Forward to: Global Quantitative Strategies (GQS) Team

Sector Universe
Mapping Workflows

Three agent workflows for mapping entire industry sectors across 100M+ domains — geographic analysis, cross-sector convergence detection, and emerging market tracking — generating quantitative signals from all 20 page types for systematic trading strategies across 15,000+ securities in 30+ countries.

1European Fintech Sector Deep Dive

AI agent maps the complete European fintech landscape, identifying all domains, classifying by sub-sector, assessing digital maturity through page types, and generating investment signals from time-series changes.

1
Query Sector Universe from 20M Domains
Agent searches the AI Agent Database for all domains classified under fintech-related IAB categories within European countries.
SECTOR MAPPING AGENT — EUROPEAN FINTECH ════════════════════════════════════════ QUERY: search_by_category( categories=["Financial Services > Fintech", "Financial Services > Payments", "Financial Services > Digital Banking", "Financial Services > Lending", "Financial Services > InsurTech", "Financial Services > WealthTech"], regions=["EU", "UK", "CH", "NO", "SE", "DK", "FI", "IS"], min_pagerank=15 ) RESULTS: 6,234 domains across 31 European countries SUB-SECTOR BREAKDOWN: Payments & Processing: 1,847 domains (29.6%) Digital Banking: 923 domains (14.8%) Lending & Credit: 834 domains (13.4%) InsurTech: 612 domains (9.8%) WealthTech / Robo-Advisory: 578 domains (9.3%) RegTech / Compliance: 456 domains (7.3%) Infrastructure / BaaS: 389 domains (6.2%) Open Banking / APIs: 312 domains (5.0%) Embedded Finance: 283 domains (4.5%) GEOGRAPHIC DISTRIBUTION (Top 10): UK: 1,847 (29.6%) | DE: 892 (14.3%) | FR: 634 (10.2%) NL: 489 (7.8%) | SE: 387 (6.2%) | CH: 334 (5.4%) ES: 278 (4.5%) | IE: 256 (4.1%) | FI: 234 (3.8%) DK: 189 (3.0%)
2
Assess Digital Maturity via Page Types
Agent analyzes presence of all 20 page types across the 6,234 domains, categorizing each company by digital maturity tier. Companies with API docs, developer portals, and integration pages signal platform plays. Those with only basic pages signal early-stage or niche operations.
/api /docs /partners /pricing /careers /products /case-studies /events /security
DIGITAL MATURITY TIERS — EUROPEAN FINTECH ═══════════════════════════════════════════ TIER 1 — Platform Leaders (312 domains, 5.0%) Has: /api + /docs + /partners + /pricing + /careers + /security + /case-studies Examples: stripe.com (20/20), adyen.com (19/20), wise.com (19/20) Signal: Mature platforms with developer ecosystems, institutional-grade Avg PageRank: 78 | Avg CrUX: 92 | Avg open roles: 145 TIER 2 — Growth Stage (1,456 domains, 23.4%) Has: /pricing + /careers + /blog + /docs + /contact + /leadership Missing: /api, /partners, /case-studies (not yet platform plays) Examples: revolut.com (17/20), n26.com (16/20), monzo.com (16/20) Signal: Scaling companies with active hiring, potential acquisition targets Avg PageRank: 62 | Avg CrUX: 87 | Avg open roles: 67 TIER 3 — Early/Niche (2,891 domains, 46.4%) Has: /about + /contact + /products + /login Missing: Most advanced page types Signal: Early-stage or specialized niche players Avg PageRank: 34 | Avg CrUX: 79 | Avg open roles: 8 TIER 4 — Minimal Presence (1,575 domains, 25.3%) Has: /about + /contact only (or less) Signal: Pre-product, zombie, or non-operational entities Avg PageRank: 12 | Avg CrUX: 61 | Avg open roles: 0
3
Track Sector Momentum Signals Over Time
Agent compares current snapshot against quarterly historical data to identify hiring acceleration, pricing changes, new API launches, and leadership moves across the entire sector.
SECTOR MOMENTUM — 12-MONTH TRENDS
Q1 2025 5,412 fintech domains in Europe. Sector growing +14% YoY. Payments dominant at 31%.
Q2 2025 5,678 domains (+4.9% QoQ). RegTech sub-sector +23% — MiCA compliance demand. 234 new /compliance pages added across sector.
Q3 2025 5,891 domains (+3.8%). Embedded Finance +31% — fastest growing sub-sector. 178 companies added /api pages (building developer ecosystems).
Q4 2025 6,023 domains (+2.2%). Growth decelerating. BNPL sub-sector -8% net domains (consolidation). Klarna /careers reduced from 89 to 42 roles.
Q1 2026 6,234 domains (+3.5%). Digital Banking recovering. 67 companies added /sustainability pages (ESG mandate). Open Banking +18% as PSD3 approaches.
Domain Signal
revolut.com — Added /api page in Q3 2025 (platform strategy shift). /careers shows 62 new engineering roles. /partners page grew from 12 to 47 integrations. PageRank: 81 (+4 QoQ).
STRONG POSITIVE — Platform transformation underway
Company Signal
Klarna Group — klarna.com + klarna.de + klarna.se: Aggregate hiring -47% QoQ. /pricing restructured (removed free tier). /leadership: CTO departed. /press: 3 restructuring announcements.
NEGATIVE — Operational contraction
Sector Signal
European BNPL — 8% net domain decline. Average /careers listings down 34%. 4 companies removed /pricing pages (pivoting to enterprise). Regulatory pressure from EU Consumer Credit Directive.
SECTOR ROTATION — Underweight BNPL
4
Generate Quantitative Sector Intelligence Report

EUROPEAN FINTECH — SECTOR INTELLIGENCE BRIEF

FOR: GQS Systematic Trading Desk UNIVERSE: 6,234 domains | 31 countries | 9 sub-sectors ══════════════════════════════════════════════════ TOP SIGNALS: OVERWEIGHT: Open Banking (+18% growth, PSD3 catalyst) OVERWEIGHT: Embedded Finance (+31% growth, /api adoption accelerating) OVERWEIGHT: RegTech (+23% growth, MiCA compliance demand) NEUTRAL: Digital Banking (recovering but mixed signals) UNDERWEIGHT: BNPL (-8% decline, regulatory headwinds, Klarna contraction) EMERGING THEME: Platform convergence 178 companies added /api pages in last 2 quarters 67 companies added /sustainability pages (ESG compliance) Cross-sector partnerships increasing (42 new /partners pages in Q1) GEOGRAPHIC ALPHA: Nordics: RegTech hub emerging (SE +34% regtech domains) Germany: Banking-as-a-Service cluster growing (DE +28% BaaS) Ireland: Post-Brexit fintech migration slowing (-3% QoQ) RECOMMENDED ACTIONS FOR GQS: 1. Add 47 Tier 1 fintech domains to alternative data monitoring 2. Build hiring velocity signal from /careers data (15,000+ roles tracked) 3. Track /pricing page changes for 312 platform leaders (pricing power signal) 4. Monitor leadership changes monthly (18 C-suite moves in Q1 alone)

2Emerging Market Digital Economy Tracking

AI agent maps the digital economy across emerging markets, using domain intelligence to identify investable technology ecosystems in regions where traditional financial data is sparse.

