20 minutes to a defensible thesis (not eight hours)

Pull the filing. Build the spreadsheet. Cross-check the figures. Write the narrative. Reformat it for whoever’s reading. By the time you have something you’d actually defend, the afternoon is gone — and half of it went to mechanical retrieval, not thinking. EquiVault compresses the retrieval and the formatting so the judgment is most of what’s left. Here’s the actual workflow, start to finish.

1. Pick a company. Search a ticker or a name. EquiVault covers roughly 16,500 companies across four market packs — North America, Europe, Asia-Pacific, Emerging Markets. Say you pick [TICKER].

2. The canvas seeds itself from a blueprint. You don’t start on a blank page. Choose a blueprint — a research lens like Quality Compounder or Value Investor — and the canvas populates with the atoms that lens cares about, each already pulled from filings with a receipt attached. [metric from real Atlas output] is on the board before you’ve typed a word. (We keep the Dividend Builder blueprint hidden until its data pack ships — we won’t seed you into a half-populated lens.)

3. Ask Atlas. Type a question the way you’d ask a colleague: “Walk me through the margin story,” or “What changed since the last filing?” Atlas takes the atoms already on the canvas and narrates an answer.

4. Watch the narration perform. This is the part no screenshot captures. Atlas doesn’t dump a paragraph. It performs the thesis on the canvas: the words highlight as they’re spoken (karaoke text), the camera glides to whichever atom is being discussed, and causal edges draw themselves between the pieces — this margin, because of that input cost — as the reasoning connects them. You watch the story assemble in the order a person would actually explain it.

5. Every atom is clickable to its filing. At any point, click a number. Its receipt opens: source, timestamp, freshness. [metric from real Atlas output] traces back to the exact line in the exact filing. The narration is fluent; the numbers under it are verbatim. Nothing to take on faith.

6. Share or export. Two ways out. Share a live link — the recipient opens the same canvas, receipts and all, no account needed to view. Or export a clean, client-ready document that carries the sourcing with it. (On Starter and trials the export carries a discreet “Researched with EquiVault — every number sourced” line; Professional lets advisors brand it as their own.)

That’s the loop. Twenty minutes, most of it spent judging the story instead of assembling the raw material.

Why it’s defensible, not just fast

“Fast” is easy and cheap — a generalist chatbot is fast too. The difference is what survives scrutiny afterward. When someone challenges a claim — your PM, your client, yourself at 2am — you don’t reconstruct where a figure came from. It’s one click away, pointing at the primary document, with a timestamp. Speed that produces something you have to re-verify isn’t speed; it’s a loan. EquiVault’s twenty minutes come with the receipts already attached. (For the architecture behind that, see Why our AI never touches the numbers.)

A note on the placeholders

We’ve written [TICKER] and [metric] on purpose. Atlas narrates from live data, and we don’t ship invented example numbers to make a walkthrough look good — that would break the one rule the whole product exists to enforce. When you run it, the figures are your company’s real, sourced atoms, not our marketing’s.

Real-time, if you’re a team

Solo, one person owns the canvas. On Professional, several people can be on the same canvas at once — a real-time, multi-user workspace where edits and narration land live for everyone, the way a shared document works, but for a thesis.

Try the loop. When we open the doors, a 14-day full-Professional trial (no card to start; adding one adds 7 days and 200 credits) is waiting. Starter is $39/mo with one market pack of your choice; the whole team fits on Professional at $199/mo flat, all four packs included — annual billing takes those to about $33 and $167/mo. We’re opening to a founding 500 first: 12-month price lock plus one extra market pack free for life. Join the founding 500 → · Replay a live thesis with Glance →

Educational analysis, not investment advice. Do your own research.