VISION3

Agentic Equity Analyst,designed for .

To be the trusted AI partner for the
world's leading financial institutions.

Attach filings, supplementals, models
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Sources
  • European Commission
  • Prologis
  • Welltower
  • Digital Realty
  • Equinix
  • Omega Healthcare Investors
  • Simon Property Group
  • Klépierre

Built for financial work that has to be right.

Sourced

Material financial observations link back to their underlying disclosures.

Reconciled

Models use explicit accounting relationships and validation checks rather than relying solely on generated text.

Transparent

Users can inspect assumptions, formulas, model changes and source provenance.

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London skyline at dusk

Financial analysis becomes difficult at the point where generic frameworks stop working.

A healthcare REIT is not an industrial REIT. A bank is not an infrastructure company. A data centre operator cannot be modelled like a conventional property company.

The accounting varies, the metrics change alongside the operating drivers. Let alone valuation frameworks.

VISION3 is designed around those differences.

From disclosure to decision.

01
Primary sources
  • Annual reports
  • Interim results
  • SEC filings
  • Supplementals
  • Presentations
  • Trading updates
02
Structured company intelligence
  • Financials
  • Operating KPIs
  • Portfolio
  • Debt
  • Development
  • Historical observations
03
Company model
  • Operating model
  • Earnings
  • NAV
  • DCF
  • Scenario analysis
  • Validation checks
04
Investment intelligence
  • What changed?
  • Why does it matter?
  • What changed in the model?
  • What changed in valuation?
  • What changed in the thesis?

Research that keeps working.

VISION3 maintains a structured understanding of each company across filings, models, assumptions and research.

When new information arrives, VISION3 can identify material changes, update the relevant analytical workflow and surface what requires investor attention.

Human judgement remains in control.

Event→Read→Extract→Reconcile→Model→Valuation→Thesis→Review

Models you can interrogate.

VISION3 connects operating assumptions, financial statements and valuation through transparent model relationships. Change an assumption. See the consequences. Understand the dependency. Trace the source.

BearBaseBullExport to Excel
Exit yield5.25%
Occupancy96.4%
ERV growth+3.6%
Net operating income£400.0m
EPRA earnings per share29.6p
EPRA NTA per share£5.71
Target price£5.85
Assumption editor

Every driver is editable and recalculates the whole model.

Formula tracing

Inspect the relationship behind any modelled cell.

Excel export

Download a workbook with live formulas and dependencies intact.

Agentic Equity Analyst, designed for specialists.

Built for investors who need more than generic financial AI.

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