The AI equity analyst

Primer reads primary documents, builds financial models and runs analytical tasks, so you can spend your time on the thinking that actually matters.

An image of Primer Studio
An image of Primer Studio

Scalability

Depth that scales.

Primer handles retrieval, modeling, analysis, and written output. Anything that starts with documents and requires financial reasoning. At the depth you'd do it yourself, across the breadth you couldn't.

Analyst-Level Depth

Accurate Retreival

Broadens Coverage

Scalable Process

Scalability

Depth that scales.

Primer handles retrieval, modeling, analysis, and written output. Anything that starts with documents and requires financial reasoning. At the depth you'd do it yourself, across the breadth you couldn't.

Analyst-Level Depth

Accurate Retreival

Broadens Coverage

Scalable Process

LIVING MODEL

Research that compounds.

Every assumption, note, and piece of reasoning is saved. Primer knows what you believed and why. Research becomes a living asset that gets richer every quarter, not files you constantly rebuild from scratch.

Your Methodology

Context Preserved

No More Rebuilds

Improves Over Time

LIVING MODEL

Research that compounds.

Every assumption, note, and piece of reasoning is saved. Primer knows what you believed and why. Research becomes a living asset that gets richer every quarter, not files you constantly rebuild from scratch.

Your Methodology

Context Preserved

No More Rebuilds

Improves Over Time

ALWAYS-ON RESEARCH

Reports, delivered.

Upload your coverage and have previews ahead of earnings, briefings minutes after the call, and read-across when peers report delivered automatically.

Earnings Previews

Read-Across

Earnings Briefings

Auto-delivered

ALWAYS-ON RESEARCH

Reports, delivered.

Upload your coverage and have previews ahead of earnings, briefings minutes after the call, and read-across when peers report delivered automatically.

Earnings Previews

Read-Across

Earnings Briefings

Auto-delivered

Built by analysts, for analysts.

Your methodology, applied everywhere.
An image of Dreelio's in app customization feature

Your rules, every time. ROIC definition, cash conversion treatment, house accounting conventions. Instructed once, applied consistently across every company you cover, every time.

Automation that knows your investment case.

Set it. Primer watches. Automated tasks that run on your schedule: daily news checks, weekly thesis breakers, pre-market scans. Because your reasoning is saved, we surface what matters to your view, not just what happened.

Challenges your assumptions

Surfaces contrary evidence and alternative framings. The pushback a good colleague would give you.

Templates built but not required

Common workflows ready to go. But if it involves documents and financial reasoning, it can do it.

Analyst-quality research

Every Primer report is written at the standard you'd hold yourself to. Analysis, not a generic summary.

Built by analysts, for analysts.

Your methodology, applied everywhere.
An image of Dreelio's in app customization feature

Your rules, every time. ROIC definition, cash conversion treatment, house accounting conventions. Instructed once, applied consistently across every company you cover, every time.

Automation that knows your investment case.

Set it. Primer watches. Automated tasks that run on your schedule: daily news checks, weekly thesis breakers, pre-market scans. Because your reasoning is saved, we surface what matters to your view, not just what happened.

Challenges your assumptions

Surfaces contrary evidence and alternative framings. The pushback a good colleague would give you.

Templates built but not required

Common workflows ready to go. But if it involves documents and financial reasoning, it can do it.

Analyst-quality research

Every Primer report is written at the standard you'd hold yourself to. Analysis, not a generic summary.