Collaboration and Idea Generation
Make smarter investment decisions. Purpose-built for active equity investment teams.
Capitalise on opportunities anywhere.
Capitalise on investment opportunities anywhere - view, capture and update notes from any device
Respond to information that changes your investment thesis in real-time from any device, anywhere
Unfetter your research and ideas with access to all your research and thinking on the road
Daily Digest and Team Notifications
Smarter notifications. Stay informed with insights that matter to you.
Personalised insights and triggers on the companies you care about
Exploit changes across your opportunity set
Smarter research with notifications that highlight only what is relevant to you
Know what your team are thinking. Keep the team updated.
Automate how research and investment decisions are shared across your team
Rapidly respond to a change in the investment thesis
Find better investment opportunities by leveraging team collaboration and information synergies from across the team
Company Modelling on the Road
Update your valuations on the road. Always work on the most recent model.
Model the impact of new company information at full intensity from any device
Be the first to respond to changes in company valuations without waiting until you’re back at your desk
Easily access and work off the most recent model
Confidently collaborate on a model with colleagues using Model Check In and Check Out
Bring research out of silos. Make smarter investment decisions.
Bring research out of silos and increase research synergies across the investment team
Exploit opportunities with fully customised, cross-sectional insights for the team
Drive smarter investment decision-making with all your internal and external research, ideas and decisions in one place
Available on any device, anywhere
Centralise your team research and activities.
Increase team collaboration and idea generation with team research, activities and decisions in one place
See the research, meetings and investment decisions across your team
Fully customised snippets and layouts to reflect how your team works