How Grizzly Rock Capital Transformed Their Investment Research with AI

A value-oriented firm

Grizzly Rock is a fundamental, value-oriented research-focused investment firm. It was started by Kyle Mowery in 2012. Their research and structured investment process provides a sturdy foundation for systematically identifying substantially mispriced securities with high risk/reward asymmetry. They manage a concentrated portfolio and offer hedged equity, concentrated long-only, and co-investment strategies.

The Challenge

Before implementing Fintool, Grizzly Rock was constrained in their ability to analyze a large number of companies due to the time-intensive nature of manual research. The team spent countless hours reviewing SEC filings, earnings transcripts, and financial data, which limited their capacity to identify and capitalize on more potential investment opportunities that could drive additional returns.

Why Fintool

AI-Chat is Better than Keywords Search

Fintool's ability to parse transcripts and filings via natural language queries proved far superior to manual or keyword-based methods. Learn more about chat →

Real-Time Equity Research

Grizzly could request AI-generated "Company Pages," consolidating essential data—business segments, competitor lists, key financial metrics—into easily digestible snapshots. Learn more about Company reports →

Extensive KPI Coverage for Model Building

Fintool's capacity to extract KPIs from less-followed companies saves time in building financial models. Learn more about data extraction →

Results and Impact

The implementation of Fintool has transformed GrizzlyRock Capital's investment research process, particularly in how they analyze individual companies and manage their research workflow as a small, focused team.

For single name research, I'm exclusively using Fintool.It's become an integral part of our daily research processparticularly for company-specific analysis.

Kyle Mowery

Managing Partner at GrizzlyRock Capital

As a small team covering a broad investment universe, GrizzlyRock has found particular value in Fintool's ability to accelerate their research process. The platform enables them to analyze companies more efficiently, especially those with limited analyst coverage where traditional data providers often fall short.

Many companies we analyze have limited sell-side coverage, Fintool makes it easy to extract and analyze key metrics that aren't readily available in Bloomberg.

Kyle Mowery

Managing Partner at GrizzlyRock Capital

Key improvements in their investment process include:

• Enhanced Research Efficiency: The team now consolidates multiple research sources—including SEC filings, earnings transcripts, and press releases—into a single, searchable interface, dramatically reducing time spent on document analysis.
• Broader Market Coverage: Fintool's AI capabilities enable the team to efficiently analyze a wider range of companies, particularly in the small-cap space where traditional data coverage is limited.
• Deeper Analysis: The platform's natural language processing allows for quick extraction of specific information about M&A, supply chain exposure, and key KPIs across multiple sources, enabling more thorough analysis.
• Streamlined KPI Tracking: For less-followed companies, Fintool helps extract and track specific KPIs that aren't readily available in traditional financial databases.

By leveraging Fintool's AI capabilities, GrizzlyRock Capital has transformed their research process from a time-intensive manual effort into a streamlined, data-driven operation that enables deeper analysis and broader market coverage, all while maintaining their high standards for fundamental research.