Pre-built Fundamental Models

Accurate Historicals | Granular Consensus | Near Real-time Earnings

AI + Data Science + InSync Analysts = Superior End-to-End Fundamental Data Solutions

Outperform with InSync

Effective fundamental analysis is still the human future of alpha generation. How effective are you?

Get instant access to our unique fundamental consensus (entitlement-based) and historicals datasets and models  via ISTARI (InSync STreet Analytics & Research Intelligence) UI, Excel Add-in, APIs

Pre-built Fundamental Models

User-friendly wired template with detailed historicals / KPIs, tweakable estimates set to consensus (entitlement-based); One-click near real-time earnings update; ROIC, guidance, comps, credit ratios, valuation; Models added upon request at no additional cost

InSync Consensus®

Deepest dataset of near real-time mapped accurate comparable consensus for 1,500+ comparable line items and KPIs sourced directly from working sell-side models (8 Quarters + 5 Annuals); Access to 400+ entitlement-based research providers / brokers

Operating & Trading Comps

Proprietary dataset of comprehensive sector-specific standardized operating trends with 10+ years of historicals and five years of consensus estimates; Valuation comps with forward trading multiples; Historical forward multiples for over 10 years

Guidance & Earnings Variance

Detailed guidance history sourced from company filings and transcripts; Near real-time earnings variance of actuals reported vs sell-side consensus vs guidance for all major line items, including the KPIs that matter

Flexible Visual Dashboards

Tableau-based visual dashboards and displays with UI flexibility in choosing comprehensive financial data, metrics and brokers; Search for KPIs / time series to identify trends; Drag and drop features for viewing data via charts

Calendar & Source Documents

Earnings calendar downloadable to Outlook; Centralized repository for source documents including filings, transcripts, investor presentations; Secure storage with easy upload / download for client models and projects

in.sync idiom

Merriam Webster: in a state in which two or more people or things agree with or
match one another and work together properly (not to be confused with the boy band *NSync)

The "InSync" Multiplier Effect

Human-centered Financial Modeling x Data-driven Analytics x Automation Technology x Process Excellence = InSync Buyside Centric Solutions

At InSync Analytics®, a leading fintech solutions provider, we multiply what’s possible. Our human-centered street consensus and financial modeling solutions intricately match what our buy-side and corporate Investor Relations (IR) clients are looking for in their analysis.

We’ve leveraged our proven capabilities and deep experience to build a treasure trove of detailed, accurate historicals and estimates data for financial metrics and KPIs for the last 10 years for 4,000+ companies not available elsewhere. We work closely with clients to transform our standardized and mapped data into actionable insights.


InSync Analytics®. Experience-based. Technology-enabled. Outcome-driven.

    Financial modeling is in our DNA. We were built for and by the buyside. We offer:

  • Annual Subscription: All you can eat SaaS business model
  • Flexible Engagement: Flat-rate or usage based pricing options
  • Dedicated Analyst Services: High caliber, trained junior analyst(s) for your custom financial modeling and data needs

Client Testimonials

My compliments for how good your work is. A challenging model to update, and your team did a great job understanding nuances, like what I meant by “comparable”, identified restatements and updated calcs. I found your work here truly excellent, and I am very impressed
Partner, $700M+ Hedge Fund

What attracted us is the premise of “near-real-timeliness” of your data.
Head of Data Outsourcing, $60BN Quant Fund

I have been a long time customer of your consensus and company models. Your data is always accurate and reliable
Portfolio Manager, $110BN Hedge Fund

Very happy with the service. Timely and models are completed as I want them
Research Analyst, $1T+ Asset Manager

Your team is great and the work my dedicated analyst does for us, is super helpful
CIO, $30M Start-up Hedge Fund

We continue to find considerable value in your consensus services
Head of IR, $70BN Market Cap Industrials Company

Experience the InSync Multiplier Effect Today

Human-centered Financial Modeling x Process Excellence x Data-driven Analytics x Automation Technology = InSync Solutions

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