A qualitative approach to the investment lifecycle
Evergreen principles govern all forms of long-term, successful capital allocation.
Stay focused on what matters the most at each step in your investment process.
A New Standard
We went ahead and flipped the narrative. Gone are the days when you need to fork over thousands of dollars in exchange for a legacy technology.
What's in vogue and what works over the long run are seldom the same thing. Do your best work without ever having to follow short-term fads.
Chart your Own Path
Say goodbye to a one-size-fits-all investment approach. Tailor your investment process to know when you should transact with Mr. Market.
Built for Power Users
Tailor your workflow to move at your own speed with our keyboard shortcuts. Get to the most important sources of truth in just a few keystrokes.
Whether you're a one-man army or the commander of one, rest assured knowing that we'll evolve alongside your ever-changing needs.
Make the unknowns known. Expose risks at a microeconomic level in order to see if asset prices are tethered to their intrinsic value.
A First-Principles-Driven Workflow
Business fundamentals are the building blocks for any valuation. Discover underlying value with prebuilt and custom templates that organize every single part of your workflow in a centralized place.
Easily create a home where your teams, investments, and valuations can live.
Group your colleagues based on what they're best at without limiting their potential.
Limit or expand access based on how your organization is uniquely set up.
Get to the most important part of your investment process in just a few simple keystrokes.
Get the help you want while staying in the driver's seat 100% of the time.
Connect both your portfolio and team in a matter of seconds with our robust, built-in integrations.
Ask questions and get feedback on charts, tables, and more within your investments and valuations.
Invite workspace members to your investments or create shareable links to give anyone access.
Data Export & Import
Bring your most meaningful insights in and out of our platform in just a few mouse clicks.
Reuse your preferred inputs across multiple valuations to account for different scenarios.
Dynamic Data Visualizations
Save and reuse your favorite charting and table views across multiple investments and valuations.
See the range of a company's intrinsic value to better understand an investment's risk continuum.