Investment Research APIs in 2026: 7 DeepResearch Workflows for Deal Teams

Description and use

Investment APIs enable teams to quickly obtain structured, cited reports on companies, peers, and deals, saving hours of manual effort.

Problem

Deal teams spend excessive time manually gathering, reconciling, and citing financial data from multiple sources to build research documents.

Outcome

Deal teams can now generate company profiles, comparable company analyses, precedent transaction tables, DCF reference assumptions, LBO screens, buyer lists, and strategic alternatives in minutes, with every claim traceable to its source.

Workflow

• 1. Call Valyu DeepResearch API with workflow_id and parameters (e.g., company name or sector).
• 2. API expands the request into 11‑19 sub‑queries across market data, web data, and research layers.
• 3. Sub‑queries are executed, results reconciled, and citations attached.
• 4. Deliverables are generated in requested formats (markdown, pdf, docx, xlsx).
• 5. Output is consumed directly in pitch decks, models, or client reports.

Evidence

Across 4.2 million queries logged through the Valyu DeepResearch API, a single user‑facing research question expands, on average, into 11 to 19 sub‑queries.

Source

Enabling code_execution matters here. The agent computes the multiples and statistics rather than reproducing numbers it read somewhere, which removes a whole class of transcription error.

Source