AI-POWERED INVESTMENT
RESEARCH VENDORS

Overview:

A market intelligence platform with an emphasis on debt capital markets and credit analysis, providing news updates, covenant summaries, deal predictions, and more

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Equities monitor that provides schedules and news along with real time transcripts and sentiment analysis for live events including earnings, company conference appearances, and Fed conferences

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Modeling analysis tool that tracks analyst estimate accuracy/performance with revisions alerts for PMs

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Data analysis and intelligence platform that provides broker research, proprietary expert calls, and other internal and public data

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Generative AI platform for public equity research and industry/market analysis including completing surveys

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Private credit AI solution that enhances loan assessment efficiency and accuracy for lenders, banks, and alternative financiers

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Integrates internal and external data to assist in discovery and diligence across public and private markets and different roles at firms

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Generative AI platform that assists in the research process by gleaning key points from financial documents and other data in public and private markets

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Creates agentic workflows that work alongside the equity analyst to increase the depth and speed of the investment process with multitasking and context.

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Modeling co-pilot for building and updating financial models with 100% source visibility

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Diligence engine for evaluating private equity, real estate, tax credit, and venture capital deals

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Excel-native AI Agent that accelerates financial modeling and data analysis

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Generative public equity research platform with watchlists, KPI data, data visualization, hedge fund letters, dashboards, and more.

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Connects internal and external data to generate reports and answer queries for allocators and RIAs/wealth managers.

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Multi-use platform that assists with manual and repeatable workflow automation, helping analysts go from idea generation to a well-constructed thesis

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Finance-tuned LLM with integrated SEC filings for equity research and workflow automation.

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Investment research platform that searches, analyzes, and cites UK filings.

Overview: Analyzes financial models, SEC filings, estimates, and earnings transcripts.

Founder & Previous Employer
Will Tong - Citadel, BAM
Stefan Raghavan - SpaceX

Overview:

Generative AI platform that allows users to perform queries and deepen analysis in public and private markets

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Analyzes SEC filings, call transcripts, slides, and press releases for all U.S. public issuers and over 1,400 ADRs

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Enterprise-level equity research platform that automates processes and assists in producing incremental insights

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AI-powered PE due diligence that transforms raw deal files into structured, investor-ready outputs

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AI-powered platform for investment banks, hedge funds and asset managers, built to streamline tailored investment research workflows, including multilingual coverage

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Turns filings, press releases, earnings calls, and management commentary into material insights

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Acts as an agent to help an analyst complete the workflows that are a mapped part of their specific investment process

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Uses internal and external data to accelerate PE diligence and generate actionable insights

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Create dashboards and traceably-sourced reports for public equities using internal and external data

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Delivers market intelligence, custom reports, and knowledge management through internal and external data

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Search-engine API optimized for large-scale, low-cost retrieval to support specialized AI agents in asset management

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Solution for firm-wide internal data integration and AI experimentation and deployment which can be run on-prem, with question prep and earnings workflows

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Uses AI agents to aggregate and analyze SEC filings data for investment research in addition to scraping major websites

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AI Agents to analyze financial data, extract insights, and automate deep financial research through individual process-level agentic workflow automation

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Delivers intelligence and sentiment signals by translating unstructured global and macro data

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Workflow automation and equity research to help analysts ramp, prepare for earnings, track theses, and find new ideas

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Generates Excel models with the ability to audit and query the information, including detailed data and calculations on KPIs, also analyzing debt, leverage, and covenants

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Personalized AI-powered investment research platform, built for analysts to discover, research, and monitor new investment ideas

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Creates custom AI agents to assist in workflows for each step of the investment process, also does implementation

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Tracks company events with live transcript generation and real-time queries for calls and presentations

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Analysis co-pilot that assists in thesis development and tracks nuanced KPIs

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Multi-use platform that focuses on unstructured and time series data, monitoring changes in positions and explaining exposures to events or industries

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Investment banking tool that automates workflows, assists in research, and unifies data at scale

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Data discovery and visualization tool that helps structure raw data and produces customized graphs and charts from platform-integrated data

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AI powered platform for financial services – Still in stealth mode

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Enables users to train agents to complete/assist in workflows that generate hallucination-free research and outputs

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Public equity research platform that excels at backtesting scenarios around events and timeframes

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Open-source AI tool that lets users query and analyze SEC filings with retrieval-augmented search and paragraph-level citations

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Analyzes earnings transcripts and public filings for US and India equities

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Cleans and organizes data to take it from unstructured to usable, structured databases to track key input prices or leading indicators

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Narrative-driven equity research platform with an emphasis on evaluating unstructured data focused on getting up to speed on new stocks

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Due diligence analysis for private equity market deals built for efficiency

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Sentiment tracking tool with dashboards and smart alerts to help keep tabs on trending stocks and major events

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Stock screener and valuation tool for discovering and researching investable ideas specifically focused on value investing (e.g. Peter Lynch tracker)

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Research management system also offering engagement tracking and reporting,  as well as financial research software tools