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Help Institutional Investors manage, track & query their Excel models
Formula Insight offers Institutional Investors previously inaccessible data. We provide a central repository of financial models so investors can track changes to forecasts, quantify projection accuracy and expedite analysis. This further systematizes the investment process and enables better investment decisions.
Co-Founder and CEO of Formula Insight. Will brings a decade of financial expertise to the role. He spent the past 4 years in public equities investing, most recently managing a healthcare equities portfolio at Citadel. In 2022, Will distinguished himself as a top 5 equity analyst within Citadel's Global Equities division.
Co-Founder and CTO at Formula Insight. Background in building complex engineering systems, specializing in rockets and drones, most recently at SpaceX and Zero Aviation.
Expedites research by providing analysis in minutes to help investors gain an edge in the public markets.
Formula Insight launches an equity research platform integrated with FactSet data that helps institutional investors analyze Excel-based models and related documents (transcripts, filings, research papers) to build a fact pattern, compare projections to consensus, and generate sourced insights in a secure environment.
Decision infrastructure for investment firms
Data Explorer for the US Economy
