最有看点的互联网金融门户

最有看点的互联网金融门户
国际资讯投融资

金融科技创企​Sentieo获1900万美元A轮融资,打造以AI驱动的“彭博终端”

国际资讯投融资

金融科技创企​Sentieo获1900万美元A轮融资,打造以AI驱动的“彭博终端”

要想在市场上获得优势,收入和利润这些传统的财务信息对于投资者来说,是远远不够的。我们的每一次在线活动都会产生大量的数据,比如网络流量、Twitter提及次数、应用下载和搜索趋势。Sentieo是一款能够覆盖新旧数据集来预测趋势的工具。

作为一款投资研究软件套件,Sentieo通过AI扫描财务文件,分析替代数据集并创建可视化数据。这家新成立的金融科技SaaS创企目前拥有700多家客户,其中包括顶级对冲基金和互惠基金、财富500强企业和投资银行,它们每月支付约500-1000美元的费用。

近日,Sentieo宣布完成1900万美元A轮融资,由Centana领投,后者是一家专注于金融科技SaaS领域的2.5亿美元成长型股权公司。资金将被用于推动销售和营销活动。

Sentieo的首席执行官Alap Shah透露,这家拥有160名员工的创企的融资总额达3000万美元。

十年前,Shah从哈佛经济学专业毕业,随后在华尔街四处奔走。他曾先后在Novantas、Castanea、Viking Global和Citadel工作过。Shah说:“我在工作过程中发现了一些巨大的漏洞,而现有的软件无法满足我的需求。我们已经习惯了在谷歌上搜索,但不行的是,这并不是老式金融数据程序的结构。”

因此他就开发了自己的工具。“我使用了所有的金融工具:Capital IQ、FactSet、彭博,每一种都有自己的优缺点。”通过Sentieo,他想开发一种能够在商业趋势出现在资产负债表之前,发现其细微差别的工具。

Sentieo确实有一个具有实时定价功能的传统金融股权数据终端。但也有一个机器学习和自然语言处理的文档搜索工具,可以对SEC的文档、财报电话会议记录、新闻稿等进行分类。它利用了Alexa的网络流量数据、Apptopia应用的下载率和Twitter聊天,以及汤森路透分析师的预测数据。客户可以通过Sentieo的笔记本对文件进行注释、组织想法、生成可视化效果并分享其见解。

例如,只要提到Model 3的产量,Sentieo就可以查阅特斯拉所有的收益报告和财务文件。它可以突出并分析关键信息,并将其与特斯拉的股价进行对比。或者你可以搜索所有开始将特朗普总统列为其业务风险因素的公司,这可能会暴露大麻医药公司对司法部长Jeff Sessions在大麻合法化问题上的立场的关注。

Sentieo的总部位于印度,为了保证用户满意度,其65人的工程师团队必须保留50个供稿数据、2500万分文件和64000支股票。除了彭博之外,Sentieo还要与很多公司竞争。微软的套件也有很多信息管理工具。

Sentieo希望能成为信息源的聚合器和注释工具,该工具可以获取分析师的需求从而有针对性地工作。Shah总结道:“ Sentieo让你真正走在数据获取的最前沿。”

To get an edge on the market, investors must look beyond traditional financial info like revenue and profits. Our every online activity generates data exhaust, like web traffic, Twitter mentions, app downloads and search trends. It’s the ability to overlay the old and new data sets to spot surprising trends that will set the best traders apart. Sentieo  wants to be their tool.

Sentieo is an investment research software suite that uses AI to scan financial documents, analyze alternative data sets and create visualizations. The fintech SAAS startup now has 700 customers, including top hedge funds plus mutual funds, Fortune 500s and investment banks that pay around $500 to $1,000 per month per license. That’s a lot cheaper than a $21,000 yearly Bloomberg Terminal subscription. [Correction: Sentieo charges $500 to $1000 per month, not per year.]

Now Sentieo is ready to crank up its name recognition with a sales and marketing blitz fueled by a new $19 million Series A round led by Centana, a $250 million growth equity firm focused on fintech SAAS. Now with $30 million in total funding, the 160-person startup plans to “Educate [traders] that ‘hey, this product is built by people who sat in your seats,'” says CEO Alap Shah.

Sentieo charts Search Trends data and Sentieo Index data on Facebook versus the social network’s revenue.

Ten years ago, Shah was making the Wall Street rounds after graduating from Harvard in economics. He was an analyst in consulting at Novantas, private equity at Castanea, and worked for hedge funds Viking Global and Citadel. “It became clear that there were some really big holes in my process where software wasn’t meeting my needs. Importantly, there was a hole around search,” Shah tells me. “We’ve grown accustomed to going to Google. But unfortunately that’s just not the way the old-school financial data programs are structured.”

So he built his own. “I used all the financial tools out there: Capital IQ, FactSet, Bloomberg — each had their strengths and weaknesses. But they were all over 20 years old, so they pre-date the cloud, pre-date SAAS, pre-date mobile!” With Sentieo, he wanted to develop a tool that could understand the nuances of business momentum before it showed up in the balance sheets.

Sentieo does have a traditional financial equity data terminal with real-time pricing. But there’s also a machine learning and natural language processing-powered document search tool that can sort through SEC documents, earnings call transcripts, press releases and more. It taps Alexa web traffic data, Apptopia app download rates and Twitter chatter, as well as Thomson Reuters analyst estimates and fundamentals. Customers can annotate files, organize ideas, generate visualizations and share their insights through Sentieo’s Notebook.

For example, Sentieo could look through all of Tesla’s earnings calls and financial documents for mentions of guidance on Model 3 production volume. It could highlight them all, analyze the sentiment of those mentions and chart them against Tesla’s share price. Or you could search for all the companies starting to list President Trump as a risk factor for their business, which would surface how the medical cannabis companies are concerned about Attorney General Jeff Sessions’ stance on legalization.

Sentieo’s synonym library allows it to hunt down different ways of saying the same thing with the goal of not forcing investors — or their dutiful analysts — to read through 100-page 10-Q documents manually. “You can get the same information at 10x the speed with something like Sentieo,” Shah claims. It wants to a be a “research management system,” like a Salesforce CRM for tracking investment ideas.

But Sentieo’s 65-person India-based engineering must keep data from all 50 feeds, 25 million documents and 64,000 equities flowing to keep customers satisfied. There are a ton of moving parts, and Sentieo is competing with much bigger companies. Beyond Bloomberg, there are lots of alternative data providers out there. And Microsoft’s software suite also has plenty of info management tools.

Sentieo’s hope is to emerge as an aggregator of information sources and an annotation tool that benefits from being purposefully designed for what analysts need. If Robinhood is on one side of the spectrum making investing easy for novice traders, Sentieo is on the other end making investing smarter for experts. “It’s really at the bleeding edge of how you get the data today,” Shah concludes. “For every company driven by consumer demand, there are all these little breadcrumbs being left all over the internet.”

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