Tenzing MEMO Release Notes

Comprehensive Updates for AI-Powered Market Intelligence

11/13/24

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.

10/02/24

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  • Streamlined Outputs: Replacing outdated categories with richer, more relevant briefs.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.

08/20/24

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.

06/11/24

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.

06/07/24

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.

05/02/24

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.

03/07/24

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.
10/02/23

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.
05/11/23

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.