Outperform with InSync
Effective fundamental analysis is still the human future of alpha generation. How effective are you?
Dedicated Analyst Services
Outsourced high caliber trained analyst(s) for client-centric solutions, manage and optimize workflow for data intensive, time consuming models and projects
Pre-built Company Models
Pre-built .xls models with detailed GAAP, non-GAAP historicals, tweakable forecasts, InSync consensus (entitlement-based), KPIs, guidance, BS, CF, capital structure, ratios
InSync Consensus®
Near real-time granular dataset of sell-side estimates (entitlement-based) for 1,000+ comparable financials, KPIs via our proprietary Excel Add-in, API Feed / ISTARI UI / Excel
Real-time Models Automation
Automate models for near real-time earnings and consensus including every KPI reported by a company via Excel Plug-in or API feed as soon as a company reports earnings
Mapped Datasets
Live feed of our proprietary dataset of standardized detailed historicals mapped seamlessly with consensus line items and KPIs, guidance directly into client data warehouse / systems
Industry Comps
Proprietary dataset of sector-specific standardized financial line items and KPIs to identify and analyze operating trends, forecast industry performance, supply chain impact, valuation multiple
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 (sometimes confused with the boy band *NSync)
Powerful Real-time Data Delivery
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
Director
of Research
Optimize operational efficiencies and costs with our outsourced analyst solutions across multiple industries / companies
Portfolio
Manager
Focus on alpha with InSync consensus and fundamental financial and KPI data for the key metrics that matter
Buy-side Equity/
Credit Analyst
Build interactive models with consensus estimates, track variance vs. estimates / guidance with real-time earnings updates
Corporate
Investor Relations
Know the whisper numbers on the street with our best-in-class sell-side consensus estimates
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
Intuitive Web-based Interface
- Customized dashboard
- Interface flexibility in choosing data/metrics to customize consensus
- Drag and drop feature for viewing data via charts
- Intuitive recommendations for dashboard
- Based on Tableau, an industry standard
- Upgraded features
- Available via desktop, web and cellphone UI
- Data download option in several formats
Visualization
Computation
User Interface
Support
- Handles large amount of data
- Allows easy computation of comp sheets
- Ability to track trends
- Data filtering for specific broker comparison/details
- Compliance/Entitlement based near real-time research access
- Dedicated InSync resources
- View modifications handled by InSync team