INFLXD. The Briefing
Expert network news and insights — distilled into a sharp, no-fluff listen.
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Today's Briefing covers a week where AI moved from research tool to research replacement across institutional finance. Stories include OpenAI's direct assault on FactSet and S&P Global, four global banks backing analyst-AI startup Rogo, and Bridgewater's CIO declaring machine outputs now sit beside a 50-year human research process. Hosted on Acast. See acast.com/privacy for more information.
Rogo Hits $50M ARR, Acquires Arvo, and Healthcare Data Reshuffles
The INFLXD Daily Briefing covers Rogo's milestone $50M ARR and its acquisition of finance-tuned meeting assistant Arvo, Six Degrees Intelligence's deal to pipe China research into S&P Capital IQ Pro, and Definitive Healthcare's incoming CEO Clay Ritchey. A dense Sunday for anyone tracking the AI research stack and healthcare data markets.Learn more at media.inflxd.com Hosted on Acast. See acast.com/privacy for more information.
AI Research Tools such as Hebbia, Rogo and Liner are Fighting for Wall Street's Attention
The INFLXD Daily Briefing for August 30, 2026 covers Seoul-based Liner closing a $36.1M Series C backed by Korea Development Bank, Rogo planting its APAC flag in Singapore with Nomura, Daiwa, and GIC as anchor clients, and Hebbia shipping a new version of Matrix as the enterprise AI research space gets crowded fast. Hosted on Acast. See acast.com/privacy for more information.
The $15,000 expert call, Citadel and Balyasny push AI portfolio management, Catalant leadership move...
Expert Networks Get Disrupted From Both EndsToday's briefing covers Nikita Bier's $15,000 expert call debut on Intro, Citadel and Balyasny pushing proprietary AI deeper into PM workflows, and Catalant's PE practice leadership move. The three stories collectively map the pressure building across traditional expert access and institutional research infrastructure. Hosted on Acast. See acast.com/privacy for more information.
Inex One's says 36,000 due diligences run globally each year
The INFLXD Daily Briefing for August 10, 2026 maps the seven structures buy-side research teams use when standing up expert-network access for new coverage areas. The episode also breaks down Inex One's estimate of 36,000 commercial due diligences run globally each year, including which consulting firms are driving the volume. A data-driven look at how institutional research workflows are actually structured. Hosted on Acast. See acast.com/privacy for more information.
Perplexity Pulls Guidepoint Into the AI Research Stack
The INFLXD Daily Briefing covers Perplexity's integration of Guidepoint expert-call content into its finance connector stack alongside FactSet and Carbonarc. The move signals a structural shift in how AI platforms are assembling institutional-grade research pipelines. Hosted on Acast. See acast.com/privacy for more information.
AI Agents Move from Pilot to P&L Across Buy-Side Infrastructure
The July 26 briefing covers the structural integration of AI agents into live investment workflows - from Magnetar's agent-run equity fund to Hebbia's authenticated data-room access via SS&C Intralinks. The episode also breaks down Rogo's Series B, FactSet's MCP expansion into portfolio analytics, and NewtonX's synthetic persona play. GLG's transcript integration into Bloomberg's ASKB rounds out a week where the line between research tool and research team got materially thinner. Hosted on Acast. See acast.com/privacy for more information.
Inside AlphaSense's Morgan Stanley Wealth Deployment
The July 19th briefing examines how buy-side firms are architecting expert-call retention for AI agent retrieval, unpacks AlphaSense's 15,000-advisor Morgan Stanley deployment as a generative research template, and covers Daloopa's $35M Series C. The episode also looks at why post-call follow-up workflows — not sourcing — are where expert-network spend actually converts into defensible research. Hosted on Acast. See acast.com/privacy for more information.
Accenture Ventures x AlphaSense, NewtonX's synthetic personas, and Bridgetown Research's $19M Series A
2026-07-13 · 3717 KBThe July 13th briefing covers how buy-side firms are hardening expert vetting and compliance training as AI reshapes call prep workflows. It also breaks down Accenture Ventures' quiet pivot into an AlphaSense distribution channel, NewtonX's synthetic persona play, and Bridgetown Research's $19M Series A from Accel and Lightspeed. Hosted on Acast. See acast.com/privacy for more information.
Finance AI Goes Native: Blackrock's Aladdin, and the Research Stack Wars
The July 7th briefing maps how buy-side firms are solving non-English primary research at scale, then goes deep on Rogo's $50M Series B and its rapid deployment across 25+ investment firms. The episode also covers the ROI frameworks procurement teams use to defend expert network budgets, and breaks down BlackRock's Aladdin Copilot architecture as a blueprint for enterprise AI layered over institutional research stacks. Hosted on Acast. See acast.com/privacy for more information.
AlphaSense, Guidepoint, Hebbia, and more!
