Accuracy and transparency, at real speed.
Orbit Insight gives research teams source-cited answers across their full coverage universe, drawn from primary documents and built on data curated for nearly a decade. The insights you need, in a fraction of the time, with every claim traceable to its source.
The challenge
Coverage keeps growing. The day does not.
Research teams are asked to cover wider universes, react faster to company news, and document every decision, with the same number of analysts and the same number of hours.
More names than time
The companies that get skimmed rather than read closely are exactly where surprises hide.
Accuracy under scrutiny
An insight that cannot be traced to a primary source is hard to act on and harder to defend to an investment committee.
Fragmented sources
Filings, transcripts, broker research, news, and internal notes live in separate places, and pulling them together is where research time is lost.
What Orbit does
One research environment, built around your process.
Orbit combines the Research Agent, screening, monitoring, and thematic research over a single connected Knowledge Base, so your team works from one place instead of stitching sources together by hand.
Thematic research
Analyze a theme across industries and sectors, following the connections in the entity master to find the fuller exposed universe rather than the obvious names. Explore new themes or track how existing ones evolve, grounded in primary sources.
Automated portfolio monitoring
Always-on agents scan filings, earnings, and news across your coverage and surface what changed and what warrants attention, so periodic review becomes standing awareness. Stay informed on performance and risk without the manual effort.
Advanced screening
Screen your universe against a thesis described in plain language, surfacing candidates that match qualitative and quantitative criteria across fundamental and alternative sources, including names that would otherwise be overlooked.
Integrate internal and external data
Bring meeting notes, broker research, and proprietary models into the same searchable layer as Orbit's global corpus, anchored to the same entity master, for a rounded, personalized view of the market.
Ready-to-run workflows
Put the use-case library to work.
Investment research teams run these workflows from the Orbit library on day one, then reshape them to their own logic.
Earnings call analysis
A worked read of a result the moment it lands: numbers against expectations, the guidance change, and what is new versus already known.
New-name due diligence
A structured first pass on a candidate: business, financials, history, risks, and open questions, assembled and sourced.
Thesis state monitoring
A standing read on whether the case for a holding still holds, surfacing what supports it and what cuts against it.
Morning portfolio brief
What moved, what was announced, and what deserves a closer look, ready before the desk sits down.
Hidden beneficiary discovery
The suppliers and second-order beneficiaries of a theme that surface only by following company relationships.
News flow triage
A filtered, prioritized view of what is material across a universe, each item tied to the right company.
Give your analysts their time back.
See how research teams cover wider universes with the team they already have. These are conversations that matter deeply to us at Orbit.