USE CASE // FOR INVESTORS

Institutional-grade intelligence.
Without the institutional price tag.

Fund managers, research analysts, family offices, foreign funds, and proprietary traders — all get the same depth of intelligence that previously required a Bloomberg terminal and a 20-person research team.

AUDIENCE SEGMENTS

Five types of investors. One platform.

Fund Managers (MF/PMS/AIF)

Enterprise

WHAT THEY GET

Portfolio-wide risk monitoring, automated red flag detection, regulatory change alerts, promoter credibility scores for every holding.

EXAMPLE USE CASE

Morning dashboard shows 3 new legal cases filed against portfolio companies overnight, 1 SEBI order, and unusual option chain activity in 2 stocks.

Research Analysts

Professional

WHAT THEY GET

Forensic depth beyond annual reports. Court case history, TV transcript search, insider trade pattern detection, cross-referenced regulatory data.

EXAMPLE USE CASE

Analyst covering NBFC sector discovers 4 undisclosed related-party loans totaling Rs 200 Cr through our RPT Monitor agent — buried in MCA filings.

Family Offices

Enterprise

WHAT THEY GET

Institutional-grade due diligence without building a 20-person research team. White-glove onboarding with custom watchlists.

EXAMPLE USE CASE

Before committing Rs 50 Cr to a pre-IPO round, family office runs full forensic scan — promoter history, legal exposure, DIN network, and governance score.

Foreign Funds (India Allocation)

Enterprise

WHAT THEY GET

Local regulatory intelligence that global platforms miss. SEBI enforcement trends, NCLT cases, political-corporate nexus mapping.

EXAMPLE USE CASE

Singapore-based fund gets alerted within hours when RBI issues new NBFC guidelines that affect 4 portfolio companies. Context brief included.

Proprietary Traders

Professional

WHAT THEY GET

Option chain intelligence in plain English, TV transcript signals, insider trade patterns. Cross-signal conviction scoring.

EXAMPLE USE CASE

Unusual call buying + CFO TV appearance + 3 insiders buying = high-conviction long signal. All three signals surfaced in morning digest.

DAILY WORKFLOW

Your morning, powered by Lattice.

7:00 AM

Morning Digest

Overnight signals for your watchlist. New cases, filings, TV mentions, option activity.

9:15 AM

Market Open

Real-time option chain signals. Unusual activity alerts. FII/DII position updates.

11:00 AM

Deep Dive

Flag a company for full forensic scan. Agents analyze in parallel. Report in 30 minutes.

2:00 PM

Expert Call

Schedule a call with an ex-regulator or industry operator to verify a signal. UPSI-compliant.

5:00 PM

Decision

Cross-signal conviction score. Legal + TV + Options + Insider = confident position sizing.

COMPARISON

How we compare.

Feature ZenoLattice Bloomberg Screener.in Manual Research
Legal case coverage 14 courts, 11K+ cases Limited India courts None 1-2 courts per analyst
TV transcript intelligence 75+ channels, daily Major channels only None Watch live or miss it
Option chain translation Plain English signals Raw data only None Derivatives expertise required
Insider pattern detection Cluster buying, pre-event Basic filings Raw numbers Manual tracking
Promoter credibility score 6-dimensional composite None None Subjective judgment
Monthly cost From Rs 25K Rs 15L+ Rs 0-5K Rs 5L+ (analyst salary)

FROM EARLY ACCESS USERS

"We caught 38 red flags in a single DRHP that every broker report missed. The IPO proceeded anyway — and listed at a 40% discount."

— Early access user, Mumbai-based PMS

Intelligence for every investor type.

From Rs 25K/month. No Bloomberg terminal required.

Launch Q2 2026