Turn years of clipped research into an AI-searchable investment knowledge archive
Make decades of saved articles, web clips, and personal notes instantly queryable—transforming Evernote into a living research database.
Use cases
- Auto-organize incoming research: when you clip articles or save content to Evernote, QX analyzes topics, extracts companies mentioned, and automatically applies relevant tags and notebook assignments
- Build searchable sector knowledge bases: query across years of saved content using questions like 'what did I learn about SaaS unit economics in 2022' and get synthesized answers with source citations
- Extract structured deal intelligence: parse saved pitch decks, term sheets, and diligence notes in Evernote to build databases of comparable deal structures and valuation benchmarks
- Resurface relevant historical insights: during new deal evaluation, automatically retrieve similar companies you researched previously, including your original notes and conclusions
Content Intelligence Indexing
Analyze text, images, and PDFs within your Evernote archive to build semantic search indexes that understand concepts, not just keywords
Automated Tagging & Filing
Use AI to categorize new clips by sector, deal stage, or research topic—maintain organization without manual effort
Cross-Note Synthesis
Query multiple related notes simultaneously and get AI-generated summaries that connect insights scattered across your archive
Web Clipper Enhancement
When you save web content via Evernote's clipper, automatically extract key facts, identify relevant deals or companies, and trigger enrichment workflows
About Evernote
Evernote is one of the pioneering note-taking and web clipping applications, with over 250 million users who have accumulated billions of notes since 2008. Its strength lies in cross-platform content capture—web clipper browser extension, mobile scanning, email forwarding—making it popular among investors who accumulate research over years. For long-time users, Evernote often contains institutional memory spanning career-long sector expertise.
About QX Labs
QX automates the manual work that slows down investment firms. By unifying your data subscriptions, internal knowledge, and 100+ integrations, we automate workflows across sourcing and diligence—freeing your team to focus on high-value decisions.
Experience the most powerful automation platform for investors
Schedule a call with us to run through your bespoke requirements and see how we can level-up your investment workflows with AI.
Book a demo
