Littlebird keeps each thesis traceable for investment analysts

Littlebird remembers the calls, models and memos behind each position, so you can explain your reasoning months later

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What was our original thesis on Flock Industries, and which assumptions have changed since we initiated in March?

Worked for 3 steps

Your March 4 initiation memo rested on pricing power and margins recovering to 18% by next year. Since then, July results showed margins flat at 14%, and on the August management call the company pushed the new plant opening to 2027.

Your original thesis is there when the position moves

Your edge is accumulated judgment: the management call where guidance softened, the channel check that pointed the other way, the assumption that made the model work. When a position moves, the first question is what the thesis was, and the answer should be specific.

Littlebird remembers your calls, the email you connect and the work on your screen, including models, filings and memos. Ask what you expected and when, then compare it with what has happened since. It drafts updates and memos from your own research and gives no investment advice.

What Littlebird does for you

It works from your meetings, email and the work on your screen, and you stay in charge of what goes out

Follow each position's research trail

Ask what you learned on management calls, what the channel checks said and how the model changed, and Littlebird answers from your own calls, notes and files.

Compare the thesis with what happened

Ask what you expected when you initiated and which assumptions have changed since, and use the answer for an honest post-mortem.

Prepare for investment committee

Ask for the bull case, the bear case and the open questions on a name, and Littlebird pulls them from your memos, models and calls so you walk in prepared.

Draft thesis updates and memos

Save your memo format in a project's instructions, and Littlebird drafts earnings reactions and thesis updates that follow it, from your notes and the results you reviewed.

Littlebird works with the tools you already use

Connect your email, calendar and files on every plan, including the free one

Littlebird also remembers what you see in any app on your Mac or Windows computer.

Integrations

Private by default

Littlebird never sells your data or trains models on it, and neither do its AI providers

You choose what it sees

Pause capture anytime, keep apps and websites out, and delete your data whenever you like.

Private until you share

Your chats, meeting notes and memory stay private to you unless you choose to share them.

Encrypted in the cloud

Data is encrypted at rest with AES-256 and in transit with TLS 1.3, and hosted on AWS in the United States.

Audited security

Littlebird is SOC 2 Type II audited, and HIPAA is available with a signed BAA.

Visit the Trust Center Read how we handle your data

Frequently asked questions

Can Littlebird search the web as well as my notes?

Yes. Littlebird can search the web alongside your own calls, notes and files, so you can compare public news on a company with what you heard from management. It summarizes and drafts, gives no investment advice and leaves the conclusions to you.

Does Littlebird work with my research tools?

Littlebird remembers what you see in any app on your Mac or Windows computer, including your models, research platforms and the filings you read, so your research trail stays easy to retrace. You can also connect Gmail, Google Calendar, Google Drive, Outlook and Dropbox on every plan, including the free one.

Does a bot join management calls?

No. Littlebird takes notes from your computer's audio, so no bot joins the call and it works with the meeting app you already use. Let people know you're taking notes, as your firm's policy and local law require.

Is my research kept confidential?

Littlebird never sells your data or trains models on it, and neither do its AI providers. It's SOC 2 Type II audited, your chats and notes stay private to you unless you share them, and you can pause capture, keep apps out or delete your data at any time.

What does Littlebird cost for a research team?

You can start for free. Paid plans add more capacity and features, and Team plans give each person their own private Littlebird with shared projects. Compare them on our pricing page.