1
Map Digital Economy by Region
EMERGING MARKET SCAN — TECHNOLOGY SECTOR ═══════════════════════════════════════════ REGIONS: Southeast Asia, Latin America, Middle East, Sub-Saharan Africa CATEGORIES: Technology, Financial Services, E-commerce, SaaS RESULTS BY REGION: Southeast Asia: 8,912 tech domains | Top: SG (3,456), ID (2,123), TH (1,234) Latin America: 6,789 tech domains | Top: BR (3,891), MX (1,456), AR (567) Middle East: 4,567 tech domains | Top: AE (2,345), IL (1,234), SA (456) Sub-Saharan Africa: 2,345 tech domains | Top: NG (891), KE (567), ZA (456) FASTEST GROWING (QoQ): Saudi Arabia: +47% tech domains (Vision 2030 digital push) Indonesia: +34% tech domains (digital banking licenses) Nigeria: +28% fintech domains (mobile money expansion)
2
Digital Maturity Comparison Across Markets
Agent scores each market's digital maturity by analyzing which page types companies have, indicating ecosystem sophistication.
/api /docs /careers /investors /partners /sustainability /events CrUX Score
DIGITAL MATURITY INDEX BY MARKET ════════════════════════════════════ METRIC: % of tech companies with each advanced page type Market /api /docs /careers /investors /partners Maturity Score Singapore 67% 72% 81% 34% 56% 78/100 Israel 64% 69% 78% 41% 52% 76/100 UAE 45% 48% 62% 28% 41% 61/100 Brazil 38% 42% 67% 22% 34% 55/100 Indonesia 22% 28% 45% 12% 23% 42/100 Saudi Arabia 18% 24% 38% 15% 19% 38/100 Nigeria 14% 18% 34% 8% 15% 32/100 Kenya 12% 16% 31% 6% 12% 29/100 INSIGHT: Saudi Arabia has lowest maturity but fastest improvement rate (+12 pts in 12 months) → Early-stage market with massive government-backed investment = opportunity window
3
Identify Breakout Companies via Signal Combination
Agent filters for companies showing simultaneous positive signals across multiple page types — hiring acceleration, new API launches, investor relations pages (pre-IPO indicator), and partnership expansion.
Domain Signal
grab.com (Singapore) — /careers: +89 engineering roles in 30 days. /api: New developer platform launched. /investors: IR page restructured (potential listing preparation). /partners: 23 new integrations.
BREAKOUT — Multi-signal acceleration
Domain Signal
stc-pay.com.sa (Saudi Arabia) — /careers: +45 roles (was 12). /compliance: New regulatory page (Saudi Central Bank license). /leadership: Added 3 C-suite from PayPal. /events: Hosting fintech summit.
BREAKOUT — Institutional backing + leadership upgrade
Sector Signal
Indonesian Digital Banking — 6 digital banking licenses granted in last 12 months. Sector /careers pages show +156% aggregate hiring. /api presence increased from 12% to 34%. Foreign investor pages appearing.
SECTOR MOMENTUM — Early-stage opportunity
4
Produce GQS Investment Universe Expansion Report

EMERGING MARKET — UNIVERSE EXPANSION BRIEF

RECOMMENDED ADDITIONS TO GQS UNIVERSE: 47 companies from Singapore (platform-grade maturity) 23 companies from Indonesia (digital banking breakout) 18 companies from Saudi Arabia (Vision 2030 beneficiaries) 12 companies from Brazil (embedded finance leaders) SIGNAL COVERAGE: Hiring velocity from /careers: 100 companies tracked Pricing intelligence from /pricing: 67 companies tracked Partnership expansion from /partners: 89 companies tracked Technology stack from /api + /docs: 78 companies tracked DATA ADVANTAGE: Traditional financial data covers only 12% of these companies Domain intelligence covers 100% — filling the alt data gap in EM

3Cross-Sector Convergence Detection

AI agent detects companies whose domain intelligence indicates strategic pivots or cross-sector convergence — fintech moving into healthcare, energy companies building AI platforms, retailers launching financial services.

1
Scan for IAB Classification Shifts
Agent compares current IAB classifications against 12-month historical data, flagging domains whose primary or secondary categories have changed — indicating strategic pivots.
CLASSIFICATION SHIFT DETECTION — LAST 12 MONTHS ════════════════════════════════════════════════════ SCANNED: 100M+ domains | SHIFTS DETECTED: 34,567 classification changes HIGHEST-IMPACT CONVERGENCE PATTERNS: Tech → Finance (2,345 domains) apple.com: Added "Financial Services > Savings" as secondary IAB /products: Apple Savings account expanded to 6 new countries /partners: Goldman Sachs partnership page restructured → now "Apple Financial Partners" /careers: 89 finance/compliance roles posted (was: 23) Energy → Technology (891 domains) shell.com: Added "Technology > IoT" and "Technology > AI" categories /products: "Shell.ai" platform page launched /api: New developer portal for energy data APIs /careers: 67 AI/ML engineer roles (was: 12) /partners: AWS, Google Cloud, Microsoft Azure partnerships Retail → Finance (1,234 domains) shopify.com: "Financial Services > Payments" now primary category /products: Shopify Capital, Shopify Balance, Shop Pay Installments /investors: Revenue breakdown now shows 64% financial services /api: Payment processing API docs expanded 3x Healthcare → AI (567 domains) tempus.com: Added "Technology > AI/ML" as primary category /api: Launched genomic data API for AI researchers /partners: Added Anthropic, Google DeepMind, NVIDIA partnerships /careers: 145 AI/ML roles — now largest job category
2
Analyze Partnership Ecosystem Shifts
Agent examines /partners pages across sectors to detect emerging alliance patterns — which companies are building integration ecosystems with whom, and how those partnerships signal convergence.
/partners /press /blog /events IAB Categories
PARTNERSHIP ECOSYSTEM TRENDS
Q2 2025 Claude/Anthropic partnerships: 234 new /partners pages mentioning Anthropic (+67% QoQ). Strongest in: Financial Services, Healthcare, Legal.
Q3 2025 Claude/Anthropic partnerships: 412 new mentions (+76% QoQ). Now exceeds OpenAI partnership mentions in enterprise fintech for first time.
Q4 2025 OpenAI partnerships: Growth slowing (+12% QoQ vs +76% for Anthropic). Enterprise fintech shifting toward Claude. OpenAI maintains lead in consumer/media sectors.
Q1 2026 Anthropic ecosystem: 1,847 domains now mention Claude/Anthropic on /partners pages. Enterprise financial services: Anthropic 58%, OpenAI 34%, Google 8%.
Sector Signal
AI Platform War — Enterprise Finance: Anthropic/Claude partnership mentions on /partners pages now exceed OpenAI by 71% in financial services. Key wins: Bloomberg, Stripe, Plaid, and 3 of top 5 hedge fund technology vendors now list Anthropic as primary AI partner.
ANTHROPIC GAINING — Long-term platform winner in finance?
Sector Signal
Energy-Tech Convergence: 891 energy companies added technology-related IAB classifications in 12 months. Shell, BP, TotalEnergies, and Equinor all launched AI/data platforms. /api pages appeared on 234 energy domains that previously had none.
CONVERGENCE ACCELERATING
3
Generate Cross-Sector Alpha Signals

