Internal Use Only

Journalist Pitch Templates

Three ready-to-send email templates for the AI Tools Suite press campaign. Personalize the bracketed fields before sending. All links and contact details are pre-filled.

Press Kit URL

https://coelhocapital.com/lp/ai-tools-press

Tools URL

https://coelhocapital.com/tools

Press Contact

marketing@coelhocapital.com

Before sending — personalize these fields

→[First Name] — journalist's first name
→[fintech / AI / personal finance] — match to their beat
→[Your Name] — sender's name
→[INSERT TIMES] — in the demo template, add 2–3 specific time slots
→Add a one-sentence reference to a specific article they wrote — shows you read their work

Subject line

Story tip: A quant firm just made Bloomberg-terminal-level research tools free

Email body

Hi [First Name],

I'm reaching out because you cover [fintech / AI / personal finance] and I think this is genuinely worth your time.

Coelho Capital — a quantitative investment firm based in Westport, CT — just launched twelve free AI research tools for individual investors. No paywall. No signup. No data collection.

The tools do things that have historically required a Bloomberg terminal or a buy-side research team:

• Portfolio stress testing across five macro scenarios (rate shock, recession, stagflation, dollar collapse, geopolitical crisis)
• Earnings transcript decoding — management tone, beats/misses, forward guidance signals, buried risk language
• SEC filing summarization — material disclosures and risk factors extracted from 10-Ks, 10-Qs, and 8-Ks
• Macro thesis construction — structured investment arguments with catalysts, risk factors, and position sizing
• Daily pre-market briefings — overnight futures, macro events, sector rotation signals
• Options strategy explainer — mechanics, max gain/loss, breakeven, ideal conditions in plain English
• Stock valuation calculator — DCF, P/E relative value, and EV/Revenue cross-check with bull/base/bear ranges
• Dividend & income analyzer — payout ratio, FCF coverage, sustainability score, 10-year income projections
• Economic indicator decoder — CPI, PCE, jobs, GDP, and Fed statements translated into market implications
• Insider trading signal reader — Form 4 filings decoded into plain-English signal strength ratings
• Position sizing calculator — Fixed Fractional and Kelly Criterion with live risk preview
• Earnings calendar prep — pre-earnings briefing with bull/bear scenarios and a post-earnings checklist

All twelve are live today at https://coelhocapital.com/tools.

The story angle: the democratization of institutional research infrastructure isn't a future scenario — it's already happened. GPT-4o crossed a capability threshold, and a firm that uses these tools professionally decided to make them public.

Full press kit and background at https://coelhocapital.com/lp/ai-tools-press.

Happy to arrange a demo, a background briefing, or an interview with the team. We respond within one business day.

Best,
[Your Name]
Coelho Capital
marketing@coelhocapital.com

Compliance reminder

Do not include performance claims, forward-looking return projections, or statements that could be construed as investment advice in press outreach. These templates are written to avoid those issues — do not add language that reintroduces them.