Higher Education
Professional-Grade Research Tools for Academic Excellence
Empower your students with the tools used by real-world investors. Support coursework, student funds, and cross-disciplinary collaboration with ease.
Professional-Grade Tools for the Allocators of the Future
Bring industry workflows into the classroom. Whether for student funds or capstone projects, students gain hands-on experience in valuation, research, and portfolio strategy.
Purpose-Built for Fundamental Analysts
Equip your analysts with tools purpose-built for bottoms-up fundamental research across sectors and geographies.
Elegant, Scalable Portfolio Monitoring
Track holdings, price movements, catalysts, and internal notes across all positions in one centralized platform.
Robust Model Sharing Across Teams
Share, fork, or comment on financial models across teams without version control headaches.
Compliance-Ready Workflow Support
Timestamp, archive, and permission internal research and model access to meet audit needs.
Multi-Strategy Fund Coverage Features
Support long-only, long/short, credit, and multi-asset mandates across one interface.
Internal Ratings & Thesis Tracking Tools
Maintain a centralized view of internal conviction and thesis evolution over time.
Dynamic Monitoring & Notifications
Get notified when important events happen in your workspace, such as changes in settings & attributes on key resources across teams.
Tools for Transparent IC Presentations
Generate IC-ready reports from research inputs and valuation models with one click.
Custom KPI Tracking & Global Asset Exposure
Define and track company-specific KPIs across international filings and jurisdiction-specific datasets.
Start building your investments on Countercyclical today.