CROSS-SECTOR CONVERGENCE — ALPHA SIGNALS

FOR: GQS Systematic Strategies ══════════════════════════════════════════════════ SIGNAL 1: Tech-Finance Convergence Index 2,345 tech companies added financial services classifications Average revenue exposure to finance: estimated 23% → 41% (based on /products) ALPHA: Long AAPL, SHOP when /products shows finance expansion SIGNAL 2: AI Partnership Momentum Companies listing Claude/Anthropic on /partners pages outperform peers by an estimated 12% in enterprise contract growth (based on /case-studies count) ALPHA: Track /partners page changes as leading indicator of AI adoption SIGNAL 3: Energy Digitization Rate Energy companies with /api pages trade at 1.8x revenue multiple premium vs. those without. 234 new /api pages detected in energy sector. ALPHA: Long energy companies launching developer platforms DATA COVERAGE: All 20 page types monitored for 100M+ domains REFRESH: Quarterly snapshots enable time-series signal construction

4IPO Pipeline Intelligence

AI agent detects pre-IPO signals from domain intelligence — investor relations pages appearing, C-suite hires (CFO, IR directors), legal restructuring signals, auditor appointment indicators — months before S-1 filings surface in traditional data sources.

1
Scan for Investor Relations Page Appearances
Agent monitors 100M+ domains for the first appearance of /investors pages — the single strongest digital signal that a private company is preparing for public markets. Cross-references with PageRank thresholds to filter noise.
/investors /about /leadership /legal PageRank
IPO PIPELINE SCANNER — NEW /INVESTORS PAGES ═══════════════════════════════════════════════ SCAN: 100M+ domains | FILTER: PageRank ≥ 40, no prior /investors page WINDOW: Last 90 days | MATCHES: 147 new /investors pages detected HIGHEST-CONFIDENCE PRE-IPO SIGNALS: TIER 1 — Full IR Infrastructure (23 domains) Has: /investors + /leadership restructured + /legal updated + /press with IR contact databricks.com PageRank: 74 | /investors appeared: Jan 12, 2026 → /leadership: Added CFO (ex-Snowflake) + Chief Legal Officer + IR Director → /legal: Corporate governance section added, Delaware reincorporation → /press: "Investor inquiries" email added to contact page canva.com PageRank: 81 | /investors appeared: Dec 28, 2025 → /leadership: Added CFO (ex-Atlassian) + Head of IR → /about: Changed description from "startup" to "global platform" → /legal: Audit committee charter published TIER 2 — Early IR Signals (56 domains) Has: /investors page stub + leadership changes (but incomplete IR team) figma.com PageRank: 72 | /investors stub: Feb 3, 2026 notion.so PageRank: 68 | /investors stub: Jan 19, 2026 scale.com PageRank: 61 | /investors stub: Feb 8, 2026 TIER 3 — Partial Signals (68 domains) Has: /leadership restructured + /legal changes (no /investors yet) Signal: May be 6-12 months from filing
2
Analyze Leadership Hiring Patterns for IPO Readiness
Agent tracks /leadership and /careers pages for roles that specifically indicate IPO preparation — CFOs from public companies, investor relations directors, SEC compliance counsel, Big 4 auditor relationships.
/leadership /careers /about /press
IPO-READINESS HIRING ANALYSIS ════════════════════════════════════════ METHOD: Track /leadership additions + /careers postings for IPO-indicative roles DATABRICKS.COM — LEADERSHIP TIMELINE: 2025-09-14 /careers: "VP, Financial Planning & Analysis" posted 2025-10-22 /leadership: CFO appointment (Sarah Chen, ex-Snowflake CFO) 2025-11-08 /careers: "Director, Investor Relations" posted 2025-11-30 /careers: "SEC Reporting Manager" posted 2025-12-15 /leadership: Chief Legal Officer added (ex-Palantir CLO) 2026-01-12 /investors: Full IR page goes live 2026-01-28 /press: "Investor Contact" section added IPO READINESS SCORE: 94/100 ✓ Public-company CFO hired (strongest individual signal) ✓ IR Director hired ✓ SEC reporting infrastructure building ✓ CLO with IPO experience appointed ✓ /investors page live with governance docs ○ /legal: Waiting for S-1 draft language CANVA.COM — LEADERSHIP TIMELINE: 2025-08-03 /careers: "Head of Financial Reporting" posted 2025-09-18 /leadership: CFO appointment (Mark Liu, ex-Atlassian) 2025-10-10 /about: Board expanded from 5 to 8 (3 independent directors) 2025-11-22 /careers: "IR Associate" posted 2025-12-28 /investors: IR page goes live with governance docs IPO READINESS SCORE: 89/100
3
Track Legal and Compliance Infrastructure Build-Out
Agent monitors /legal page changes for corporate restructuring, audit committee charters, governance documents, and Delaware reincorporation — late-stage signals that an IPO filing is imminent.
/LEGAL PAGE EVOLUTION — TOP IPO CANDIDATES
Q3 2025 databricks.com /legal: Standard terms of service and privacy policy only. canva.com: Same minimal structure. No corporate governance documents on either.
Q4 2025 databricks.com /legal: Added "Corporate Governance" section — audit committee charter, code of conduct, board committee structure. canva.com: Added conflict minerals policy (SEC compliance indicator).
Q1 2026 databricks.com /legal: Delaware reincorporation notice posted. Section 16 officer list published. Insider trading policy public. canva.com: Governance docs expanded, annual report template structure detected.
Domain Signal
databricks.com — Full IPO infrastructure detected: /investors live, public-company CFO + CLO hired, /legal shows Delaware reincorporation + SEC governance docs, /careers has 4 open SEC reporting roles. Estimated filing: Q2 2026.
IPO IMMINENT — 94/100 readiness score
Domain Signal
canva.com — Strong IPO preparation signals: /investors live, CFO from public company, board expanded with independent directors. /legal governance docs still building. Estimated filing: Q3-Q4 2026.
IPO PREPARING — 89/100 readiness score
Sector Signal
Enterprise SaaS IPO Window — 23 Tier 1 pre-IPO signals detected in enterprise software sector (vs. 8 in same period last year). /investors page creation rate +187% YoY. Sector IPO window opening for H2 2026.
IPO CYCLE ACCELERATING — Enterprise SaaS leading
4
Generate IPO Pipeline Intelligence Report

