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Tool directory

187 tools for investing and running your firm. Links checked Oct 12, 2026.

Tool directory 187 of 187

AlphaSenseResearchMarket intelligence search over filings, transcripts, broker research▶ 3 videos

TegusResearchExpert call transcripts (now part of AlphaSense)

HebbiaAgentsAI agent platform (Matrix) for document-heavy finance work▶ 2 videos

RogoAgentsAI analyst for banks and investment firms▶ 3 videos

BrightwaveResearchAI research assistant generating investment research▶ 3 videos FFintoolResearchEquity research copilot over SEC filings▶ 1 video

Fiscal.aiResearchFinancial data and AI copilot (formerly FinChat)▶ 3 videos

QuartrResearchEarnings calls, transcripts and IR materials▶ 2 videos

Bigdata.comDataRavenPack AI search and data for finance▶ 3 videos RReflexivityResearchAI market insights platform▶ 3 videos

Boosted.aiAgentsAI agents (Alfa) for investment managers▶ 1 video

AuquanAgentsAI agents for research and due diligence▶ 3 videos

Finster AIResearchAI for institutional company research

DaloopaModelingAI-extracted fundamental data into models▶ 3 videos AAccernDataNo-code NLP for financial services▶ 3 videos

KoyfinDataMarket data and charting▶ 3 videos

Perplexity FinanceResearchAI answer engine finance hub▶ 1 video

Bloomberg TerminalDataMarket data terminal with AI features▶ 3 videos

TikrDataStock research terminal for individual investors▶ 2 videos

Simply Wall StResearchVisual stock analysis▶ 3 videos

Seeking AlphaResearchCrowdsourced research with AI summaries and quant ratings▶ 3 videos

DanelfinResearchAI stock scores▶ 3 videos

KavoutResearchAI stock ranking▶ 3 videos

TickeronTradingAI pattern recognition and trading bots▶ 3 videos

Trade IdeasTradingAI stock scanner▶ 3 videos

TrendSpiderTradingAutomated technical analysis▶ 3 videos

ComposerTradingAI-assisted automated trading strategies▶ 2 videos

QuantConnectTradingAlgorithmic trading platform▶ 3 videos

NumeraiTradingCrowdsourced AI hedge fund▶ 3 videos

MagnifiPortfolio monitoringConversational AI investing assistant

PortfolioPilotPortfolio monitoringAI financial advisor▶ 3 videos

Public.comTradingBrokerage with AI features▶ 3 videos

StockanalysisDataFree stock data

FinvizDataStock screener▶ 3 videos

WealthfrontPortfolio monitoringAutomated investing▶ 2 videos

BettermentPortfolio monitoringRobo-advisor▶ 3 videos

PitchBookDataPrivate market data▶ 3 videos

CrunchbaseDataPrivate company data with AI predictions▶ 3 videos

CB InsightsDataMarket intelligence on private companies▶ 3 videos

HarmonicSourcingStartup discovery and sourcing

GrataSourcingPrivate company search for PE▶ 3 videos

SourceScrubSourcingPrivate company sourcing data▶ 3 videos

SpecterSourcingFounder and company signals

DealroomDataStartup and VC data

TracxnDataPrivate market tracking▶ 3 videos

EvertraceSourcingStealth founder signal tracking

AffinityCRMRelationship intelligence CRM▶ 2 videos

AttioCRMAI-native CRM▶ 3 videos

DealCloudCRMDeal management CRM (Intapp)▶ 3 videos

4DegreesCRMRelationship CRM for private capital▶ 3 videos

AltviaCRMCRM and investor relations for private capital▶ 3 videos

TaghashCRMDeal and portfolio platform▶ 3 videos

VisiblePortfolio monitoringInvestor updates and portfolio reporting

Standard MetricsPortfolio monitoringPortfolio data collection▶ 3 videos

ChronographPortfolio monitoringPortfolio monitoring for PE and LPs

CartaFund adminCap tables and fund administration▶ 3 videos

AngelListFund adminFund infrastructure▶ 3 videos

RunditPortfolio monitoringPortfolio management▶ 1 video

VestberryPortfolio monitoringPortfolio intelligence▶ 3 videos

CobaltPortfolio monitoringPrivate markets portfolio monitoring (FactSet)

