Confidence
91%
+3.2%
What if your research team had 100 extra hours every week.
Built ground-up for private equity, investment banking, and management consulting. Verified data. Autonomous agents. Institutional-grade accuracy.
Trusted by 4,000+ financial professionals worldwide
Live focus
Deal intake to IC readiness with underwriting confidence overlays.
Risk index
24
Monitor
Momentum
78%
Trending
Signal pressure
Event lane
Healthcare roll-up: variance check completed
priority · 1
Consumer growth thesis received three new comparables
priority · 2
Energy platform cap-table normalized
priority · 3
Adaptive routing enabled
Multi-team synchronized
Equitista is an AI-native intelligence platform for equity professionals. Drive insights from securities filings, earnings calls, and proprietary data — all in one workspace.
IMPACT METRICS
Get ahead with AI before your competition does.
Value generated for your needs, right from the start.
Company metrics and financials summarized
0%
SPEED INCREASE IN DECISION MAKING
Process data with efficiency, get to action faster
0K+
DATA POINTS AT YOUR DISPOSAL
Audit competitors and discover new market players
0%
FASTER COMPETITIVE INTELLIGENCE
Cut company screening process massively
0%
SPEED INCREASE IN SCOUTING
Time elapsed for first 10,000ft overview
0 min
FIRST REPORT GENERATED
Earnings flash lead time slashed
0+
EARNINGS SUMMARIZED IN ONE PASS
Sales teams cut research time for better relationships
0K+
AGENTS IMPROVING WORKFLOWS
SOLUTIONS
Getting into your business is what we do.
Automate workflows so your brightest minds spend more time thinking.
Discover what management hasn't said and extract forward guidance.
Find hidden patterns within your deal flow and pipeline.
Map the direction of any metric buried within your data.
Gain an edge in your negotiation with deeper diligence.
BENEFITS
Financial research, amplified.
Productivity
Break down days of work into minutes. Spend time on what actually matters.
Better Outcomes
Faster turnaround to find green and red flags within datasets. Signal early risks and manage them proactively.
Knowledge Unleashed
Build on knowledge generated from previous due diligence and PE reports. Never lose a winning strategy.
Full Citations & Backtracking
Every extracted data point comes with highlighted source text. Complete audit trails for compliance and quality assurance.
Multimodal Financial Analysis
Extract structured data from complex financial tables, balance sheets, and income statements. Preserve relationships between data points.
Speedy Document Processing
Analyze hundreds of documents simultaneously — financial statements, contracts, and legal agreements — in minutes.
SECURITY
No compromises. We breathe security and privacy.
We are pursuing SOC Type II certification for institutional-grade data management. Your data belongs to you — we never use it for model training.
SOC2
GDPR
Encryption
Security telemetry
SOC workflow activeEncryption health
95%
Governance
92%
Active anomalies
6
Audit trail
Policy scan complete
Access diff complete
Encryption audit complete
Protection pressure
SAML sync check queued
Token expiry simulation queued
Role escalation boundary queued
Zero critical breachesrefresh 0s
TESTIMONIALS
Trusted by leaders across modern finance teams.
David J.
Quant Equity Analyst
4.9
“You are onto something huge here. You cut the time it took me to find the same answers by 100x. This is a must-have.”
Armando R.
VC Fund Manager
4.8
“The COOs of other brokerages and trading tools should be fired for not understanding what you do. This is magic.”
Vítor S.
CEO at AskCory
4.7
“Equitista stands out with vetted data, a powerful finance engine, and upcoming features like custom reports.”
Madalina B.
Growth Marketer
4.9
“A super handy platform for anyone looking to dive deeper into the market. It feels like having a research assistant in your pocket.”
Deep Z.
Business Development Manager
4.6
“An impressive tool that harnesses AI for data-driven insights. User-friendly interface and robust features make analyzing complex information seamless.”
Stepan S.
Marketing Director
5.0
“The AI communicates as a friend and advisor, holding information like an ancient library. Up-to-date, accurate, beautifully presented.”
Michael T.
Investment Operations Lead
4.8
“We replaced fragmented research with one clear workflow. My team now spends time on decisions, not document hunting.”
Leverage powerful AI capabilities to get ahead today.
Join thousands of professionals transforming their research workflows.