ANALYST INTELLIGENCE

What covering and lapsed analysts write, assume and ask is scattered across PDFs and inboxes. Coverage-initiation opportunities go unnoticed and analyst questions arrive unanticipated.

Actors

  • CFO
  • VP Investor Relations
  • CEO

Systems / Vendors

  • Analyst research
  • Consensus data
  • CRM (Salesforce)

Business Question

"Which analyst is closest to initiating coverage, and what would tip them over?"

What SPoG Does

  • Aggregates research, model assumptions and rating history across covering and lapsed analysts.
  • Anticipates questions before calls and meetings.
  • Identifies coverage-initiation opportunities systematically.

Outcome Metrics

Fewer

Surprise questions

Mapped

Coverage gaps

Every

Model assumption tracked