How GraphCall works

Master the Flow

From the first question on a company to the decision maker's answer.

Six steps, one graph. Read the reasoning behind each step, then watch it work.

Try GraphCall
Step 1 · Automate

Do the ground work of your capital markets research with AI-Graph templates

The typical workload of finding data that would take days for your intern or entry-level analyst to gather, based on a list of questions and previous case examples.

AI-Graphs are supercharged structures that look like mind-maps. They organize due diligence questions and analysis in logical steps, and they can also take decisions.

They are extremely easy to customize. Use the ones preloaded in your account, create new ones, or ask for a consulting service and we build it for you.

Step 1 · Automate
Templates run your due diligence ground work
Step 2 · Augment

Follow-up questions with AI

The ground work is done, but you need additional information. That is why there are always follow-up questions.

You ask them inside the same graph, which can be edited fully automatically or semi-automatically. Select any node and ask. The graph expands with new, structured intelligence.

“What are the key competition risks?”
Step 2 · Augment
Select a node, ask a question, watch the graph grow
Step 3 · Brainstorm

Push your LLM chats into the system

AI can help in several parts of the process. The standardized ground work is typically done by interns and entry-level analysts. The follow-up questions are typically asked by more experienced analysts. A crucial part is the brainstorm.

The brainstorm is the most difficult part for a buy-side analyst. It is like solving a geometry problem by drawing an additional point that lets you demonstrate what you need to demonstrate. It is called triangulation.

It means reframing the data, such as revenues per car or per watt, or finding triangulation points for potential revenue increases. These put things in perspective far better than moving from 3% growth to 4%. If your triangulation shows that revenues can be multiple times higher, that can be far more coherent than a 4% growth that “seems relatively high”.

LLM chats with tools like Google AI are fantastic for finding triangulation data, but you need to join that data to your investigation case.

In one click, GraphCall creates a general summary and organizes the topics discussed in sequence, so you don't have to scroll indefinitely. Each part is referenced, so one click reopens the chat at the exact position of the source.

No more infinite scrolls and unconnected chats. Each chat is now neatly organized and can be branched seamlessly into other chats.

Step 3 · Brainstorm
From an LLM chat to an organized graph
Step 4 · Your data

Add your manual data

There are always pieces of data “on the go”: a page you browse, a chart you receive on WhatsApp, an interesting video from a key macro investor. Your data used to be scattered, often floating in your head, with the risk of losing key information.

Now it goes into the same graph, ready to be part of the analysis.

Images · Videos · HTML pages

Any type of content element

Add any type of content element to the Graph in a few clicks.

PDF · Augmented media

View and comment in place

Add a PDF and comment on it seamlessly in our unique augmented media format, a video and PDF hybrid.

PDF · Annotation

Turn a PDF into extractable text

Need to comment on sections of a PDF and add them to the Graph? GraphCall converts your PDF into an HTML page, ready for extraction. Selected text becomes a bubble in the Graph, with a reference back to its source.

Technical note: the conversion uses PDF.js.
Step 4 · Your data
PDF to Graph
Steps 5 & 6

Communicate

Step 5 · Communicate: send

Now it is time to share and report your findings

Video on play. Document on pause. Your recipient sees the actual data and documents, not pixels on pause.

GraphCall combines a comprehensive stack of AI and human data gathering and analysis with an unbelievably faster way to report your findings and discuss them.

Old hands of analysis remember how they would copy and paste pieces from the internet into a document as the source, then write a summary in a hurry because markets go fast.

GraphCall goes far beyond that.

Screen capture with explanation: sending a graph report
Step 5 · Communicate: send
Resize the document independently of the video
Step 6 · Communicate: reply

Faster decisions for decision makers

The analysis has been received. Now the decision makers want to opine, have particular questions on some data they received, and need clarifications on specific data points.

With GraphCall reply, they don't need to schedule a meeting. They don't need to write a long email explaining the context of what they want clarified, like:

Can you please, on page 4, tell us what this item in the expenses means?

In the second part of the chart I saw that the trend inverted. Would you mind explaining why?

Those questions exist because of missing context. A video box layered on top of the live PDF or the data bubble gives it back: the decision maker points at the item and asks, in the same graph.

Screen capture with explanation: the reply video box on top of a live PDF or data bubble
Step 6 · Communicate: reply
Reply in context, without a meeting
Video coming soon

Ready to master the flow?

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