Screening that fits your mandate.
Per-report, portfolio-level, or dedicated instance — structured to match how institutional teams actually work.
Upload a CIM, PDIE, or annual report. Specify your investment thesis. Receive a complete Investment Analysis Report with full audit trail.
- ✓ Full screening report (DOCX + interactive web view)
- ✓ 42+ financial calculators across 9 risk domains
- ✓ Intent-aware verdicts with source provenance
- ✓ Unlimited re-evaluations under different theses
- ✓ Threshold calibration to your mandate
Submit a portfolio of holdings for annual or quarterly review. Each holding screened against your mandate with consistent methodology.
- ✓ Everything in Deal Screening
- ✓ Multi-document intelligence and web enrichment
- ✓ Shariah compliance screening (SAC / AAOIFI)
- ✓ Counter-narrative and diligence questions
- ✓ Portfolio-level risk aggregation
Your infrastructure. Your custom calculators and intents built to specification. Your analytical judgment encoded.
- ✓ Everything in Portfolio Monitoring
- ✓ Custom calculators and intelligence modules
- ✓ API access and white-label reports
- ✓ Knowledge accumulation across screenings
- ✓ Dedicated support and onboarding
Every analysis produces a downloadable DOCX report and an interactive web view.
Quality guarantee: If our analysis doesn’t meet your standard, you’ll receive a proportional refund based on Report Grade.
Not sure which tier?
Tell us about your mandate and screening volume. We’ll recommend the right engagement model.
Request a Walkthrough