caprelay

The fastest way to iterate on ideas and understand companies. Try it for free

[caprelay @CapRelayHQ]

Introducing CapRelay, the fastest way to find and iterate through ideas

Do you want click through buy-side bull-bear debates on every US-listed company, with no load times or prompt bars? Or screen based on your qualitative investment criteria, like cos with limited competition?

[caprelay @CapRelayHQ]

Debate scorecards are now live across CapRelay and available through MCP.

CapRelay offers free two week trials on the website, or you can contact us for more info.

[caprelay @CapRelayHQ]

Can LLMs spot inflections in the investment story?

CapRelay has proprietary, buy-side bull-bear debates for every US-listed company. Now, we're judging which side of the bull-bear debate has stronger evidence and charting these scores over time.

[caprelay @CapRelayHQ]

A large move in these scores can flag that the facts behind a stock have shifted, and the company deserves another look, like for Bloom Energy in early 2025, before the stock 10x'd.

Use it to scan tension points, spot changes in the story, and decide which ideas deserve work.

[caprelay @CapRelayHQ]

Add CapRelay's MCP to your Claude or ChatGPT account in minutes by signing up for our free trial, and get smarter financial research.

[caprelay @CapRelayHQ]

Why do Claude and ChatGPT agents do better financial research with MCPs? Human analysts need the right context and tools to do great work, and so do AI agents.

Here's what's going on behind the scenes

[caprelay @CapRelayHQ]

CapRelay has already done this work, spending millions of tokens on each piece of data or analysis. CapRelay gives your agent all of this, so the agent can focus on the deeper parts of your question.

[caprelay @CapRelayHQ]

Sell-side can't cover new IPOs, but we can -- if you'd like to get up to speed fast IPOs with research like this, we offer free trials at caprelay dot com

[Chi Song @chi_s0ng]

$CSU is up 15,643% since IPO. Is Bending Spoons $BSP a younger, more aggressive Constellation?

This pre-IPO S-1 breakdown deck on Bending Spoons covers:
-> The core business and its value creation engine, rolling up and improving legacy tech assets
-> What the key investor debates are ahead of the IPO, like the health of its core businesses

Link to full deck in next comment

[caprelay @CapRelayHQ]

Your financial research agents can do better than relying on consumer finance websites.

CapRelay's MCP is now available for https://t.co/iTzArJTWYR, ChatGPT, Claude Code, Codex, Cursor, or wherever you do you investment research today.

The below video covers the highlights.

[caprelay @CapRelayHQ]

Buy-side quality bull case, bear case, overviews, and more available unlocked for a limited time ahead of SpaceX's IPO

[Chi Song @chi_s0ng]

We unlocked @CapRelayHQ bull case, bear case, and bull-bear debates on SpaceX and Tesla for a limited time:
- SpaceX: https://t.co/wrj4t2BXWP
- Tesla: https://t.co/YWD6zyGldJ

[caprelay @CapRelayHQ]

Click a button to see relevant podcasts for any company.

If you're a finance professional, you probably love podcasts as a source of information.

How do you find and stay up to date on podcasts relevant for your companies and coverage universe?

That's why we built this ↓↓↓

[caprelay @CapRelayHQ]

3. Trusted data connectors are important to getting the most out of agents. Professionals don't want their agents getting numbers and business context from Yahoo, so they turn to context providers for better sources

[caprelay @CapRelayHQ]

Three things we learned from talking to investors over the past week about Claude Code and agents (thread)

[Luyi Zhao @luyiest]

Fun fact - AI agents are now 30%+ of all of CapRelay's usage!

In the video ⬇️, my CapRelay co-founder @chi_s0ng demonstrates how you can use Claude Code with CapRelay to generate high-quality summaries of the AI-specific bear cases for all $2B+ market cap software companies:

[caprelay @CapRelayHQ]

2. Agents are great at web search for investment research. They can dig up pieces of data that nobody knows existed, graph them, chart them, etc

[caprelay @CapRelayHQ]

Try it out with a free trial on CapRelay, or comment or DM us with a US-listed ticker, and we'll DM you a link (no login required) with potentially similar ideas.

[caprelay @CapRelayHQ]

Which lesser-known company is running the playbook that made HEICO and TransDigm monster compounders?

Which BDCs have outsized software exposure, like Blue Owl Capital Corp?

The video shows how CapRelay's new "Similar Theses" tool answers questions like this fast.