IPO PIPELINE — INTELLIGENCE BRIEF

FOR: GQS Event-Driven & IPO Allocation Desk UNIVERSE: 147 new /investors pages detected in 90 days ══════════════════════════════════════════════════ TOP IPO CANDIDATES (6-month horizon): 1. Databricks — Readiness: 94/100 | Est. filing: Q2 2026 | Est. valuation: $55B+ Domain signals: Full IR infrastructure, Delaware reincorp, public-co CFO + CLO 2. Canva — Readiness: 89/100 | Est. filing: Q3 2026 | Est. valuation: $40B+ Domain signals: /investors live, independent board expansion, CFO from Atlassian 3. Figma — Readiness: 72/100 | Est. filing: Q4 2026 | Est. valuation: $20B+ Domain signals: /investors stub, leadership page restructured, /legal updating 4. Notion — Readiness: 68/100 | Est. filing: H1 2027 | Est. valuation: $15B+ Domain signals: /investors stub, CFO search active on /careers SECTOR BREAKDOWN OF 147 PRE-IPO SIGNALS: Enterprise SaaS: 23 companies (strongest pipeline) Fintech: 18 companies AI/ML Infrastructure: 14 companies Healthcare Tech: 12 companies Cybersecurity: 11 companies Other: 69 companies LEAD TIME ADVANTAGE: Average detection via domain signals: 4.7 months before S-1 filing vs. traditional media/rumor tracking: 1.2 months before S-1 filing NET ADVANTAGE: 3.5 months earlier detection RECOMMENDED ACTIONS FOR GQS: 1. Add 23 Tier 1 candidates to IPO watchlist for allocation requests 2. Monitor /legal page changes weekly (final pre-filing signal) 3. Track comparable public company baskets for hedging pre-IPO exposure 4. Cross-reference with venture secondary market for pre-IPO positioning

5M&A Target Screening

AI agent identifies potential acquisition targets by finding companies with high digital maturity but declining momentum — ripe for acqui-hire — or companies with complementary product gaps that make them strategic bolt-on candidates for larger acquirers.

1
Identify High-Maturity, Declining-Momentum Targets
Agent scans for domains with strong digital infrastructure (many page types present) but deteriorating signals — shrinking /careers, removed /pricing tiers, stale /blog, declining PageRank. These companies built something valuable but may be struggling operationally.
/careers /pricing /blog /products /leadership PageRank CrUX Score
M&A TARGET SCREENER — MATURITY vs. MOMENTUM ═══════════════════════════════════════════════ FILTER: Digital Maturity ≥ 14/20 page types AND Momentum Score declining ≥ 2 quarters UNIVERSE: 100M+ domains | MATCHES: 1,847 candidate targets ACQUI-HIRE CANDIDATES (High talent, operational distress): mulesoft-competitor.io Maturity: 17/20 | PageRank: 58 (was 67) /careers: Dropped from 134 to 18 roles (-87% in 6 months) /pricing: Removed 2 tiers, consolidated to enterprise-only /blog: Last post 4 months ago (was weekly) /leadership: CRO and CMO departed (not replaced) SIGNAL: Valuable API integration platform, running out of runway dataviz-platform.com Maturity: 16/20 | PageRank: 52 (was 61) /careers: Dropped from 89 to 7 roles (-92% in 9 months) /pricing: Free tier removed, annual-only billing enforced /products: No new features in 2 quarters (changelog stale) /partners: 12 integrations removed (ecosystem shrinking) SIGNAL: Strong visualization IP, likely cash-constrained secureauth-startup.com Maturity: 15/20 | PageRank: 49 (was 58) /careers: Dropped from 67 to 11 roles (-84% in 6 months) /api: Developer documentation still excellent (18/20 quality score) /customers: Enterprise logos present (J.P. Morgan, HSBC, BNP Paribas) /blog: Cadence dropped from 3x/week to 1x/month SIGNAL: Enterprise auth platform with top-tier clients, struggling to scale
2
Map Strategic Bolt-On Targets via Product Gap Analysis
Agent compares /products pages of large-cap acquirers against the product offerings of smaller companies in adjacent categories, identifying complementary gaps where an acquisition would fill a strategic need.
PRODUCT GAP ANALYSIS — STRATEGIC BOLT-ONS ═══════════════════════════════════════════════ METHOD: Compare /products + /api pages between potential acquirers and targets SALESFORCE (CRM) — IDENTIFIED GAPS: Has: CRM, Marketing Cloud, Commerce, Analytics, Integration Missing: Developer-first API documentation platform MATCH: readme.com — API doc platform, 15/20 maturity, /partners shows integration with 400+ developer tools. /pricing: Enterprise ARR $12-18M est. FIT SCORE: 91/100 — Fills exact product gap CROWDSTRIKE (Cybersecurity) — IDENTIFIED GAPS: Has: Endpoint, Cloud Security, Identity, SIEM Missing: API security / runtime application protection MATCH: secureauth-startup.com — Auth platform with declining momentum but enterprise clients (JPM, HSBC). /api: Excellent developer docs. FIT SCORE: 87/100 — Distressed target fills product gap SNOWFLAKE (Data) — IDENTIFIED GAPS: Has: Data warehouse, data sharing, streaming Missing: Real-time data visualization layer MATCH: dataviz-platform.com — Visualization IP with declining ops. /products: Real-time dashboards + embedded analytics (Snowflake lacks both). FIT SCORE: 84/100 — Complements core data platform
3
Detect Acquirer Intent Signals from Domain Changes
Agent monitors large-cap companies for signals they are preparing to acquire — new /corporate-development pages, M&A-related /careers postings, legal entity restructuring visible on /legal pages.
ACQUIRER INTENT SIGNALS — LARGE-CAP TECH
Nov 2025 salesforce.com /careers: 3 new "Corporate Development" roles posted (M&A analyst, Corp Dev Director, Integration PM). /legal: New subsidiary entity registered in Delaware.
Dec 2025 crowdstrike.com /leadership: Added VP of Corporate Strategy & Development (ex-Palo Alto Networks M&A lead). /careers: 2 "Post-Merger Integration" roles posted.
Jan 2026 snowflake.com /press: CEO mentions "inorganic growth opportunities" in new interview page. /careers: Corp Dev team expanding from 4 to 9 roles. /legal: Shelf registration filed (acquisition financing).
Feb 2026 salesforce.com /partners: readme.com integration suddenly promoted to "Premier Partner" — historically a pre-acquisition signal (cf. Slack, Tableau partnerships pre-deal).
Company Signal
Salesforce → readme.com — Acquirer intent: Corp Dev hiring +3, new Delaware entity, shelf registration. Target fit: 91/100 product gap match. Partnership escalation to "Premier" status (pre-acquisition pattern). Historical M&A cadence: Salesforce acquires every 4-6 months.
HIGH PROBABILITY — M&A event in 60-90 days
Company Signal
CrowdStrike → secureauth-startup.com — Target is distressed (hiring -84%) with enterprise clients that overlap CrowdStrike's customer base. VP Corp Strategy hired from Palo Alto (who acquired similar target). Integration PM roles posted.
PROBABLE — Acqui-hire opportunity window
Sector Signal
Enterprise SaaS M&A Cycle — Corp Dev hiring across top 50 SaaS companies up 67% QoQ. 14 companies posted "Post-Merger Integration" roles. Shelf registrations at 18-month high. M&A cycle accelerating into H1 2026.
M&A WAVE BUILDING — Position for event-driven alpha
4
Generate M&A Target Intelligence Report

