Operations
How Buy-Side Firms Handle Expert-Network Pre-Call Materials: 7 Structural Models
Pre-call attachments sit outside the recorded-call boundary, and buy-side compliance teams have built seven distinct ways to handle them.
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AI & Data
Bridgewater CIO Greg Jensen says AI is already doing the equity analyst job
On Bloomberg's Odd Lots, Jensen said machine-side outputs at the fund now stand next to a 50-year human research process.
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AI & Data
OpenAI launches ChatGPT for Financial Services, targeting Wall Street research workflows
The vertical release bundles data connectors, cited research, and deck generation, and lands on FactSet and S&P Global's turf.
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Markets
Rogo takes strategic investment from Citi, Barclays, BNP Paribas and Société Générale
Four global banks back the financial AI startup as it pushes its analyst-facing tools past its initial Wall Street footprint.
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AI & Data
Maywood connects PitchBook private-market data to its finance AI agent
The integration wires PitchBook's private company records into Maverick, Maywood's proactive agent for dealmakers.
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Operations
How Buy-Side Firms Handle Expert-Network Call Rescheduling: 7 Structural Models
Reschedules are the highest-frequency friction event in expert-network workflows. The seven common handling models each trade analyst time, biller-hour drift, and consent integrity differently.
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Operations
How Expert Networks Verify Expert Credentials: 7 Structural Models
The pre-panel verification step that determines cost, panel size, and litigation exposure at every major expert network.
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AI & Data
Brian Kelly launches Bracket22, a hedge fund run on AI agents
The former crypto fund manager says his agent-run setup replaces a multi-million dollar payroll, with autonomous agents due later this year.
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AI & Data
Datasite integrates Rogo AI into M&A data rooms
The tie-up lets vetted deal teams run Rogo queries on live Datasite content without exporting files or bypassing room permissions.
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Markets
Rogo ARR passes USD 50M, tripling year-over-year
The Lazard-alum-founded workflow AI vendor is now running ahead of Hebbia on disclosed revenue after an April Series D marked it at roughly USD 2B.
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Operations
How Expert Networks Price Custom Survey Panels for Buy-Side Clients: 7 Structural Models
A field guide to the pricing structures buy-side procurement teams encounter when commissioning custom quantitative surveys through expert networks.
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M&A
Rogo acquires AI meeting assistant Arvo
The deal folds a finance-tuned meeting transcription layer into Rogo's platform for deal teams.
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Markets
Six Degrees Intelligence adds China research to S&P Capital IQ Pro
Shanghai-based expert network platform will feed qualitative research on Chinese industries into S&P Global Market Intelligence's flagship terminal.
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Operations
Definitive Healthcare names Clay Ritchey CEO, effective September 8
The healthcare data and analytics firm turns to a 25-year industry veteran after Kevin Coop's departure at end of August.
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Operations
How Buy-Side Compliance Teams Pre-Clear Expert-Network Experts Against Restricted Lists
A practical walkthrough of the screening workflow that stands between an analyst's call request and a booked expert.
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Operations
How Buy-Side Firms Structure Expert-Network Usage for Short Positions: 7 Compliance and Sourcing Models
Short-side research carries regulatory and reputational risk that long books do not. Buy-side compliance teams have built distinct structural models to handle it.
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Operations
How Buy-Side Firms Structure Expert-Network Usage Caps by Deal Stage: 7 Models
Screening, diligence, IC prep, post-close , the cap structure shapes both cost control and research quality.
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Operations
How Buy-Side Firms Structure Expert Sourcing for Private-Company Diligence: 7 Models
Sourcing experts on private targets breaks the public-equity playbook. Here are the seven models buy-side teams actually use.
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Markets
Liner closes USD 36.1M Series C for AI research platform
Seoul-based AI search company brings on Korea Development Bank and KB Securities as it pushes into enterprise finance and academic verticals.
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Markets
Rogo picks Singapore as APAC hub as Asian banks scale AI adoption
The New York-based investment banking AI startup counts Nomura, Daiwa, Barclays' Asia offices and GIC among its regional clients.
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AI & Data
Hebbia ships new version of Matrix as AI research tools crowd Wall Street
The 2020-founded company known for grid-style document analysis is updating its flagship product as competitors push into the same workflow.
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Operations
How Buy-Side Firms Handle Expert-Network Call Overruns: 7 Structural Models for Billing, Consent, and Compliance
When a scheduled 60-minute expert call runs long, buy-side firms need pre-defined structures for who authorizes the extension, how it gets billed, and how the extended recording is handled.
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Markets
Nikita Bier lists 30-minute consults at USD 15,000 on Intro after X exit
The former X head of product is limiting bookings to venture-backed companies, with pricing that sits well above traditional expert-call rates.
