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Announcing $15M series A funding

Analyst-grade AI for investment research

Generative AI for finance that's built to think like an analyst.
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Legacy tools flood you with data that costs you $XXT. Terminal X turns it into your firm’s superintelligence.

Agent designed to drive day one value
The scale of a model.
The mind of an investor.
Mirroring the way real analysts operate, Terminal X pulls from trusted sources and transforms complex, finance-specific research into decision-ready insight.

Scan thousands of sources, in seconds

Get real-time, exhaustive search results from over 100,000+ sources, including public and private research, filing, news, and even social media content.
Public & private sources
From SEC filings to earnings call transcripts, investor presentations and financial supplements — Terminal X brings together the sources analysts rely on.
Proprietary data
By parsing time-series data, Excel models, and custom frameworks, Terminal X makes even your most unstructured content investment-ready.
No more fragmented financial data
Index and retrieve your firm’s structured and unstructured data at cell and sentence level granularity. No context ever lost for your billion dollar decision making.
Get the context, not just the output
Get the clarity and context you need for exhaustive, auditable research that helps you structure your answer and shape your thesis.
Make faster (and smarter)
investment calls
Time spent on prep is time not spent on insights. Terminal X reduces research time, helping teams make better informed decisions that drive alpha.

Our customers say it best

Finally, an AI solution we can trust with our most sensitive data. This changes everything.

Head of AI at $100B+ AUM Private Equity Firm
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Product

Structured for investment research. Streamlined by AI.

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Deploy your firm’s AI knowledge hub
Deploy your firm’s AI knowledge hub
Deploy your firm’s AI knowledge hub
Create a single data network that sharpens your firm’s intelligence with every additional file securely indexed on Terminal X.
Search across the sources that matter
Search across the sources that matter
Pull live broker research, SEC filings, call transcripts, and internal decks into one searchable stream.
See the strongest signals, instantly
Our scoring system ranks every document by relevance, recency, and insight so you can focus on market-moving insights first.
Track the market live and in context
View macro shifts alongside ticker-level moves in one dashboard, so you match news to portfolio impact in real time.
Build and share custom reports
Generate investment memos, market roundups, or Q&A prep in seconds with full traceability and export-ready formatting.
Custom AI features
on-demand
Custom AI features
on-demand
White-glove support and development for customized features that scales with your firm’s evolving use-cases. Let AI work for you, not the other way around.

Enterprise-grade security as standard

Explore our commitment to security
SOC 2 Type II audited

SOC 2 Type II audited

AES‑256 encryption

AES‑256 encryption

No models trained on data

No models trained on data

Admin Governance & Permissions

Admin Governance & Permissions

Use Cases
From lean desks to large funds, Terminal X adapts to your workflow — and your data
Event-driven, quant, or M&A — move fast with real-time, multi-source research tailored for alpha.
Automate your most analytical multi-step research workflows
0min
to generate initial report
0x
more data leveraged
0%
time reduction in research