For boutique public-equity research firms and independent analysts

An investment memo on a public company — with every figure checked

B2BC News Lens finds company news across a global index — 150,000+ sources in 60+ languages — cross-checks it against SEC EDGAR filings, and assembles a due-diligence-grade memo. Investment judgment stays with your analyst.

Check my fit

Four short questions about your case — and a straight answer on fit. No call needed.

Automated due-diligence-grade research from public sources. Not investment advice.

A finished deliverable, not another terminal

Memo

A cohesive analytical document (English original + translations into your languages).

Financial model

A 4-tab Excel file (summary / sourced assumptions / scenarios / sensitivity) plus a machine-readable JSON.

Claims

80–150 machine-readable claims: every figure and date linked to a source with a verification status.

Stance

A position (bullish/neutral/bearish) with confidence, horizon, and review triggers.

Lineage

Traceable from source to final conclusion — the report can be handed to a third party in full.

All artifacts are downloadable and editable. One report = one company for the chosen time window.

Proven on a live case

Nebius (NASDAQ: NBIS), February 2026 window — annual report release

Confirmed

FY2025 revenue — $529.8M: the figure from the news matched the annual 20-F report.

Refuted

News reports said “$7.8B in debt.” The 20-F shows $4.1B. The filing figure made it into the memo.

Excluded

A press typo of “$227.7B” instead of millions was caught by cross-source reconciliation and never made it into the stance.

One demonstration case, not statistical proof of accuracy and not investment advice. All figures are from the issuer's public filings.

How news noise becomes a verifiable document

1

Input #1 — news

150,000+ sources, 60+ languages, a 26-stage cleaning pipeline (deduplication, event clustering, ranking).

2

Input #2 — filings

Official SEC EDGAR filings (462 filings for the pilot issuer, rows back to FY2009).

3

Company card

14 fields (ticker, subsidiary brands, directors, competitors…) — so news about the founder or a “sub” gets attributed to the right company.

4

Verification

Every figure and date in the memo is reconciled against official filings and across sources before it makes it into the final document.

5

Financial model and stance

Sourced assumptions roll up into the model, and the model rolls up into a stance with review triggers.

Every figure has a lineage

80–150 claims per memo

Every figure and date carries a machine-readable claim with a source.

100% coverage of the summary and stance

Otherwise the report doesn't ship. It's a release gate, not “best effort”.

A refusal instead of a bad report

When in doubt, the system stops; some runs honestly end in a refusal.

Fully traceable

Every claim can be traced from source to final conclusion — the report can be handed to a third party in full.

Anatomy of a single claim

$529.8MRevenue, FY2025 (Nebius, NASDAQ: NBIS)
  • — News stream (aggregated mention)
  • — Annual report 20-F (SEC EDGAR)

Filing reconciliation

Confirmed against the 20-F — no discrepancies

Source conflict resolution

No conflicting news phrasings found

A financial model where every assumption can be checked

Three scenarios

A forecast P&L for FY2026–FY2028 (down to pre-tax profit — no false precision).

Funding block

Capex, cash trajectory, the funding gap, and how it's closed.

Per-share ranges

By scenario — no single-point “fair prices”.

Sensitivity

Across three axes: multiple, portfolio conversion, funding rate.

Filing-based anchors

Cash, debt, and share count are drawn from confirmed facts, not from the news.

Honest degradation

If there's no confirmed anchor, the model says exactly which anchor is missing instead of inventing a range.

The model is reproducible: the same inputs always give the same result. Every assumption links to a source and a claim.

What the system doesn't do — stated plainly

Current boundaries

  • —Filing reconciliation — SEC (US) issuers only.
  • —The memo original is English; other languages are translations.
  • —The stance is a reasoned position with review triggers, not a ready-made “buy/hold/sell” call — the decision to act stays with your analyst.
  • —One report = one company for one window; this isn't monitoring or alerting.
  • —The founder personally configures and runs every report — you describe the company and get the finished result; there's no self-serve panel.
  • —We work only with public sources — confidential data isn't accepted.

Who's responsible for what

  • The system

    Collects, structures, verifies, and builds the model.

  • The founder

    Configures the company card and oversees every run.

  • Your analyst

    Reviews, interprets, and makes the investment call.

Who this is for

Good fit

  • Boutique public-equity research firms and outsourced research desks of 2–15 people.
  • Teams producing 2+ company-level reports a month: bespoke primers, public-source due diligence, event-driven research.
  • Independent paid analysts with their own research practice.

Not a fit if you need

  • Confidential sources, data rooms, or private (non-public) companies.
  • Trading signals or ready-made buy/sell recommendations.
  • Real-time monitoring and alerts.

Frequently asked questions

How is this different from ChatGPT for $20/$100/$200?
It's not “a smarter model” — it's a specialized, repeatable process: a fixed output structure, every figure verified against filings, a reproducible financial model. If a general-purpose chat is enough for your needs, you don't need this product.
Why should I trust figures from the news?
You shouldn't have to. That's why filing-based facts are reconciled against SEC EDGAR (the filing wins on any discrepancy), conflicting sources are excluded, and every figure shows a verification status.
One case doesn't prove anything.
Agreed. That's why the first step is a check on your companies and your window, not a subscription.
Is this investment advice?
No. It's automated due-diligence-grade research from public sources; interpretation and the decision stay with your analyst.
What about confidentiality?
The system works only with public sources and official filings — that's the only thing that can be re-checked and cited in the memo. Please don't send confidential or insider information: we can't verify it against public sources, and the current process isn't built to store it securely.

Check whether your case is a fit

Four short questions — and we'll give you a straight answer on fit. No call needed.

Do you need anything the product doesn't cover

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We reply within 24 hours. Please don't send confidential information.

An automated due-diligence-grade artifact from public sources and official filings; not investment advice or an offer.

Company Research — an investment memo on a public company, with every figure checked | B2BC