The Automated Primary Research Platform
Institutional-Grade AI
Expert Calls
Scale your due diligence and channel checks with autonomous AI interviews. Powered by proprietary adaptive logic, our agent goes off-script to ask the rigorous follow-ups human analysts need, delivering analyst-quality transcripts in hours, not weeks.
Adaptive Follow-up Questions
Powered by our proprietary deep thinking architecture, the agent analyzes logic in real-time to catch contradictions and vague answers. It generates follow-ups that professional analysts consistently rate as equal to or better tha human performance.
Source: Anonymized Expert, Hedge Fund Market Analysis on Industrials Sector
Multilingual Intelligence
Eliminate the logistical bottleneck of international primary research. Instead of coordinating expensive translators or hunting for region-specific analysts, our agent conducts native-level interviews on demand. It navigates cultural nuances and technical jargon, giving you direct access to global ground truth without the operational burden.
The hardest part of this job is knowing whether a handful of expert calls represent a real trend or just noise. Checkmate solves that. Instead of guessing based on a few inputs, you can interview the entire ecosystem. It gives you a level of conviction that usually takes a month to build.
Collect primary data at scale.
Instantly.
Stop choosing between speed and depth. Our AI will conduct interviews asynchronously with a faster turnaround, at a scale human teams cannot match.
Define the project
No managing logistics. Just upload your thesis, key hypotheses, and required diligence questions. You set the strategy, and the AI executes the tactics.
Autonomous AI Interviewing
The system spins up a dedicated AI analyst for every single calendar invite. Whether you have 5 calls or 50, the agents join the lines in parallel and conduct rigorous, adaptive interviews.
Instant Synthesis
Get the raw data and the big picture. We deliver transcripts for every call alongside a strategic executive memothat aggregates findings, identifies consensus views, and highlights the outlier data points you need to see.
Compliance Built-in.
More compliant than a human analyst. The agent adheres to specific rules around questioning, and scrubs transcripts of MNPI before it reaches an analyst.
Compliance by default
A strict and secure compliance framework. Do'nt compromise on security or compliance.
MNPI Guardrails built-in
The agent is primed not to ask for info that could be viewed as MNPI during live calls. Add special instructions to adhere to your own policies
Post-call scrubbing
Transcripts are scrubbed of MNPI and other sensitive information, so you never have to take any risks. Have transcripts reviewed by compliance officers before analysts view them.
Security You Can Sign Off
SOC II compliant. Transcripts are never shared outside your organization. Your data is never used to train external models.
Compliance by default
A strict and secure compliance framework. Do'nt compromise on security or compliance.
MNPI Guardrails built-in
The agent is primed not to ask for info that could be viewed as MNPI during live calls. Add special instructions to adhere to your own policies
Post-call scrubbing
Transcripts are scrubbed of MNPI and other sensitive information, so you never have to take any risks. Have transcripts reviewed by compliance officers before analysts view them.
Security You Can Sign Off
SOC II compliant. Transcripts are never shared outside your organization. Your data is never used to train external models.
What Analysts & Experts Say
Anonymous pilot feedback on AI interviews from hedge funds, private equity shops, consultants, and expert-network veterans.
Before You Pilot
For additional questions, reach out to us at sales@checkmateresearch.ai.
No. Checkmate uses an AI interviewer to join the expert call on your behalf, and speak to experts for up to an hour. You do not need to be on the call at all.
After a call, you receive full interview transcripts, along with summaries, key takeaways, and direct answers to each of your diligence questions. All of this data is available within the Checkmate platform.
The AI interviewer uses your provided diligence questions as a foundationg for the interview. Using our proprietary deep thinking agent architecture, our AI agent adapts during the call to ask follow-up questions, just like a professional analyst.
Checkmate partners or integrates with existing expert networks to dial into your calls with an AI analyst. Checkmate is compatible with the most widely used expert networks. Contact us to check for specifics.
Your data belongs to you. In order to provide interview transcripts, Checkmate stores audio and transcript data from your expert calls. Your data is never shared with any other organization (we do not maintain a transcript library), and is not used to train any AI models.
The AI interviewer takes similar measures to an analyst to ensure compliance. Before each call, the AI interviewer shares a standard disclosure and collects consent from the expert not to share MNPI. The agent is also primed not to ask for info that could be viewed as MNPI.
