Hedge Funds

Your PM can read 50 research notes. Your team can't read 5,000.

ARC reads the flow a PM doesn't have time for, sell-side notes from Morgan Stanley, JP Morgan, and Goldman Sachs, Fed minutes, BLS and BEA releases, earnings transcripts, 10-Ks, 10-Qs, competitive disclosures, and surfaces only what moves the current book. We train the agent on the PM's own trade patterns so it doesn't just summarize research, it reads every note through the lens of the positions that actually matter.

Workflows We Run

Position-weighted morning brief in the PM's voice
Earnings transcript plus 10-K and 10-Q analysis at portfolio scale
Thesis monitoring and contrary-signal flagging against live positions
Competitive landscape plus KPI tracking for every name in the book
Expert call prep packets and post-call synthesis
Macro release reads (FOMC, CPI, PCE, BLS payrolls) filtered through the book
Risk-off event playbook generation based on historical PM reactions
Sell-side synthesis across Morgan Stanley, JP Morgan, Goldman Sachs, and custom research

Work Products

Morning BriefPre-Market DeltaThesis DocEarnings ModelCatalyst CalendarTranscript BriefPosition-Weighted Macro ReadPattern Match Report

Relevant Pillars

Pillars that most often apply in Hedge Funds.

Research & Intelligence

Pre-read prepared. Competitive landscape mapped. Portfolio alerted on what matters.

Client-Facing Deliverables

The documents your clients actually read. Drafted in your voice, your template, your format.

Deal & Investment Work

The work that moves capital forward. Built into your underwriting templates, memo standards, com...

Next Step

Pick a Workflow. Let's Build It.

A no-cost briefing is the start. Bring one deliverable that eats your team's time. We will sit with the analyst who owns it, map the pipeline end-to-end, and show you exactly what an ARC agent would do.

Contact →