How We Build

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Start with Data

Our team of expert engineers conduct a thorough data audit with you to understand where your fund's data comes from, how it's used, and what workflows sit on top of it.

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Automate with AI

Our agentic tools use the audit results to build the foundational 80% of your platform quickly. We can connect to your data sources, fill the database, and schedule data quality checks. The platform's APIs will automatically start working as data gets hydrated into your environment.

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Design with Humans

The final 20% is the part that truly makes the platform yours. Build analytics dashboards, schedule custom reports, and configure notifications however you'd like. Our experienced team of product managers and designers faciliate turning ideas into results.

What We Build

Data Model

The bedrock of the Hedgineer Platform is a centralized database that pulls, organizes, and maintains all information in one place. Key features include:

  • Security mappings to join research, portfolio, and operations data together
  • Automated storage, compute, and lineage management via Databricks
  • Data accessibility through SQL, Excel formulas, APIs, and Jupyter Notebooks

Portfolio Analytics

Our suite of modular dashboards come with extensive analytics, along with the ability to add custom metrics and rearrange user interfaces to align with your investment strategies.

  • Connect to your OMS/EMS for analytics on sizing, performance, and volatility
  • Integrate risk models for factor risk and attribution insights
  • Overlay market data and research to calculate more bespoke analytics

Investor Reports

Manage your investor relationships with data-driven confidence. IR products connect to your fund admin to aggregate portfolio analytics, track raises and redemptions, and more.

  • Create custom dashboards that update daily to reflect up-to-date position sizing, cost basis, and rate of return
  • Schedule automated reports to send to your IR team every day, month, or quarter
  • Integrate with your CRM to consolidate investor contact information, meeting notes, and distribution lists

Research

Build processes to supercharge your research team and maximize your alpha.

  • The Coverage Monitor provides an interface for analysts to add to their coverage, input ratings and price targets, and submit research notes
  • The Asset Screener empowers you to create custom watchlists and configure alerts
  • Company pages offer a single place to view fundamentals, research, risk, and upcoming events around a company in your investable universe

Operations

Streamline middle and back office operations with a singular source of truth for securities, issuers, and investments. The Security Manager stores and maintains reference data and custom tags across reference data feeds, order management systems, and fund admins.

  • Manage a single security table that connects front and back office
  • Maintain custom tags on securities, companies, and trades for reporting
  • View full lineage on all data to understand and correct inaccurate information

Workflow Management

Don't force your team into a new system. Build a system that works for your team. Hedgineer's workflow infrastructure ensures your platform delivers insights where and when you need it.

  • Access data and analytics from Excel, APIs, mobile, and Claude Desktop
  • Schedule alerts, notifications, and auto-generated reports through email, Slack, and Teams
  • Set user-based permissions around data tables, APIs and Excel formulas, and dashboards