Integrations, Skills & Data

FactSet

market data

Core equities coverage including consensus estimates, fundamental financials, ownership, and intraday pricing.

S&P Global (Capital IQ)

market data

Global corporate fundamentals, consensus estimates, stock prices, earnings call transcripts, and M&A transaction screening.

LSEG (Refinitiv)

market data

Gold-standard financial feeds including company fundamentals, IBES consensus, global reference data, and real-time tick feeds.

Morningstar

market data

Commercial Real Estate (CMBS), structured loans analysis, mutual fund ratings, and global equity valuation metrics.

PitchBook

private markets

Private market coverage of PE/VC funds, sponsors, deal terms, valuations, and comparable transaction multiples.

Moody’s

credit

Global private-company financials via Orbis, credit ratings, credit default swap analytics, and structured finance risk modeling.

MSCI

market data

Multi-asset class portfolio analytics, Barra equity risk factor models, ESG governance scores, and global index constituents.

Daloopa

market data

Model-ready fundamental data, sourced line-by-line from audited company filings with instant audit-trail verification.

Chronograph

private markets

Next-generation portfolio monitoring, automated GP reporting extraction, and fund analytics for private equity investors.

MT Newswires

news

Real-time, original, market-moving global financial news and breaking coverage across all major asset classes.

Aiera

expert networks

Real-time earnings call audio streaming, live automated transcription, and algorithmic event intelligence.

Dun & Bradstreet

market data

Commercial entity records, D-U-N-S identification numbers, ultimate beneficial ownership (UBO), and credit scores.

Fiscal AI

market data

Autonomous financial statement parsing, automated KPI adjustments, and audit-grade balance sheet reconciliations.

Financial Modeling Prep

market data

Real-time equity quotes, historical financial statements, DCF valuations, enterprise multiples, and SEC filings API.

Guidepoint

expert networks

Qualitative industry insights, one-on-one expert network consultations, and specialized practitioner research.

IBISWorld

expert networks

Trusted industry research reports, macroeconomic sector trends, competitive landscape matrices, and supply-chain risk analysis.

SS&C Intralinks

workspace

Secure virtual data room (VDR) documents, deal collaboration materials, and transaction diligence repositories.

Third Bridge

expert networks

Institutional expert interview transcripts and proprietary qualitative research across public and private companies.

Verisk

credit

Predictive analytics, actuarial risk assessment, extreme event modeling, and casualty underwriting intelligence.

Rillet

accounting

Modern automated general ledger and revenue recognition accounting software designed for high-growth and SaaS business models.

Oracle (NetSuite)

accounting

Cloud Enterprise Resource Planning (ERP), general ledger, accounts payable/receivable, and automated consolidation.

Sage (Intacct)

accounting

AICPA-preferred cloud financial management, multi-entity consolidation, and real-time core accounting ledger sync.

Aleph (FP&A)

accounting

Real-time spreadsheet synchronization, budgeting models, variance reporting, and collaborative FP&A data aggregation.

Quartr

market data

Audited corporate presentations, earnings conference call audio, synchronized transcripts, and investor relations documents.

Alpha Vantage

market data

Real-time and historical stock market APIs, forex currency rates, crypto tokens, and 50+ technical indicator feeds.

Preqin

private markets

Alternative asset coverage of private equity, venture capital, private debt fund performance, institutional LP allocators, and dry powder.

Crunchbase

private markets

Private technology company profiles, venture funding rounds, cap table investors, and acquisition histories.

Fitch Ratings

credit

Credit ratings, default risk metrics, and macroeconomic research across corporate, municipal, and sovereign debt issuers.

Octus

credit

Leveraged finance intelligence, distressed debt news, covenant analysis, and restructuring case records.

SEC EDGAR

filings

Automated parsing and instant semantic search of 10-K, 10-Q, 8-K, Form 4, 13-F filings, and exhibits directly from the SEC.

UK Companies House

filings

Access UK statutory company filings, directorship registers, PSC beneficial ownership records, and annual accounts.

Japan EDINET

filings

Search Japanese corporate disclosure filings, securities reports, and regulatory filings submitted through EDINET.

Datasite

workspace

Virtual data room deal materials, diligence Q&A archives, and M&A transaction artifacts with strict access governance.

DealCloud

workspace

Investment banking and private equity CRM connecting deal pipeline, target lists, intermediary relationships, and interactions.

Salesforce

workspace

Enterprise CRM accounts, opportunities, contact hierarchies, activity feeds, and institutional pipeline analytics.

Affinity CRM

workspace

Automated relationship intelligence, warm intro path calculations, and venture dealflow tracking.

Microsoft SharePoint

workspace

Search internal pitchbooks, financial models, CIMs, and shared enterprise documents across SharePoint libraries.

Google Drive

workspace

Access and query Google Sheets models, Docs research memos, and shared folder drives directly from autonomous agents.

Notion

workspace

Query internal research databases, investment committee meeting notes, and team wikis stored across Notion workspaces.

Slack

workspace

Send autonomous analyst alerts, run interactive deal debate bots, and query conversation context across Slack channels.