The institutional research platform for value investors

The institutional research platform for value investors

Research. Build.
Share.

Perform extensive due diligence, build robust valuations, and streamline every part of your team's research process - all in real-time.

Perform extensive due diligence, build robust valuations, and streamline every part of your team's research process - all in real-time.

Countercyclical is the institutional research platform providing tools to modern, value-oriented investment teams looking to streamline their entire due diligence process.

Featured In

One Platform. Many Scenarios.

Dead Simple, World-Class Research Software

Corporate fundamentals are the building blocks for any sound valuation. Discover underlying value with prebuilt and custom templates that bring you and your team closer to the true reality of what an asset is truly worth - crafted with long-term ownership in mind.

10,000+

Searchable Assets

Say goodbye to a one-size-fits-all investment approach. Tailor your investment process to know when you should transact with Mr. Market.

$1 billion+

User-Managed AUM

Stretching from long-only equity funds to universities, our users range from teams that just wrangled their first LP to others celebrating their 40th year in business.

#1

for Value Investors

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.

Infinite

Possibilities

Make the unknowns known. Whether you're a one-man army or the commander of one, rest assured knowing that we'll evolve alongside your continuous growth.

Move Forward without Friction

Collaborate without Compromise

Replicate your world-class systems with everyone involved in your investment lifecycle. Assign members to tasks, engage in discussions, and loop stakeholders in as each opportunity evolves.

Real-Time Collaboration

Get the help you want while staying in the driver's seat 100% of the time - tailor your workflow to move at your own speed, and communicate to get to the most important sources of truth in just a few moments.

Custom Templates for Everything

Reuse your preferred settings across everything in your workspace. From Valuations to Memos, preserve the quality of your research without compromising on the quantity of your output.

Workspaces

Easily create a home where your teams, investments, and valuations can live. Invite workspace members to discover, iterate, and share actionable insights across all of your verticals.

Pipelines

We offer an intuitive and organized way to track your progress using "swimlanes" and list views for your entire research process. Help workspace members aggregate, streamline, and monitor their progress all the way from discovery to allocation.

Memos

Impress stakeholders with professionally-made reports that resonate with ease. Include tables, charts, and more to share with anyone.

Sensitivity Analysis

Discover the substrate of intrinsic value that runs through every asset to better understand where it should fit on your team's risk continuum.

Workflows (Beta)

Streamline all of your business workflows in a single place. From compliance to data ingestion, connect your favorite tools with our Integrations.

FAQ

Yep, we can do that.

While Countercyclical is pretty easy to use out-of-the-box, there's also a ton of customization you can add in to make it your own!

How do I install and use Countercyclical?

How do I install and use Countercyclical?

How do I install and use Countercyclical?

What makes you different from other investment research tools?

What makes you different from other investment research tools?

What makes you different from other investment research tools?

Is Countercyclical free to use?

Is Countercyclical free to use?

Is Countercyclical free to use?

Why do you cater specifically to institutional value investors?

Why do you cater specifically to institutional value investors?

Why do you cater specifically to institutional value investors?

Can I use Countercyclical as a retail investor?

Can I use Countercyclical as a retail investor?

Can I use Countercyclical as a retail investor?

Real-time. Context-rich. All-in-one.

Real-time.
Context-rich.
All-in-one.

Start building your investments on Countercyclical today.