Solutions

Asset Managers and Hedge Funds

Solutions

Asset Managers and Hedge Funds

A hedge fund manager checking updates on his phone, inside a car

Problem

Scattered data everywhere

Investment data scattered across different files, tools, and conversations creates inefficiency when spend most of their time trying to collaborate - searching for the right information in the right place and endless back-and-forth of informal communication.

Instead of capitalizing on each others' expertise, investment professionals in fact end up losing out on some crucial investment insights and discuss fewer ideas (which accelerates the chase for alpha at Boutique asset managers and Hedge funds). 

Similarly, it's very common for individual investment teams to review the same information several times because they don't have the right tools to collaborate and properly split their workflow

To make things worse, in the age of information overload, analysts and managers need to be alerted about relevant events at the right time. However, endless newsfeeds, accounting standard differences or unreliable company estimates create unnecessary noise for a researcher, making gathering and synthesizing information a very time-consuming process

Investment data scattered across different files, tools, and conversations creates inefficiency when spend most of their time trying to collaborate - searching for the right information in the right place and endless back-and-forth of informal communication.

Instead of capitalizing on each others' expertise, investment professionals in fact end up losing out on some crucial investment insights and discuss fewer ideas (which accelerates the chase for alpha at Boutique asset managers and Hedge funds). 

Similarly, it's very common for individual investment teams to review the same information several times because they don't have the right tools to collaborate and properly split their workflow.

To make things worse, in the age of information overload, analysts and managers need to be alerted about relevant events at the right time. However, endless newsfeeds, accounting standard differences or unreliable company estimates create unnecessary noise for a researcher, making gathering and synthesizing information a very time-consuming process

An asset manager building a thesis on her computer
An asset manager building a thesis on her computer

Features

Single place for the team to meet and discuss

Shared table
Edit estimates and ratios directly in the shared table accessible to all thus removing the hassle of copy-pasting and sharing Excels
Centralized watchlist
Create watchlists on organizational level so everyone on your team is focusing on a couple of very important companies, while also working on their individual cases
Note Manager
Store all internally generated and externally sourced documents in one central repository
Investment case
Develop a single thesis for a company that everyone on the team modifies and edits over time to only include the most relevant insights
Centralize all relevant information to limit time-consuming, back-and-forth interactions
Centralize all your favorite companies to never miss on latest events or major share price moves
Centralize all relevant information to limit time-consuming, back-and-forth interactions
Get  single source of truth for your team's investment insights

Features

Single place for the team to meet and discuss

Shared table
Edit estimates and ratios directly in the shared table accessible to all thus removing the hassle of copy-pasting and sharing Excels
Centralized watchlist
Create watchlists on organizational level so everyone on your team is focusing on a couple of very important companies, while also working on their individual cases
Note manager
Store all internally generated and externally sourced documents in one central repository
Investment case
Develop a single thesis for a company that everyone on the team modifies and edits over time to only include the most relevant insights

Benefits

Why Hedge funds choose us

Powerful Research Platform
Integrated research platform (RMS) for competitive investors, delivering uncharted insights, speedy discoveries, and greater confidence in decisions for investors who rely on timely and relevant access to public company data, documents, and analytics to develop and execute winning strategies
Centralized, Collaborative, and Compliant workspace
Centralize all past information and insights at the most granular level, making it easy to retrieve important topics and details, so you can discuss, debate, and weigh investment ideas to ensure that only the best ideas turn into investment decisions
Newsflow Management and Earnings Alerts 
Empower your analysts to source insights for relevant companies from the newsflow management process. Rely on a single source of the highest quality information to focus on whats relevant and cancel out the noise
Thematic Insights
Leverage Thread's AI-powered classification system to identify niche sectors and gain deep insights into them. Access company reports within the sectors to track recent M&A activities and do operational benchmarking of all relevant players. Use Thread's smart reader to extract thematic information across 88 topics from any document, within seconds

