Early access for investment teams ready to make coverage more connected, visible, and actionable.
We’re opening a small pilot program for the next phase of Strēm, and we’re looking for a handful of investment teams to join us.
This pilot is designed for teams that want to improve how research, coverage, ratings, estimates, and valuation context are organized across their team.
As a pilot partner, your team will get early access to new workflows built to help make coverage easier to manage, institutional knowledge easier to retain, and decision-making easier to support over time.
AI-Powered Coverage Management for Equity Research Teams
Apply to Join Our Pilot Program
Through the pilot, your team will be able to explore workflows designed to bring more structure, continuity, and visibility to your investment research process.
Through the pilot, your team will be able to explore workflows designed to bring more structure, continuity, and visibility to your investment research process.
Connected Coverage Management
Bring ownership, ratings, estimates, and coverage status into one place so your team can see who is covering what and where attention may be needed.
Persistent Context Behind Every Name
Keep thesis context, research history, updates, and supporting rationale connected to the companies your team follows, so important thinking does not disappear across files, meetings, or team transitions.
Team Conviction-Weighted Valuation
See how individual analyst views and assumptions contribute to a clearer team-level valuation perspective, helping teams better understand where conviction is building, shifting, or diverging.
Better Visibility Across the Team
Give research leaders and team members a clearer view of active coverage, outstanding questions, and opportunities to strengthen the research process.
A Workflow Built for Stronger Decisions Over Time
Strēm is designed to help research teams preserve context, reduce fragmentation, and make it easier to carry insights forward as coverage evolves.
Check out our most recent features and integrations:
Strēm sits at the center of the investment research workflow, giving teams a single place to develop, organize, and evolve investment thinking as information changes.
✓ Spot emerging opportunities earlier
✓ Pressure-test assumptions with clear reasoning trails and source citations
✓ Defend recommendations with confidence in IC and PM discussions
✓ Move faster without lowering the bar
