CalQuity

Read everything.
Reason in steps.
Cite every line.

One interface over everything your institution knows. Compass searches and reasons across your corpus; Quadrant turns the answers into a comparable grid — every claim cited to the source, inside your own environment.

CalQuity · Compass
Deep
How did margins move across our top holdings this quarter? Cite every figure.
Workflow completeEarnings Review
  • Decompose the question0.1s
  • Search filings & calls4.2s
  • Reason over the figures2.1s
  • Compose cited answer1.0s
SourcesAnnual Report p.42Q3 FY26 call §2Quarterly Results p.18

One interface, the whole workflow.

Compass and Quadrant anchor the platform; workflows, agents, citations, and access controls complete it — carrying the work from the question to the answer you can stand behind.

Full-corpus retrieval with step-by-step reasoning.

Ask in plain language across every connected source. Compass breaks the question into steps, runs them in order, and returns the answer — not a list of links to read yourself.

CalQuity · Compass
Reasoning
What changed across our top accounts this quarter?Plan
Reasoning plan
  • Identify top accounts by ARRCRM
  • Pull renewal terms from contractsContracts
  • Detect usage change, quarter over quarterUsage DB
  • Rank by revenue at riskSynthesis
Sources read · 14
  • Annual filings4
  • Master agreements6
  • CRM records3
  • Usage logs1
Cited answer

Three accounts moved on renewal terms and usage — Northwind1, Initech2, Globex3 — together 18% of at-risk ARR.

A hundred documents, one comparable view.

Define the rows and columns. Quadrant fills each cell with a cited answer, then exports the whole grid — scenario models included — straight into your model.

Read the original; take nothing on faith.

Each line of an answer links to the exact paragraph behind it. Open the source, check the context, and move on knowing the work holds up.

On a schedule, on an event, or always-on.

Set a workflow once and it runs — tracking the same question across periods and surfacing only what changed, so a person steps in just when it matters.

Earnings, screening, diligence, monitoring.

Each agent is pre-built for a specific job and knows the shape of the work. Pick one and it starts — no prompt engineering, no blank page.

Analysts, PMs, and compliance, side by side.

Everyone works on the same surface. Role-based access decides what each person can open — built into retrieval, not bolted on after.

What it's built on.

Sourcessynced
Filingsconnected
Transcriptsconnected
Driveconnected
APIconnected
Emailconnected

Connects to everything

Filings, transcripts, internal drives, APIs, email — one place to ask.

filings · transcripts · drives · APIs · email

Retrieval quality▲ improving
0.0%+3.1 pts
v4.0v4.1v4.2v4.3
v4.3retrieval indexnew
v4.2reasoning steps

Always improving

Every release sharpens retrieval and reasoning — you get the gains automatically.

shipped continuously

Doc
Table
Chart
Audio
One answer4 formats

Multimodal

Documents, tables, charts, audio — read together, answered as one.

text · tables · charts · audio

Most AI asks for your trust. This earns it.

A generic model gives you a fluent paragraph. The platform gives you the same paragraph — with the exact line behind every claim.

Chat AI

Full-year guidance was raised. Management pointed to margin expansion in the core segment, and reiterated the buyback. And net leverage stepped down quarter over quarter.

No source · take it on faith
Compass

Full-year guidance was raised. Management pointed to , and . And quarter over quarter.

Source [1]

Annual Report, p.42 §MD&A — “gross margin expanded year over year, supporting the raised full-year outlook.”

Complete. Cited. Configurable.

The depth generic AI can’t reach, every answer traceable to its source — set up around your data and the way your team works.

Every source
What changed across the sector this quarter?
Filings127
Transcripts48
Broker notes36
Presentations19
230 documents · 9,400 pages · 1 answer

Nothing skipped — your whole corpus, every time

Complete

Reads every filing, transcript, memo, and dataset you connect — thousands of pages in a single answer, the research generic AI can’t reach.

Every claim
Answer

Full-year guidance was raised — management cited margin expanded1 and leverage stepped down2.

1Annual Report · p.42gross margin expanded year over year
2Q3 FY26 · p.18net debt / EBITDA declined vs. the prior quarter

Every claim traced — to its source paragraph

Cited

Every claim traces to its source paragraph. Nothing made up, nothing to double-check by hand — built to stand up in committee.

Customization

Tuned to your structure — no shared model

Configurable

Tuned to your corpus, your house format, and the way your team works — deployed single-tenant in your VPC, never training our models.

Book a demo

See it run on your data.

We'll walk your sources, your security model, and a live cited answer in your domain.

CalQuity

AskWhat did management say about Q3 margins?

Gross margin expanded year over year, supporting the raised outlook1.

Source [1]

Annual Report, p.42 §MD&A — “gross margin expanded year over year, supporting the raised full-year outlook.”

Cited to source