CanoeLP toolsAlternative investment document automation▶ 2 videos

DassetiDiligenceOperational due diligence software

AddeparPortfolio monitoringWealth data and reporting▶ 3 videos

MasttroPortfolio monitoringWealth platform for family offices▶ 3 videos

AsoraPortfolio monitoringFamily office wealth platform

Eton SolutionsPortfolio monitoringFamily office ERP▶ 3 videos

ArchLP toolsAlternative investment document management

MosaicModelingAI financial modeling for PE

MacabacusModelingExcel and PowerPoint productivity▶ 3 videos

ShortcutModelingAI agent for Excel▶ 1 video

EndexModelingAI agent in Excel for finance▶ 3 videos

Claude for Financial ServicesAgentsClaude finance offering▶ 1 video

ChatGPTAgentsGeneral assistant▶ 2 videos

GrokAgentsGeneral assistant with X data▶ 1 video

GeminiAgentsGeneral assistant▶ 1 video

ManusAgentsAutonomous agent▶ 3 videos

ExaResearchAI search API▶ 3 videos

GranolaMeeting notesAI meeting notes▶ 2 videos

FirefliesMeeting notesMeeting transcription▶ 3 videos

OtterMeeting notesMeeting transcription▶ 3 videos

Wispr FlowProductivityVoice dictation▶ 3 videos

SuperhumanProductivityAI email▶ 3 videos

NotionProductivityWorkspace with AI▶ 3 videos

V7 GoDiligenceAI document agents▶ 2 videos

KeyeDiligenceAI due diligence for PE

Blueflame AIAgentsAI platform for alternative investment managers▶ 3 videos

DatasiteDiligenceVirtual data rooms with AI▶ 3 videos

DealRoom (M&A)DiligenceM&A diligence platform▶ 3 videos

AnsaradaDiligenceData rooms▶ 3 videos

KiraDiligenceContract analysis (Litera)▶ 1 video

LuminanceDiligenceAI legal document review▶ 3 videos

HarveyDiligenceAI for legal and professional services▶ 3 videos

CherreDataReal estate data platform▶ 3 videos

CoStarDataCommercial real estate data▶ 2 videos

ReonomyDataCRE property intelligence▶ 3 videos

CrexiDataCRE marketplace and intelligence▶ 3 videos

EnodoModelingMultifamily underwriting▶ 2 videos

ProdaDataRent roll and data automation▶ 1 video

ArcherModelingMultifamily underwriting automation

HelloDataDataMultifamily market data▶ 3 videos

Placer.aiDataFoot traffic analytics▶ 3 videos

MessariResearchCrypto research with AI▶ 3 videos

NansenDataOn-chain analytics with AI▶ 3 videos

ArkhamDataOn-chain intelligence▶ 3 videos

DuneDataOn-chain SQL analytics

KaitoResearchAI crypto search and mindshare▶ 1 video

Token TerminalDataCrypto fundamentals data▶ 3 videos

GlassnodeDataOn-chain market intelligence▶ 2 videos

SantimentDataCrypto behavior analytics▶ 1 video

DefiLlamaDataDeFi TVL data▶ 2 videos

DatarailsModelingFP&A for Excel users▶ 3 videos

HolistiplanPlanningTax planning for advisors▶ 3 videos

JumpMeeting notesAI assistant for financial advisors▶ 3 videos

ZocksMeeting notesAI for financial advisors▶ 3 videos TToggle AIResearchAI investment insights

AieraResearchEvent and earnings call intelligence▶ 1 video

CaptideResearchAI for financial disclosures

Samaya AIResearchExpert AI for financial services▶ 1 video

Linq AlphaResearchAI for buy-side research

Landytech (Sesame)Portfolio monitoringInvestment reporting and consolidation▶ 3 videos

FundCountFund adminPartnership and investment accounting for FOs▶ 1 video

AletaPortfolio monitoringWealth reporting platform with AI document reading and MCP

