Intelligence Infrastructure for Fundamental Investing
Markets are continuous. Research workflows are still episodic.
The next generation of fundamental investing runs on always-on intelligence.
Mercata is the infrastructure that makes that possible.
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 under uncertainty. Instead, they spend hours stitching together filings, news, transcripts, models, and past notes just to reconstruct the same mental picture again and again.
Triage Noise
Thousands of alerts, emails, and updates flood in daily. Critical signals are buried under regurgitated news and low-value commentary.
Manual Context Rebuilding
Understanding what matters requires manually connecting historical documents, models, and prior work from scratch.
Institutional 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 layer, preserving signal, structure, and institutional memory so analysts operate at the level of judgment, not document stitching.
How Mercata Works
Mercata continuously structures documents, entities, relationships, and time into a coherent view of your firm’s world.
Instead of reacting to isolated documents, every new development is evaluated in context against your positions, theses, and prior analysis.
Cut Through the Noise
Mercata continuously evaluates new filings, news, transcripts, and internal sources the way your firm would, assessing each development against your positions, theses, and institutional memory.
Eliminate Manual Assembly
Mercata automatically connects documents, metrics, people, entities, and prior analysis across time - so context is already structured before a question is asked.
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.
Every output is grounded, traceable, and isolated to your firm.
Verifiable by Design
Every insight is grounded in explicit source material and tied to the original document and point in time. Analysts can trace how an answer was formed before deciding what matters.
Secure by Architecture
Client data is isolated by design and encrypted end-to-end. Nothing is shared across customers or used to train shared models. Mercata operates as a zero-trust orchestration layer over foundation models.
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.
Built for Analysts
Mercata supports the full research lifecycle, from real-time signal triage to deep diligence and the continuous development and evolution of investment theses.
Event Triage
Cut through the noise. Mercata identifies what changed, why it matters, and how it connects to your existing thesis within minutes of a new development.
Deep Company Research
Explore trends, ideas, companies, executives, assets, and relationships through connected primary sources, with context structured across time.
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, thesis-driven research to make investment decisions,
not surface-level summaries.
Equity Analysts
Move from signal to conviction faster. Mercata structures context so analysts can spend more time developing differentiated views and less time reconstructing prior work..
Portfolio Managers
Stay oriented across the portfolio without living in inboxes and PDFs. Mercata highlights what changed, why it 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.
We use cookies to improve user experience. Choose what cookie categories you allow us to use. You can read more about our Cookie Policy by clicking on Cookie Policy below.
These cookies enable strictly necessary cookies for security, language support and verification of identity. These cookies can’t be disabled.
These cookies collect data to remember choices users make to improve and give a better user experience. Disabling can cause some parts of the site to not work properly.
These cookies help us to understand how visitors interact with our website, help us measure and analyze traffic to improve our service.
These cookies help us to better deliver marketing content and customized ads.