Nebius · Follow the financing lifecycle
Link proposed, priced and closed stages rather than reading them as separate headlines.
FOR FAMILY OFFICES & LEAN INVESTMENT TEAMS
Know what matters across your equity portfolio.
Monitor U.S.-listed companies, see meaningful financial and insider developments in context, and verify key findings against original disclosures — in one research workflow.
Historical sample screens from CrowdStrike, Nebius and ASML · Interactive walkthrough available by appointment · Not investment advice.
The problem
You need fewer things to review. Not more information.
Across every company you follow, filings, investor-relations updates and insider transactions create a constant stream of information. The hard part is deciding what deserves attention today.
Today: fragmented research
- Check SEC and IR sites one company at a time
- Reconcile accounting periods and statement scope
- Read insider filing footnotes manually
- Decide what warrants immediate attention
With AI Forecasts: structured attention
- See material developments across the watchlist
- Examine normalized financial results and assumptions
- Review insider transactions in context
- Follow meaningful findings to source documents
Product
Three perspectives. One research workflow.
Developed around the research questions investment teams ask every day.
01 / IR Intelligence
Know what deserves attention today.
Turn company disclosures into a prioritized portfolio review. Related announcements are connected, so you see the evolving event, not only the latest headline.
Real example: Nebius $4.50B → $5.00B → $5.75B funding lifecycle in the historical demo.
Three monitored companies; IR review through Sep 8, 2026
02 / Fundamentals
Understand the numbers behind the narrative.
Review standardized financial performance, valuation scenarios and historical changes with supporting calculations and reporting context.
DCF is a scenario output: it is not a share-price target and is not appropriate for every issuer.
03 / Insider Intelligence
Put insider sales into context.
Separate plan-associated transactions, other open-market activity and tax-related components before interpreting the reported totals.
Real example: $166.36M gross, with 88.2% plan-associated activity in the historical CrowdStrike view.
Case studies
Real companies. Different research questions.
Screenshots from a historical three-company private demonstration. They illustrate research workflows, not live investment recommendations.
CrowdStrike · Read insider selling in context
Separate plan-associated, other open-market, and mixed activity without assuming intent.
ASML · Connect industry updates
Review related announcements in a consistent research workflow with source references.
How it works
From company disclosures to research context.
01
Monitor
Check company SEC and investor-relations disclosures.
02
Interpret
Read financial, event and insider data in context.
03
Prioritize
Focus review on developments that warrant attention.
04
Verify
Trace metrics and conclusions to their sources.
Why AI Forecasts
Don't just read a conclusion. Check the evidence.
Source-linked intelligence
View original documents and the evidence behind key facts.
Financial context
Period and reporting-scope consistency matter as much as the number itself.
Conservative interpretation
Unconfirmed filings and scenario outputs are never treated as guaranteed outcomes.
A real source-and-calculation panel (historical sample).
Intended selling in Form 144 is not automatically realized selling.
For whom
Built for lean public-equity research teams.
Single-Family Offices
Stay on top of the companies your family follows without expanding manual document review.
Multi-Family Offices
Apply a repeatable research workflow across watchlists.
Boutique Investment Firms
Bring events, financial data and insider context into one research process.
FAQ
Common questions
Does it make buy or sell recommendations?
No. It supports research and monitoring, not personalized investment advice.
Can I inspect sources and calculations?
Source links and calculation context are included in supported views. Uncertainty and missing validation are not automatically presented as confirmed results.
What companies are shown in the examples?
The historical screenshots illustrate CrowdStrike, Nebius and ASML. Coverage of other U.S.-listed companies is assessed individually during pilot planning.
Can I explore the interactive dashboard without a meeting?
The interactive product demonstration is private. Book a short walkthrough to see the capabilities in context; independent access, if appropriate, is arranged separately.
Are the screenshots live market data?
No. They show historical sample states, with dates indicated in the product. They are not live quotes, current recommendations or guaranteed model outcomes.
Book a demo
Book a private AI Forecasts walkthrough.
Choose a time for a personal walkthrough of the three research modules and a discussion of a potential three-company pilot. No dashboard login is required.
Select an available time below. If the scheduler does not load, use the direct booking link.
Open Calendly Booking Page ↗Our availability is maintained in America/New_York (ET); Calendly can display times in your local time zone. The event duration and available slots are controlled in the Calendly account.