KuberaPortfolio monitoringNet worth and asset tracking incl. alternatives▶ 3 videos

AltooPortfolio monitoringWealth consolidation platform

RidgelinePortfolio monitoringInvestment management platform▶ 3 videos

OrionPortfolio monitoringWealthtech reporting and portfolio management

FactSetDataFinancial data and analytics▶ 3 videos

Juniper SquareLP toolsInvestor management and fund admin with AI▶ 3 videos

FundPanelFund adminFund and investor management

Wealth AccessPortfolio monitoringWealth data aggregation and reporting

Asset VantagePortfolio monitoringFamily office accounting and reporting▶ 3 videos

Kristal.aiPortfolio monitoringDigital private wealth platform▶ 2 videos

TrovataDataAI cash management and forecasting▶ 3 videos

FundGuardFund adminAI investment accounting▶ 2 videos

AllvueFund adminAlternative investment software▶ 3 videos

eMoneyPlanningFinancial planning software▶ 2 videos

SS&CFund adminFund admin and wealth software (incl. Black Diamond)

Long AngleCommunityPeer community for high-net-worth investors

TamarixPortfolio monitoringFamily office software▶ 3 videos

GemFirm: Recruiting/talentGem is an AI-first recruiting platform covering sourcing, CRM, scheduling and analytics, which VC platform teams use to run searches for portfolio companies▶ 3 videos

AshbyFirm: Recruiting/talentAshby is an all-in-one recruiting platform (ATS, CRM, scheduling and analytics) that many fast-growing startups and funds use▶ 3 videos

JuiceboxFirm: Recruiting/talentJuicebox (PeopleGPT) lets recruiters search 800M+ profiles in plain language and email candidates in one prompt, with AI sourcing agents▶ 3 videos

GetroFirm: Recruiting/talentGetro powers job boards and warm-intro networks for VC and PE portfolios, helping firms show off portfolio jobs and connect talent▶ 3 videos

ConsiderFirm: Recruiting/talentConsider is a talent platform for VCs and startups, offering portfolio job boards and recruiter intelligence

RampFirm: Internal finance/accountingRamp is the spend-management platform (corporate cards, expenses, bill pay and travel) many funds and management companies use, with AI agents that automate finance ops▶ 3 videos

BrexFirm: Internal finance/accountingBrex offers corporate cards, banking and expense management in 120+ countries, with AI to automate expense and compliance tasks▶ 3 videos

RilletFirm: Internal finance/accountingRillet is an AI-native ERP built for a 'zero-day close', with perpetual general ledger and revenue recognition, aimed at modern finance teams▶ 3 videos

PuzzleFirm: Internal finance/accountingPuzzle is AI-native accounting software for startups, now bundled with a vetted firm to close your books▶ 3 videos

BillFirm: Internal finance/accountingBILL is a financial operations platform for AP, AR and spend, with AI that captures invoices and automates approvals▶ 1 video

CanvaFirm: Marketing/brand/contentCanva is the design tool funds use for social posts, decks and event graphics, with Canva AI for generating designs and copy▶ 3 videos

TypefullyFirm: Marketing/brand/contentTypefully is a writing and scheduling tool for X, LinkedIn, Threads and Bluesky, used by many investors who build in public▶ 3 videos

DescriptFirm: Marketing/brand/contentDescript edits audio and video by editing the transcript, which makes it a go-to tool for fund podcasts and video content▶ 3 videos

GammaFirm: Marketing/brand/contentGamma generates presentations, documents and web pages from a prompt, useful for quick LP updates and thesis decks▶ 3 videos

VantaFirm: Fund admin/complianceVanta automates security compliance (SOC 2, ISO 27001 and more), which funds increasingly need for LP security questionnaires▶ 3 videos

SmarshFirm: Fund admin/complianceSmarsh captures and archives electronic communications across 80+ channels for regulated firms, with AI to supervise and surface risk▶ 3 videos

ComplySciFirm: Fund admin/complianceComplySci provides compliance software for investment firms, including personal trading, gifts, political contributions and certifications▶ 1 video

