For finance and investment professionals

An investment memo, with sources.

Bring the filings, reports and transcripts (PDF, Word documents or scanned). Pull data points onto your coverage board, map the thesis, and write the memo with every figure tied to its page.

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Reading, markup, the board and search are free. Pro is ₹499 a month, AI included.

Time

Read the filing once.

Ask the filing, the transcript and last quarter's report together, and keep the numbers on one board.

Confidence

Every figure, tied to its page.

Answers come from the documents and show the page, so every number in the memo can be checked.

Outcome

Defend the thesis.

Investment memo, company research and earnings analysis templates, with every figure cited.

What you can make

Pick what you want to make.

Choose the documents in your coverage, choose a tool, go. Everything it makes points back to the page.

Investment Research Memo

From filings to a cited memo.

Thesis, drivers, valuation points and risks, drafted from your coverage with every figure cited. Also: Company Research Report.

  • Investment memo
  • Company research
  • Every figure cited
Thesis: margin recovery
DriverVolume growth of 12%. p. 3
Balance sheetNet debt ₹1.2bn, falling. p. 21
RiskInput costs. p. 34

Data points

The numbers, each with its page.

Extract a figure as a data point while you read. It keeps the document and the page, ready for the memo.

  • Extract data point
  • Click to verify
Revenue+12%p. 3
Net debt₹1.2bnp. 21
GuidanceRaisedp. 2
Capex₹340mp. 27

Earnings analysis

This quarter against the last.

Results, guidance and management commentary compared side by side, every cell with its page.

  • Earnings Analysis
  • Financial review
Q2Q3
Revenue+9%+12%
MarginFlatFlat
GuidanceHeldRaised

Thesis map

Drivers, risks and assumptions, linked.

Map what the thesis rests on, and what would break it, on your coverage board.

  • Investment thesis
  • Drivers
  • Risks
Margin recoveryVolumePricingInput costsFX
supportscontradicts

Due diligence checklist

Nothing left unasked.

A checklist from the data room, each item pointing to the page that answers it, or marked open.

  • DD checklist
  • Open questions
Related-party loansAnsweredMet
Customer concentrationPartlyPartial
Pending litigationOpenGap

Ask the filing

Questions across your coverage.

Ask in your own words; the answer comes from the filings and transcripts and shows the page.

  • Page citations
  • Unverifiable marked
What did management say about input costs?
They expect them to peak in Q4 and ease next year. p. 8

Audio lesson

The call, in your ears.

Turn a transcript into an audio lesson: one narrator or two voices, as an MP3.

  • Natural voices
  • Two voices
  • MP3
▶
09:30

How analysts use it

Results day. The week after. The memo.

  1. 01

    Results day

    Pull the numbers as you read.

    Extract each figure as a data point, with the filing and the page it came from.

  2. 02

    The week after

    Compare it with last quarter.

    Results, guidance and commentary side by side, so the change is clear and sourced.

  3. 03

    The memo

    Write it with every figure tied to its page.

    The investment memo template turns your board into a draft, with the citations in place.

Audio lessons

The call, in your ears.

Turn an earnings transcript into an audio lesson: one narrator or a two-voice discussion, as an MP3. Three a month free, 60 a month on Pro.

Specialisations

Whatever your desk.

Pick your area; the templates and examples follow it.

  • Equity research
  • Credit
  • Private equity
  • Investment banking
  • Asset management
  • Accounting & audit
  • Corporate finance
  • Risk management

What's free

Free is a real plan.

Free

₹0

for ever

  • Reading, markup and search
  • The board
  • Up to 20 files
  • 3 audio lessons a month
  • AI with your own key
Start free

Pro

₹499

a month

  • Unlimited material
  • AI credits included
  • 60 audio lessons a month
  • Redaction
  • API access
Go Pro

Not in finance? PlasmaText changes with the job.

StudentsPrepare and study smarter, in far less time Exam candidatesA revision plan that knows your weak spots ResearchersA literature review with every claim cited LegalKnow the file cold, every point sourced ConsultantsA stack of reports becomes an issue tree ComplianceA requirements matrix you can check JournalistsFact-check against the source page EducatorsLessons and quizzes from your own material

Every figure, tied to its page.

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PlasmaText helps you read and organise your own material. It is not investment advice.