TerminalValue.io_
>>manually approved · 422 tools indexed·since 2026

> Tools for private equitys.

Tools used by private equitys. [show all tools →]

|most clicked 7d:StockInsights AI111↗·edgar.tools108↗·Danelfin105↗·ROIC AI103↗·Investment Bastion93↗·TIKR Terminal86↗·Grufity83↗·Fiscal AI81↗
sort:
37 tools
  1. 01.10
    Weekly digest of activist campaigns, spin-offs, M&A, and strategic reviews across 20+ global markets — structured for fast triage.
  2. 02.5
    validityBase makes the history of data, signals and track records independently verifiable and helps to package data for systematic investors.
  3. 03.3
    AI search across SEC filings, earnings transcripts, broker research, and expert calls — the umbrella platform that now includes Tegus expert calls, Canalyst models, and Sentieo.
  4. 04.0
    Scrapes structured data from websites using AI-generated scrapers with automated maintenance, proxy infrastructure, and data quality monitoring.
  5. 05.0
    Searches 370M+ companies with AI-powered analysis for M&A target screening, buyer search, and market research.
  6. 06.0
    Pulls SEC filings from EDGAR, extracts structured data, redlines disclosure changes across periods, and generates cited analysis within 60 seconds of filing publication
  7. 07.0
    Generates and edits Excel spreadsheets from natural language prompts using AI agents trained for financial modeling and spreadsheet automation
    [key] formula-driven outputs with cell-level auditability and native Excel plugin[asset] Multi-asset·[function] AI Agents·added 1mo ago·[via] desktop, cli, api
  8. 08.0
    Indexes petabyte-scale internal and external financial data at cell and sentence level for AI-powered investment research and decision-making across multiple asset classes.
  9. 09.0
    Provides a managed vector database for semantic search, recommendations, and RAG workflows at production scale
  10. 10.0
    Provides REST API access to historical and upcoming earnings calendar data for NYSE and NASDAQ stocks with date-based queries, post-earnings reactions, and structured JSON responses for automated workflows.
  11. 11.0
    Simulates a 20-specialist board that debates investment deals from risk, legal, financial, operations, strategy, and market angles and generates IC-ready documents.
  12. 12.0
    Provides an AI platform for financial institutions to analyze unlimited documents, automate workflows, and extract insights from earnings calls, filings, and proprietary data sources.
  13. 13.0
    Reverse-engineers products into component trees and supplier networks using AI to surface hidden suppliers, concentration risks, and investment signals.
  14. 14.0
    Provides an LLM-agnostic agentic AI platform for private equity, private credit, investment banking, and other investment firms to automate workflows across sourcing, diligence, portfolio monitoring, and reporting.
  15. 15.0
    Provides continuous agentic AI research that executes user-assigned research objectives autonomously over time.
  16. 16.0
    Generates leveraged buyout models and deal math for private equity analysis using rules-based algorithms that produce downloadable Excel outputs with working formulas in under 10 minutes.
  17. 17.0
    Aggregates broker research, filings, transcripts, news, and internal documents into a unified platform with AI-powered search, analysis grids, and automated report generation for institutional investors
  18. 18.0
    Provides peer-reviewed long-form investment research exclusively from buyside fund analysts at hedge funds, mutual funds, and private equity firms
  19. 19.0
    Provides AI-based investment research platform with proprietary data covering accounting analysis, fraud detection, executive backgrounds, business fundamentals, and earnings calls for institutional investors.
  20. 20.0
    Provides sector-level margin benchmarks across 100+ industries, covering gross, operating, net, and adjusted margin metrics with detailed cost breakdowns.
    [key] sector-level margin benchmarks with 15+ margin variants per industry[asset] Equities·[function] Research·added 2mo ago·[indie]·[ticker] $HOME
  21. 21.0
    Runs scenario analysis, sensitivity analysis, Monte Carlo simulations, and financial diligence workflows inside Microsoft Excel for investment banking and private equity deal modeling
  22. 22.0
    Generates AI-powered investment memo stress-tests by running multi-agent debates against fund mandate rules and surfacing blind spots before IC review
  23. 23.0
    A global data and market intelligence platform that provides statistics, reports, consumer insights, industry forecasts, and market research across thousands of industries, companies, and economic topics. The platform aggregates data from t
  24. 24.0
    VouchAPI turns SEC filings, CIM data rooms, market intelligence, and agent reasoning into certified investment research — with source-level evidence, method gates, and cryptographic audit trails.
  25. 25.0
    AI-powered tool for equity professionals, analysts and asset managers. Drive insights from securities or bring your own data, all in one platform.
  26. 26.0
    One platform that turns your firm's experience into a proprietary advantage, powering how you screen, diligence, underwrite, and monitor deals.
  27. 27.0
    Where fintwit hires fintwit — a hand-curated, artisanal job board and talent directory for the finance timeline.
  28. 28.0
    PE due-diligence AI from ex-KKR CIO Ed Brandman — query entire virtual data rooms with source-linked answers across financial, legal, technical, and market documents.
  29. 29.0
    Predictive research and due-diligence AI for hedge funds and PE — multi-source synthesis (up to 100 sources/query) over filings, news, and private data.
  30. 30.0
    Deterministic AI co-pilot for private-equity due diligence — turns dataroom files into investor-ready cohort, retention, margin, and roll-forward analyses.
  31. 31.0
    Co-Analyst AI for institutional equity research — KPI time-series extraction, forensic risk signals, and earnings analysis on 5,500+ US equities and ADRs.
  32. 32.0
    Expert AI agents for hedge funds and IB — thesis evaluators, data-point trackers, and primers with 96% accuracy on financial workflows.
  33. 33.0
    Finance-native AI for investment banks, PE, and hedge funds — searches/analyzes filings, transcripts, and decks; generates pitchbooks and meeting prep.
  34. 34.0
    Excel-native AI agent for enterprise finance — builds three-statement models, DCFs, and analyses from prompts in minutes, with auditable citations.
  35. 35.0
    AI moderator that runs primary expert interviews at scale, delivering quantified time-series insights across 10k+ public and private companies.
  36. 36.0
    Conversational AI research over institutional-grade financials for 100k+ global companies, powered by S&P Market Intelligence.
  37. 37.0
    The EDGAR you wish existed — cross-issuer search, a live filings feed, enriched 8-K/6-K exhibits, Form 4 + 13F, and email/RSS/JSON/MCP/API delivery.
    [key] Filings news feed + cross-issuer search (no ticker required)[asset] Equities·[function] Research·added 3mo ago·[via] mcp, GPT
[share this index]·x·linkedin·email