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AI & Data
Citadel, Balyasny push proprietary AI deeper into analyst and PM workflows
Ken Griffin says work that took PhDs weeks now runs in days, shifting the pressure onto portfolio managers to convert output into P&L.
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Operations
How Buy-Side Firms Gate Expert-Network Access by Analyst Seniority: 7 Structural Models
A practitioner's guide to the access-control structures that separate junior-analyst usage from PM-level access inside hedge funds and long-only shops.
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Regulation
SEBI cancels registration of 15 investment advisers over unpaid renewal fees
The list includes Capvision Investment Advisor, flagged under the SEBI (Investment Advisers) Regulations, 2013.
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Operations
How Buy-Side Firms Structure Expert-Network Spend Approval: 7 Threshold Models
A practical map of the dollar, volume, and engagement-type gates that buy-side firms use to control expert-network spend without slowing the research desk.
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Operations
How Buy-Side Firms Structure Expert-Network Payment Terms for Custom Survey Work: 7 Models
Custom survey work runs on different commercial rails than 1:1 expert calls. Seven payment structures now dominate buy-side procurement.
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Operations
Catalant names Tye Howell managing partner of private equity
The on-demand consulting platform hands its PE practice to a former operating partner as sponsors keep leaning on flexible advisory over fixed engagements.
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Operations
How Buy-Side Firms Handle Expert-Network Invoice Reconciliation: 7 Structures
A field guide to the back-office workflows that decide whether research spend data holds up to compliance review and LP scrutiny.
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Regulation
How Buy-Side Firms Handle Expert-Network Conflict-of-Interest Screening: 7 Structures
A working guide to the seven conflict-of-interest gates buy-side compliance teams run before an expert is cleared to take a call.
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Operations
How Buy-Side Firms Score Expert-Network Calls After the Fact: 7 Structures
Networks run their own feedback forms. Disciplined funds run seven different scoring overlays on top, and the choice shapes credit-backs, expert re-use, and AI retrieval quality.
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Operations
7 Ways Buy-Side Firms Structure Expert-Network Requests to Cut Time-to-First-Call
Seven request structures that buy-side research teams use to compress the clock between brief and first custom-recruited expert.
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Operations
How Buy-Side Firms Tier Expert-Network Calls by Analyst Seniority: 7 Structures
Seven internal frameworks investment firms use to allocate expert-call budgets across junior, mid, and senior analysts, and the compliance logic behind each.
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Operations
7 Ways Buy-Side Firms Structure Written Follow-Up Questions After Expert-Network Calls
How research desks route post-call clarifications through written channels to control cost, reduce compliance surface, and feed AI retrieval pipelines.
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Operations
How Buy-Side Firms Allocate Expert-Network Spend: 7 Structures Across Fund Strategies
Enterprise contracts get signed once. Carving the spend across pods, funds, and strategies is where the real operating model shows up.
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9 Ways Experts Are Using AI to Cheat on Expert Calls
Your client pays for one thing on an expert call: a human’s unique insights. But what happens to your value as an expert network when all they get back is AI-generated answers?
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Regulation
7 Ways Buy-Side Firms Structure Expert-Network Usage Reporting to Compliance
The post-call reporting shapes that determine what MNPI and conflict risks surface before they escalate.
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Operations
7 Ways Buy-Side Firms Structure Expert-Network Onboarding for New Coverage Areas
A field map of the seven onboarding structures buy-side research teams use when standing up expert-network access for a new sector, geography, or asset class.
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Markets
Inex One estimates 36,000 commercial due diligences run globally each year
The expert-network marketplace attributes roughly 14,500 CDDs to the leading consulting firms, with Bain alone accounting for about 2,300 a year.
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Regulation
7 Ways Buy-Side Firms Handle Expert-Network Chaperones on Sensitive Calls
A structural map of the chaperone models buy-side compliance teams use when an expert call touches a public issuer, a former-employer window, or a regulated industry.
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Regulation
7 Ways Buy-Side Firms Handle Expert-Network Call Recordings Across Multi-Jurisdiction Consent Regimes
A workflow map of how research teams reconcile conflicting recording-consent laws when a London analyst, a Tokyo expert, and a New York PM sit on the same call.
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Regulation
7 Ways Buy-Side Firms Structure Expert-Network Call Transcripts for Litigation Hold and Discovery
As AI agents ingest expert-call content, the discoverable surface grows. Seven structural patterns compliance teams are using to keep transcripts, summaries, and agent outputs defensible.
