PTEN
By ALIS LABS

Valuation Copilot

Equity research and valuation on public data, with auditable models and an agentic copilot.

In evaluationFinance & controlsCVM data · DCF/WACC · Monte Carlo · LangGraph · RAG · Text-to-SQL
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Context

Valuation is less math and more thesis: assumptions, narrative and consistency. Analysts lose time collecting public data, reconciling versions and rebuilding the same model.

Challenge

  • Filings and earnings releases spread across different portals.
  • Assumptions that are hard to version and defend.
  • Natural-language questions that need data, documents and the web at once.

Solution

A data lake automatically fed with public CVM data and investor-relations documents, a valuation engine (DCF, dynamic WACC, Monte Carlo) and a copilot that decides when to query the database, the documents or the web.

Architecture

  • 01Scheduled ingestion: public CVM data and IR documents
  • 02Analytics engine: ratios, DCF, dynamic WACC and Monte Carlo simulation
  • 03LangGraph supervisor with SQL, web search and RAG agents
  • 04PostgreSQL, Qdrant for vectors, Redis for cache and rate limits
  • 05Streaming answers (SSE)

Governance & security

  • JWT authentication with roles (analyst, admin)
  • Data validation at ingestion
  • Copilot answers with the source consulted

Current state

  • In evaluation
  • Operating figures will be published once real data exists
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