Institutional Investors

Make Smarter Investment Decisions with Speed and Confidence

With the Sentieo Financial and Corporate Research Platform, competitive investment firms empower their analysts to get to what matters quickly: the documents and data that surface unique insights to drive alpha-generating strategy, make better investment decisions, and deliver stronger returns with greater confidence.


Outperform the market with better investment decisions

The financial research process has become broken and costly, with multiple disconnected tools and steps, expensive talent doing manual tasks, and missed insights and opportunities for alpha. Material information can be missed in the sheer volume of documents and data available to an analyst while time is wasted doing manual research using tools that make it difficult to track signals and trends across equities or segments.

Sentieo helps investment analysts save research time, never miss a material insight, and be more confident in their decisions with a unified platform that combines document search, market and alternative data, analytics and modeling tools with a research management system and APIs for integrating common third-party tools.

Read our guide to learn how to deliver alpha without spending millions on data science projects.

Download Equity Research Guide

Fast, Relevant Data and Document Search and Analysis

Save hundreds of hours researching company financials, strategy, and activity

Find relevant, actionable data and insights fast with:

  • AI-driven Document Search that is optimized for financial data, documents, and news
  • Redlining of filings so analysts can easily identify material changes fromdifferent periods
  • NLP Smart Summary transcript and sentiment analysis to quickly identify changes in company strategy
  • NLP Topic & Sector Heatmap to understand performance, business drivers, and language across a set of peers or sector
  • Table Explorer to easily extract, chain, and visualize data directly from filings with a few clicks—eliminating the need to copy/paste thousands of data points
  • Sentieo Equity Data Terminal for streamlining the process of deep analysis and model-building
  • Sentieo Plotter for visualizing multiple data sources to identify company and sector-level insights
  • Customizable Dashboards that let you do many things “at-a-glance” using a library of widgets and dashboard templates for key use cases and sectors

Data-Driven Alerts and Dashboards

Never miss a material insight or change in strategy from a company or watchlist

Track company financials, strategy, and communications with:

  • Configurable Dashboards that incorporate news, updated keyword search results, stock performance, notes, documents, and other critical information
  • Instant Alerts when new documents or data are published for specific companies, watchlists, or industry topics
  • Integrated News Stream feeds to follow company press releases and media coverage

Access to Public Company Documents and Data in One Research Platform

Deliver more complete and auditable research

Make confident decisions about your investment with:

  • A single, integrated platform to search, retrieve, analyze, and tag text and financial data from millions of public company documents
  • Integration of third-party and internal proprietary content into your analysts research workflow, including Broker and Aftermarket Research
  • Research note taking and an integrated Notebook to track, share, collaborate, and audit research, theses, meeting notes, and comments
  • Mobile apps to provide seamless, on the go access to research workflow tools
  • A search-first research management system (RMS) that makes deployment fast and analysts lives easier

The Sentieo Financial & Corporate Research Platform supports:

Hedge Funds

Mutual Funds

Family Offices

Private Equity Firms

Venture Capital Firms

Investment Banks

Asset Managers

Pension Funds

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



Buyer’s Guide: Selecting a Modern Research Platform for Your New Fund

Research is a mission critical function at any investment fund. New funds, like established ones, need to continually improve research outcomes and sustainably deliver better returns. In this buyer's guide, we cover how new funds can select the best new research technology and modernize their research stack.


Sentieo Research Management System

Sentieo’s Research Management System (RMS) delivers better fund-wide returns, protection of IP, and compliance.

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.