We're pleased to announce our partnership with FactSet, bringing institutional-grade financial intelligence directly into Capsa AI's platform.

FactSet provides extensive financial data and market intelligence spanning global markets, public and private companies, and transaction analytics. This comprehensive coverage enables investment teams to access the full scope of market context needed for informed decision-making.

What Investment Teams Can Now Do:

• Access financial data and M&A intelligence for private and public companies within Capsa

• Conduct market research through filings and transcripts without switching platforms

• Generate comparable analysis powered by FactSet's datasets

The Impact

No more data fragmentation. FactSet's financial intelligence now sits alongside your proprietary deal documents, CRM data, and other critical sources in one secure Capsa workspace.

Teams no longer lose momentum switching between platforms, enabling faster analysis and more informed decisions. This transforms investment workflows from sourcing through exit to portfolio management.

In Practice:

• Screen thousands of public company filings and earnings transcripts to surface sector trends, challenges, and competitive dynamics

• Benchmark your private targets against public market context and identify key value drivers

• Pull trading comps automatically and calculate implied valuation ranges in seconds

• Analyse precedent transactions to benchmark valuation multiples paid for comparable private assets

The result is faster sector intelligence and better context for your analysis.

Conviction, built faster.