the level of detail, and the judgement calls that matter.

  2. Takes on full research tasks.

    Primer does more than return a single answer. Because it understands how analysts work, it can carry out multi-step research properly, from source material and data to drivers, model and written output.

  3. Works autonomously across your coverage.

    Set up recurring research tasks for the companies and questions you care about. Primer monitors, updates and flags what matters without waiting for the next prompt.

  4. Compounds your context over time.

    Primer learns your coverage, preferences and standards, so outputs become more useful as your research context builds.

Secure by default

Enterprise-grade by design.

Primer runs in the browser, includes the research sources analysts need, and is built with the controls institutions expect. Teams can use high-performance AI research without local setup, desktop installs or source-by-source permissioning.

SOC 2 compliant
Security controls and materials ready for institutional review.
All in your browser
No local setup, desktop install or handoff required.
Sources included
Primer includes access to the research sources it needs, so teams do not have to permission data source by source.
Your data stays yours
Customer data is ring-fenced and never used to train models.