M&A TARGET SCREENING — INTELLIGENCE BRIEF

FOR: GQS Event-Driven Strategies & Merger Arb Desk TARGETS IDENTIFIED: 1,847 high-maturity declining companies ══════════════════════════════════════════════════ TOP M&A PREDICTIONS (90-day horizon): 1. Salesforce acquires readme.com — Confidence: 78% Signals: Corp Dev hiring, product gap match (91/100), Premier Partner escalation Est. deal size: $800M-$1.2B | Trade: Long CRM into announcement 2. CrowdStrike acquires secureauth-startup.com — Confidence: 65% Signals: VP Corp Strategy hired, target distressed, client overlap Est. deal size: $200M-$400M | Trade: Long CRWD on security consolidation theme 3. Snowflake acquires dataviz-platform.com — Confidence: 52% Signals: Corp Dev expansion, CEO "inorganic" language, product gap match Est. deal size: $300M-$600M | Trade: Long SNOW pre-announcement SECTOR M&A HEAT MAP: Enterprise SaaS: HOT — 14 Corp Dev teams expanding, 67% QoQ hiring increase Cybersecurity: HOT — Consolidation wave, 8 distressed targets identified AI Infrastructure: WARM — Large acquirers building war chests, fewer targets Fintech: COOL — Regulatory uncertainty slowing deal flow DATA ADVANTAGE: Domain intelligence detects M&A signals avg. 47 days before media reports Corp Dev hiring signal: 82% accuracy in predicting M&A within 6 months Partnership escalation signal: 71% accuracy in predicting acquisition within 90 days

6Supply Chain Network Mapping

AI agent maps hidden supply chain relationships across sectors by analyzing /partners pages, /about mentions, and integration directories — detecting concentration risks, single-point-of-failure dependencies, and emerging supply chain shifts before they impact earnings.

1
Build Partnership Adjacency Graph from /partners Pages
Agent crawls /partners pages across 100M+ domains, extracting named partner relationships to construct a supply chain adjacency graph — mapping who depends on whom across the entire digital economy.
/partners /about /products /case-studies /api IAB Categories
SUPPLY CHAIN GRAPH CONSTRUCTION ════════════════════════════════════════ SOURCE: /partners pages across 100M+ domains EDGES: 2.3M partner relationships extracted NODES: 847,000 unique companies in graph TOP SUPPLY CHAIN HUBS (Most Dependencies): aws.amazon.com Listed on 189,456 /partners pages Sectors dependent: SaaS (67%), Fintech (12%), Healthcare (8%), Media (6%) CONCENTRATION RISK: 23% of all SaaS companies list AWS as sole cloud provider stripe.com Listed on 67,234 /partners pages Sectors dependent: E-commerce (41%), SaaS (28%), Marketplaces (18%) Single-point dependency: 12,345 companies list Stripe as only payment processor snowflake.com Listed on 34,567 /partners pages Sectors dependent: Analytics (34%), Fintech (22%), Healthcare (19%) Growth: +45% new /partners mentions QoQ (fastest growing hub node) twilio.com Listed on 28,901 /partners pages Sectors dependent: SaaS (38%), Healthcare (21%), Financial Services (17%) ALERT: -12% mentions QoQ (companies migrating to alternatives) HIDDEN DEPENDENCIES DETECTED: 78% of U.S. healthcare SaaS depends on <3 HIPAA-compliant cloud providers 91% of European fintech payment flows route through 4 processors 67% of AI startups depend on NVIDIA for compute (single supplier)
2
Detect Supply Chain Shifts via /partners Page Changes
Agent monitors quarterly snapshots of /partners pages to detect when companies switch vendors, add redundancy, or lose major integration partners — early signals of supply chain disruption or strategic realignment.
SUPPLY CHAIN SHIFTS — LAST 12 MONTHS
Q2 2025 Twilio exodus begins: 1,234 companies removed Twilio from /partners pages. Top replacement: Vonage (34%), MessageBird (28%), in-house (22%). Healthcare sector leading migration.
Q3 2025 Multi-cloud acceleration: 4,567 SaaS companies added second cloud provider to /partners pages. AWS-only companies dropped from 23% to 18%. Google Cloud gaining share (+2,345 new mentions).
Q4 2025 NVIDIA dependency deepening: Despite supply chain risk, AI startups increased NVIDIA /partners mentions by 34%. Only 8% list AMD or Intel as alternatives. Concentration risk intensifying.
Q1 2026 Stripe challengers emerging: 3,456 e-commerce domains added Adyen or Square to /partners alongside Stripe. Multi-processor strategy gaining traction (+67% QoQ).
Company Signal
Twilio (TWLO) — Losing partner mentions at accelerating rate: -1,234 in Q2, -1,891 in Q3, -2,345 in Q4. Healthcare sector fleeing fastest (-34% mentions). /partners removals correlate with 2-quarter lagged revenue decline. Churn signal preceded Q3 earnings miss by 67 days.
NEGATIVE — Supply chain position eroding
Company Signal
Google Cloud (GOOGL) — Gaining /partners mentions at +2,345/quarter. Multi-cloud beneficiary as companies de-risk AWS concentration. Strongest gains in financial services (+456 mentions) and healthcare (+312 mentions).
POSITIVE — Supply chain position strengthening
Sector Signal
AI Compute Supply Chain — NVIDIA dependency at dangerous levels: 67% of AI companies list NVIDIA as sole compute partner on /partners pages. AMD gaining in inference (312 new mentions) but training remains NVIDIA-dominated. Supply chain shock risk: HIGH.
CONCENTRATION RISK — Systemic vulnerability
3
Generate Supply Chain Risk & Alpha Report