Our solution

The Thread Advantage

All insights in one place
Centralize all information and create beautiful one-pagers in seconds. Your estimates, insights, and sources stays always up to date, removing the hassle of copy-pasting and sharing Excels. Filter all your company insights with actionable views to ensure you never miss a thing
Trigger investment discussions
Discuss, debate, and weigh investment ideas to ensure that only the best ideas turn into investment decisions. Thread allows you to invite others on your team to provide granular inputs and comments on your insights within the app.
Secure Workspace for a post-COVID world
Your work on Thread is saved in real-time to ensure no valuable data is ever lost. By time-stamping contributor activity on all documents stored, retrieved, or updated, Thread helps you better comply with regulations. Role-based access allows you to manage contributors efficiently in distributed teams.
ESG Insights at your fingertips
Drag and drop your documents into our AI-powered PDF reader to turn 100s of pages worth of reports into concrete SDG insights within seconds. Thread’s power search helps you cut though the clutter to quickly identify only the most relevant information.
Single source of truth for all departments
Build an institutional knowledge base by creating relevant data archives and assets that are easy to re-use. Document your investment decisions to learn from past decisions and mistakes. On Thread, every investment idea can be shared with the rest of the firm, which helps build accountability, responsibility, and trust within your investment team
High quality data you can trust
Thread gives you access to premium, real-time financial data sourced from S&P Market intelligence, so your investment decisions are driven by most updated ratios and values.
Snapshot of a single page report to centralize a company's important financial and extra-financial investment insights
Snapshot of an intuitive collaboration tool to centralize all due diligence insights and research in a secure and unified platform
Snapshot of a version history for asset manager notes
Snapshot of an AI-powered PDF reader to scan company reports and uncover Impact, Socially Responsible Investing, and ESG  insights in seconds
Snapshot of an intuitive collaboration tool to centralize all due diligence insights and research in a secure and unified platform
Snapshot of an access real-time investment data from S&P 500 market intelligence for all relevant peer companies with similar business models

Our solution

The Thread Advantage

All insights in one place
Centralize all information and create beautiful one-pagers in seconds. Your estimates, insights, and sources stays always up to date, removing the hassle of copy-pasting and sharing Excels. Filter all your company insights with actionable views to ensure you never miss a thing
Snapshot of a single page report to centralize a company's important financial and extra-financial investment insights
Trigger investment discussions
Discuss, debate, and weigh investment ideas to ensure that only the best ideas turn into investment decisions. Thread allows you to invite others on your team to provide granular inputs and comments on your insights within the app.
Snapshot of an intuitive collaboration tool to centralize all due diligence insights and research in a secure and unified platform
Secure Workspace for a post-COVID world
Your work on Thread is saved in real-time to ensure no valuable data is ever lost. By time-stamping contributor activity on all documents stored, retrieved, or updated, Thread helps you better comply with regulations. Role-based access allows you to manage contributors efficiently in distributed teams.
Snapshot of a version history for asset manager notes
ESG Insights at your fingertips
Drag and drop your documents into our AI-powered PDF reader to turn 100s of pages worth of reports into concrete SDG insights within seconds. Thread’s power search helps you cut though the clutter to quickly identify only the most relevant information.
Snapshot of an AI-powered PDF reader to scan company reports and uncover Impact, Socially Responsible Investing, and ESG  insights in seconds
Single source of truth for all departments
Build an institutional knowledge base by creating relevant data archives and assets that are easy to re-use. Document your investment decisions to learn from past decisions and mistakes. On Thread, every investment idea can be shared with the rest of the firm, which helps build accountability, responsibility, and trust within your investment team
Snapshot of an intuitive collaboration tool to centralize all due diligence insights and research in a secure and unified platform
High quality data you can trust
Thread gives you access to premium, real-time financial data sourced from S&P Market intelligence, so your investment decisions are driven by most updated ratios and values.
Snapshot of an access real-time investment data from S&P 500 market intelligence for all relevant peer companies with similar business models

Case Study

Generating deeper insights with Thread

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Insights generated in an annual report using Thread's document reader