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Operations
7 Ways Buy-Side Firms Handle Expert-Network Call Cancellations and No-Shows
A structural map of the contractual and workflow patterns that quietly determine effective cost-per-insight on primary research.
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Operations
7 Ways Buy-Side Firms Structure Expert-Network SLAs in the Agent Era
A working map of the service-level clauses procurement teams are writing once transcripts, MCP endpoints, and AI agents sit downstream of every expert call.
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AI & Data
Perplexity adds Guidepoint expert calls to its finance connector stack
The AI platform now routes Guidepoint expert-call content alongside FactSet fundamentals and Carbonarc alt data inside Perplexity Computer.
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Regulation
7 Ways Buy-Side Firms Screen Expert-Network Transcripts for MNPI Before AI Ingestion
A workflow map of the distinct techniques compliance and research teams layer on expert calls before transcripts hit a vector store.
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Operations
7 Ways Buy-Side Firms Structure Expert-Network Call Notes for AI Retrieval
Seven note-taking structures analysts use during expert calls, and what each one costs or saves once the output hits a retrieval agent.
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AI & Data
How NewtonX productized its verified-expert panel into B2B Synthetic Personas
A working example of how a human expert network extends its respondent graph into an AI-priced product without cannibalizing the custom-recruit business underneath it.
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AI & Data
Inside Rogo's Series B: how a $50M raise wired a finance-native AI agent into 25+ investment firms
How a vertical finance agent moved from pilot to production across banks, hedge funds, and asset managers in under 18 months.
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AI & Data
How Hebbia plugged into SS&C Intralinks DealCentre AI: a case study in live data-room access for buy-side AI agents
A walkthrough of how an agentic research platform got authenticated, permissioned access to a virtual data room without breaking the audit trail.
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AI & Data
FactSet extends MCP suite to portfolio analytics
Buy-side teams get pre-calculated performance, attribution and risk outputs piped into private LLM environments under a limited release.
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AI & Data
NewtonX launches B2B Synthetic Personas for on-demand buyer simulation
The research intelligence platform is pitching AI-built personas trained on client research and its identity-verified professional panel as a faster alternative to primary fielding.
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AI & Data
GLG integrates expert transcripts into Bloomberg's ASKB conversational AI
Mutual clients can now query GLG's moderated interview transcripts and channel checks through Bloomberg Terminal's agentic AI interface.
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AI & Data
Nordea deploys Research Librarian AI tool for equity research analysts
Nordic bank rolls out internal AI platform that consolidates equity research, earnings transcripts, and financial estimates for corporate client conversations.
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AI & Data
Magnetar prepares AI-agent equity fund for 2026 launch
The $18 billion firm is building a long-biased equity strategy where hundreds of AI agents handle research work normally done by analyst teams.
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Markets
Inex One CEO argues AI widens the deal funnel rather than replacing CDD consultants
Max Friberg's read: PE megafunds running expert calls in-house with Claude pressures the middle of the CDD stack, but the IC rubber stamp and independent perspective still anchor the engagement.
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AI & Data
Rogo's Gabriel Stengel describes Jefferies rollout and OpenAI partnership at private growth conference
The Lazard-analyst-turned-founder lays out how Rogo got past banker skepticism, where the bulge-bracket footprint stands, and why sitting next to OpenAI is both a channel and a risk.
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AI & Data
Kirkland & Ellis signs multiyear Palantir deal to build AI tool for PE fundraising
The world's highest-grossing law firm is building software with Palantir to advise sponsors on raising capital from LPs like pension funds.
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Regulation
UK media omits defence-sector ties for nearly 60% of retired officers cited as experts, AOAV finds
A study of media references between 2015 and May 2026 documents a systemic gap in conflict-of-interest disclosure for former senior military figures.
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AI & Data
Aiera launches sell-side-validated content platform with MCP access for AI research agents
The consortium-backed infrastructure layer routes broker research, transcripts, filings, and expert content into AI tools through entitlement-aware APIs.
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AI & Data
Guidepoint connects expert transcript library to Perplexity via MCP
The expert network's MCP connector lets clients query 100,000+ compliance-reviewed transcripts inside Perplexity Computer for Finance.
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Operations
CIRQ recertifies M3 Global Research to ISO 20252 through April 2029
The healthcare-panel operator's audit body extends its market research quality certification for another three years.
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Markets
Daloopa closes USD 47M Series C for financial data layer
The fundamentals-data vendor is pitching itself as the structured layer beneath ChatGPT, Claude, Perplexity, and Rogo workflows.
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AI & Data
Investor Group Services launches AI advisory practice for PE clients
Boston-based PE consultancy adds dedicated AI team to advise sponsors and portfolio companies on diligence, readiness, and deployment.
