Generate More Winning Strategies with Centralized Notes and Collaboration

Analysts can easily miss insights when their time is wasted recreating research or searching for information in email inboxes, shared drives, and consumer-grade note-taking apps.

Sentieo’s integrated Notebook provides a central, consistent environment for creating, organizing, and collaborating on research notes to support investment theses and corporate strategies.

Save Time

Capture and Organize Research Material

Sentieo’s integrated platform helps streamline workflows, eliminating the need for multiple tools and steps to conduct financial and corporate research.

  • Highlight, annotate, and tag your research to send it into your centralized Notebook
  • Easily pull highlights into private or team notes
  • Integrate research uploaded/synced from other sources
  • Link highlights back to source documents
  • Create, manage, and view notes with Sentieo mobile and tablet apps


Support Your Existing Workflows & Content

  • Get two-way sync with popular note-taking apps like Evernote
  • Upload existing content and notes
  • Save emails and Microsoft Office documents in your Notebook—manually or automatically
  • Share documents and notes seamlessly to Slack channels


Templates Customizable to Your Process

  • Add custom or pre-populated fields, to save time and standardize research note structure and inputs
  • Common templates cover theses, calls (earnings, sell-side, expert network), management meetings, competitive strategies


Eliminate Information Silos

  • Invite colleagues to view, comment on, and edit your notes
  • Stop emailing Word documents or spreadsheets back and forth

Stay Compliant

Sentieo’s Notebook simplifies data management, security, and compliance

  • Control who has access and edit privileges to research content
  • Maintain an audit trail of note changes and comments for compliance reports
  • Ensure that your intellectual property doesn’t walk out the door when a team member leaves

Customer Stories

“As a user of CapIQ for more than a decade, we replaced a database platform that simply aggregated information with one that supported the workflow of our research process. This has resulted in an enhanced collaboration that did not exist using CapIQ. The collaboration across the investment team that Sentieo has enabled became ever more instrumental to our process during the COVID-19 pandemic as we were required to work remotely.”

Eric Marshall (CFA)

Director of Research, Portfolio Manager

View the Case Study



On-Demand Webinar: Sentieo, the Work-From-Home Solution

Our "work from home" is built-in: send anything across the platform to your Notebook for immediate archiving and collaboration, build theses, maintain version control and compliance, and track progress in dashboards. Head of Research Nick Mazing covers all of this and more in this webinar.

Case Study

Snow Park Streamlines Research Workflows & Collaboration, Including On-the-Go

Snow Park chose the Sentieo Financial and Corporate Research Platform to give analysts all of the research workflow tools they needed in one platform: historical financial statements, consensus models, relevant news flow, note taking, and more.

Learn what Sentieo can do for you

Sentieo’s Financial and Corporate Research Platform empowers investors and corporations to rapidly discover insights so they can make smarter investments and execute winning strategies.