DESIGNED FOR FIRMS LIKE
The AI-Native Research Partner for Fundamental Investors
Mercata is constructed to mirror your firm’s way of thinking, embedding your definitions, trusted sources, and investment logic directly into every research decision.
Your Definitions • Your Sources • Your Firm’s Memory
You hire analysts for judgment.
Too much of their time is spent assembling information.
Analysts are paid to form conviction and make decisions under uncertainty. But today, much of their day is spent stitching together filings, news, transcripts, models, and past notes just to get oriented.
Triage Noise
Thousands of alerts, emails, and updates flood in daily. Critical signals are buried under regurgitated news and low-value commentary.
Assembly
Understanding what matters requires manually connecting historical documents, models, and prior work, rebuilding the same mental picture again and again.
Amnesia
Decisions happen, but the sentiment and rationale driving them fades. When people move on or time passes, the firm loses the rationale behind decisions.
Mercata removes the assembly work by preserving signal, structure, and your firm’s memory, so analysts can focus on solving investment problems.
DESIGNED FOR FIRMS LIKE
How Mercata Works
Mercata is designed to remove noise, eliminate manual assembly, and preserve your firm’s memory by embedding your way of thinking directly into the research process.
Cut Through the Noise
Mercata monitors filings, news, transcripts, and internal sources through your firm’s lens, surfacing only the events that matter to your positions and watchlists.
Eliminate Manual Assembly
Mercata automatically connects documents, metrics, people, and past work, so context is already there when you open a company or event.
Preserve Memory
Mercata captures how theses and decisions evolve over time, so understanding doesn’t disappear when people move on or time passes
Built for Trust From Day One
Mercata is designed to accelerate expert judgment, not replace it.
It helps analysts process more information, faster, while preserving rigor, traceability, and institutional standards.
Verifiable by Design
Every output is grounded in explicit source material, tied to the original document and point in time. Analysts can trace how an insight was formed and decide for themselves what matters.
Secure by Architecture
Security is built into Mercata’s core architecture. Client data is isolated by design and encrypted end-to-end. Nothing is shared across customers or used to train shared systems.
Your Process
Your sources, definitions, and research logic are explicit, not inferred. Mercata reflects how your team works today and evolves as your process evolves, without hidden behavior or surprises.
Meet Rich Emrich, CoFounder & CEO, Mercata, describe the future of fundamental investing.
Built for Analysts
Mercata supports the full research lifecycle, from real-time signal triage to deep diligence and long-term thesis memory.
Event Triage
Cut through the noise. Mercata surfaces the disclosures worth attention and brings relevant historical context together, so analysts can assess developments faster.
Deep Company Research
Go from signal to understanding in minutes. Explore companies, people, and assets through connected primary sources, not disconnected documents.
Institutional Memory
Capture, evolve, and revisit investment theses over time. Mercata preserves context, decisions, and outcomes so teams do not lose hard-won insight.
Designed for Fundamental Investors
Mercata is built for teams that rely on deep research to make decisions, not surface-level summaries.
Equity Analysts
Spend less time assembling information and more time forming differentiated views. Mercata helps analysts move faster from signal to understanding.
Portfolio Managers
Stay oriented across coverage without living in inboxes and documents. Mercata helps PMs quickly grasp what changed, what matters, and where deeper discussion is needed.
Investment Teams
Preserve institutional memory and raise the quality of decisions over time. Mercata captures context, rationale, and outcomes so insights compound instead of disappearing.
See Mercata in Action
See how Mercata helps analysts expand coverage while preserving independent judgment.
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