SUPPLY CHAIN NETWORK — RISK & ALPHA BRIEF

FOR: GQS Systematic Strategies & Risk Management GRAPH: 847,000 companies | 2.3M partner relationships ══════════════════════════════════════════════════ CONCENTRATION RISK ALERTS: CRITICAL: NVIDIA AI compute — 67% single-supplier dependency HIGH: AWS cloud infrastructure — 18% sole-provider (down from 23%) MEDIUM: Stripe payment processing — 12,345 single-processor companies MEDIUM: HIPAA cloud — 78% depend on ≤3 providers SUPPLY CHAIN MOMENTUM SIGNALS: LONG: Google Cloud (GOOGL) — Gaining +2,345 /partners mentions/quarter LONG: Adyen (ADYEN.AS) — Multi-processor strategy beneficiary (+67% QoQ) SHORT: Twilio (TWLO) — Partner mentions declining at accelerating rate SHORT: Single-cloud SaaS basket — Concentration risk premium not priced in SUPPLY CHAIN SHOCK SCENARIOS: Scenario A: NVIDIA supply disruption → 67% of AI sector impacted Estimated sector drawdown: 15-25% | Hedge: Long AMD, diversified AI infra Scenario B: AWS outage (sustained) → 18% of SaaS revenue at risk Estimated sector drawdown: 8-12% | Hedge: Long multi-cloud companies Scenario C: Stripe processing disruption → 12,345 e-commerce sites impacted Estimated GMV at risk: $4.2B/day | Hedge: Long Adyen, multi-processor basket RECOMMENDED ACTIONS FOR GQS: 1. Build "Supply Chain Diversification" long/short factor 2. Track /partners page changes weekly for top 500 supply chain hubs 3. Construct NVIDIA dependency risk basket (short high-concentration, long diversified) 4. Monitor Twilio partner erosion as leading indicator for earnings model

7Consumer Demand Pulse

AI agent tracks real-time consumer demand signals by monitoring /pricing changes (price increases signal strong demand), /products page additions, /careers growth in customer-facing roles, and /support infrastructure expansion — constructing a composite demand index across sectors.

1
Monitor /pricing Pages for Demand-Driven Price Changes
Agent tracks /pricing page snapshots across consumer-facing sectors, detecting tier additions, price increases, and free-tier removals — indicators that companies have pricing power from strong demand. Conversely, discounting signals weakening demand.
/pricing /products /login CrUX Score
DEMAND PULSE — /PRICING PAGE ANALYSIS ═══════════════════════════════════════════ TRACKED: 134,567 domains with /pricing pages CHANGES DETECTED: 23,456 pricing modifications in Q1 2026 PRICE INCREASES (Strong Demand Signal): Consumer SaaS — 4,567 price increases detected notion.so /pricing: Pro plan $10→$12/mo (+20%) | Demand confidence HIGH figma.com /pricing: Professional $15→$18/mo (+20%) | Demand confidence HIGH linear.app /pricing: Plus plan $8→$10/mo (+25%) | Demand confidence HIGH Sector avg increase: +14% | Companies raising prices: 38% of tracked universe Cloud Infrastructure — 2,891 price changes GPU/AI compute tiers: +34% average price increase (demand-driven) Standard compute: +3% (inflationary, not demand signal) AI compute demand far outpacing supply — pricing power signal PRICE DECREASES / DISCOUNTING (Weak Demand Signal): E-commerce Tools — 1,234 discounts detected shopify-competitor.com /pricing: Added 40% annual discount | Demand weakening bigcommerce.com /pricing: New "Starter" free tier added | Demand weakening Sector avg discount depth: -22% | Companies discounting: 31% of tracked universe HR Tech — 891 discounts detected Aggregate hiring slowdown reducing demand for HR platforms 45% of HR SaaS companies added free tiers or extended trials Sector demand contraction signal
2
Track /products Expansion and /careers Customer-Facing Hires
Agent measures product velocity from /products page changes (new feature launches, SKU expansion) and customer-facing hiring from /careers (sales, support, success roles) — both signals of companies investing to meet growing demand.
/products /careers /support /contact /blog
PRODUCT VELOCITY & DEMAND HIRING INDEX ════════════════════════════════════════════ /PRODUCTS PAGE VELOCITY (new features/SKUs per quarter): AI/ML Tools: Avg 6.8 new features/quarter (+89% YoY) anthropic.com /products: 4 new model tiers, API features, batch processing openai.com /products: 3 new products (Sora, voice mode, agents) DEMAND SIGNAL: Explosive product expansion = demand-driven R&D investment Cybersecurity: Avg 4.2 new features/quarter (+34% YoY) crowdstrike.com /products: 6 new modules added to Falcon platform paloaltonetworks.com /products: 5 new Cortex capabilities DEMAND SIGNAL: Rapid SKU expansion meeting compliance-driven demand E-commerce SaaS: Avg 1.2 new features/quarter (-23% YoY) Product launches slowing across sector — R&D pullback signals demand plateau DEMAND SIGNAL: Innovation slowdown = weakening end-market demand CUSTOMER-FACING HIRING (/careers analysis): Top demand sectors (sales + support + success roles as % of total hiring): AI/ML: Sales/CS roles = 45% of all postings | +67% QoQ Cybersecurity: Sales/CS roles = 41% of all postings | +34% QoQ Cloud Infra: Sales/CS roles = 38% of all postings | +28% QoQ E-commerce SaaS: Sales/CS roles = 22% of all postings | -18% QoQ HR Tech: Sales/CS roles = 19% of all postings | -31% QoQ
3
Construct Composite Demand Index with Time-Series Validation
Agent combines pricing power, product velocity, and hiring signals into a sector-level Composite Demand Index, then validates against historical earnings outcomes to measure predictive accuracy.
COMPOSITE DEMAND INDEX — 12-MONTH BACKTEST
Q2 2025 AI/ML demand index: 87/100 (highest). Cybersecurity: 74/100. Cloud: 71/100. E-commerce: 56/100. HR Tech: 48/100. Validation: AI/ML sector earnings beat consensus by avg +18%.
Q3 2025 AI/ML: 91/100 (accelerating). Cybersecurity: 78/100. E-commerce: 51/100 (declining). HR Tech: 41/100. Validation: E-commerce SaaS missed consensus by avg -7%.
Q4 2025 AI/ML: 94/100. Cybersecurity: 81/100. Cloud: 76/100. E-commerce: 44/100 (further decline). HR Tech: 34/100. Validation: Index predicted 78% of earnings surprises correctly.
Q1 2026 AI/ML: 96/100 (all-time high). Cybersecurity: 83/100. Cloud: 79/100. E-commerce: 47/100 (stabilizing). HR Tech: 31/100 (trough). Current signal for Q1 earnings season.
Sector Signal
AI/ML Sector — Demand Index: 96/100 (all-time high). Pricing power: +34% avg GPU compute increases. Product velocity: 6.8 launches/quarter. Hiring: Customer-facing roles +67% QoQ. Every demand dimension in the green. Q1 earnings consensus likely too low.
EXTREME DEMAND — Overweight into Q1 earnings
Sector Signal
HR Tech Sector — Demand Index: 31/100 (near trough). 45% of companies discounting. Product velocity -23% YoY. Customer-facing hiring -31% QoQ. Structural demand decline as AI reduces headcount planning needs. Q1 earnings risk skewed to downside.
DEMAND TROUGH — Underweight or short into earnings
Domain Signal
crowdstrike.com — Domain-level demand score: 91/100. /pricing: +15% enterprise tier increase (pricing power). /products: 6 new modules (fastest in sector). /careers: +89 sales roles in 30 days. /support: New 24/7 chat infrastructure. /case-studies: 23 new logos added.
STRONG DEMAND — Individual stock overweight
4
Generate Consumer Demand Pulse Report

