New Constructs

artificial intelligence/machine learningwealthtech-retailfinancial research

FOUNDING YEAR: 2002
LOCATION: United States
Last Update: 01/05/2020

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About

New Constructs is an AI-based equity research firm. It is engaged in quality of earnings, forensic accounting and discounted cash flow valuation analyses for public companies in the US. The firm extracts financial data directly from SEC filings and the notes to financial statements. The firm provides research through database and models that cover income statement, balance sheet, and cash flow data.

Focus

PRODUCTS & SERVICES

New Constructs: It is an AI-based equity research platform that helps investors to analyze structured and unstructured financial data through a robo-advisory service, cash flow diligence and other powerful investor tools to research stocks, ETFs & mutual funds in a custom portfolio. It leverages information from the MD&A, financial statements, and footnotes to give users the real cash flows for 3000 stocks, 600 ETFs & 7000 mutual funds. It also provides valuation model forits clients.

MAIN CLIENTS

The clients include many of the hedge funds

mutual funds

and wealth management firms.

EXISTING PARTNERSHIPS

The company has partnerships with financial services firms. Its major partners Thomson Reuters

Scottrade

Interactive Brokers

and Ernst & Young provide leveraged distribution into multiple markets.

COMMENT

The company leverages machine-learning technology to make prudent investment decisions. The firm’s forensic accounting experts work alongside engineers to develop proprietary NLP libraries and financial models based on the best fundamental data in the business for stocks, ETFs, and mutual funds.

Traction

TRACTION COMMENT:

The company offers the real cash flows for 3000 stocks, 450 ETFs & 7000 mutual funds. Annual reports average 200+ pages of complex disclosures. The machine learning technology, trained on 120,000+ expert-parsed filings, uncovers hidden details in seconds.

People

NUMBER OF EMPLOYEES

11-50

INVESTORS:

SixThirty

KEY EMPLOYEES:

David Trainer (CEO)

David Trainer

Momentum

FUNDED

YES

TOTAL FUNDING

$200 K

DATE OF LAST FUNDING

Apr 2015

SEED & PRIOR FUNDING

$200 K

SEED CLOSED ON

Apr 2015

LISTED

NO

Innovation Programs

BASICS

FOUNDING YEAR:

2002

LOCATION:

United States

Views:

80 VISITORS | 160 VIEWS
LATEST FUNDING ROUND

$200 K

TOTAL EMPLOYEES
11-50

About

New Constructs is an AI-based equity research firm. It is engaged in quality of earnings, forensic accounting and discounted cash flow valuation analyses for public companies in the US. The firm extracts financial data directly from SEC filings and the notes to financial statements. The firm provides research through database and models that cover income statement, balance sheet, and cash flow data.

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Focus+
Momentum+
Traction+
People+
Other+

Innovation Programs

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