FinovateEurope 2021 / Thread

Presenter Profile:

How they describe themselves: At Thread, we’ve created the first digital workspace designed for investment teams: a modular software toolbox to augment portfolio managers’ and analysts’ analytical and decision-making capabilities on top of or as a replacement of their existing decision toolkit. We have gathered together data, people, and insights to help investment teams source, build, and execute investment cases faster without compromising on the quality of the insights.
Our promise is simple: to reduce by up to 50% the time portfolio managers spend writing investment reports.

How they describe their product/innovation:

  1. We centralize all productivity tools (financial data, storage, productivity suite).
  2. We streamline communication tools (chats, comments, document sharing) to make them more efficient.
  3. We provide the highest-quality financial data on over 30,000 list companies and peers. We review, restate, and standardize accounting standards with accounting experts.
  4. We use Artificial Intelligence techniques to highlight all the extra-financial risks that a company is reporting or failing to report.
  5. We automatically create investment summaries.

Product distribution strategy: Direct to Business (B2B)

Contacts

Bus. Dev. & Press: Keith Bortoluzzi, CEO, [email protected]


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