Complete 10-K Analysis
No Human Could Do

Frontier AI models process every page of 5-year filing histories—thousands of pages per company—into a growing digital library of systematic business intelligence. The comprehensive fundamental analysis that traditional research can't economically provide.

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The Fundamental Analysis Dilemma

Traditional research focuses on quarterly updates and 12-month targets, not systematic multi-year pattern analysis. Family offices, RIAs, and independent professionals need consistent, long-term fundamental coverage but face expensive subscriptions or time-intensive manual research.

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Traditional Research Services

  • • Expensive annual subscriptions
  • • Quarterly focus, limited historical context
  • • Inconsistent methodology across analysts
  • • Forward-looking only, not pattern analysis

DIY Analysis

  • • Requires 30+ hours per issuer
  • • Ad-hoc approach lacks systematic rigor
  • • Incomplete multi-year filing coverage

Domain-Aware Prompt Routing, Multi-Year Context

CoreBrief fills the systematic multi-year analysis gap in traditional coverage. Each month adds comprehensive analysis of complete 5-year 10-K filings—every page processed by frontier LLMs—for selected dividend & distribution-paying companies.

Specialized Agents by Business Structure

Domain-specific schemas for consistent, standardized analysis published uniformly to all subscribers.

Corporations

• Payout math, capital allocation
• Traditional corporate structures

REITs

• Property statements, footnotes
• Lease ladders, rollover

MLPs

• Midstream structures, obligations
• Fee/volume exposure

Multi-Year Trend Analysis

Processes complete 5-year filing corpus with frontier LLMs into comprehensive dashboards:

  • Growth & margin trajectory
  • Cash conversion & leverage
  • Payout coverage (AFFO/FFO, SSNOI, DCF)
  • Cyclical vs. structural change patterns

Management Credibility

Backward-looking credibility assessment across key dimensions:

  • Promise–follow-through tracking
  • Disclosure hygiene & risk candor
  • Guidance consistency patterns
  • Capital allocation discipline

Forward-Looking Analysis

Hypothetical scenario modeling based on historical patterns. Calibrated Base/Up/Down scenarios with detailed outcome modeling:

  • Growth, margin & cash projections
  • Capex, leverage & diversification paths
  • Dividend/distribution stance scenarios
  • Falsifiers & leading indicators
Data Ingestion
5 Years × Complete 10-K Filings
20192020202120222023
Processing complete filings
Multi-Year Trends
Management Credibility
Forward-Looking Analysis

Multi-Agent Business Thesis Synthesis

Advanced synthesis agents reconcile findings from comprehensive 5-year filing analysis into standardized executive-level business intelligence with quantified assessments, scenario bridges, and operational watchlists.

Operational Health Metrics
Quantified assessments
Scenario Bridges
Base/Up/Down cases
Operational Watchlist
Leading indicators
Consensus Mapping
Agreement & tensions

Purpose-Built for Multiple Business Structures

Building a comprehensive digital library of systematic fundamental analysis—the consistent, standardized multi-year methodology that's rare in traditional coverage models.

CoreBrief Corporate Agent

Evaluates payout durability, capital allocation discipline, disclosure consistency, and multi-cycle downside patterns.

Payout CoverageCapital AllocationDownside PatternsDisclosure Quality

CoreBrief REIT Agent

Maps AFFO/FFO coverage, lease profile (WALT & rollover), tenant concentration, SSNOI trend, and rate/refinancing sensitivity. Built for property-level nuance.

AFFO/FFO CoverageLease Profile (WALT)SSNOI TrendTenant Mix

CoreBrief MLP Agent

Assesses DCF coverage, fee-based exposure, contract quality (MVC & tenor), basin momentum, and leverage/liquidity. Tailored to midstream structures.

DCF CoverageFee-Based MixContract Quality (MVC)Leverage & Liquidity
Growing Digital Library • Early Subscriber Pricing

Subscribe to Our Digital Library

Join family offices, RIAs, and independent professionals receiving CoreBrief's monthly fundamental analysis publications.

Subscription Benefits

Complete Filing Analysis

Every page of 5-year histories processed

Standardized Analysis

Consistent methodology across all coverage

Growing Digital Library

Systematic coverage building over time

Frontier AI Processing

State-of-the-art models, not lightweight alternatives

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CoreBrief - Business Fundamentals Research