Hedge Funds
Take your research from draft to decision
FinSynth is auditable AI research infrastructure, purpose-built for hedge fund research teams. Its AI agent runs complex institutional-grade workflows like idea generation, model builds, comps and earnings updates, tracing every output back to its source.
- Long/short
- Value
- Event-driven
- Activist
- Credit
- Multi-strategy
Where FinSynth fits into hedge fund research
Screening and idea generation
Ask FinSynth to screen a universe on the numbers and the narrative, from margin inflections to guidance changes to what management said on the last call, as specific as you like, and it returns a shortlist with every data point sourced. Each name is ready to take further.
Get up to speed
Point FinSynth at a company, sector or market, along with your own broker notes and expert calls, and it maps the business, its segments, key metrics and what management has been saying, each point linked to its source. Taking over a name? It audits the inherited model for hardcodes, broken references and inconsistent formulas too.
Models and diligence
Ask FinSynth to build the model and DCF from the filings, set comps against the peer set and build the strongest case against your thesis, each figure and claim linked to its source. Every historical lines up with the filings before you start forecasting.
Monitoring and updates
When a name reports, ask FinSynth to update your model and flag where each line item beat or missed consensus, each figure linked to the exact line in the release. Then ask whether your thesis still holds, and it checks it against everything reported and said since.
+ Hundreds more research workflows, all in one agent
How your team works with FinSynth
Fast to draft. Faster to trust
Bring your research context
Your house format
Models, comps and memos built in your templates, the way your fund already works
Dataroom
Keep broker notes, expert call transcripts and internal research in folders, and attach them to any session
MCP connectors
Connect FinSynth to your own data and tools, like Snowflake and Microsoft 365
Run your workflow
Runs your research workflows
Screening and idea generation, getting up to speed, models and diligence, and monitoring and updates, all from one agent
Works in Excel and on the web
Use it as an Excel add-in inside your existing models, or in the web app for research and memos
Skills for repeat workflows
Teach FinSynth your earnings update or comps routine once, then run it on every name in your book
Review the evidence
Every output cited
Each number and claim links to the exact line in the filing, release, transcript or your own documents
Review citations
Select a range of cells and step through the source of every number in one pass
Customers
Hear what the analysts
have to say
“We’re seeing the actual leverage of an AI tool, the outputs aren’t just good-looking, they’re easily verifiable.”
FinSynth is auditable AI research infrastructure, purpose-built for hedge fund research teams. Its AI agent runs complex institutional-grade workflows like idea generation, model builds, comps and earnings updates, tracing every output back to its source. It works as an Excel add-in and as a web app.