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A blood test for your investment case

What investors really think about your equity story.
Find out before you publish and before you meet them.

ForManagement boardInvestor RelationsSupervisory boardSenior decision-makers
Warren Wise cockpit — report

Preview of the Warren Wise Report in the Warren Wise cockpit

Your key benefits

The buy-side perspective for your most important decisions.

Warren Wise – five layers of an analysis
01
ANALYZE ME · Equity Story Rating
How convincing is my equity story?

You identify strengths, weaknesses and contradictions, review your story from an investor's point of view and see where to improve reporting, reasoning and evidence.

02
CHALLENGE ME · Ask Warren
Where is my reasoning vulnerable?

You challenge assumptions, arguments and decisions, work through critical counter-positions and sharpen your position before others question it.

03
COMPARE ME · Peer Intelligence
Where do I stand against my peers?

You compare your positioning, metrics and communication against relevant peers and see where you stand out, where others are stronger and where action is needed.

04
STRESS-TEST ME · Scenarios
What if my assumptions don't hold?

You vary key assumptions on growth, margins or capital expenditure and see how different scenarios affect valuation, investment case and capital-market story.

05
PREPARE ME · Q&A Preparation
What questions will investors ask?

You anticipate critical questions, develop robust answers and test your reasoning before it has to hold up on an earnings call, a roadshow or in an investor meeting.

Fund managers · Investment bankers · Journalists · Board members

Perspectives from the people who read and judge your equity story.

Those who have read it say: Essential reading.

Björn Glück, CFA
Lupus alpha
Portfolio Management Small & Mid Caps

This is exactly how we would put together an investment case ourselves. The Warren Wise Report captures very precisely how we as an institutional investor think about an investment case, how we run the numbers and what conclusions we might draw. Required reading for the management board, the supervisory board and investor relations.

Martin Wirth
FPM Frankfurt Performance Management AG
Management board

Management and supervisory boards would do well to understand what their owners really care about — even when it does not always fit their narrative. Warren Wise is a tool that makes reaching that understanding considerably easier. Anyone who ignores it is passing up a very useful guide.

Christoph Schlienkamp
GS&P Kapitalanlagegesellschaft S.A.
Portfolio manager

In the near future AI research agents will be giving the signals to AI trading agents, with clear effects on share prices. Every CFO, CEO, IRO and supervisory board chair needs to understand how and what machines think about their company. Warren Wise is perfectly suited to that and therefore a must-have tool for every company.

Michael Rudolf
PharmaSGP
CFO

With Warren Wise you put your own personal equity analyst on screen — one that pulls no punches. What used to swallow teams, time and budget happens here with radical clarity at the touch of a button. For CFOs of listed companies that means a significant head start in information before investors and analysts challenge them.

Thorsten Müller
Lighthouse Corporate Finance
Managing Partner · Chairman of DVFA e.V.

Warren Wise will help companies understand and use the capital markets better. A must-have for every supervisory and management board.

Stefan Ries
Berenberg
Head of DACH Investment Banking

… a superb tool for every management and supervisory board that wants to use the capital markets effectively.

Dennis Etzel
Netfonds AG
Fund advisor

Warren Wise reads, calculates and interprets like an institutional investor. Above all, the AI research agent picks up details in the notes to the annual accounts that are frequently overlooked.

Roger Peeters
pfp Advisory
Managing partner

Warren Wise gives a clear picture of how investors might analyse and judge a company. Every supervisory board chair and every CFO should know their report inside out.

Axel Jester
Advisor · former MD Thomson Reuters Europe East · VP Investment Banking JP Morgan

The AI-driven fundamental research agent Warren Wise delivers, in very little time, investors and asset managers independent analysis that is relevant to decisions — scalable, efficient and inexpensive. Particularly for companies with little or no analyst coverage, Warren Wise creates transparency immediately and opens up new investment opportunities. At the same time supervisory boards and C-level executives gain additional, data-based insight for well-founded strategic decisions and more convincing capital-market communication.

Lars Winter
Fund manager and financial journalist

Warren Wise does not deliver surface-level assessments but deep analysis with substance. For boards, investors and market observers the approach can be a valuable reality check, because strategic decisions are consistently questioned and tested for robustness. At a time when many capital-market narratives are quickly told, Warren Wise insists on depth, critical context and analytical rigour.

Jens Castner
Financial journalist

Warren Wise is not a nice-to-have analysis tool for boards and investors — it is a reality check that mercilessly exposes strategic self-deception. Anyone who uses it not only validates decisions but also uncovers their weaknesses. Where much corporate reporting loses itself in surface detail, Warren Wise sets a new standard: uncompromising analysis instead of feel-good interpretation.

Volker Glaser
Financial journalist

Outstanding. Warren Wise tells every board exactly where it stands. Anyone who uses this tool learns to understand investors.

Björn Glück, CFA
Lupus alpha
Portfolio Management Small & Mid Caps

This is exactly how we would put together an investment case ourselves. The Warren Wise Report captures very precisely how we as an institutional investor think about an investment case, how we run the numbers and what conclusions we might draw. Required reading for the management board, the supervisory board and investor relations.

Martin Wirth
FPM Frankfurt Performance Management AG
Management board

Management and supervisory boards would do well to understand what their owners really care about — even when it does not always fit their narrative. Warren Wise is a tool that makes reaching that understanding considerably easier. Anyone who ignores it is passing up a very useful guide.

