
1 - 10 employees
Founded 2025
🤖 Artificial Intelligence
☁️ SaaS
💸 Finance
Artificial Intelligence • SaaS • Finance
Mercata is an AI-native research operating system built for elite fundamental investment teams. It ingests filings, earnings transcripts, news, expert calls, and proprietary notes to maintain self-updating theses, watchlists, and portfolio monitoring tools, enabling analysts and portfolio managers to detect thesis drift, synthesize evidence, and make conviction-driven decisions faster. Mercata is a B2B SaaS platform focused on helping investment firms scale research coverage, preserve analytical context, and generate alpha through structured alerts and queryable, memory-backed research across an investor's coverage universe.
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1 - 10 employees
Founded 2025
🤖 Artificial Intelligence
☁️ SaaS
💸 Finance
Artificial Intelligence • SaaS • Finance
Mercata is an AI-native research operating system built for elite fundamental investment teams. It ingests filings, earnings transcripts, news, expert calls, and proprietary notes to maintain self-updating theses, watchlists, and portfolio monitoring tools, enabling analysts and portfolio managers to detect thesis drift, synthesize evidence, and make conviction-driven decisions faster. Mercata is a B2B SaaS platform focused on helping investment firms scale research coverage, preserve analytical context, and generate alpha through structured alerts and queryable, memory-backed research across an investor's coverage universe.
• Advise the CEO directly through a monthly call, providing candid feedback on where he may be wrong • Make warm introductions to people at funds Mercata should be talking to • Make approximately five introductions per month, with more expected in the first month • Prioritize high-quality introductions over a larger number of introductions
• 10 years of experience as a COO, CIO, or PM inside a $500M+ fundamental investing hedge fund • A network of COOs and CIOs at established $50M-$2B funds who are likely to take your calls • Unrestricted from working with Mercata; independent, retired, or running your own shop • Genuine conviction that the fundamental investing firms of the future will run on infrastructure like this
• Equity: a meaningful advisor grant vesting monthly over two years; exact numbers on the first call • No employee benefits offered because this is not an employment role
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