Turnkey Solutions For
 Independent Analysts Sell-side Back Office New Businesses

Turnkey Solutions For Independent Analysts

  • State-of-the-Art Technology Stack
  • Full Compliance Services
  • Branding, Marketing, & Website Development
  • Access to Our Global Sales Team & Connections
  • Capital Market Advisory Services
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Vertically-Integrated Technology Stack

  • Custom branded website, PDF notes, emails, & more
  • All-in-one note publishing & email distribution to subscriber lists, Refinitiv, Factset, Bloomberg, & other dissemination platforms
  • Word document upload & optimization options
  • Option for tiered subscriptions & limited note visibility
  • Custom dashboards for note viewership, sales pipelines, invoices & deals, & more
  • Integrated CRM for tracking leads, opportunities, subscribers, & sales
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Customized Compliance Programs

  • Access to a complete team of compliance specialists & quality control experts
  • Customizable & bulletproof research disclosures
  • Wholly-owned FINRA / SIPC member firm
  • Event assistance & speaker attestation process
  • Customizable to buy- & sell-side businesses
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Proven Sales Process

  • Formally transition existing clients to your new business
  • Use our full technology stack & our carefully curated CRM system to identify, track, and manage new leads
  • Convert leads into clients by systematically moving them through the Analyst Hub sales funnel
  • Track client product consumption for upsell opportunities and manage subscription renewal process
  • One-on-one consulting to help roll out new offerings, expand coverage, coordinate corporate access events, & more
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Capital Market Advisory Services

(In partnership with Analyst Hub Securities, LLC Member FINRA / SIPC)

  • Help source independent research providers for production and distribution of research on your company

  • Institutional investor introductions to increase awareness of your company

  • Private and public company outsourced IR and CFO services

  • Private and public company capital raising

  • Private and public company m&a advisory

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Read What Some of Our Partners Have to Say

5/5
"Value over the last couple of decades has been created by empowering people and the underlying content. We have seen it in tech, media, and the transportation industries. Analyst Hub is the first and best platform to see that value created in the financial services industry. I’m excited to be a part of the journey and look forward to more creative disruption, courtesy of Mike and the excellent team he has assembled at Analyst Hub."​
THIRU RAMAKRISHNAN
THIRU RAMAKRISHNANPrincipal & Co-Founder, Sourcerock LP, Former Point72 Energy Sector Head, Analyst Hub Investor
"The Analyst Hub platform is the ideal product for analysts to independently offer value added research and services, without the drag of operating inside a legacy broker dealer. Both the buy side and sell side benefit from better access and pricing transparency for those services."
CHRISTIAN ZANN
CHRISTIAN ZANNCIO & Co-Founder, Sourcerock LP, Former Balyasny Partner and Founder of ZIE Capital, Analyst Hub Investor
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