AI for market research
Turn earnings filings, industry reports, expert notes, and competitor materials into cited sector analysis, company profiles, and investment memos in one workspace.
How it works
Gather your source materials
Upload 10-Ks, earnings transcripts, industry reports, expert call notes, and competitor filings. Novis reads every document and holds the full research set in context.
Synthesize and compare
Ask questions across the full source set, map competitive dynamics, and extract metrics or themes with Tables — every answer cites the exact source.
Produce your deliverables
Draft sector primers in Word, comparison tables in Excel, and pitch or IC materials in PowerPoint, all grounded in the analysis already in the platform.
What Novis brings to market research
| Multi-source research synthesis | Reads filings, transcripts, sell-side notes, and internal research together in one conversation, with every insight linked to the source document and passage. |
|---|---|
| Novis Tables | Extracts the same metric, KPI, or theme across dozens of companies or reports simultaneously, producing a structured comparison table with cited cells. |
| Competitive and industry analysis | Maps market structure, positioning, and differentiation across competitors with answers grounded in uploaded materials rather than generic model knowledge. |
| Web and document research | Combines uploaded source files with live web research into structured memos, with citations that distinguish between your materials and external sources. |
| Native Word, Excel, and PowerPoint | Drafts investment memos, sector primers, and pitch materials natively using the research already structured in the conversation. |
| Reusable research frameworks | Saves sector templates, company profile prompts, and extraction playbooks so every analyst applies the same research standard. |
From fragmented sources to a coherent market view
Market research rarely lives in one place. Filings sit in one folder, expert notes in another, and industry reports in a third. Novis holds the full source set in context so you can ask questions that span earnings calls, competitor filings, and third-party research without manually stitching findings together in a separate document.
Comparing companies and sectors at scale with Tables
Tables makes it possible to run the same extraction query across every company or report in your set. Pull revenue growth, margin trends, customer concentration, or management commentary from every filing in one pass. The output is a cited spreadsheet where each cell links back to the source document — useful for sector screens, comp tables, and thematic research.
From research to investment memo or strategy deck in one workspace
Analysts typically move between the data room, a notes doc, and Word or PowerPoint to produce the final deliverable. In Novis, the research and the output live in the same workspace. Sector primers, company profiles, and pitch materials are drafted from the analysis already in the conversation, cutting the manual compilation step significantly.
Who uses Novis for market research
PE and venture capital
Screen sectors and targets faster, synthesize market maps from disparate sources, and produce cited investment memos that reflect the full research base.
Public equity research
Build sector primers and company profiles from filings and transcripts, track competitive dynamics across a coverage universe, and maintain reusable research frameworks.
Corporate strategy
Analyze market sizing, competitive positioning, and industry trends for strategic planning, M&A screening, and board-ready market assessments.
Investment banking
Produce sector and company research for pitches and mandates faster, extract comparable metrics across peer sets, and draft client materials from cited source analysis.
Common questions
Questions about using Novis for market research.
Start with Novis.Pay only for what you use.
- Works with GPT, Claude, Gemini, Grok, and more
- Novis Tables — up to 500,000 cited entities at scale
- Native Word, PowerPoint, and Excel editing
- Meeting transcription included
- EU and US data residency available
- From $25/mo individual · Team from $100/mo · Unlimited seats