Framework
Our research follows the 6-Step Framework, adapted for automation and analyst overlay to deliver institutional-grade precision in every report.
1
Define Objective
We begin by defining the company, horizon, and decision criterias. This establishes scope, materiality, and expected outcomes before any data is processed.
2
Collect Data
Our engine automatically retrieves filings, financial statements, management narratives, transcripts, shareholder letters, presentations, press releases—and macro & industry sources datasets.
3
Process Data
We parse financials into our proprietary financial model and standardize the information.
4
Analyze Data
Professional analysts combine judgement with back-tested AI outputs : running industry standard models, defining scenarios, updating assumptions, benchmarking peers, and assessing positioning across macro, industry, and consumer trends.
5
Conclusions and Recommendations
Findings are merged into institutional document and updated in Soulbridge modular platform, containing:
recommendation, thesis, valuation scenarios, snapshots, company overview, macro/industry drivers, forecasts, and monitoring triggers.
6
Follow Up
Reports are refreshed after new filings, market events, or macro updates. Static analysis remains preserved while dynamic ratios and multiples update automatically, ensuring ongoing accuracy and comparability.