Quantera.ai

Quantera.ai - Financial Agents for Equity Research and Insights

Quantera.ai is an AI-powered platform designed for equity professionals, analysts, and asset managers to drive insights from securities, access official filings, and bring your own data into one workspace. It emphasizes instantaneous insights, verified data, and high-velocity research workflows to accelerate decision-making.

How it works

• Ingest and analyze company metrics, financials, filings (8-K, 10-K, 10-Q, 13F, etc.), and user-provided data.
• Generate fast, actionable insights with an infinite context window and traceable reasoning.
• Source ground truth with citations to every document and link.
• Use AI analysts to perform earnings analysis, deal investigations, trend analysis, and opportunity discovery.
• Access a centralized platform for earnings, annual reports, and a wide range of data points (40k+ data points possible).
• Collaborate and automate workflows so finance professionals can focus on higher-value tasks.

Capabilities and Use Cases

• Earnings & Annual Report Insights: 8K, 10K, 13F, 10Q data, industry sizing, market context, and more.
• Opportunity Discovery: Find hidden signals beyond traditional deal flow.
• Trend Analysis: Map directions of metrics hidden within data.
• M&A Deal Investigation: Gain an edge in negotiations.
• Advisory Services: Private Equity, Investment Banking, Asset Management, and Consulting support.
• Knowledge Worker Assistance: AI agents operate 24/7 to assist with research tasks.

Benefits

• Financial research amplified: Significant efficiency gains and faster action.
• Knowledge unleashed: Large-scale data points distilled into usable insights.
• Security and Privacy: A strong emphasis on data ownership and security; the platform states that your data belongs to you and is not used for training.
• Trusted, cited outputs: Every AI step is traceable to source documents and links.

Core Features

• AI-powered equity research assistant for analysts and asset managers
• Instant insights from securities and official filings, plus user-provided data
• Very high velocity analysis with an infinite effective context window
• Source-grounded reasoning with citations for every document/link
• Earnings, annual report, and regulatory data access (8K, 10K, 13F, 10Q, etc.)
• Trend analysis, opportunity discovery, and M&A deal investigations
• Advisory support across Private Equity, Investment Banking, Asset Management, and Consulting
• 24/7 AI agents to automate workflows and accelerate decision-making
• Secure data handling with clear ownership and privacy commitments