The definitive intelligence hub for software investors focused on public equities. High-fidelity research, real-time SEC disclosures, and proprietary index data for $10M+ portfolios.
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Tracking real-time metrics for 146+ leading software equities
Current methodologies are misaligned with software equities. Traditional analysis isn't just outdated, it actively leads to alpha decay.
Information overload from fragmented data sources. Investors waste countless hours sifting through SEC filings, press releases, and noisy social feeds to extract genuine structural signals.
Static P/E ratios fail for software equities. Pricing models for recurring revenue businesses require complex synthesis of NRR, Rule of 40 margins, and evolving cohort trends.
In software investing, narrative shifts quickly. A single quarterly earnings divergence or macroeconomic rotation rapidly compresses or expands EV/NTM multiples.
Stop relying on generic horizontal screeners. We've built four distinct pillars engineered exclusively for software monopolies.
Wall Street relies on lagging SEC data. We track algorithmic velocity, monitoring GitHub SDKs and active endpoints to front-run transition cycles.
{
"ticker": "PLTR",
"github_commits_30d": 218,
"velocity": "+45%",
"momentum": "HIGH_ACCELERATION",
"new_routes": ["/v2/agent/deploy"]
}The software landscape is deeply fragmented. We synthesize market noise into actionable theses and strategic unit-economic playbooks.
An emotionless algorithmic grader acting as a B.S. Detector, stripping away management spin to reveal true structural health across 6 pillars.
Visualizations plot EV/NTM against Rule of 40 Efficiency, allowing investors to instantly verify entry points and bypass legacy P/E methodologies.
A systematic, four-step framework designed to eliminate noise and identify generational software investments.
Discover emerging trends and momentum shifts across the SaaS ecosystem before they hit mainstream financial media.
Run equities through our proprietary Valuation Engine. Instantly calculate Rule of 40, LTV:CAC, and NRR-adjusted multiples.
Read institutional-grade deep dives confirming product-market fit, moats, and competitive dynamics.
Execute with conviction. Seamlessly integrate the verified equity into your investment portfolio.
We help a diverse set of organizations with tailor-made intelligence platforms to orchestrate specific software investment strategies.
Anticipate shifting software cycles, manage risk natively, and allocate public market capital with absolute conviction.
Easily accessible intelligence and high-fidelity reporting to better inform and serve your high-net-worth clients.
Competitive intelligence tracking top-quartile Rule of 40 operational metrics to benchmark internal performance.
We mapped the exact valuation multiples for usage-based, flat-fee, and agentic API pricing across 50 top public software equities. Join 10,000+ institutional investors to get it free.
Institutional-grade software equity analysis, valuation dislocations, and active API signals delivered to your inbox every morning at 7:00 AM EST.
Join +10k institutional investors. No spam. Unsubscribe anytime.
Access the ultimate quantitative and qualitative intelligence hub for B2B SaaS investing. Real-time velocity tracking, automated SEC analysis, and institutional dossiers.
Time-critical, actionable intelligence and pure momentum signals for seizing opportunities and generating pure alpha.
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50 Public Multiples
Webull (BULL) concluded 2025 Q4 by solidifying foundational strategic initiatives, positioning itself for a critical revenue generation phase in 2026 amidst a challenging nascent market for its software platform. The company's forward strategy prioritizes user acquisition and product feature expansion, albeit with continued significant investment preceding demonstrable financial metrics.
Uber Technologies concluded 2025 with an exceptional Q4, demonstrating hyper-growth and an accelerating trajectory towards sustained profitability, significantly outpacing Street consensus on both top-line expansion and operational leverage. The robust financial performance, underscored by a market-leading Rule of 40 score, firmly positions the company to capitalize on its unparalleled global platform and multi-sided network effects throughout 2026.
SS&C Technologies Holdings concluded Q4 2025 with robust performance, significantly outperforming market expectations through a strong synergistic execution of its software and software-enabled services model. The firm's strategic focus on integrating acquisitions and expanding its recurring revenue base positions it favorably for sustained operational leverage and Free Cash Flow generation into 2026.
March 31, 2026
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