Public Equity

Continuous channel checks across your entire portfolio

Track dozens of company and market signals, surface shifts, monitor competitors, and run recurring checks informed by every prior research cycle.

Squarepoint
ClearBridge
Winslow
Whale Rock
Alger

Alger grows 10 CIO conversations into 100 perspectives as Qualitate becomes part of its investment research.

10 → 100
Alger customer outcome

How hedge funds & long-onlys use Qualitate

Generate differentiated ideas

Surface companies, markets, and themes where primary signals are diverging from expectations.

Build and stress-test theses

Evaluate demand, adoption, churn, competitive positioning, and AI disruption using direct buyer and operator evidence.

Run your channel checks

Qualitate recommends the questions, selects the experts, conducts the interviews, and delivers the findings ahead of earnings.

Monitor every position

Follow changes in sentiment and fundamentals across your watchlist without waiting for the next manual research cycle.

Qualitate market research systemStudy Brief: Set the thesis, questions, and objectives for the next research cycle. Evidence Base: Ground the work in proprietary research and prior market evidence. Objective: Collect fresh expert perspectives and quantified market observations. AI Interviewer: Run adaptive interviews with questions informed by the research brief. Field Data: Turn the combined evidence into market signals, answers, and briefings.OBJECTIVEEVIDENCEBASESTUDY BRIEFAIINTERVIEWERFIELD DATAYOUR RESEARCH

Channel Checks Agent

  1. 01 / CONNECT YOUR RESEARCH

    Put your entire watchlist to work

    Pull Qualitate’s latest transcripts and signals into your data warehouse via API, like 500 transcripts on Snowflake. Combine them with your own research, past interviews, and investment hypotheses.

  2. 02 / LAUNCH CHECKS

    Turn open questions into expert interviews

    Have your agent generate questions from the combined evidence, then launch AI-moderated interviews directly from your existing workflow.

  3. 03 / AUTOMATE THE CYCLE

    Run dozens of companies from one workflow

    Repeat quarterly with the same expert panels. Keep core demand questions consistent while the AI Interviewer adapts follow-ups using the latest transcripts and prior projects.

  4. 04 / ANALYZE OVER TIME

    Follow the trajectory, quarter after quarter

    Get recurring reports comparing new responses with prior quarters. Track how demand, spending, and competitive positioning evolve across your coverage.

By the numbers

10K+
Public and private company pages with quantified data
75
Channel checks conducted across a fund's portfolio in 7 business days
⅓
The cost of traditional expert calls

Built for institutional research

Protect proprietary research and manage firmwide compliance with expert disclosures, MNPI screening, audit trails, and configurable access controls.