
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.
• Own the full funnel: outreach by email, LinkedIn, and phone; demos; pilots; letters of intent; contracts • Take over and scale the existing machine, including a database of thousands of qualified funds, warmed sending infrastructure, and live campaigns • Develop deal strategy with the CEO, including pricing, pilot design, and the push to next customers • Own the weekly pipeline number reported to the board • Report to the CEO • Source conversations with fundamental investing hedge funds, run demos alongside the founder, and convert pilots into paid production contracts
• You have sold data, research, or workflow software into hedge funds or asset managers, and you can name the deals • A deep network of $50M–$2B AUM fundamental funds who’s CIO and COOs would take your calls • Full-cycle: capable of sourcing, running and closing deals without a team behind you • Clear-eyed about the compensation structure above; it should read to you as opportunity, not risk • Genuine conviction that the fundamental investing firms of the future will run on infrastructure like this
• Founding-hire equity grant, sized for a first commercial hire • Commission on revenue you close, from day one • Market salary switches on at our next funding close. Exact numbers on the first call.
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