Public equity investing workflows for long-only investors, long/short hedge funds, sell-side equity research teams, ETF/index and constituent diligence, event-driven equity investors, and sector/thematic listed-equity research teams. Outputs should surface what is mispriced, what is priced in, what proves or kills the thesis, what to do next, and what evidence is missing. Use Credit Markets for credit instruments, creditworthiness, restructuring, distressed, recovery, spreads, yields, covenants, and debt security analysis.
Apps
Slack
Share work and pull context
PitchBook
Private capital market data
FactSet AI-Ready Data
Seamless Financial Data
Morningstar
Investment and market insights
LSEG
Data and analytics
S&P Global - Deterministic
Built for precise queries
Third Bridge
Expert-led enhanced insights
Daloopa
Financial KPIs with links
Quartr
Company research data
Alpaca
Market data: stocks & crypto
Google Drive
Work with Google Docs, Sheets, and Slides
Microsoft Outlook Email
Microsoft Outlook email for work conversations: search messages, summarize threads, draft replies, manage follow-ups.
Microsoft SharePoint
Microsoft SharePoint document sites and OneDrive files: find content, summarize docs, manage folders, share resources.
Microsoft Teams
Microsoft Teams workplace chat and collaboration: search messages, summarize threads, send replies, manage Planner tasks.