Hedge Funds & Public Markets

Solutions

Generative AI Platform for
Hedge Funds & Public Markets

EclipseIQ AI is the generative AI platform purpose-built for the alternative investment industry,
offering unified search across all data sources, bidirectional integration with existing systems, and
support for complex workflows.

Investment research & trading

Investor relations

Legal & compliance

Operations

Investment research & trading

Search across PDFs & unstructured content

Speed up the review of PDFs and unstructured content, including:

• Earnings transcripts
• Sell-side research
• Expert network calls
• News & 10-Ks / 10-Qs
• Web scraping for industry / company information

Aggregate document reviews

Aggregate views across dozens of documents to:

• Extract & aggregate key data points into tables
• Create a time-series of views
• And more

RMS interacton

Read/write to your RMS to:

• Review historical notes
• Summarize notes
• Post notes and commentary
• And more

Customized email aggregation

Aggregate 300+ emails to de-duplicate content and work through information overload.

• Broker research notes
• Daily news emails
• Compliance emails

Investor relations

DDQ & RFP support

Quickly draft initial answers to incremental RFP and DDQ requests using:

• Previous DDQ and RFP responses
• Fund and regulatory documents

LP / prospect meeting preparation

Prepare for LP meetings by looking up biographical information and prior interactions via:

• Select market data sources
• Internal emails, calendar invites, files, and CRM activities

CRM interaction

Read/write to your RMS to:

• Pull select data
• Email prospects
• Add notes and interaction details
• Update statuses

See all IR use cases

Legal & compliance

Meet legal and compliance responsibilities

Stay informed on legal and compliance responsibilities, including:

• SEC ruling, guidance, and enforcement summaries
• Collaboration and research questions
• Client summaries
• Terms analysis and tracking
• Commentary summarization
• Side letters and NDAs

Operations

Operations support

GenAI support for your operations function, including:

• Email generation
• Letter and content generation
• Meeting preparation
• News digests
• Resume reviews
• Vendor contract reviews

Hedge Funds & Public Markets