Research Firms
A Modern Operating System for Independent Market Research
Deliver client-ready insights, track engagement, and protect your IP with a flexible platform designed to scale your research business with elegance and control.
Deliver Insights with Scale and Conversion
Create polished, data-driven research for clients with powerful modeling, publishing, and analytics tools—without giving up flexibility or IP control.
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, duplicate, or comment on financial models across teams without getting a headache.
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 and multi-asset mandates across one clean, unified interface.
Internal Ratings & Thesis Tracking Tools
Maintain a centralized, cross-functional 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.
