What it sells
AI agents for investment research.
Business model breakdown
Buyer: who owns the budget?
UnverifiedHeads of research / portfolio managers at hedge funds, asset managers and family offices (Enterprise tier via sales); individuals self-serve.
Trigger: what makes them buy now?
Need to run more research and test ideas in new markets without adding analyst headcount; keep mandates under continuous review.
Workflow: what inputs become what output?
Specialist investment agents research, monitor and run strategies continuously on cloud infrastructure, reviewing daily and recommending hold/trade actions with a Workflow Guardian check.
Economics: what it saves and how it charges
Subscription tiers plus usage billed at provider AI cost times a service multiplier, with pay-as-you-go caps; Enterprise custom pilots.
Distribution: how it reaches customers
Self-serve 'Start free' for individuals plus sales-led Enterprise.
Funding history and coverage
| Round date | Stage | Amount | Investors | Source |
|---|---|---|---|---|
| 2026-09-03 | Pre-seed | $2.5M | — | news.google.com |
Profiles summarize public reporting and company websites. Business-model notes are MaxBC's reading of that material, not confirmed facts; unknowns are left blank rather than guessed. Updated 2026-10-13.