Generative AI-Powered
Institutional Equity Research

AI-Powered

Convert Earnings Press Releases and Filings To Models

Perspectec enables buy-side and sell-side institutions to leverage their human capital using generative AI.

Built by a seasoned equity research professional, Perspectec combines deep experience in equities with years of leveraging generative AI to create insights that drive investment decisions.

Christine, Equity Research Associate (AI Agent)

Key Platform Capabilities

Leveraging AI Models for Reasoning, Visual Reasoning and Agentic Use in Equity Research

Model Generation

Automated creation of financial model based on S-1, 10-K and 10-Q filings, earnings releases and other filings.

Earnings Release to Financial Model

Leveraging visual reasoning AI while incorporating the customization per company that Bloomberg lacks.

Optimize Your Research Process

Generate a list of pre-determined tasks and checks, auto-highlight the largest deviations and generate a report / pitch highlighting these factors on future financials and valuation.

Equity Research Associate and Assistant AI Agents at your service

Call on our AI agents to perform ad-hoc tasks from generating comps tables, generating presentations, call lists, drafting emails, and tasks not even thought of before.

Incorporate Machine Learning, Neural Network and Mathematical methodologies into your forecasts and estimates

Add visibility and increased forecasts accuracy to your models in ways never taught in Business School or the CFA.

Automated Reports

Generate an initiation, quarterly report or an ad-hoc reports based on news article, earnings releases, filings or 3rd party report, drawing from your excel model.

Portfolio Performance

Perspectec Focused Portfolio vs. NASDAQ Composite

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Institutional Equity Research

These reports are protected under copyright laws and should not be scraped and/or used without the express written consent of Robin Manson-Hing

Dye & Durham (DND.TO)

Legal technology SaaS provider with mission-critical workflow solutions. August 8, 2020 coverage showcasing our detailed analysis of growth opportunities and market position.

Dye & Durham stock performance during Perspectec coverage
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Lightspeed POS (LSPD.TO)

Comprehensive analysis of Lightspeed's cloud-based commerce platform and growth trajectory in the SMB market. Report from August 28, 2019.

Lightspeed POS stock performance during Perspectec coverage
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Docebo (DCBO.TO)

Executive summary on Docebo's AI-powered learning platform and its competitive positioning in the e-learning market. Published November 29, 2019.

Docebo stock performance during Perspectec coverage
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Aurora Cannabis (ACB.TO)

In-depth analysis of Aurora's strategic position in the rapidly evolving cannabis industry. Research published October 8, 2018.

Aurora Cannabis stock performance during Perspectec coverage
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Aphria Inc. (APHA.TO)

Detailed equity analysis of Aphria's business model, market position, and growth prospects in the cannabis sector. Published April 30, 2020.

Cannabis sector stock performance during Perspectec coverage
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Spotify Technology (SPOT)

In-depth research on Spotify's streaming business model, competitive landscape, and growth potential in the global audio streaming market. Published November 14, 2018.

Spotify stock performance during Perspectec coverage
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Experience

10 Years
Institutional Equity Research
Ranging from assistant to associate to stock coverage
5 Years
Buy-Side Equity Research
Generated market moving research with small and mid cap North American equities
4 Years
Machine Learning & Generative AI Experience
Implementing practical solutions that leverage machine learning libraries, neural networks, LLMs, AI agents and more
100% Focused
on Leveraging these experiences in institutional equity research

Equity Research Associate Program

Developing the next generation of equity research talent

A

Perspectec's 1-on-1 training program equips you with the skill set to stand out from the crowd and publish differentiated, value-add research. The founder, Robin, provides tireless support, guidance and helps mold you for the industry. Very rarely do you get the opportunity to work closely with a professional with a strong knowledge base of the technology sector and a deep understanding of unique and ever-evolving metrics on which technology companies trade. I am very grateful to have been a part of Perspectec.

Ayesha

Senior Financial Analyst in a volatile growth industry

H

My time at Perspectec and Robin's mentorship really helped shape my understanding of the ebbs and flows of the market and the value creation that the buy side values. Robin's focus on discovering the true underlying economic value and his intense drive to gain an edge helped shape my foundations at the beginning of my career, which set me up for the rest of my career.

Hamza A.

Equity Research Associate at a Multi-National Investment Bank

J

Working with Robin and Perspectec has definitely sharpened my research and investment acumen. The group's focus on the dynamic technology space, among others, as well as Robin's guidance and the group's support have all aided me in my development. I would definitely recommend this program to students looking to improve their investment craft. It's extremely rare to have the opportunity to take-on a live research role where your skills are tested and refined and at the same time have your creativity and insight valued.

Jeremy Y.

Investment Analyst working in Public Equity Investments at a 'Big Five' Canadian bank

M

I worked at Perspectec for 6 months and it was an incredible journey. I am forever grateful to Robin, who personally invested in my career growth and learning path. While at Perspectec, I sharpened my financial modelling skills while learning the most creative ways to conduct differentiated research and present it in a format that was marketable to institutional investors. As an international student, it is also difficult to break into the Canadian job market without Canadian experience. Perspectec provided me with the very necessary experience at the right time while finishing my Master's in Finance from Queen's University.

Mishma B.

Consultant Risk Advisory at a 'Big Four' Accounting firm

M

Working at Perspectec provided an invaluable experience into the world of equity research. I was able to develop a deep understanding of how investments are valued while building strong research and financial modeling skills. Robin was a pivotal player during my time at Perspectec where he fostered a positive environment, providing valuable opportunities for one to develop meaningful skills. It was a pleasure having the opportunity to work with Robin.

Michael W.

Economist at Finance Canada

Alumni Careers

Other Associates have found success soon after as

Investment Banking Associate at a Toronto-based boutique investment bank

Investment Banking VP at a Toronto-based boutique investment bank

Equity Research Associate at a big 5 Canadian bank

Private Equity Associate at a multi-national PE firm

Investment Research Analyst at a large Canadian family office

Research Associate at a Toronto-based investment management firm

Investment Analyst at a Toronto-based venture capitalist

Investment Specialist at a Big 5 Canadian bank

Our program has a proven track record of launching successful careers in institutional finance

Over 50% of Perspectec equity research associates have found full-time employment in buy-side/sell-side equity research, investment banking, investment analysis or private equity within six months of completing their time with Perspectec, which includes successfully launching research coverage with us.

The Perspectec Equity Research Associate Program works one on one with a maximum of four associates at one time, launching coverage or advancing existing coverage. The focus is on generating differentiated equity research through leveraging generative A.I.

Ready to Transform Your Equity Research?

Experience the future of AI-powered financial analysis with Perspectec.