AI Agent Platform for investment managers

AI Superintelligence that turns your Enterprise Data to your strongest Analyst
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Billions in alpha are buried in your unstructured private data. Terminal X turns data into your firm’s superintelligence.

100x Leverage Proprietary Data.
Intelligence Layer Across Peta-Byte Scale Enterprise Data
Terminal X agents instantly process your data to be LLM-ready, retrieve knowledge from trusted sources, and transform into decision-ready insight.

Our Data + Your Data → Decision.

Terminal X Agents Centralize Your Firm Knowledge with External Sources, Turning Data into Proprietary Intelligence.
Our Data: Terminal X Real-time Web Index
Terminal X Live-indexes anything and everything on the internet, plus real-time financial markets data, sell-side Research and Models, SEC Filings, Company Presentations, Financial Supplements, Press Releases, Earnings Release, Call Transcripts, corporate actions, global exchanges, etc.
Your Data: Your Firm’s Internal Data
Everything in your internal drive (PDF, ppt, word, Excel, Emails, transcripts, slack messages, etc.), IC memos, meeting notes, IMs, OMs, Portfolio Company reports, asset data, LP communications, IR letters, Co-Investment memos, DDQs, Quarterly Updates, 3rd Party Data Integrations like Bloomberg, FactSet, CapIQ and hundreds of alternative data sources you're subscribed to.
Auto Indexing Your Database
Terminal X Data Indexer retrieves & parses through your firm’s unstructured data at a cell and sentence level granularity. We deliver real-time, exhaustive search results from over 100M+ sources at once. No more browsing across tens of Research Portals, 3rd party data providers. No more wasted hours on pure ‘searching’. Centralize your data with Terminal X to retrieve knowledge from a single query.
Retrieve 🡒 Analyze 🡒 Answer with Complete Auditability
Get the clarity and context you need for exhaustive, auditable search that helps you structure your answer and shape your investment thesis.
Make faster (and smarter)
investment calls
Time spent on data prep is time not spent on insights. Terminal X reduces research time, but also surfaces blind spots easily missed by human analysts, assisting in making better informed decisions that drive alpha.
Why Terminal X

Purpose-built for Investment Professionals.

We understand your actual workflow very well. Terminal X is built on the Agentic AI custom-fit for your daily tasks. Our Agent is designed to search and think like an Investment Analyst from the inception. The Agent runs on our proprietary data indexing pipelines customized for hundreds of specific tasks and research required in finance: searching through and reading between the lines in the SEC filings, comparing internal model with sellside Broker Research, earnings analysis, picking up nuances from call transcripts, searching from email chains, building deal memos, analyzing financial models...
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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 centralized data network that builds up to your firm's Proprietary Intelligence with every additional file and datapoint indexed on Terminal X.
Search across the sources that matter
Search across the sources that matter to your workflow
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.

Our customers say it best

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

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