Sentieo

Hedge Funds, Mutual Funds, and Family Offices

Use our intuitive platform to quickly find the most important data and filings to better understand the competitive landscape.

Our document search technology uses powerful linguistic search algorithms to instantly find exactly what you are looking for.
The Sentieo Research Notebook offers light touch research management to allow analysts to organize and develop their ideas while allowing Portfolio Managers to monitor and influence the ongoing research process.
Mobile apps ensure that Analysts and Portfolio Managers have seamless access to all financial documents and notebook data on the go and even in offline environments.
Plot our document search data with social/web statistics and financial data using our visualization engine, moasic, to help you identify and analyze any trends that may exist.

Equity Research

Track all the latest news and trends on your coverage list, utilizing powerful tools to help you build or adjust your models more efficiently.

All charts and tables across the platform and within SEC filings are exportable to Excel, where you can also create customized models with our Excel plug-in.
Create 5-10 years of quarterly historical data from any table within an SEC filing with a few clicks using our proprietary table extracting technology.
Powerful sharing and workgroup features ensure your team is always aware of your latest thinking and work. Sentieo Notebook automatically gathers all of your highlights, notes, and annotations for easy search, recall, and sharing of content.

Wealth Management

Use our intuitive platform to quickly find the most important data and filings to better understand the competitive landscape.

Manage your market data subscription costs by leveraging our extensive platform to keep up with breaking news, dig deep into financial data for idea generation, and workflow management.
Sentieo features easy-to-use tools to analyze a company, sourcing data and news from Reuters Fundamentals, I/B/E/S, SEC XBRL statements, press releases, sell-side research, blogs and social media.
Sentieo workflow and sharing features allow seamless highlighting, annotation, and collaboration so you can ensure that your clients are always informed of your latest thoughts.

Investment Banking

Monitor news, trading multiples and charts to understand key developments impacting business opportunities and companies that you care about.

Analysts cranking out models will appreciate our Excel plug-in for customized model creation and the elimination of redundant data entry.
Simple 1-click export of charts and tables across the platform, including time saving features such as populating historical data from any table within an SEC filing using our proprietary table extracting technology.
Default features such earnings estimates graphs take the pain out of the chart creation process.

Private Equity

Keep up to date with relevant market information and industry trends impacting your portfolio companies and use our public screening tool to help value your portfolio companies.

Leverage our public screener tool to focus on the companies you care about, review their financials, and create customizable comp tables.
Analyze industry trends with our document search features to see how they may apply to your portfolio or target company.
Keep a pulse on the market by following searches to get alerts on any new content from the companies you care about.

Corporations: Investor relations, Strategy, and Corporate Development

Have a complete understanding of the competitive landscape and financial performance of peers in your industry.

Use our customizable comparable analysis table to compare a target company to its peers.
Use our open ended search ability to find out which companies are talking about the topics you care about.
Get press releases delivered straight to your mobile device, desktop, and email inbox. Our alert system can provide notifications whenever there are new SEC filings or major price movements in stocks you follow.
Stay on top of the latest market chatter with our curated articles and the most relevant Tweets from finance Twitter.

Start saving time on research

Trusted by 90+ Funds with Trillions under management.

Dennis H.Founder at Shawspring Capital

PMMulti Bn Fund

Analyst$100MM Fund

What Makes Sentieo Special

Intelligent Document Search

Highlight, annotate, collaborate

Export tables directly to excel

Powerful linguistic search algorithms help you find exactly what you are looking for

Integrated Research Management and Collaboration

Share notes and other information with collegues to encourage organized collaboration.

Available across your desktop and mobile devices

Syncs with Evernote and OneNote

Your Financial Data Terminal – Reimagined

Deep Investment grade data & Analyst estimates – Sourced from Thomson I/B/E/S

Editable Financial models

6000+ Equities Covered

Realtime pricing data

Mosaic – Paint a better picture and find alpha

Data Sources

Financial data - Investment grade

Document data - a comprehensive and up to date database of financial documents from around the globe

Web & Social - use our highly predictive real-time datasets to track brand sentiment

Mobile Apps– Sentieo To Go

And so much more...

Alerts

News Stream

Excel Plugin

Stock Screener

Table Extractor

And even more...