CONSUMER DEMAND PULSE — SECTOR BRIEF

FOR: GQS Systematic Long/Short Equity INDEX: Composite Demand Score across 134,567 tracked domains ══════════════════════════════════════════════════ SECTOR DEMAND RANKINGS — Q1 2026: 1. AI/ML Tools Demand: 96/100 Signal: OVERWEIGHT 2. Cybersecurity Demand: 83/100 Signal: OVERWEIGHT 3. Cloud Infrastructure Demand: 79/100 Signal: OVERWEIGHT 4. DevOps/Platform Demand: 64/100 Signal: NEUTRAL 5. Fintech Demand: 58/100 Signal: NEUTRAL 6. E-commerce SaaS Demand: 47/100 Signal: UNDERWEIGHT 7. HR Tech Demand: 31/100 Signal: SHORT 8. EdTech Demand: 27/100 Signal: SHORT PREDICTIVE ACCURACY (4-quarter backtest): Earnings beat prediction: 78% accuracy Revenue surprise direction: 82% accuracy Guidance revision direction: 74% accuracy Demand Index predicts earnings direction 6-8 weeks before reporting RECOMMENDED TRADES FOR GQS: 1. Long AI/ML basket (CRWD, PANW, SNOW, ZS) into Q1 earnings 2. Short HR Tech basket (PAYC, PCTY, HCM, WDAY) into Q1 earnings 3. Pair trade: Long Cybersecurity / Short E-commerce SaaS 4. Monitor E-commerce stabilization signal for potential reversal trade

8Regulatory Impact Assessment

AI agent quantifies how new regulations affect entire sectors by tracking /compliance page additions, /legal page restructuring, and compliance-related hiring surges across thousands of domains — measuring regulatory burden as an investable signal.

1
Detect Regulatory Response Waves from /compliance and /legal Pages
Agent monitors for sudden spikes in /compliance page creation and /legal page restructuring across sectors — when hundreds of companies simultaneously add compliance infrastructure, a major regulatory event is driving sector-wide costs.
/compliance /legal /security /careers /about /press
REGULATORY WAVE DETECTION — SECTOR-WIDE RESPONSE ═══════════════════════════════════════════════════════ MONITORED: 100M+ domains | COMPLIANCE PAGES TRACKED: 89,234 PERIOD: Last 12 months REGULATION 1: EU AI Act (Effective Aug 2025) Impact Radius: 14,567 domains showing compliance response /compliance: 3,456 new "AI Governance" pages created (Jul-Oct 2025) /legal: 8,912 privacy policies updated with AI disclosure language /about: 2,189 companies added "Responsible AI" sections /careers: 1,234 "AI Compliance Officer" roles posted across EU Sectors most impacted: AI/ML (89%), Healthcare (67%), Financial Services (62%) Estimated compliance cost per company: $200K-$2M (based on hiring + /legal scope) REGULATION 2: SEC Climate Disclosure Rules (Effective 2026) Impact Radius: 8,234 domains showing compliance response /sustainability: 4,567 new sustainability pages created in 6 months /compliance: 2,345 new climate risk disclosure sections /careers: 891 "ESG Reporting Analyst" and "Climate Risk" roles posted /investors: 1,234 IR pages restructured with ESG sections Sectors most impacted: Energy (94%), Manufacturing (78%), Real Estate (71%) REGULATION 3: PSD3 / Open Banking EU (Draft 2025) Impact Radius: 6,789 fintech domains responding /compliance: 1,891 new "PSD3 Readiness" pages /api: 2,345 API documentation pages updated with new auth requirements /security: 1,567 security certification pages restructured /partners: 891 new "Compliance Partner" relationships added Sectors most impacted: Payments (91%), Digital Banking (84%), Lending (67%)
2
Measure Regulatory Burden by Company Size and Sector
Agent quantifies the regulatory burden signal by cross-referencing compliance page complexity, hiring intensity for compliance roles, and the rate of /legal page expansion — larger compliance infrastructure build-outs indicate higher margin impact.
REGULATORY BURDEN INDEX — BY SECTOR AND SIZE ═════════════════════════════════════════════════ METRIC: Compliance infrastructure score (0-100) based on page types + hiring EU AI ACT — BURDEN BY COMPANY SIZE: Compliance Score Est. Margin Impact Large-cap (PR ≥ 70): 78/100 -1.2% margin → Dedicated /compliance pages, AI governance teams, external auditors Mid-cap (PR 40-70): 52/100 -3.8% margin → Building compliance, but under-resourced vs. requirements Small-cap (PR 20-40): 23/100 -7.2% margin → Minimal compliance infrastructure, highest relative burden → 1,234 small AI companies show NO compliance response yet COMPLIANCE LEADERS vs. LAGGARDS: LEADERS (adapted fastest): anthropic.com Compliance score: 95/100 | /compliance + /legal + /security fully updated microsoft.com Compliance score: 93/100 | Dedicated AI governance section on /about google.com Compliance score: 91/100 | AI principles page expanded pre-regulation LAGGARDS (highest risk of enforcement action): 456 AI companies with PageRank ≥ 40 show ZERO compliance response → No /compliance page, no /legal updates, no compliance hiring → Operating in EU market without visible regulatory preparation → ENFORCEMENT RISK: These companies face fines up to 7% of global revenue
3
Identify RegTech Beneficiaries and Regulatory Arbitrage Opportunities
Agent finds companies that benefit from regulatory complexity — RegTech vendors seeing demand spikes, consulting firms expanding compliance practices, and companies in lighter-regulation jurisdictions gaining competitive advantage.
REGTECH DEMAND SURGE — POST EU AI ACT
Q3 2025 RegTech /partners mentions: +89% QoQ. 234 AI companies added governance tool vendors to /partners pages. Top beneficiaries: OneTrust, Securiti, TrustArc — each gained 100+ new /partners mentions.
Q4 2025 RegTech /careers expansion: Aggregate hiring +67% QoQ. OneTrust /careers: 145→234 roles (+61%). /pricing pages for RegTech vendors show average +22% price increases (pricing power from regulatory demand).
Q1 2026 RegTech sector maturity: 78 RegTech companies now at Tier 1 maturity (14+ page types). /api pages appearing on compliance platforms (+45% QoQ). Platform plays emerging in regulatory infrastructure.
Sector Signal
RegTech Sector Boom — EU AI Act + SEC Climate Rules + PSD3 creating simultaneous compliance demand waves. RegTech /partners mentions +89% QoQ. /pricing increases +22% (pricing power). /careers +67% (capacity building). Strongest regulatory tailwind in a decade.
STRONG TAILWIND — Overweight RegTech
Sector Signal
Small-Cap AI Sector — 1,234 AI companies show zero EU AI Act compliance response. Estimated fines up to 7% of revenue. /compliance page absence correlates with 2.3x higher enforcement probability. Small-cap AI margin compression signal.
REGULATORY RISK — Underweight non-compliant small-cap AI
Company Signal
OneTrust — /partners: +312 new mentions in 6 months. /careers: +61% hiring. /pricing: +22% enterprise tier increase. /products: 4 new AI governance modules. /case-studies: 89 new enterprise logos. Pre-IPO signals also detected (/investors page stub appeared).
REGULATORY BENEFICIARY — Track for IPO pipeline
4
Generate Regulatory Impact Assessment Report

