Case Studies
Outsourced Credit
Research
Outsourced Credit
Research
Outsourced Equity
Research
Outsourced Equity
Research
Outsourced Corporate
Finance / M&A Research
Outsourced Corporate
Finance / M&A Research
AI Agents #1
Large Money Manager
AI Investment Analyst. On schedule: a daily earnings digest on its largest holdings and a weekly stock monitor. On request: back-tests and one-off questions. Every output goes through multiple reviews.
AI Agents #2
Healthcare Business in UK
AI Business and Data Analysts. Managers email a question and get the answer with Excel and PDF files. On schedule: daily and weekly occupancy, staffing and HR reports, and a monthly dashboard.
AI Agents #3
Healthcare Business in UK
AI Financial Analyst. Budgets and staffing-hours budgets, monthly management packs, cost analysis, and financial analysis for a refinancing and an acquisition. Every output goes through multiple reviews.
Research & Banking #1
Large Fixed Income Asset Manager in UK
Outsourced coverage of a wide range of issuers, with Ambra.Research delivering earnings notes and credit profile updates
Research & Banking #2
Hedge Fund in USA
Outsourced all equity research coverage workflows, including earnings coverage, business due diligence, Q&A with management, financial modeling, presentations, managing calendars
Research & Banking #3
Private Equity Investor in UK
Outsourced all deal life-cycle workflows: deal documentation, financial modeling, presentations, valuations, business analytics, M&A research
Research & Banking #4
Hedge Fund in USA
Outsourced a high volume of earnings notes with sector themes
Research & Banking #5
Large Hedge Fund in UK
Outsourced large data tracking and quick email reports to support its equity research coverage
Research & Banking #6
Large Corporation in Europe
Outsourced financial modeling, investment valuation and presentations, deal documentation preparation, M&A research
Research & Banking #7
Boutique Investment Bank in USA
Outsourced market data collection and analysis, company analytics, reporting and financial modeling
Research & Banking #8
Boutique Investment Bank in UK
Outsourced all analysts tasks: deal documentation, financial modeling, presentations, valuations
Research & Banking #9
Hedge Fund in USA
Outsourced junior analyst equity research tasks, including managing calendars, market data collection and refresh, financial modeling, data entry