HadriusFirm: Fund admin/complianceHadrius is an AI-native compliance platform for RIAs and financial firms, covering testing programs, marketing review and people oversight▶ 2 videos

PassthroughFirm: Fund admin/compliancePassthrough automates fund subscription documents and investor onboarding, including KYC and AML screening

SpellbookFirm: Legal/docsSpellbook is contract AI for transactional lawyers and in-house teams, drafting and redlining inside Microsoft Word▶ 3 videos

IroncladFirm: Legal/docsIronclad is a contract lifecycle management platform with AI for creating, negotiating and analyzing agreements▶ 3 videos

DocuSignFirm: Legal/docsDocuSign is the e-signature standard, now with Intelligent Agreement Management features that use AI to find, analyze and act on agreements▶ 3 videos

LegoraFirm: Legal/docsLegora is a collaborative legal AI platform for reviewing, researching and drafting, and a fast-rising rival to Harvey with a large 2026 funding round▶ 3 videos

Dynamo SoftwareFirm: IR/fundraising/LP commsDynamo Software is an alternative-investment management platform (CRM, investor portal, research and reporting), with DynamoAI for GPs▶ 3 videos

EddaFirm: IR/fundraising/LP commsEdda is an end-to-end platform for VC and PE: dealflow, portfolio, CRM and LP portal in one place with proprietary AI

DocSendFirm: IR/fundraising/LP commsDocSend (Dropbox) is how founders send decks and funds share LP materials, with page-level analytics and virtual data rooms▶ 3 videos

Carta LP portalFirm: IR/fundraising/LP commsCarta's fund admin includes an LP portal where investors see capital accounts, documents and distributions, part of its ERP for private capital

ZapierFirm: Ops/back officeZapier connects 9,000+ apps with automated workflows and AI agents, often the first automation layer in a small fund's operations▶ 2 videos

n8nFirm: Ops/back officen8n is a workflow automation platform combining AI agents with business processes, which you can self-host▶ 3 videos

TaskletFirm: Ops/back officeTasklet lets teams delegate real work to AI agents that connect to their tools and run around the clock▶ 3 videos

RipplingFirm: Ops/back officeRippling unifies HR, IT and finance (payroll, devices, apps and spend) on one platform, with AI that knows company data▶ 3 videos

GleanFirm: Ops/back officeGlean is enterprise AI search and agents over all company knowledge, used by larger firms to find anything across email, docs and apps▶ 3 videos

ClaudeAgentsGeneral AI assistant from Anthropic with Claude Code, Cowork and MCP connectors▶ 3 videos

Artnet Price DatabaseArt dataAuction price database with 18M+ verified results▶ 3 videos

ArtsyArt dataArt marketplace with price database and collector tools (absorbed Arthena)▶ 1 video

MasterworksArt investing platformFractional investing in blue-chip paintings, ML-assisted acquisitions▶ 3 videos

ArtTacticArt dataArt market research, auction analytics and Art & Finance reports▶ 1 video

LimnaArt valuationAI art price appraisal app for gallery buyers▶ 2 videos

Art RecognitionArt authenticationAI authentication of artworks▶ 2 videos

Winston Artory GroupCollection managementAppraisal, provenance registry and art data (Artory + Winston Art Group)▶ 2 videos

MutualArtArt dataAuction results and art market analysis for 900k+ artists▶ 1 video

ArtpriceArt dataAuction results and price indices for 700k+ artists▶ 1 video

Wondeur AIArt valuationAI valuation and risk analytics for art held by banks, insurers and FOs▶ 1 video

ARTDAICollection managementAI collection data management and valuation for family offices

Collector SystemsCollection managementCloud collections management software▶ 1 video

Artwork ArchiveCollection managementArt inventory and collection management▶ 2 videos

CoveCollection managementCollection monitoring, AI Q&A and certified appraisals

InstinctTradingTeam of AI agents that monitors markets 24/7 and turns trade ideas into positions for individual traders

Sponsor · One week in this slot and in that week’s issue of The Brief$500 / week