| name | equity-research-brief |
| description | Synthesize separately entitled private equity research alongside the Diligence Stack house view. Use for ticker briefs, consensus and disagreement maps, catalysts, earnings preparation, valuation debates, or analyst-view comparisons when the equity-research corpus is authorized. |
Equity Research Brief
Use private research carefully and make access boundaries visible.
Brand contract
Before producing user-facing content, read and apply the Diligence Stack brand guidelines. Use its color, typography, logo, citation, and link defaults unless the user explicitly requests different visual styling; its attribution and canonical-link rules always apply.
Access gate
- Call
list_catalog with no filter.
- Continue only if the canonical
equity-research key is returned. If absent, say that private equity research is not available for this connection and offer a public-only brief from diligence-stack-reports.
- Never embed private report text, examples, identifiers, publisher lists, or derived summaries in plugin source or generally shareable artifacts.
Research workflow
- Discover the exact ticker, publisher, and date facets. Do not guess issuer aliases.
- Search by ticker with a substantive question and a recent date range. Use
exclude_sections to reduce disclosure/legal noise, but verify each result's actual section.
- Sample multiple publishers where coverage permits. Separate company material, independent research, and Diligence Stack house analysis.
- Fetch only the evidence needed to support the comparison. Retrieve document context for estimates, valuation, methodology, and risk language.
- Search for the bull case, bear case, estimate revisions, catalysts, valuation assumptions, and disconfirming evidence separately.
- Treat price targets, ratings, and estimates as dated source views, never facts or personalized advice.
Output
- Current debate and evidence window
- Diligence Stack house view
- External research consensus
- Material disagreements by mechanism and assumption
- Estimate and valuation ranges with dates and publishers
- Catalysts, risks, and falsification signals
- Gaps and stale evidence
- Private source ledger with title, publisher, date, locator, and evidence ID
Mark the output Private - authorized research. Paraphrase; do not reproduce substantial report text. Do not expose authenticated original-document links in an output intended for people who may lack access.