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AI & Data
Anthropic adds Hebbia to Claude Marketplace for finance workflows
Enterprise Claude customers can now route existing spend commitments to Hebbia's finance research platform.
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AI & Data
Private markets GPs accelerate AI adoption across deal origination and diligence
Hebbia and Claude show up in concrete GP workflows, but adoption pace varies sharply across managers.
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AI & Data
Hebbia connects to SS&C Intralinks DealCentre AI for live data room access
The integration pipes approved virtual data room content into Hebbia's analysis layer, preserving version control across diligence cycles.
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AI & Data
Ex-bankers charge Wall Street $25,000 a day to coach AI rollouts
Bloomberg profiles Felipe Sinisterra and Dave Wang, who are billing global banks to operationalize the AI tools their internal teams have struggled to deploy.
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AI & Data
Chegg pivots into AI model training, framing its expert network as a data asset
The student-services company is repositioning a decade of subject-matter experts as training data for reasoning models.
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AI & Data
Otter.ai pitches 'Conversational Knowledge Engine' as the missing system of record
CEO Sam Liang argues meeting assistants stalled at transcription. His fix is a permission-gated knowledge graph across every call.
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Markets
Definitive Healthcare posts Q1 2026 revenue of $55.9M, takes $197.2M goodwill impairment
Revenue down 6% YoY; Monocl expert-intelligence platform flagged as a bright spot on the call.
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Regulation
SEC charges 21 in decade-long insider trading scheme tied to law firm leaks
Civil complaint alleges traders front-ran M&A announcements using information misappropriated from multiple global law firms.
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Operations
Catalant adds chief product, revenue, and marketing officers as it pushes Consulting 2.0
The on-demand consulting marketplace is rebuilding its top team around an AI-enabled service pitch aimed at large enterprises.
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Markets
Catalant places two consultants on Consulting Magazine's 2026 Top Consultants list
The recognition lands as flexible-talent platforms continue eating into work that once defaulted to MBB and Big Four bench teams.
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Operations
M3 Global Research names Tony LePage COO, adds Kantar Profiles Health and Med Planet
The healthcare market research firm pairs a senior operating hire with back-to-back acquisitions in France and Germany.
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Markets
Reddit thread surfaces MEDACorp KOL note on aTyr's EFZO-FIT Phase 3 trial
An r/ATYR_Alpha post breaks down a Leerink MEDACorp expert call with two EFZO-FIT investigators ahead of readout.
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AI & Data
Anthropic ships 10 finance agents as Wall Street AI distribution war intensifies
The Claude maker is targeting analyst grunt work at the same moment OpenAI bleeds talent to Google and PE firms shop for AI partners.
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AI & Data
Guidepoint opens MCP server on Claude with 100,000+ expert transcripts
The expert network is exposing its transcript library directly to Anthropic's Claude, with every insight linked back to the source call in Guidepoint360.
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Markets
FactSet posts Q1 FY2026 results, ships native MCP server for AI workflows
Two announcements in three days position FactSet's data feed as a direct endpoint for LLM-driven research, ahead of the rest of the financial data stack.
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M&A
FactSet to acquire Truvalue Labs, adds AI-driven ESG analytics
The deal pulls a credentialed ESG signals engine inside FactSet's workstation as institutional demand for sustainability data accelerates.
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Regulation
Illinois judge keeps Walgreens investor suit alive over conference statement
Court rejects company's bid to use audio recording to revisit dismissal ruling on shareholder claim.
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M&A
Trinity Hunt sells IMS Legal Strategies to Uplift Investors after 14-deal buildout
Nine-year hold turned a single expert-witness firm into a full-stack litigation services platform before exit.
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Markets
Sermo survey: 79% of HCPs report diagnosing Type 1.5 diabetes
A 670-physician panel from the expert network points to rising LADA recognition, with CGMs and antibody panels carrying the diagnostic load.
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Markets
ADM adds bioconverted Reb M stevia line to SweetRight platform
The ingredients giant pushes deeper into high-purity stevia as reformulators chase sugar-reduction targets without the aftertaste penalty.
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M&A
Rogo acquires Offset to embed agents in financial workflows
The deal follows a $75M Series C from Sequoia and a subsequent $160M Series D, and folds a small agent-architecture team into a platform Rogo says reaches 25,000 finance professionals.
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Regulation
Connecticut Supreme Court asked to toss case over AI-hallucinated citations
A landlord's brief cited cases that don't exist. The state's rules committee is now weighing a verification requirement for AI-assisted filings.
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M&A
Windrose acquires Zenith Access Network to deepen Greater China coverage
Life sciences strategy firm folds in a Shanghai-rooted market access shop and installs its founder as APAC head.
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