Our initial idea was to use credit card data to help investors make better investment decisions, and now we also work with companies, not just investors.

We challenged ourselves to automate the investment research process to deliver precise and accurate results, transforming how we answer investment questions with our AI solution, Ask David.

Our strategy has always been to build the API for bank account linking, but we also aim to leverage the data we collect to create valuable analytics products that can transform financial services.

We provide direct observations of millions of US consumers' purchases, allowing investors to find answers quickly without the need for surveys.

We help VCs gain visibility into not just the company they're evaluating, but also its competitors, providing insights into market share and customer performance. Our core product empowers users to answer any questions they have about U.S. consumer spending without us selling research directly.

Initially, we used screen scraping to collect financial data from banks, as many did not have APIs in place, but we aimed to partner with banks to create a more efficient system.

We utilize proprietary models and APIs to generate insights, allowing us to scale our services and provide timely information to clients during meetings.

Implement a data warehouse to democratize access to data across your team, allowing non-technical co-founders to ask questions and understand metrics without relying solely on technical staff.

The company has built two products: a pipeline for processing raw transactional data and an analytics platform for competitive analysis.