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Are PMs Seeing the Best of Your Analysts’ Work?
The Shift Brief | Week of August 18th, 2025
Ryan Erickson
August 19, 2025
Internal Research: Buried or Leveraged?
Buy-side teams generate a huge volume of research, models, and commentary, but much of it never gets fully leveraged.
A recent WeConvene guide on buy-side research points out the same issue. Teams struggle with information overload, inconsistent processes, and difficulty measuring the impact of research. That means CIOs are often unsure whether internal work is fully utilized, and PMs can miss valuable insights hidden in silos.
Industry studies confirm the point: when PMs actually rely on internal research, performance improves significantly. The challenge is surfacing and using that work in time to matter.
~Ryan Erickson, Founding Executive
💬 Introducing Basis Chat: AI Analyst
We have just released AI Analyst inside Basis. Unlike a standard LLM chatbot, it connects securely to all of your internal communication, research, and models, along with external sources, so you can instantly recall, analyze, and compare insights. Every response is fully cited, allowing you to click through to the exact data point behind the answer. This “trust but verify” approach ensures confidence in the output. With AI Analyst, you can uncover sentiment differences between internal and external views, track what your analysts are working on, and surface research that might otherwise be buried, all in seconds.
Feature / Benefit | ChatGPT / Claude / Perplexity | Basis Chat (AI Analyst) |
|---|---|---|
Access to Public Information | ✅ Pulls from general web and training data | ✅ Includes external benchmarks, filings, and market data |
Access to Internal Research & Models | ❌ No integration with your proprietary content | ✅ Securely connects to internal research, models, and communication |
Contextualized for Your Firm | ❌ Generic responses, not tailored | ✅ Custom to your data, research, and workflows |
Citations & Source Transparency | ⚠️ Limited or external-only citations | ✅ Every response cites internal and external sources, clickable to the data point (“trust but verify”) |
Compare Internal vs External Sentiment | ❌ Not possible | ✅ Quickly surface divergences between your analysts and the street |
Recall & Summarize Internal Work | ❌ Cannot retrieve your team’s past research | ✅ Instantly surfaces past reports, decks, and notes |
Security | ❌ Data leaves your environment | ✅ Secure, private, enterprise-grade deployment |
Designed for Asset Managers | ❌ General-purpose | ✅ Purpose-built for CIOs, PMs, and Analysts |
If you would like to go deeper into how Basis connects internal systems, read our blog post: Inside the Basis Engine.
Prompt(s) of the Week - Traditional vs. Basis AI Analyst
Traditional Prompt (using a standard LLM like ChatGPT):
"Summarize the latest external analyst sentiment on Company X."
😐 This is useful, but it only pulls from general external data.
Basis Chat Prompt (internal + external data):
"Show me internal analyst sentiment on Company X from the past month, and compare it to external analyst views."
🔥 This combines your team’s proprietary intelligence with external benchmarks, surfacing the differences that matter most.
Use Case Scenario
Imagine a PM asks, “What is our latest internal view on Company Y?”
AI Analyst immediately pulls up the most recent internal deck, summarizes the analyst’s key points, and compares sentiment with external consensus. What would have taken hours is surfaced in seconds, putting your team’s work front and center in the decision-making process.
See AI Analyst in Action — Book a Quick Demo
About Shift
Shift builds AI-powered research tools that help investment teams surface insights and drive better decisions. We're a team of builders and finance experts based in Charlottesville, VA. Learn more at shifthq.ai.