Team
Team + Sibli
Trapped Insight,
Missed Opportunities
Investors spend millions to get an information edge. Yet, their logic, research, and forecasts remain underutilized.
Causal, Connected, and
Actionable Intelligence
Sibli transforms your investment views into an insight generating data asset, compounding the knowledge you already have.
Cognitive Overload
Analysts process massive volumes of information making it difficult to prioritize data and create accurate forecasts.
Investable Insights
Filter external data through your proprietary lens to identify the right information and improve the forecasting process.
Isolated Models & Views
Their research is expressed in disconnected forecasts, limiting ability to support enterprise and fund-wide workflows.
Unified Data Asset
Connect every Excel forecast and the research underpinning them into one structured data asset that captures and protects alpha.
No Historical Traceability
Forecasts and assumptions lack audit trails, inhibiting analytics, accuracy benchmarking, and systematic learning.
Full, Auditable Access
Track forecast quality, monitor drift, and compare to consensus across time with secure, version-controlled, auditable data.
Sibli provides a platform for institutional investors to capture, connect, and compound their knowledge. Proven with leading investment teams globally, the platform turns the forecasts, research, and logic you already have into a lasting edge.
Use Cases
Forecast Management
Centralize forecasts with access control and full auditability.
Scenario Analysis
Model portfolio impact from macro, sector, or company-specific events.
Dynamic Consensus
Compare your forecasts to consensus estimates of fundamentals and drivers.
Company Scoring
Automate qualitative assessment for new and existing companies.
Enterprise Data Readiness
Deliver structured, governed data into risk and analytics workflows.
Alpha Capture
Understand analyst estimation accuracy for granular drivers to help identify the best ideas.
Automated Research
Receive event-driven alerts tied directly to your forecasts and views.
Controversy Monitoring
Automatically and dynamically identify and track controversies affecting holdings.
Total Portfolio Approach
Level common forecast assumptions across the fund to help assess relative asset value.
Built for the Enterprise
Global Asset Managers
Pension Funds
Hedge Funds
Financial Institutions
How It Works
Secure, Flexible Deployment
Sibli can be deployed in compliance with your infrastructure needs, security requirements, and operational preferences.
- Private Cloud
A secure, scalable, fully managed solution operating in your own virtual private cloud (VPC). - User Access
CIOs, PMs, and analysts can use Sibli through an interface or internal systems. - System Integration
Extend Sibli into existing workflows with API connectivity or the Model Context Protocol (MCP).
Unified Data Integration
Sibli integrates seamlessly with both proprietary and external sources, creating a unified, structured asset that works across your entire investment process.
- Forecasts and Research
Internal financial forecasts, broker forecasts, proprietary analyst research and notes. - Text Inputs
News, disclosures, investor call transcripts, and beyond. - Vendor Data
Financial, consensus, transaction, and other alternative datasets.
Our Technology
- Financial Model Processing
Ingests Excel forecasts without the need for templates or rework, standardizing data and linking it across holdings, portfolios, and timeframes. - Causal Discovery
Maps the cause-and-effect relationships behind performance, giving teams a transparent view of the drivers that matter most. - Text Parsing and Agent Chains
Orchestrates AI-powered research, monitoring, and analysis in a secure environment, built to match each client’s methodology and process.
Secure, Flexible Deployment
Sibli can be deployed in compliance with your infrastructure needs, security requirements, and operational preferences.
- Private Cloud
A secure, scalable, fully managed solution operating in your own virtual private cloud (VPC). - User Access
CIOs, PMs, and analysts can use Sibli through an interface or internal systems. - System Integration
Extend Sibli into existing workflows with API connectivity or the Model Context Protocol (MCP).
Unified Data Integration
Sibli integrates seamlessly with both proprietary and external sources, creating a unified, structured asset that works across your entire investment process.
- Forecasts and Research
Internal financial forecasts, broker forecasts, proprietary analyst research and notes. - Text Inputs
News, disclosures, investor call transcripts, and beyond. - Vendor Data
Financial, consensus, transaction, and other alternative datasets.
Our Technology
- Financial Model Processing
Ingests Excel forecasts without the need for templates or rework, standardizing data and linking it across holdings, portfolios, and timeframes. - Causal Discovery
Maps the cause-and-effect relationships behind performance, giving teams a transparent view of the drivers that matter most. - Text Parsing and Agent Chains
Orchestrates AI-powered research, monitoring, and analysis in a secure environment, built to match each client’s methodology and process.
Our Partners
Your Information Edge
Sibli offers solutions that can be fully configured to suit your needs.
Start a conversation to identify opportunities for value creation.