THE PROCESS

From raw document to structured analysis in under 30 seconds.

Four steps. Every time. A fixed structure you can rely on — not a different format every run.

STEP 01

Upload your document

PDF up to 20MB, a URL, or pasted text. Lense handles 10-Ks, earnings transcripts, pitch decks, news articles, and any public filing.

10-K / 20-FEarnings transcriptPitch deckNews article10-QProspectus

STEP 02

Choose your mode

Student mode teaches the analytical framework alongside the analysis — teaching notes explain why a professional focuses on each area. Investor mode is direct: metrics extracted, risks severity-rated, open questions surfaced.

Student / learning modeInvestor / research mode

STEP 03

Read your analysis

Five sections, fixed structure, every factual claim cited with a source passage from the document. Click any citation number to open the source panel and verify the quote.

STEP 04

Save and export

Your coverage log organises research by company. Run a new analysis on the same company months later and the history stays. Export a clean PDF for LinkedIn or interviews.

Coverage logCompany historyPDF exportShareable link (Pro)

THE TWO MODES

Same document. Different framing.

STUDENT MODE

Educational framing

Section headers explain analytical priority

Teaching notes under each section

"What to learn next" prompt at the end

Framed for someone learning the skill

Metrics with contextual explanations

INVESTOR MODE

Due diligence framing

Risks rated high / medium / watch with evidence

Metrics as a data grid — no narrative filler

Specific open questions before sizing a position

All claims framed as "this document indicates"

No buy/sell language — ever

THE OUTPUT FORMAT

Five sections. Every time. Always in the same order.

01

Business model

What drives revenue and margins. How the company actually makes money — not the PR version.

02

Key metrics

Specific numbers extracted from the document. Revenue growth, margins, cash flow — with trend arrows.

03

Bear case

Specific, evidenced arguments. Not generic risk factors — actual risks cited from the filing, rated high/medium/watch.

04

Bull case

What the upside depends on. The conditions that need to be true for the thesis to work.

05

Open questions

What this document does not tell you. The questions you'd need answered before sizing a position.

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