• FOUNDING YEAR: 2002
    LOCATION:
    United States
    REGION:
    Last Update:
    22 Oct, 2019

Description

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.

PEOPLE

FOUNDERS:
David Trainer
NUMBER OF EMPLOYEES:
11-50
INVESTORS:
SixThirty
KEY EMPLOYEES:
David Trainer (CEO)

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.

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

LATEST RESEARCH