Customer research · Early stage

See what changed. Decide what matters.

We are exploring a focused post-earnings brief for fundamental investors: the material changes across new disclosures, the evidence behind them, and the questions worth carrying back to your thesis.

Share your workflow

An 8–10 minute written interview. No sales call.

Prefer webmail? ziyun@pneumapluse.com

Coverage change brief

Example Company

Q2 · Update

Guidance language became less certain

New wording shifts from a committed range to a conditional outlook tied to customer timing.

Earnings release · Outlook

Margin pressure moved from temporary to structural

The latest filing adds mix and pricing pressure to the previously disclosed freight impact.

10-Q · MD&A

A covenant is now worth monitoring

Leverage headroom narrowed while the company added a new disclosure around amendment options.

10-Q · Debt note

Illustrative format — not investment research.

One recurring job

Update coverage after a company reports.

The filings are public. The difficult part is reopening every source, comparing it with what you already knew, and separating thesis-relevant change from quarterly noise.

Material changes

A short, ranked list across the earnings release, 8-K, 10-Q or 10-K—not another document summary.

Before-and-after evidence

Every observation stays connected to the current and prior disclosure so you can verify it yourself.

Monitoring questions

Prompts that help you decide what deserves a model change, a management question, or no action.

Deliberately focused

A research aid, not a replacement for judgment.

Who we are learning from

Independent fundamental analysts, concentrated portfolio managers, research publishers, and small investment teams that maintain recurring company coverage.

What we are not building

Not a generic filing chatbot, stock screener, research feed, or black-box recommendation engine. Final interpretation stays with the investor.

About

Built from the workflow backward.

Pneumapluse is a U.S. software company founded by Ziyun Zhao.

We are currently interviewing fundamental investors before deciding what to automate. If you regularly update company coverage after earnings, your recent real workflow is more valuable to us than a feature wish list.

Written interview

Tell us about one real update.

Use the most recent company you updated after earnings. Short, imperfect answers are useful—we are learning the workflow, not evaluating your research.

Time8–10 minutes
FormatWritten, asynchronous
Sales follow-upNone

Name (optional)

1. What is your role?

Companies actively covered (approximate)

2. Think of the most recent company you updated after earnings. Which company was it, and what did you need to produce?

3. What did you do, step by step? Which sources and tools did you open?

For example: earnings release, 8-K, 10-Q/10-K, presentation, transcript, prior filing, spreadsheet, notes.

4. Roughly how long did the update take, and which step consumed the most time?

5. What still had to be copied, compared, checked, or summarized manually?

6. If you could permanently remove one repetitive step while keeping final judgment in your hands, what would it be—and why?

Short answers are welcome.

Your answers are used only for Pneumapluse customer research and will not be published with your identity without permission. Please do not include confidential client, portfolio, or material nonpublic information. Prefer email? Write to ziyun@pneumapluse.com.

Help shape the first useful version

What is the one step you would stop doing by hand?

Share the last company update you completed. Short answers are welcome, and there is nothing to buy.

Open the written interview

ziyun@pneumapluse.com