The Massive
Data Problem.

100x Your Investment & Research Workflow.

What We're Solving For

Financial Services sector has always had the data problem. Unstructured data, siloed information flow, fragmented infrastructure, and inefficiencies rising from legacy systems.

We are solving for the massive data problem every finance professional face. We help institutions leverage more data, more efficiently, and at scale.

Our AI-powered solutions standardize financial data, synthesize into actionable information, faster insights to empower decision makers to act with speed, precision, and intelligence.

Live Use Cases In Numbers

Terminal X is plug-and-play.
No finetuning or in-house engineering needed.

Case One.

Multi-Strat Hedge Fund augments Research & Thesis building

100x

MORE DATA LEVERAGED, REAL-TIME

Case Two.

L/S Hedge Fund Analyst transforms initial research process

50%

TIME REDUCTION IN SELLSIDE RESEARCH AND MODEL REVIEWS

Case Three.

Buyout Fund enhances IM write-ups for a Take-Private target

3min.

TO PRODUCE INITIAL DRAFT OF INVESTMENT MEMO

Case Four.

Equity Research Analyst retrieves key overlooked factors on live earnings calls

KEY MODEL DRIVERS IDENTIFIED

Case Five.

REPE tracks private market cap rates

75%

FASTER ACQUISITIONS/DISPOSITIONS ANALYSIS

Implement your AI agent solutions from Day 1, with Terminal X.

Enterprise User?

FAQ

How does your Agent work?

Our Agent is designed to execute the most analytical, multi-step complex investment research workflows in seconds (vs. hours or days).

For example, for our Enterprise clients, Terminal X delivers exhaustive search results from over 100,000+ document sources embedded in the platform customized for their Investment Professionals, including public and private research across sellside brokers, public filings, 3rd party data providers, websearch, social media posts, live news, etc.

The Agent retrieves & indexes massive data in real-time, which in the back-end, involves generating ~24,400 machine-readable ‘chunks’ for every 10,000 retrieval documents. This equates to 2.5M chunks for every million private documents our Agent processes within seconds. We process data with the same level of analytical rigor as a human Analyst, but at a speed and efficiency that is easily 100x+.

How big is the Problem you’re solving for?

Lost Data = Lost Returns

Finance professionals always need to be on top of the information game. Research is often the biggest component of the workflow, yet the least efficient - most data go unfound, most knowledge unleveraged. Hundreds of millions of dollars every year are lost in organizations spending too much time information-chasing but too little on the empirical analysis and decision-making.

Terminal X Enterprise offers an Agent Solution designed to optimize the critical part of your workflow with our generative AI capabilities and our proprietary financial data processing pipeline technologies.

What LLM do you use?

The engine behind Terminal X is our proprietary LLMOps pipeline technology that leverages the latest top LLM models (GPT omni, o1, Grok, Gemini Pro Vision, Flash, Claude sonnet, etc. and other open-source models as needed). Each query goes through hundreds of steps in seconds and each step that involves prompting is chosen on-demand by Agent to optimize for the specific query and the specific step in the chain.

Why a vertical solution?

Domain specific LLM Agent simply works better.

Every piece of data in our DB is contextualized for the best semantic search and NLP-based search with industry specific knowledge and insight. This is especially critical in the finance domain where much of the data exists in tables, models, charts, just arrays of numbers, json, and in various formats across excel, ppt, pdf, and encrypted messages. Understanding and extracting insights instantly from such unstructured financial information is our competitive strength.

Data privacy and retention

No, we do NOT use your data to train our models.
Your data stay private. We delete your data at the interval you set.

TERMINAL X

PRODUCT

TECHNOLOGY

COMPANY