Methodology
Pelican runs three connected systems: signals, research, and AI agent. Pick the track you want, then jump to specific sections with the deep links below.
SignalsSeven Forensic Engines. One Standard Scale.
Pelican's sourcing layer filters behavioral, fundamental, and structural data, distilling millions of data points into a transparent 10-point Pelican Rating.
- Behavioral Conviction: 13F convergence, Insider buying, and Congress trades.
- Fundamental & Structural: Special Situations (spinoffs/tenders), Press Release catalysts, Quantitative screens, and Analyst Target dislocations.
- Pipeline & Performance: High-conviction signals (Rating 8.0+) move directly to our deep-dive research pipeline, with every signal benchmarked and audited to track performance by signal family.
Explore signals →ResearchAdaptive, Archetype-Aware Research
Every signal enters a rigorous multi-stage research gauntlet that adapts its analytical lens to the company's specific business model and life cycle stage.
- Dynamic Classification: Identifying the business archetype to set the correct analytical guardrails, KPI priorities, and failure-mode stress tests.
- Triple Pillar Underwriting: A forensic audit of management stewardship, competitive moat trajectories, and the tension between market sentiment and institutional flow.
- Valuation Triangulation: Establishing a qualitatively adjusted Fair Value by cross-referencing five distinct frameworks, including DCF and Net Liquidation Value.
- Actionable Verdicts: Every report culminates in a definitive rating (Buy, Hold, Sell, or Unclear) paired with probability-weighted expected returns and a "Thesis Killer" monitoring plan.
Explore research methodology →AI AgentMixture-of-Experts Research Interface
A specialized conversational layer that converts our proprietary research library and live market feeds into a queryable interface with professional-grade precision.
- Intelligent Intent Routing: Requests are automatically analyzed and deployed to domain-specific agents specializing in deep filing analysis, quarterly transcript narratives, or real-time market data.
- Real-Time Data Integration: Bypasses standard LLM "knowledge cutoffs" by querying external APIs to retrieve the latest trading multiples, analyst estimates, and fresh SEC filings as they hit the tape.
- Auditable Evidence Chain: Every response creates a traceable record with inline citations, linking directly back to the specific report paragraph, regulatory filing section, or market data point used for the answer.
Explore AI agent →