Calypso

Calypso: Your AI-First Copilot for Public Equities Analysis

What is Calypso? Calypso is an innovative AI-powered platform designed to assist investment professionals in analyzing public equities. It combines comprehensive public data with advanced AI algorithms and buy-side expertise, offering a streamlined solution for tracking market coverage and making informed investment decisions. Calypso acts as an AI analyst, providing insights and analysis to help users ramp up their research process significantly faster.

Key Features of Calypso

• AI-Extracted Management Quotes and Debates: Calypso extracts key management quotes, debates, news, and financial data using AI, providing a quick overview of critical information.
• Earnings Event Tracking: Never miss an important earnings event. Calypso keeps track of earnings previews and updates, ensuring you're always informed.
• AI-Powered Opinions: Test your investment theses with AI feedback on the narratives driving stock performance.
• Street Debate Tracking: Calypso identifies and extracts key debates about specific stocks, helping you understand the prevailing sentiments.
• Thesis Tracking: Keep a record of why you initially invested in a stock to avoid "thesis creep."
• AI Chat: Ask specific questions about single stocks and receive responses tuned with industry know-how.
• Transcript Search: Search across all public transcripts for relevant terms and mentions.
• AI Profiles: Quickly understand what a company does with AI-generated profiles that skip the jargon and highlight essential details.

How Does Calypso Work?

Calypso uses a combination of AI and machine learning techniques to process and analyze vast amounts of public data. It starts by collecting data from various sources, including news articles, financial reports, and earnings transcripts. Then, it uses natural language processing (NLP) to extract relevant information and identify key themes and debates. The platform also incorporates insights from buy-side professionals to fine-tune its analysis and provide valuable perspectives.

Here’s a breakdown of Calypso's workflow:

1. Data Collection: Gathers data from numerous public sources.
2. AI Analysis: Uses NLP to extract relevant information and themes.
3. Insight Generation: Provides AI-driven opinions and debate tracking.
4. User Interaction: Allows users to ask specific questions and search transcripts.

Why Choose Calypso?

Calypso offers several advantages for investment professionals:

• Time Savings: Ramp up analysis 90% faster with AI-driven insights.
• Comprehensive Coverage: Never miss critical information or earnings events.
• Informed Decisions: Test your theses with AI feedback and track key debates.
• Efficiency: Skip lengthy webcasts and quickly access key information.

Who is Calypso For?

Calypso is ideal for:

• Hedge Funds: Streamline research and gain a competitive edge.
• Equity Research Analysts: Enhance analysis and improve efficiency.
• Investment Bankers: Stay informed and make data-driven decisions.
• Individual Investors: Access professional-grade analysis tools.

Integrations

Calypso integrates with various data sources to provide a comprehensive view of the market. These integrations include:

• Street Theses: Narrow in on what full-time analysts are debating.
• Key Financials: See investor-minded financials and valuation.
• Setups: Compare numbers into prints and historically.
• Headlines: Stay updated with the latest news and whispers.
• Key Debates: Know what is top-of-mind for bulls and bears.
• GPT-4: Trust an AI powered by the best models available.
• Custom Notes: Track yipit or other alternative data.
• Earnings Previews: Get AI previews and updates around coverage earnings

Best Way to Leverage Calypso

To get the most out of Calypso, consider these tips:

• Use AI Chat: Ask specific questions to quickly get answers tailored to your needs.
• Track Key Debates: Stay informed about the critical discussions surrounding your investments.
• Leverage Transcript Search: Quickly find relevant information in earnings transcripts.
• Test Your Theses: Use AI-powered opinions to validate your investment ideas.

What are the Use Cases?

Calypso can be used across various use cases including:

• Hedge Fund
• Equity Research
• Investment Banking
• Individual Investor

Conclusion

Calypso is a powerful AI-driven tool that streamlines the analysis of public equities. By combining public data with AI and buy-side expertise, it provides investment professionals with the insights they need to make informed decisions faster. Whether you're a hedge fund manager, equity research analyst, or individual investor, Calypso can help you gain a competitive edge in the market. Calypso leverages AI to distill complex information into actionable insights, saving time and improving the quality of investment research. By staying up-to-date with market narratives and key debates, users can make more informed investment decisions and achieve better outcomes.