Christoph Schlienkamp
GS&P Kapitalanlagegesellschaft S.A.
Portfolio manager

In the near future AI research agents will be giving the signals to AI trading agents, with clear effects on share prices. Every CFO, CEO, IRO and supervisory board chair needs to understand how and what machines think about their company. Warren Wise is perfectly suited to that and therefore a must-have tool for every company.

Michael Rudolf
PharmaSGP
CFO

With Warren Wise you put your own personal equity analyst on screen — one that pulls no punches. What used to swallow teams, time and budget happens here with radical clarity at the touch of a button. For CFOs of listed companies that means a significant head start in information before investors and analysts challenge them.

Thorsten Müller
Lighthouse Corporate Finance
Managing Partner · Chairman of DVFA e.V.

Warren Wise will help companies understand and use the capital markets better. A must-have for every supervisory and management board.

Stefan Ries
Berenberg
Head of DACH Investment Banking

… a superb tool for every management and supervisory board that wants to use the capital markets effectively.

Dennis Etzel
Netfonds AG
Fund advisor

Warren Wise reads, calculates and interprets like an institutional investor. Above all, the AI research agent picks up details in the notes to the annual accounts that are frequently overlooked.

Roger Peeters
pfp Advisory
Managing partner

Warren Wise gives a clear picture of how investors might analyse and judge a company. Every supervisory board chair and every CFO should know their report inside out.

Axel Jester
Advisor · former MD Thomson Reuters Europe East · VP Investment Banking JP Morgan

The AI-driven fundamental research agent Warren Wise delivers, in very little time, investors and asset managers independent analysis that is relevant to decisions — scalable, efficient and inexpensive. Particularly for companies with little or no analyst coverage, Warren Wise creates transparency immediately and opens up new investment opportunities. At the same time supervisory boards and C-level executives gain additional, data-based insight for well-founded strategic decisions and more convincing capital-market communication.

Lars Winter
Fund manager and financial journalist

Warren Wise does not deliver surface-level assessments but deep analysis with substance. For boards, investors and market observers the approach can be a valuable reality check, because strategic decisions are consistently questioned and tested for robustness. At a time when many capital-market narratives are quickly told, Warren Wise insists on depth, critical context and analytical rigour.

Jens Castner
Financial journalist

Warren Wise is not a nice-to-have analysis tool for boards and investors — it is a reality check that mercilessly exposes strategic self-deception. Anyone who uses it not only validates decisions but also uncovers their weaknesses. Where much corporate reporting loses itself in surface detail, Warren Wise sets a new standard: uncompromising analysis instead of feel-good interpretation.

Volker Glaser
Financial journalist

Outstanding. Warren Wise tells every board exactly where it stands. Anyone who uses this tool learns to understand investors.

Working with Warren

From analysis to sparring partner

Warren gives you a second perspective –
including on information that is not yet public.
Complete discretion for your questions – the buy-side view whenever you need it.

Earnings CallStrategyManagement boardSupervisory boardSOC 2ISO 27001
Ask Warren – dialogue in the cockpit
Pre Go to Market

Know what your publication will trigger.
Before you publish.

Investor calls, conferences, reporting or ad-hoc announcements: Warren shows you in advance which questions will arise, where contradictions lie and what investors might read into them.

Capital-market communication has a handful of critical moments. Warren is with you before them and in between.

Annual cycle of investor relations occasions from January to December. Warren Wise sits at the centre and accompanies every one of them.
    Warren Wise – before. In between. Whenever you need him.365 days a year

    Calendar fiscal year, dates are indicative. Each ring stands for one occasion. The pointer runs through the year and fills the periods in which the work continues — gold marks where Warren Wise is stepping in.

    Study · Warren Wise Report 2026

    Free market study

    Who actually creates value – and who lives off their story? The Warren Wise Report 2026 examines 40 companies with the same analytical discipline.

    To the study
    Warren Wise Report 2026 — cover and inside pages
    The comparison

    What Warren Wise does differently.

    Warren Wise
    Prompt in an LLM
    Sell-Side
    Perception Study
    Same result when repeated
    partly
    Verified primary source instead of search result
    –
    Page-level evidence for every claim
    Secure, private, certified
    partly
    Conflict of interest
    None
    None
    Mandate relationship
    Client relationship
    Bias
    Investor's view
    Your own bias
    Mandate-driven
    Selective feedback
    Comparative data
    Across companies & over time
    no consistent basis
    covered names only
    own respondents only
    Lead time
    instant
    instant
    weeks
    weeks

    Not instead of your AI. But as a second, independent perspective.

    The assessment architecture is predefined, empirically validated and applied consistently across companies.

    More from Warren Wise

    Every number tells a story.

    Warren Wise to listen to. Wherever you get your podcasts and here on this site.

    Warrens Toolbox Warrens Toolbox Understand investing. In five minutes. Warren explains the tools professional investors use – from ROIC and cash conversion to capital allocation and quality of earnings. Compact, clear and always tied to a real company. Warrens Watchlist Warrens Watchlist Understand companies. Beyond the numbers. Warren puts companies on his watchlist and digs into the investment thesis: business model, strategy, value drivers, risks – and the questions an investor would ask.
    CEO · CFO · Investor Relations · Supervisory board

    Let's talk about your equity story.

    What would Warren see in your company? We show you how Warren Wise reads your equity story, your next publication or your investment case from an investor's point of view.

    Get to know Warren Wise
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