Skyscraper of a building in New York

Solutions

Private Equity

Solutions

Private Equity

Skyscraper of a building in New York

Problem

Knowledge obsolescence

Most Private Equity firms build their knowledge repositories and research methodologies from scratch - with financial models, documents, and third-party data stored across multiple files, excels, and mailboxes. This knowledge starts losing relevance when it piles up in poorly named files or someone's desktop, making it inaccessible. Analysts know the information exists, but finding it is so time-consuming (and sometimes impossible) that they would rather just start building a thesis from scratch. Thus, resulting in knowledge obsolescence.

Most Private Equity firms build their knowledge repositories and research methodologies from scratch - with financial models, documents, and third-party data stored across multiple files, excels, and mailboxes. This knowledge starts losing relevance when it piles up in poorly named files or someone's desktop, making it inaccessible. Analysts know the information exists, but finding it is so time-consuming (and sometimes impossible) that they would rather just start building a thesis from scratch. Thus, resulting in knowledge obsolescence.

A private equity analyst listing her investment insights on a white board
A private equity analyst listing her investment insights on a white board

Features

Enhance research output by leveraging precise information

Financial data on Private Companies
Access clean financials (including valuations and forecast estimates) for 20000+ private companies
Thematic Peer Comparison
Skip the hassle of manually collecting competitors' ratios to value your company portfolio. Find the most relevant peers for your companies.
Industry Views  
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
Note Manager
Store all internally generated and externally sourced documents in one central repository
Access the latest, updated financial ratios and estimates for private companies
Compare and contrast estimates and ratios for companies with similar business models in a single table
Dig deeper into niche sectors within industries to assess trends and events on a granular level
Store knowledge created for companies across your investment universe in a single place to share more efficiently

Features

Enhance research output by leveraging precise information

Financial data on Private Companies
Access clean financials (including valuations and forecast estimates) for 20000+ private companies
Thematic Peer Comparison
Skip the hassle of manually collecting competitors' ratios to value your company portfolio. Find the most relevant peers for your companies.
Industry Views  
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
Note Manager
Store all internally generated and externally sourced documents in one central repository

Benefits

Why private equity choose us

Single source of truth
Centralize all past information at the most granular level, making it easy to retrieve important topics and details, and learn from past decisions and mistakes
Collaborative yet compliant workspace
Permission and role-based access control to manage documents and easily share insights with internal and external stakeholders easily
High-quality data you can trust
Access the highest quality data on public and private companies to generate your financial estimates and ratios
Cancel out the noise
Scan wordy reports in seconds to reach insights faster. Receive only relevant alerts so you don't get overwhelmed with unnecessary information

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

Fighting knowledge obsolescence with Thread

Collaborate with internal as well as third-party stakeholders law firms, auditors, consultants, and financing providers with high compliance standards
Learn more

Unlock the potential of your investment teams

Set up in minutes. Try it for a 30 days trial
Insights generated in an annual report using Thread's document reader