NYSE · NASDAQInstitutional research. Two-person team.
Your family office covers multiple sectors with a small team. ThesisLoop gives you the research depth of a full analyst team — management tracking, business model evaluation, growth analysis, and risk assessment across your entire portfolio.
Two people covering pharma, banking, and IT. You can't read every annual report for every holding.
New investment opportunity — you need diligence on a company you've never tracked before.
Your principal asks about management credibility. You'd need days to backtest their promises.
How ThesisLoop Helps
Define metrics once, compare across all peers instantly
Full Coverage
Every holding across every sector — analyzed with the same institutional depth.
Instant Diligence
New opportunity? Full 4-pillar analysis from years of filings in minutes.
Promise Backtesting
Management promises tracked against delivery across years of disclosures.
LLM Export
Export as markdown. Feed into NotebookLM, ChatGPT, or Claude for deeper conversations.
Your Workflow, Transformed
Read
300-page annual report. You skim the MD&A and hope.
AI reads every page and extracts what matters for your sector.
Track
Management said 20% growth. You forgot. They reported 12%.
Every promise tracked. Delivery scored. Credibility built over time.
Compare
8 peers, 8 reports. Manually building an Excel comparison.
One metric, all peers, one view. Jump to the source page in each.
Explore ThesisLoop
Jump into the sectors and research most relevant to your work.
Your AI investment team is ready.
Professional-grade research for your portfolio. No team required. Start in minutes.