AI-driven theme intelligence
ThemeDesk is a professional intelligence workspace for fund managers and equity research analysts. Score any listed company on AI, ESG, EV, and more — and audit every number back to a sentence in the source document.
The problem
Most theme-intelligence products return a number with no chain of custody. Analysts cannot defend a position sourced from a model they cannot audit.
Theme exposure is computed once and never updated. A press release on Friday leaves the dataset stale by Monday morning.
Verifying any single score against annual reports, ESG filings, and earnings calls takes hours per company. It does not scale to a watchlist.
How it works
Annual reports, ESG filings, earnings-call transcripts, and press releases are parsed into evidence chunks. Each chunk keeps its source citation, page anchor, and confidence score.
The ingestion pipeline is pluggable — a new document type is a new parser, not a re-architecture.
Core capabilities
A single company can hold multiple, distinct theme scores — AI 85, ESG 45, Gaming 70 — updated as new documents land.
Every score resolves to a highlighted excerpt in the source document. The Evidence Viewer scrolls to the exact text span.
Select any set of tickers and see their theme scores side by side. Identify relative industry leaders at a glance.
New documents trigger re-scoring. The system surfaces the delta, the source, and the affected theme — so analysts stay current.
Who it is for
Generate thematic theses faster. Compare exposure across a watchlist in seconds instead of afternoons. Walk into IC meetings with the source document already on screen.
“I need to defend every number in the model. ThemeDesk is the only system that lets me.”
Identify leading companies for new theme-based indices with full traceability. Map constituents to the HSICS sub-sector taxonomy alongside emerging custom themes.
“Index construction is auditable work. Black-box scores are unusable for us.”