Sound familiar?
“Our trial met its primary endpoint, and the stock fell 30% because social media expected a bigger effect.”
Expectations form online long before the data. A good result below the crowd's bar still sinks the stock.
“Our Phase 2 data was outstanding, but the market only reacted to a competitor's failure the same day.”
Algorithmic trading groups peers together. A competitor's setback can drown out your milestone.
“We fly to six cities on a roadshow, and the investors we meet never follow the stock afterwards.”
Investors meet dozens of companies on the same trip. A long deck dilutes the message, and without one clear point to remember, yours fades by the next meeting.
“We get no real feedback from investors, or what we get is filtered into politeness.”
Broker feedback has thinned. Investors protecting their positions answer vaguely.
“We report real progress, but news algorithms treat it as a non-event.”
Media and trading desks parse releases by machine. Without specific language, news scores as low-impact.
“Since MiFID II, the brokers who covered us have dropped us.”
Research is now paid for separately from trading. Smaller companies lost coverage first.
A clearer story is no longer enough
For years, the answer was a better-told equity story: a sharper presentation, a longer report.
Long reports, however, please the company more than the investor. A fund manager follows dozens of companies and therefore has minutes for each, not hours.
AI now helps investors keep up: it turns an hour-long earnings call into two sentences, and a 40-slide investor deck into one paragraph. It is no surprise, then, that 61% of institutional investors use AI on earnings calls, and that 46% are more likely to skip the call and read the summary instead. Yet while AI can summarise everything you publish, it cannot judge it.
Center for Audit Quality and KRC Research, 2026; Brunswick Group, 2026. Details in AI on the buy side, in numbers.“Minutes, not hours.”
The time an investor gives each companyAdd to what investors see
Historically, no two fund managers read exactly the same material, so their views of a company could differ. With AI now reading and summarising all of it, the baseline picture tends to converge toward the consensus. For companies with thin coverage, that picture rests on a few sources and on generic assumptions about the sector.
A 5mn Spotlight fills that gap with its own analysis. Condensed into a five-minute read, it examines the one issue that moves the stock: what the price already assumes, and what would have to be true for that to hold. It starts with a check of what AI currently tells investors about the company, and corrects what is outdated with facts that are checked, dated and sourced. It is published in the open for public AI and, at the same time, sent directly to professional investors in a format AI can read.
AI on the buy side, in numbers →The loudest voice no longer wins. The best evidence does.
Start with a conversation
Begin with a free AI snapshot, or a short call to see whether coverage or advisory makes sense for your company.
Free for listed biotech companies
AI snapshot
Curious what AI tells investors about your company? Our proprietary investor check asks the leading AI assistants about you, in English, German and French. You receive one dated page on how they frame your investment case. AI answers change from day to day; the page shows what they say today.
Coverage
A Spotlight sits at a permanent, dated address, open to professional investors and every AI tool, so when an investor asks about your company, there is something solid to find.
Published before and after the moments that matter, and featured in the Daily Brief.
Coverage works best as a conversation: we agree on it together, while the analysis stays independent. If a company pays for coverage, every Spotlight says so.
Advisory
Separate from research, for companies preparing a financing, a partnership or a change of strategy:
- Investment case: the argument, the numbers and the risks, in a form investors — and AI — can use
- Asset valuation for licensing and financing
- Review of press releases before publication: the facts investors, and their algorithms, look for first
- Preparation for a capital raise: materials, model and the questions investors will ask