Background research
Briefed before every meeting.
Name a company, supplier or counterparty. Lynctera researches it from its own website and public sources, and hands you a brief where every point is cited.
A fund administrator you are meeting on Thursday
Researched from its own website first, then public sources
What the brief found
- Administers around 40 funds, mostly UK and Irish.Their website
- Authorised and regulated by the FCA.FCA register
- Two directors resigned this year.Companies House
- The AI's reading: ask who now leads fund accounting.
The research an analyst would do, planned and sourced.
- Starts from the company itselfIts own website and business model first, then the wider sources.
- Sources ranked by standingOfficial and primary sources lead. Unsourced profile sites are dropped.
- Uses what you already knowYour own notes on the relationship shape the questions it asks.
- You approve the planIt proposes what to research. You decide what it pursues and what goes in the brief.
Where it helps
- Customer onboarding
- Supplier checks
- Meeting preparation
- Counterparty review
- Acquisition screening
Every finding has a source you can open.
- Public web only with your consentResearch reaches the open web only when your firm switches it on.
- Every step loggedWhat was searched, what was found and what was kept.
- A person signs offLynctera drafts, flags and checks. Your people decide, and every decision is on the record.
Common questions.
What sources does it use?
The company's own website and business model first, then the wider public sources. Official and primary sources lead. Unsourced profile sites are dropped.
Can I control what it researches?
Yes. It proposes a research plan. You decide what it pursues and what goes in the brief.
Can it use what we already know?
Yes. Your own notes on the relationship shape the questions it asks, so the brief starts where your knowledge stops.
What is it used for?
Customer onboarding, supplier checks, meeting preparation, counterparty review and acquisition screening: anywhere a person would otherwise spend an afternoon searching and copying links.
How do we start?
Ask for a sample brief on a company you know. We will show you what Lynctera found, where each point came from, and why.
More of what you get back.
Everything on your plate
Requests, promises and deadlines from your inbox, and the replies you are still waiting for.
What was agreed
Answers from your own email and documents, with the source.
Exceptions, already checked
Breaks and mismatches found, with the likely cause attached.
Documents read, drafts written
Contracts checked against your rules. Replies and questionnaires drafted from your past work.
Decisions without the meeting
The committee votes independently on the same pack. You meet only on the disagreements.
Your own process
Not on the list? Your steps, rules and sign-offs, configured rather than coded.
Ask for a sample brief.
Send us a sample. We will show you what Lynctera does with it, and why. Then a short fixed-fee pilot.