◆ Autonomous Specialist
Assembles the comparable-company universe, pulls and calendarises financials, computes the multiples (EV/EBITDA, P/E, EV/Sales) and keeps the set live as the market moves. Runs continuously across the book, footnoting every multiple back to the source filing.
Memory
Working The target, the peer screen, and the multiple set being computed.
Episodic Prior comp sets built for the same sector and coverage agent.
Semantic Sector calendarisation conventions and adjustment norms (non-recurring items).
Procedural Learned peer-screening playbooks refined from the coverage agent's edits.
Store Vector store + market-data warehouse
Orchestration
pipeline MCP
Harness · Managed Agents … sandboxed code execution for the multiple math; context editing clears stale filing dumps on long screening runs.
Tools
⌘ Market data (CapIQ / FactSet) MCP ⌕ SEC / regulatory filings retrieval Retrieval ›_ Multiple computation sandbox Code exec { } Slide / spreadsheet export API
Evals & guardrails
- Footing reconciliation: computed multiples tie to source filings; mismatches flagged.
- Gold-set check on peer-selection against a curated reference comp set.
- Calendarisation audit … every adjustment cites the line item it came from.
Offline reflection
Consolidates deal-committee-agent overrides on peer inclusion/exclusion into sharper screening criteria per sector (procedural memory).
Frontier edge
- ▲Continual learning: eval-gated self-edits to its peer-screening criteria (SEAL-style) so each deal-committee override sharpens the next screen without a full retrain.
- ▲Self-improving fleet: newly-learned sector calendarisation quirks propagate across the comps agent population between runs.
- ▲Proactive refresh: anticipates which live comp sets the coverage-lead agent will need before the pitch is even requested, re-pulling as the market moves.
A sample run
Trigger Sell-side mandate: mid-cap industrials target needs a fresh comps set for the pitch.
- 1Screen the peer universe on sector, size and growth profile.
- 2Pull and calendarise the last twelve months of financials per peer.
- 3Compute EV/EBITDA, EV/Sales and P/E; adjust for non-recurring items.
- 4Export a footnoted comps page and flag two peers as borderline.
Output A live, sourced comps table with adjustment trail committed to the valuation agent and the deck builder; borderline peers routed to an oversight agent to confirm.
In numbers
180
Comps builds / week
100% of the book, continuously
Comp sets kept live
Handoffs
Across ⇢ Markets → equity research for sector estimates and reads