Whether you are initiating coverage on a new sector or maintaining models for 50+ tickers, you need a data engine that keeps up. We provide the global breadth and historical depth to support your entire franchise.
Companies Tracked
Regional Markets
Historical Data
Expert Call Transcripts Monthly
Searchable Documents
Earnings Calls Covered
True long-term investing requires understanding how management teams performed in previous downturns. Access 15 years of filings, transcripts, and audio to vet management track records across changing economic conditions, covering everything from the S&P 500 to niche regional exchanges.
When you manage hundreds of positions, silence is a risk. Set automated monitors for your entire portfolio. Whether it’s a specific keyword like "margin compression" or a competitor mentioning one of your holdings, you get alerted instantly.
Modern portfolio managers are rarely tied to a desk. Our mobile-first platform lets you listen to earnings calls, read transcripts, and check filings from anywhere—commuting, travelling, or between meetings.
Supplement management guidance with unbiased views. Before doubling down on a position, use our expert transcript library to read interviews with former executives and customers. Validate the long-term thesis with "on-ground" truth.
How does a supply chain disruption in Asia affect your US industrial holdings? Our AI Research Platform allows you to perform "horizontal" research. Instead of looking at one company at a time, search for themes across your entire coverage universe to understand risk exposure and identify sector-wide opportunities instantly.
Search for terms like "pricing power" across all Consumer Staples transcripts.
Instantly spot rising mentions of "regulatory pressure" in your portfolio.
Summarize hundreds of pages of earnings chatter into key thematic takeaways.
The market rewards the informed, not the hesitant. Equip your team with the primary intelligence required to move from hypothesis to high-conviction trade today.
Enable your analysts to cover 20% more names with the same headcount.
Eliminate blind spots with automated monitoring and historical fact-checking.
Share annotated transcripts and audio clips effortlessly across the investment committee.
Replace separate subscriptions for transcripts, ENs, and document search with one platform.
Our team of experienced financial advisors is here to provide personalized guidance and support.
Nextmark acts as the central "System of Record" for your fundamental research. Analysts can annotate transcripts, highlight key risks in 10-Ks, and tag portfolio managers directly on the platform. When you head into an IC meeting, you aren't chasing email threads; you have a unified, audit-trailed view of the entire thesis in one dashboard.
Compliance is our primary infrastructure. Our library of 2,500+ expert transcripts undergoes a rigorous, multi-tier redaction process to remove PII and potential MNPI before publication. We provide full audit logs of every transcript accessed, ensuring your CCO has complete visibility into your firm's primary research activities.
Yes. We understand that alpha often resides in the under-covered corners of the market. We cover 30,000+ companies across 60+ global markets, including deep coverage of APAC and EMEA small-caps that are often neglected by standard transcript providers.
Many of our Asset Management clients use Nextmark to "rationalize" their budget. Instead of paying premium rates for every single call, you can satisfy 80% of your diligence needs using our fixed-cost Expert Transcript Library. You then reserve your ad-hoc budget only for the most niche, bespoke interviews.
We provide 15 years of point-in-time financial data and documents. This allows your team to analyze how management teams performed during previous stress events (e.g., 2008, 2020) and model "through-the-cycle" margins rather than relying on short-term estimates.
Yes. We believe in "Click-Free" modeling. You can pull our standardized financials, segment breakdowns, and KPI data directly into Excel via our API or plugin. We map the data to your existing templates so your analysts spend time thinking, not copy-pasting.
Our AI Search allows you to monitor qualitative risks that don't show up in a spreadsheet. You can run portfolio-wide queries for "Governance Irregularities," "Supply Chain Labor Issues," or "Carbon Transition Costs" across thousands of documents instantly, ensuring no negative screening criteria are missed.
Absolutely. We offer bi-directional translation for 60+ languages. Your analyst in New York can read a Japanese Annual Report or a German Earnings Call in English with near-perfect accuracy, breaking down the language barrier for your global mandates.
No. Our "Mosaic Search" engine is unlimited. You can query across our entire database of 2 Million+ documents, including filings, transcripts, and news, without any metered caps. We encourage deep-dive diligence.