The INFLXD Daily Briefing for July 2, 2026 traces how the AlphaSense-Tegus consolidation set the template for AI-grade primary content, then maps the seven data feeds powering agentic research in 2026. The episode also covers Guidepoint's MCP deployment into Claude and Perplexity, the Hebbia-Centerview rollout inside an elite advisory firm, expert network pricing structures, and how Hebbia achieved live data-room access inside SS&C Intralinks without breaking the audit trail.Visit media.inflxd.com for more expert network news. Hosted on Acast. See acast.com/privacy for more information.
AlphaSense's $7.5B Moment and the AI Research Land Grab
The INFLXD Daily Briefing for June 9, 2026 covers AlphaSense's $350M raise and Accenture Ventures partnership in the same news cycle, raising questions about timing and strategic intent. Rogo founder Gabriel Stengel details the Jefferies rollout and what it means to co-exist with OpenAI. Plus: Kirkland and Ellis goes deep on Palantir, and a disclosure problem inside UK defence commentary. Hosted on Acast. See acast.com/privacy for more information.
Daloopa closes $47M Series C, the MCP era, and more
The INFLXD Daily Briefing for May 31, 2026 covers two structural shifts in the AI-finance stack. First, MCP-era expert network integrations are rewriting compliance workflows — query-level logs are becoming the new attestation artifact for buy-side firms. Then, Daloopa closes a $47M Series C, betting its structured fundamentals layer becomes essential plumbing for LLM-driven investment research. Hosted on Acast. See acast.com/privacy for more information.
Anthropic adds Hebbia to Claude, Investor Group Services launches AI advisory practice for PE clients, and more
The INFLXD Daily Briefing for May 28, 2026 covers the emerging compliance artifact reshaping expert network workflows in the MCP era, Investor Group Services' new AI advisory practice for PE clients, Anthropic's addition of Hebbia to the Claude Marketplace, and the uneven pace of AI adoption across private markets GPs. Hosted on Acast. See acast.com/privacy for more information.
Hebbia's live integration with SS&C, $25K Coaches, and the Expert Network Pricing Cliff
The INFLXD Daily Briefing for May 27, 2026 covers Hebbia's live integration with SS&C Intralinks DealCentre, bringing real-time data room access into AI-driven diligence workflows. The episode also profiles the ex-banker consulting class charging Wall Street $25,000 a day to deploy AI tools that internal teams can't operationalize. Finally, the briefing examines how MCP integrations at Guidepoint, Third Bridge, and AlphaSense are collapsing the per-call revenue model that has anchored expert network economics for two decades. Hosted on Acast. See acast.com/privacy for more information.
Guidepoint's MCP Claude integration, AlphaSense, and more
The INFLXD Daily Briefing for May 20, 2026 covers Guidepoint's Model Context Protocol integration with Anthropic's Claude and what it means for compliance when LLMs hit expert-network libraries directly. The episode also examines the structural data-layer winners in AI buildout, Nubank's AI-driven operating leverage, and why hallucination risk in expert-network synthesis isn't a punchline. Hosted on Acast. See acast.com/privacy for more information.
AlphaSense Goes Agentic: Reasoning, Tools, and Code
The INFLXD Daily Briefing covers AlphaSense's latest AI update, which introduces chain-of-thought reasoning, tool use, and coding capabilities to its market intelligence platform. Host Charlie Zvibleman breaks down what a token-hungrier reasoning stack means for institutional research workflows and the competitive implications for the expert network and financial data space.Visit media.inflxd.com for more expert network news and insights. Hosted on Acast. See acast.com/privacy for more information.
Chegg pivots into AI model training & Otter Talks Up Conversational Knowledge Engine
The May 14th briefing covers Chegg's pivot to positioning its expert network as AI training data, Otter.ai's push to turn meeting transcripts into a permission-gated knowledge graph, and a thought experiment from Ben Lang on removing human schedulers from the expert-call workflow entirely. Three stories that collectively ask who owns the expert access layer — and what it's worth.Visit media.inflxd.com for more expert network news and insights. Hosted on Acast. See acast.com/privacy for more information.
AlphaSense Goes AI-Native While Definitive Takes a $197M Hit
On today's INFLXD Daily Briefing, AlphaSense's new CFO Samantha Greenberg details her push toward an AI-native finance organization, logging ten hours a week on AI skill-building. Then, Definitive Healthcare reports a rough Q1 2026 — revenue down six percent year-over-year and a $197 million goodwill impairment — with the Monocl expert-intelligence platform emerging as the lone bright spot on the earnings call.Visit media.inflxd.com for more expert network news and insights. Hosted on Acast. See acast.com/privacy for more information.
Rogo's $160M Bet That AI Owns the Deal Room
The INFLXD Daily Briefing covers Rogo's $160M Series C and what its growing roster of elite advisory clients signals about where agentic AI is headed inside investment banking. The episode examines whether Rogo is building infrastructure or a moat — and why the distinction matters for the broader financial AI landscape.Visit media.inflxd.com for more Expert Network news and intelligence. Hosted on Acast. See acast.com/privacy for more information.