Research 13F holdings and institutional ownership across 500+ asset managers
Relationship intelligence platform that finds deal opportunities hidden in your firm's network
Stage
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Founded
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2023
Based in
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US
Pricing model
Freemium
Contact for pricing
Pricing
Monthly plan: $19.9/mo includes every quarter of history, full holders lists, 5,000 credits, and daily check-in +20 credits. Yearly plan: $169/yr (saves 29% vs monthly) includes all monthly features plus 60,000 credits and CSV export exclusive to yearly subscribers.
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Key features
Quarterly 13F filings normalized from 500+ asset management companies
Co-holdings analysis showing which managers own the same securities
Reported position changes tracking increases and reductions
AMC Screener to browse asset management companies with holdings and portfolio value
AMC AI research assistant backed by 13F data
Industry exposure analysis by GICS sectors
Buy/Sell Trends to spot accumulation and distribution across managers
Watchlist to track favorite stocks and manager position changes
Side-by-side company comparison tool
CSV export capability on yearly subscription
Unified relationship graph built from CRM, email, calendar and LinkedIn data
CRM data cleaning and enrichment with 90% resolution rate
Relationship scoring across entire firm network
Deal signal detection from news and market events
Pre-meeting intelligence briefs generated in 60 seconds
Warm path mapping to target companies
Job change and M&A alerts before competition
MCP connector for AI assistant integration
API access and custom workflows
SOC 2 Type II certified with enterprise-grade security
What makes it different
Covers 556 asset managers with 105,788 holdings across 5,271 stocks
Data sourced directly from official SEC Form 13F filings without substitution or inference
AI-powered research assistant with never-expiring credits
Built by dealmaker with 17 years at Goldman Sachs who systematized how to find $6B deals
Three-phase deployment starting with proof before any commitment required
Read-only access ensures data stays in your environment and is never shared
Deploys in four weeks with no IT integration required
Trusted by 150,000+ bankers, investors and dealmakers