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

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

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

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

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

Read What Some of Our Partners Have to Say


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