Understanding Markets by Understanding Investors
Our multi-modal AI model is engineered for markets, not repurposed from chat. By unifying holdings, flows, and text data, it reveals investor-to-investor and firm-to-firm linkages, distinguishes crowded trades from differentiated bets, and generates client-ready insights that explain the why behind every position.
THE SCIENCE BEHIND
Fuses holdings, flows, and text data to reveal investor– and firm–level linkages that traditional methods miss.
Separates crowded positions from differentiated bets across peer groups to surface unique exposures early.
Agentic workflows generate traceable narratives that connect motivations to trades—turning raw data into decision-ready insight.
USE CASES
For a Wide Range of Users
Triangulate peer holdings against your book, spotlight differentiated buys and sells, and let agentic workflows surface narratives that explain exposure to current themes.
Generate polished quarterly updates for existing clients or compelling second-opinion analyses for prospects—each synthesizing portfolio positioning, market outlook, and actionable recommendations in minutes. Surface hidden exposures, benchmark to institutional peers, and communicate insights in client-ready language.
Evaluate managers by layering peer holdings, validate differentiated trades, and capture agent-generated theses for diligence memos.
Track how your holdings diverge from trusted peers, surface outlier trades, and brief principals with agentic insight on catalysts and intent.
Monitor convergence toward crowded positions, tie differentiated moves to risk narratives, and retain agentic explanations for audit trails.
Upload and analyze client portfolios, generate automatic period reports with AI-powered insights, and provide narrative attribution for holdings and performance.
AI IN ACTION
AI workflows that reason across holdings—surfacing themes, monitoring the market, and answering your custom questions.
Surface patterns across holdings that would take hours to find manually. Identify common financial drivers, strategic pivots, management outlook shifts, and emerging risk factors—synthesized into actionable intelligence.
Understand how portfolios connect to the macro environment. Assess exposure to the themes driving markets right now—updated as conditions change, not frozen in last quarter's data.
Surface the news that moves stocks across holdings—management changes, regulatory actions, competitive shifts, guidance updates. Always current, so you're never caught off guard in a client conversation.
Build reusable queries tailored to your process. “How is the portfolio exposed to tariffs?” “What's the AI exposure?” Save workflows and run them with one click.
KEY DIFFERENTIATORS
Proprietary embeddings cluster investors and firms by actual positions—not just size, style, or sector—revealing relationships other tools flatten.
Agentic workflows interrogate differentiated holdings, buys, and sells—surfacing catalysts and intent the moment new data lands. Monitor macro themes, track firm events, and answer custom research questions automatically.
Unified holdings, flows, fundamentals, and filings create a defensible data moat that compounds with every update and interaction.
Build one-click analyses tailored to your process. “How is the portfolio exposed to tariffs?” “What's the interest rate sensitivity?” Save queries and reuse them for consistent, repeatable insight.
GET IN TOUCH
Contact us for a demo, deployment, and customization possibilities