By the ThesisLoop team · Updated 2 Jul 2026
Investor Presentation Analysis: Reading Decks With AI
Cross-examine investor decks with AI — reconcile deck numbers to filings, pressure-test TAM claims, and log deck promises for tracking.
Informational research only. ThesisLoop is not investment advice, a stock recommendation, or a guarantee of returns.
Who this page is for
Investors who use IR decks and investor-day materials as research inputs
Example assets to start with
Why this matters now
Decks are curated marketing, and as investor days multiply, the reconciliation between what a deck shows and what the company filed keeps getting skipped.
ThesisLoop research prompt
Cross-examine the latest investor deck for [company]: reconcile deck numbers against audited filings, flag adjusted metrics shown without GAAP counterparts, pressure-test TAM and growth claims against segment disclosures, and log every deck promise for later delivery tracking, with citations to both deck and filing.
Start with this promptEvidence checks
Reconcile every headline deck number against the audited filings and note where definitions or periods quietly differ.
Flag adjusted metrics presented without their GAAP counterparts, and pull the reconciliation from the filings when the deck omits it.
Pressure-test TAM and growth claims against the company's own segment disclosures rather than the deck's market-size sources.
Log deck promises — targets, timelines, margin bridges — with dates and sources so delivery can be tracked in later results.
Research questions
Which deck numbers do not reconcile to the filings, and is the gap a definition change or something worse?
Which adjusted metrics look strongest precisely because their GAAP counterparts are absent?
Does the claimed TAM survive contact with the company's actual segment revenue and growth?
Which promises from the last investor day were delivered, and which vanished from this year's deck?
Public report examples
Use these published reports as examples of source-backed research structure: claims, evidence, risks, and follow-up questions. They are educational examples, not investment advice or recommendations.
Keywords this page covers
The goal is not a keyword list. The goal is to turn a search query into a specific, source-backed research workflow.
Related research topics
Move from a broad theme into adjacent company-level diligence.