◆ Assistive Orchestrator
Continuously tracks the sector, builds company profiles, monitors deal activity and drafts the research that informs origination. Spawns parallel research sub-agents by subtopic and keeps the coverage universe current, every claim cited to source.
Memory
Working The research question and the evidence board being assembled.
Episodic Prior research on the sector and the coverage-lead agent's areas of interest.
Semantic Sector structure, key players, deal-activity patterns.
Procedural Research-synthesis playbooks per sector.
Store Research knowledge base + vector store
Orchestration
orchestrator-worker MCPA2A
Harness · Managed Agents … orchestrator spawning parallel research sub-agents by subtopic with fresh context; findings merged into a sector NOTES file.
Tools
⌘ Market data + news (FactSet / Bloomberg) MCP ⌕ Filings + transcripts retrieval Retrieval ▣ Web research Computer use { } Research drafting platform API
Evals & guardrails
- Citation discipline … every claim links to a source filing, transcript or feed.
- Agent-as-judge review of synthesis quality and balance.
- Recency check … flags stale data and re-pulls before the coverage-lead agent uses it.
Offline reflection
Consolidates which research threads the coverage-lead agent acted on into sharper monitoring priorities per sector.
Frontier edge
- ▲Multimodal reading: parses earnings-call charts, investor-day slides and screened web sources natively, not just transcript text.
- ▲Proactive / anticipatory: surfaces the company read the coverage-lead agent will need before the meeting is on the calendar, refreshing on material sector events.
- ▲Continual learning: eval-gated tuning of monitoring priorities from which research threads the coverage-lead agent acted on (SEAL-style), no full retrain.
A sample run
Trigger The coverage-lead agent prepping a sector CEO meeting needs a current company + market read.
- 1Spawn parallel sub-agents: financials, recent deals, competitor moves, themes.
- 2Pull latest filings, transcripts and broker commentary.
- 3Synthesise into a profile with the live strategic context.
- 4Cite every claim and flag any stale data points.
Output A current, cited company-and-sector briefing for the coverage-lead agent, fed to the idea-generation agent and the M&A/ECM/DCM product desks.
In numbers
300
Research syntheses / week
100% of the coverage book
Sectors under continuous watch
Handoffs
Hands to → Idea Generation Agent
Across ⇢ Markets → equity research agents for sector estimates and reads