Every terminal on the market gives you the same public data as everyone else. The edge was never in the feed — it is in what your team already wrote down. Here is what happens when the research agents can read that too.
Here is an uncomfortable thing about market data: it is a commodity. The prices on your screen are the prices on everyone's screen. The filings are public. The economic releases hit every terminal at the same instant.
Whatever edge a desk has, it is almost never in the feed. It is in the work — the memo somebody wrote after three weeks on a name, the model with the assumptions your team argued about, the diligence pack from the deal you passed on, the note explaining why you sized the position the way you did.
That material is the genuinely proprietary asset in an investment firm. It is also, on most desks, scattered across a shared drive, three inboxes and somebody's laptop — unsearchable at the moment it would be useful.
The private dataroom in Fincept Terminal Enterprise is where that material goes so the research agents can use it.
You load documents — filings, memos, models, diligence packs, management presentations. The terminal indexes them into your workspace. From that point, when you ask a research question, the agents read your documents alongside live market data rather than instead of it.
The effect compounds in a specific way. An agent that has read your investment memo can tell you that the thesis assumed mid-single-digit volume growth and the last two quarters printed below that. An agent that has not read it can only tell you what the quarters printed. The first is research. The second is a data lookup with better grammar.
Theses drift quietly. The memo was written eighteen months ago, the analyst who wrote it has moved desks, and the position is still on. Asking the terminal to check the original assumptions against current data turns an archaeology exercise into a question.
Firms repeat themselves. The situation in front of you often rhymes with a deal you looked at two years ago, and the reason you passed is written down somewhere. Semantic search across your own archive surfaces it; a folder structure does not.
Not the summary — the language. Agents that read the document can quote the change in the risk-factor wording, the shift in how management describes the segment, the footnote that moved. That is close reading at a volume no analyst has hours for.
Any honest discussion of this feature is mostly a discussion of boundaries, so let us be direct about them.
Your documents stay yours. Dataroom content lives in your workspace, is read only by your own agents, is not pooled with other customers, and is not used to train models. Institutional tiers add dedicated data isolation on top.
Access is controlled and logged. The Enterprise edition carries SSO and SAML, role-based access control and audit logs. A compliance officer can answer "who could reach that document, and who did" — which is the question that decides whether a tool gets approved or quietly banned.
Nothing is grandfathered in. The Enterprise terminal authenticates against a separate backend from the free edition and verifies entitlement on every request. There is no path where a document loaded into a firm's dataroom is reachable by an account outside it.
We would rather state these plainly than let a security review discover them. If your review needs more depth than a blog post, ask us and we will walk your team through the architecture directly.
The way this earns its place is not a migration project. Take one name your team has written about, load the memo and the model, and ask the terminal what has changed since it was written.
If the answer is something you already knew, we have not helped. If it is something you would have wanted to know three months ago, that is the case for the seat.
A workspace inside Fincept Terminal Enterprise where you load your own documents — filings, investment memos, models, diligence packs, board material. The terminal indexes them and the research agents read them alongside live market data when answering your questions.
No. Dataroom content stays inside your workspace and is read only by your own agents. It is not pooled with other customers and it is not used to train models. Institutional tiers add dedicated data isolation on top of that.
The material an investment team actually accumulates: regulatory filings and annual reports, internal investment memos and IC notes, spreadsheet models, broker research you are licensed to hold, diligence packs and management presentations.
Three ways. It is persistent, so the documents stay available across sessions rather than per conversation. It is joined to live market data, so an agent can compare what your memo assumed against what the market is now doing. And it sits inside an account with SSO, audit logs and role-based access, so a compliance team can see who reached what.
Multi-agent research, a quant lab with backtesting, derivatives and macro coverage, and a private dataroom your agents read alongside the market — in one private terminal, from $99 per user, per month.