Tenzing MEMO Release Notes
Comprehensive Updates for AI-Powered Market Intelligence
Introducing MEMO 2.0: Simpler, Faster, Mobile Ready
Clean Interface
Navigate effortlessly with an optimized UI built for clarity, utility, and speed.
Mobile Ready
Research, chat, and get-up-to-speed faster anywhere, anytime.
Enhanced Intelligence
Tap into deeper insights and better context with our upgraded reasoning engine.
Faster Everything
Experience shorter wait times and quicker processing across the board.
1K+ New Research Ready Tickers
Tap into another thousand public companies with minimal wait and more than 20,000 preprocessed documents.
New Tools All Over
Review chat history, access recent MEMOs and an improved Watchlist view, get relevant news and video results, etc.
In-Line Citations, Corp Gov Insights, 30K+ New Documents Added, Faster Processing
New MEMO Section: Governance
Streamline your analysis of a company’s executive compensation scheme, board composition, and governance structure. Review category highlights with our new Proxy document breakdown.
New Document Types: Proxy Filings, Investor Day Transcripts, Expanded 8-K Coverage
Get richer Q&A responses with thousands of processed Proxy filings (new), Investor Day transcripts (new), and a wider variety of 8-Ks backfilled into the knowledge base.
New Reference Tool: In-Line Citations
Jump into localized document citations in-line and get direct access to relevant primary sources.
Faster Processing
Enjoy ~40% swifter AI processing (based on internal testing) in both research and Q&A on all companies. Get deeper insights, faster.
New ‘Advanced Reasoning’ Valuation Tool
Introducing: Preliminary Valuation Model
Get customizable, per-share valuation analyses for nearly 6,000 covered companies in just 3-6 minutes. Built on cutting-edge AI reasoning models, this feature enables fast, intelligent financial modeling.
Key Features:
- Smart AI Reasoning: Advanced processing for enhanced accuracy.
- Interactive Customization: Adjust assumptions with the "Rewrite" tool.
- Downloadable Outputs: Export Word or Excel reports for further analysis.
- Dynamic Q&A: Pose questions and explore insights with ease.
Curated Web Sources for MEMOs & Themes
Gain richer context with curated web links at the conclusion of most sections, offering faster research ramp-up.
New Content & Functionality
Enhanced MEMO Sections
Dig into new, restructured, or improved research segments such as:
- New Sections: Story, Product, Future
- Improved Sections: TAM, Rivals, Risks
- Streamlined Outputs: Replacing outdated categories with richer, more relevant briefs.
Filtered Web Results for Q&A
Access deeper, context-rich responses with relevant, verified web sources integrated into answers.
Expanding Knowledge, Minimized Processing Times
~8,000 Sellside Event Transcripts Added
Enjoy seamlessly integrated with Quartr’s licensed database, providing verbatim insights from leading investment bank conferences.
Auto-Generated Themes Coverage
Dive into dynamic reports on critical events like M&A, litigation, product launches, and quarterly recaps. Gain actionable intelligence with robust Q&A tools and citations.
Preprocessed Documents for 5K+ Companies
Exploit minimized processing times on nearly every US-based public company larger than a nano-cap stock with tens of thousands of preprocessed documents and transcripts.
Smarter Processing, Added Financial Insights
Annotated Key Event Charts
Visualize event histories with AI-curated annotations linked to source materials.
Faster Fact-Checking
Dive into related documents sources from AI content with section footnotes.
Streamlined Financial Tables
Access core financials—estimates, income statements, and balance sheets—at a click.
GPT-4o Upgrade, Streamlined Prompts, Preprocessed Docs
Faster Writing, Richer Context
Enjoy accelerated processing with enhanced context with the jump to GPT-4o.
Preprocessed Documents on Russell 1000
Accelerate researching with preprocessed document libraries covering all Russell 1000 Index constituents.
Improved Scannability
Browse cleaner outputs with a more distinctly natural writing style.
Expanded 10-Ks and 10-Qs
Get deeper insights from larger extracted portions of key financial filings.
Prompts Upgraded to GPT-4.5 Turbo, Improved Formatting
Enhanced Q&A with GPT-4.5 Turbo
Enjoy deeper, richer Q&A interactions with under-the-hood improvements and prompt optimizations.
Markdown Formatting Added
Browse outputs with stylized text and improved readability.
Version Beta+, Powered by GPT-4 Turbo
More Powerful Q&A
Enhanced AI precision ensures faster, richer answers to complex questions, supported by:
- Integrated Investor Decks from Quartr
- Expanded document catalog with preprocessed SEC filings and 8-K reports
- Personalized AI News Service: Get curated news alerts aligned to your watchlist, ensuring you never miss critical updates.
Public Beta Launch
The Future of Market Intelligence
Tenzing MEMO enters public beta, offering a seamless market intelligence experience for professionals with:
- A unified, user-friendly interface for all major functionalities.
- Full coverage of U.S.-listed public companies.
- Auto-generated briefings to get you up to speed instantly.
- Conversational Q&A, enhanced follow-up suggestions, and instant Word downloads.
Version Alpha Unveiled
Introducing Tenzing MEMO Alpha
A game-changing AI-powered tool for professional investors, designed to streamline research and analysis. Key features include:
- Early-stage MEMO creation with structured intelligence on key companies.
- Pilot-access for select professionals.
- A video demo showcasing content depth and functionality.
About Tenzing MEMO
Tenzing MEMO is a next-generation AI market intelligence tool for professionals, designed to accelerate research and act as your analytical co-pilot. Stay tuned for continuous innovations as we redefine market intelligence.