Strēm Use Cases

Equity Research & Analysis

  • Rapidly synthesize earnings reports, filings, and news into actionable insights.

  • Compare fundamentals, growth drivers, and valuation metrics across peers in minutes.

  • Identify overlooked small/mid-cap opportunities through multi-agent analysis.

Due Diligence

  • Accelerate company deep dives during idea vetting or pre-investment.

  • Aggregate and cross-check data from filings, transcripts, alt-data, and news.

  • Surface red flags (governance, revenue concentration, litigation, regulatory risk).

  • Benchmark targets against peers and market conditions with explainable outputs.

Portfolio Management

  • Stress-test portfolios against macro scenarios (e.g., rate changes, geopolitical risk).

  • Spot hidden correlations and risks across asset classes.

  • Surface overlooked opportunities that align with strategy (e.g., ESG, growth, value).

Risk Management

  • Identify blind spots and hidden exposures across holdings.

  • Flag outlier risks (valuation bubbles, revenue concentration, policy/regulation).

  • Run counterfactual “what if” analysis faster than manual teams can.

Market Monitoring

  • Continuously track sector or company-level developments.

  • Real-time alerting on material events (earnings beats/misses, policy changes, competitive moves).

  • Aggregate and prioritize signals from unstructured sources (news, transcripts, analyst commentary).

Operational Efficiency

  • Reduce the cycle time from data gathering → analysis → conviction from weeks to hours.

  • Free analysts from repetitive tasks like data pulls, formatting, and first-pass synthesis.

  • Standardize research outputs across the team for clarity and comparability.

Client/Stakeholder Communication

  • Instantly generate clear, evidence-backed reports for investment committees.

  • Arm PMs with sharper, faster insights for client updates and roadshows.

  • Highlight portfolio moves with transparent, explainable reasoning.

Cross-Team Collaboration

  • Act as a “second brain” that different teams (quant, fundamental, risk) can query.

  • Enable multi-perspective insights by orchestrating domain-specific agents.

  • Bridge fragmented data silos into a unified view of markets and portfolios.