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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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
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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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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