The Challenge
Coverage was limited by analyst headcount. Each analyst could deeply cover 15–20 companies. Expanding coverage meant hiring, which took 6 months per analyst and $200K+ fully loaded. Meanwhile, competitors with larger teams were finding signals first.
The Solution
Summit added EquiVault as a force multiplier. Each analyst now covers 50+ companies using batch queries and quarterly briefs. The management credibility scoring identified 3 thesis-changing signals in the first quarter that manual review had missed.
Results
3x
Company coverage
80%
Faster initial analysis
3
Signals caught (missed by manual)
$200K+
Saved vs. hiring
“We caught a guidance revision in a mid-quarter 8-K that our manual process would have missed. That single alert paid for a year of EquiVault.”
James W., Portfolio Manager