One Platform for Fund Intelligence
Superpowers for fund investors, driven by AI
Find the best hedge funds without missing a beat
- Magically discover the best fund managers and benchmark vs peers
- Fund 360 for hedge funds, mutual funds, and ETFs to track performance, holdings, & filings
- AI Superpowers to identify, research, and perform due diligence
Distribution & prospecting intel to outpace competitors
- Target RIAs and fund managers with AI insights and contacts
- Client 360 lists and scorecards for prime brokers and administrators
- Market intelligence from SEC filings (Form ADV, 13F, D, NPORT, NCEN)
One platform: your documents & data together
- Alchemy to setup funds from investor presentations and factsheets
- Leading vendor data on tap (performance, ESG, corp actions, contacts)
- One platform for performance, filings, documents, vendor data
Work together across teams, service providers, and investors
- Collaborate with your investment and diligence teams
- Connect seamlessly with brokers, administrators, and other service providers
- Dazzle investors with white-labeled digital factsheets to showcase funds
Effortlessly build for the Enterprise
- Machine read documents and integrate internal systems with our APIs to build next-gen apps
- Clairvoyant early warnings to allocate intelligently with Portfolio AI
- High-precision datasets delivered over APIs, SFTP, Snowflake, AWS
Elevate your experience
Beautiful user interface to simplify research
Intelligence with Invest AI
Activate insights, algos, and datasets across your org
Leading partnerships
Hedge Funds
Mutual Funds + ETFs
Sustainability (ESG)
Contacts
Technology
