Secure Your Edge While Boosting Your Team’s Productivity

A Modern Research Platform for Modern Investment Teams

It’s no longer good enough for your team’s decision-making processes to live in spreadsheets or people’s heads. You need a repeatable, consistent, and transparent approach to surface the best ideas for your portfolio and create accountability for continuous improvement.

Sentieo’s AI-powered search and research management tools empower analysts to surface, visualize, and share alpha-driving insights.

Use Smarter Search to Improve Analysts’ Insights and Productivity

By creating a more streamlined process to search external and internal content, analysts can reinvest 100s of hours saved from looking for information into deeper and broader coverage.

• Get more relevant results with a platform powered by machine learning and natural language processing (NLP) built from an analyst perspective.
• Personalized query suggestions that guide investment teams to the right content
• Custom alerts keep you on top of new intel that impacts your investments
• Unmatched search speed delivered by a continuously expanding infrastructure built to process millions of documents and articles at scale

Analytics and Visualization Tools Unlock Data and Documents

Sentieo helps you capture and interpret alpha-driving insights embedded in internal and external content sources across your team.

• Advanced analysis tools transform data and documents into actionable insights
• Quickly consume earnings call transcripts using automated NLP smart summaries, heatmaps, and sentiment analysis
• Smart categories and broad search capabilities across industries to quickly spot and quantify trends
• Easy-to-create visualizations that surface cross-company topics and expose sector-level insights
• Redlining to quickly compare language between filing periods, including highlighting critical changes for guidance, MD&A, risk factors, and other sections