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.
Institutional-grade software equity analysis, valuation dislocations, and active API signals delivered to your inbox every Thursday at 7:00 AM EST.
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Tracking real-time metrics for 71+ leading software equities
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.
We track the Code to predict the Capital. Download the institutional playbook detailing the 4-Pillar Framework used to identify true software monopolies. Join 10,000+ institutional investors to get the Investor Kit free.
Institutional-grade software equity analysis, valuation dislocations, and active API signals delivered to your inbox every Thursday at 7:00 AM EST.
Join +10k institutional investors. No spam. Unsubscribe anytime.
A snapshot of the 200 software equities tracked daily in the database.
| Ticker | Price | Rev per Employee | Rule of 40 | AI Catalyst Score |
|---|---|---|---|---|
| CRM | $315.42 | $1,240,500 (+22%) | 48.2 (Top Quartile) | 88 / 100 |
| NOW | $824.11 | $1,240,500 (+22%) | 48.2 (Top Quartile) | 88 / 100 |
| CRWD | $341.20 | $1,240,500 (+22%) | 48.2 (Top Quartile) | 88 / 100 |
| DDOG | $121.45 | $1,240,500 (+22%) | 48.2 (Top Quartile) | 88 / 100 |
Get full access to all 200 software equities, real-time Alpha tracking, and the CSV Export pipeline for $2,500/year.
Access the ultimate quantitative and qualitative intelligence hub for B2B SaaS investing. Real-time velocity tracking, automated SEC analysis, and institutional dossiers.
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Institutional evaluation of the structural valuation vectors, revenue multiples, and secular positioning within the wider software environment.
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Institutional evaluation of the structural valuation vectors, revenue multiples, and secular positioning within the wider software environment.
Discover our core thesis. Why SaaS businesses are the greatest compounding machines in history, and the exact mathematical formulas we use to value them.
Explore our centralized intelligence hub. Access institutional-grade dossiers, proprietary valuation models, and automated deep dives covering the complete software sector.
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