DESIGNED FOR FIRMS LIKE
The first true AI-native
Research OS for fundamental investors
Mercata learns from filings, news, transcripts, and your proprietary notes to self-update your theses, watchlists, and investment committee materials—so your analysts go from buried in data to leading every discussion.
Deep Research,
Delivered In Moments
Built for fundamental investing, Mercata turns all of your data into a single, real-time, queryable research environment - so you can drive deeper insights and generate alpha faster.
Meet Rich Emrich, CoFounder & CEO, Mercata, describe the future of fundamental investing.
DESIGNED FOR FIRMS LIKE
Your research edge is drowning in scattered tools
While others bolt AI onto legacy workflows, elite teams need systems that fundamentally transform how research creates alpha.
Conviction Building Takes Too Long
Analysts spend 60% of their time aggregating information instead of building models and testing thesis assumptions. Time to conviction directly impacts position sizing and timing.
Thesis Drift Goes Undetected
Critical fundamental changes are scattered across earnings calls, expert networks, and SEC filings. By the time you piece it together, your thesis assumptions are already stale.
Coverage Context Gets Lost
Switching between companies means losing the thread. Your previous research, model assumptions, and catalyst timeline disappear—forcing you to rebuild context every time.
Portfolio Monitoring Doesn't Scale
Tracking thesis health across 20+ positions is impossible manually. You catch problems in your book after they've already moved against you.
Finally, AI that moves the needle for fundamental investors
Mercata isn't another AI add-on. It's a self-updating intelligence layer that replaces your patchwork of apps, alerts, and note-taking with unified reasoning that scales with your ambition.
Your Coverage Universe, Always Current
Track thesis assumptions across your entire book. When fundamentals shift, Mercata flags the divergence before it hits your P&L—connecting new information to your existing models, catalysts, and risk factors.
Build Conviction Faster
Synthesize expert calls, earnings transcripts, and filing changes into coherent updates on your investment thesis. See how new data supports or challenges your position sizing and timeline assumptions.
Context That Travels
With You
Your notes, models, and thesis evolution persist across every interaction. Return to any company with full context on what's changed since you last looked—no more starting from scratch.
Platform Built for Alpha Generation
What it does: Tracks the specific assumptions underlying your investment thesis across all information sources.
How it works: When earnings, filings, or expert calls contain information relevant to your thesis, you get structured alerts: "Assumption challenged / Supporting evidence found / Confidence impact.
Why it matters: Catch fundamental shifts before they move your P&L. Adjust position sizes based on thesis strength, not market sentiment.
What it does: Answer complex questions across your entire book using all your historical research and ongoing thesis tracking.
How it works: Ask questions like "Which of my positions have the most stretched valuations?" or "How has management execution changed across my healthcare names?" Get answers that reference your models, notes, and thesis evolution.
Why it matters: Build conviction faster by connecting patterns across your coverage. Make portfolio-level decisions with complete context.
What it does: Preserves the full context of your research process for each company—models, assumptions, catalysts, risks, and how they evolve over time.
How it works: Every expert call, model update, and thesis change connects to the company workspace. When you return to a position, you see what's changed since your last analysis, not just raw news.
Why it matters: Never lose your analytical thread. Build on previous work instead of starting over. Scale your coverage without losing depth.
Purpose-Built for Investment Hierarchy
DECISION MAKER
Portfolio Manager
Monitor thesis health across your entire book. Catch fundamental shifts before they impact performance. Size positions with confidence backed by systematic thesis tracking, not gut feeling.
ALPHA GENERATOR
Research Analyst
Build conviction faster with persistent context across your coverage. Your models, assumptions, and catalyst timelines stay connected as new information flows in—no more starting over.
SCALE BUILDER
COO / CIO
A systematic approach to research and conviction building. Full audit trails of thesis evolution, standardized investment processes, and scalable coverage expansion without losing analytical rigor.
Join the Wait List
Be the first to experience how deep research and prioritized alerts will transform your investment process. Reserve your spot in line.
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