Customers · Asset Managers

Catch the change before it moves the thesis.

Built for equity research and credit analysis across portfolio holdings.

Vekstar asset management product demonstration

Vekstar is AI designed for asset managers. Analyze companies across their complete SEC history to surface changes, compare disclosures, and focus on the insights that shape investment decisions.

For asset managers

How Vekstar supports asset management workflows

Track filings, surface change, and validate every thesis against the full SEC record.

01

Monitor your coverage universe.

Track filings, earnings disclosures, liquidity changes, and risk updates across the companies you own or follow.

02

Detect thesis-moving change.

Surface changes in segment trends, capital allocation, guidance, and risk language across periods and peers.

03

Validate every move with evidence.

Every observation stays tied to the original filing and passage so portfolio decisions can be reviewed and defended.

Without Vekstar / With Vekstar

The same work, before and after the record is maintained for you.

Reading the flow

Without VekstarAnalysts triage filings by hand and read the ones they get to.
With VekstarEvery filing across the coverage list is read on arrival and diffed against the prior period.

Comparing periods

Without VekstarMulti-quarter comparison is assembled in a spreadsheet, one issuer at a time.
With VekstarEight quarters across the peer set resolve from a single question.

Sourcing the claim

Without VekstarNotes carry a paraphrase and a page reference someone has to go find.
With VekstarThe verbatim passage travels with the finding, citation attached.

Defending the thesis

Without VekstarCommittee questions send the analyst back into the documents.
With VekstarThe supporting language opens in the meeting, exactly as filed.

See Vekstar on the companies you work on.

We will configure the demonstration around the names you actually hold, the periods you compare, and the evidence standard your investment committee applies.

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