JMN DraftPilot · Analyst-built

Automate the reports
your desk drafts every cycle.

Analyst-built · not generic Reads · Excel, PDF, Word Your template · every draft Traceable · to source

DraftPilot is a platform for building report-writing agents. Each one reads your source files, researches across them, and drafts every section to your fixed template — with every figure traceable to source. The analyst keeps the call.

See it in action
DraftPilot · Equity Research Agent
Draft in progress
Annual report
Transcript
Investor deck
Your model
YOUR CALL
Key Message
Awaiting the analyst's call...
DRAFTED
Results Summary
Revenue and margins read from the filing, checked against your model — every figure cited to source.
DRAFTED
Management Commentary
Guidance and key quotes researched from the transcript, linked back to the passage.
DRAFTED
Exhibit Tables
P&L, segment split and peer comps — populated and formatted to your template.
YOUR THESIS
Forward View & Valuation
Comps and the PT bridge assembled — the thesis paragraph is yours to write.
✎
DraftPilot drafted every section it can — each figure traceable to source. The call and the thesis stay with the analyst.
Excel · PDF · Word
Source files it reads —
customizable to your requirements
Any report
Earnings, sector, M&A —
or whatever your desk builds
Every figure
Traceable back to the
source document it came from
The real problem

Your reports, drafted to
your format — from your sources.

Half the week disappears into repetitive research and report production. DraftPilot's agents research across your source files and draft each section to a format you fix in advance — every figure traceable to source, reproduced every cycle. Not a chatbot that drifts off-template: a drafting agent that holds your structure.

50%
Of your report-drafting effort automated, cycle after cycle
2×
Your coverage — draft more names with the same team
Faster
Reports drafted and ready to publish in a fraction of the time
What the desk repeats today
TODAY
Reading filings and transcripts to pull the same figures
Populating tables and reformatting drafts to house style
Rebuilding the same section structure every cycle
What DraftPilot takes over
WITH DRAFTPILOT
Agents read and research across every source file
Sections drafted to a fixed template you define
Every figure cited — nothing drifts, nothing is guessed
What DraftPilot drafts

Any report your desk produces.
Starter agents included.

DraftPilot is a platform for report-writing agents — not a fixed set of templates. Start with ours, or build your own for any report your desk repeats. Every draft arrives in your house style, traceable to source.

Starter agent
Equity Research
Ready to use · or customize
Earnings notes and coverage initiations
Results, model changes and management commentary
P&L, segment and peer-comp exhibits
Starter agent
Industry Summaries
Ready to use · or customize
Sector and thematic updates across your universe
Peer earnings and valuation comps, refreshed
Catalyst calendar and macro overlay
Build your own
Any report you define
Your team · or built with us
M&A, arbitrage and deal analysis
Credit and fixed-income notes
Whatever your desk drafts on a schedule
Reads →
Filings & annual reportsany market
›
Transcripts & investor decks
›
Deal documentsannouncements, terms
›
Your model & notes(Excel, Word, PDF)
Inside DraftPilot

Built like a spreadsheet.
Traceable like an audit.

An agent is a grid: rows are your source documents, columns are the prompts that research and draft each section. Configure it once and it runs every cycle — with every answer cited back to the source.

DraftPilot agent catalogue
01 · Build an agent
One agent per report type
Equity Research, Industry Summaries, your own — each agent is a workspace for one kind of report, reused across every name you cover.
DraftPilot output property configuration
02 · Configure once
Every section is a prompt
Point each column at your sources, pick the model, set the output type and template. Written once, it researches and drafts that section for every document in the grid.
DraftPilot generated output traceable to source
03 · Traceable to source
Nothing is guessed
Every draft links back to the filing, transcript or deck it came from. Change an input and DraftPilot flags the result stale — it never rewrites underneath you.
Governance

DraftPilot drafts.
The analyst decides.

The note that reaches the client carries the analyst's judgement, not the system's output. That line is why every draft is traceable and every publication is reviewed.

What DraftPilot does
Everything that can be
researched and drafted.
Reads and researches your source files — filings, transcripts, decks, model
Drafts each section to your fixed template, in your house style
Cites every figure back to its source passage
Flags a result stale when its inputs change — never silently
What stays with the analyst
Everything that requires
a human call.
The investment thesis and the key message
The rating and the price target
Final review — nothing publishes unsigned
DraftPilot never issues a recommendation
DraftPilot writes the draft. The analyst writes the call. The client reads one note, traceable to source — and the judgement in it is human. That is the only standard that matters.
See it on your own reports

Send us a report you draft
every cycle.

We will build the agent and show you the draft — in your section structure, your template, traceable to your sources. A free pilot, on your own desk.

Email us directly