The earnings call ends. Your research note is already drafted.
Live transcription, KPI extraction against your templates, a citation-bound chat over the call and prior quarters, and a first-draft research note in your house format — every figure traceable to its source line, ready for compliance.
Live transcription
CalQuity Compass joins the call. Named-speaker attribution from the start — CEO, CFO, IR head, named sell-side analysts during Q&A.
KPI extraction
Compass extracts the KPIs management actually said — revenue, margin guidance, capex, segment mix — against your own templated metrics. Side-by-side with consensus.
Citation-bound chat
Ask anything: "How does this quarter's margin guidance compare to last year?" Every answer cites the transcript line and the prior-quarter call that supports it.
Note draft
A first-draft research note in your house format, every figure linked to its source. Your analyst edits, adds the view, signs. The audit trail was written as the note was written.
Compass reads the call the way your analyst does — only faster, and across every name at once.
The model isn't summarising. It's pulling the exact statements that update your view — guidance changes, capex revisions, segment growth tracks, mentions of customers or competitors — and structuring them against your house template.
You get the same fields filled in for every name you track, comparable across the quarter, the year, and the prior five years. The output is structured. Versioned. Replayable.
- · Multi-language calls (English, Hindi-blended) handled out of the box.
- · Mid-call alerting on material guidance changes.
- · Restricted-list and conflicts-of-interest checks during note drafting.
- · One-click export to your existing CMS or research portal.
The defensible trail your research-analyst conduct framework requires — written as the note is written.
Every number in the draft links to the transcript line, filing page, or prior-call segment it came from. Click any figure; read the source.
Restricted-list and conflicts-of-interest rules apply during drafting. Names flagged in your compliance system are surfaced inline before sign-off.
The audit log includes the call audio, transcript, every Compass extraction, and the editing history of the note. Replay any view of the draft on demand.
How accurate is the live transcription on Indian-English calls?
Trained on Indian English plus Hindi-blended speech patterns from earnings calls and analyst-day formats. Named-speaker accuracy improves over the first quarter Compass listens to a company — speakers register with the system.
Does Compass replace the analyst?
No. Compass writes the first draft and the audit trail. The analyst owns the view, the recommendation, and the sign-off. Time previously spent on transcription, KPI capture, and cross-referencing returns as time for actual analysis.
What happens to the audio and transcript after the call?
Stored inside your tenant index, retained to your firm's research-analyst retention policy. Never used to train any model. Exportable on demand.
Can the system handle multiple calls simultaneously?
Yes — peak earnings season operations are designed around it. Concurrency limits are per-tenant and scale to the firm's coverage universe.