Core Surfaces
The data layer.
Wired together so the agents have something to work with.
Three surfaces feed everything else: who owns your stock, what the market is saying, and what your AI has actually read. The agent layer below operates on top.
Shareholders Upload your NOBO PDF and see who bought, who sold, and which brokerages hold your shares. Parsed in 10 seconds. QoQ changes flagged. Match shareholders to your CRM contacts so you know who they are as people, not just rows.
NOBO + Transfer Agent uploads QoQ change detection Contact matching
Market Chatter Catch Every Mention In Real Time
Reddit, StockTwits, Yahoo Finance, Google Alerts, SEC EDGAR — all in one feed. AI flags sentiment and FUD. Draft a compliance-safe reply without opening six browser tabs.
Reddit + StockTwits + Yahoo + more AI sentiment + FUD detection Drafted responses
Knowledge Base Your Filings, Decks, And Content — Searchable By Your AI
Upload your investor deck, paste your earnings script, point us at your site — we chunk and embed it into a private knowledge base scoped only to you. Every agent retrieves from it. Drafts cite where claims came from. No more wondering whether the AI just made it up.
Manual upload + paste Auto-discover from your site Citations on every draft