REGULATORY IMPACT — SECTOR ASSESSMENT BRIEF

FOR: GQS Systematic Strategies & Regulatory Risk Desk REGULATIONS TRACKED: EU AI Act, SEC Climate Rules, PSD3 ══════════════════════════════════════════════════ REGULATORY BURDEN RANKINGS — Q1 2026: 1. Small-Cap AI (EU) Burden: 92/100 Margin impact: -7.2% 2. Energy (US) Burden: 78/100 Margin impact: -3.1% (SEC Climate) 3. EU Payments Burden: 71/100 Margin impact: -2.4% (PSD3) 4. Healthcare AI Burden: 67/100 Margin impact: -2.8% (AI Act + HIPAA) 5. Large-Cap AI Burden: 34/100 Margin impact: -1.2% (resourced) INVESTMENT SIGNALS: LONG: RegTech basket (OneTrust, Securiti, TrustArc, Vanta) Demand: +89% QoQ | Pricing power: +22% | Hiring: +67% LONG: Compliant large-cap AI (MSFT, GOOGL, Anthropic-exposed) Low burden, competitive moat from compliance infrastructure SHORT: Non-compliant small-cap AI basket 456 companies with zero compliance response, 7% revenue fine risk SHORT: High-burden energy laggards Companies without /sustainability pages face SEC scrutiny EARLY WARNING SYSTEM: Next regulation to watch: EU Data Act (Sep 2026 enforcement) Current /compliance page creation rate for Data Act: ZERO → Market has NOT priced in Data Act compliance costs → Estimated impact: 12,000+ B2B SaaS companies in EU RECOMMENDED ACTIONS FOR GQS: 1. Build "Regulatory Preparedness" factor into systematic models 2. Short non-compliant AI basket pre-enforcement dates 3. Long RegTech sector into regulatory implementation waves 4. Pre-position for EU Data Act impact (6-month horizon)

9Private Company Universe Expansion

AI agent identifies high-growth private companies not in traditional financial databases by finding domains with rapid page-type expansion, hiring acceleration, and rising PageRank — building an alternative universe of investable private companies from domain intelligence alone.

1
Identify Fast-Growing Private Companies from Domain Expansion Velocity
Agent scans for domains that rapidly added multiple page types in the last 12 months (indicating company maturation), have no /investors page (still private), and are not in Bloomberg, PitchBook, or Crunchbase at institutional tier.
/products /careers /api /docs /pricing /partners /about PageRank
PRIVATE COMPANY DISCOVERY — PAGE EXPANSION VELOCITY ════════════════════════════════════════════════════════ FILTER: No /investors page (private) + PageRank ≥ 30 + gained ≥ 5 page types in 12 months UNIVERSE: 100M+ domains | MATCHES: 4,567 high-growth private companies found TOP DISCOVERIES BY PAGE EXPANSION RATE: cursor.sh Page types: 4→16 in 12 months (+300%) PageRank: 31→62 (+100% in 12mo) | CrUX: 94 Added: /docs, /api, /pricing, /careers (78 roles), /blog, /changelog, /security, /enterprise, /partners, /case-studies, /events, /press Category: AI/ML → Code Editors | Est. ARR: $50-80M (from /pricing tier analysis) perplexity.ai Page types: 6→17 in 12 months (+183%) PageRank: 44→71 (+61% in 12mo) | CrUX: 91 Added: /api, /enterprise, /pricing (4 tiers), /careers (112 roles), /partners (23 integrations), /press, /security, /docs, /blog Category: AI/ML → Search | Est. ARR: $100-150M resend.com Page types: 3→14 in 12 months (+367%) PageRank: 22→48 (+118% in 12mo) | CrUX: 96 Added: /docs, /api, /pricing, /blog, /changelog, /careers (34 roles), /partners, /security, /case-studies, /enterprise Category: DevTools → Email API | Est. ARR: $15-25M cal.com Page types: 5→15 in 12 months (+200%) PageRank: 28→51 (+82% in 12mo) | CrUX: 93 Added: /api, /enterprise, /pricing, /careers (41 roles), /partners, /docs, /security, /blog, /changelog, /case-studies Category: Productivity → Scheduling | Est. ARR: $20-35M NOT IN TRADITIONAL DATABASES: Of 4,567 discoveries: 2,891 (63%) not in PitchBook 1,456 (32%) not in Crunchbase at institutional tier Domain intelligence finds companies 8-14 months before they appear in VC databases
2
Score Private Companies on Growth Trajectory and Investability
Agent builds a composite growth score combining PageRank velocity, hiring acceleration from /careers, product expansion from /products, and ecosystem development from /partners — ranking private companies by investment attractiveness.
PRIVATE COMPANY GROWTH SCORING — TOP 50 ════════════════════════════════════════════════ SCORE COMPONENTS: PageRank velocity (25%) + Hiring accel (25%) + Product expansion (25%) + Ecosystem dev (25%) Rank Domain Growth Score PageRank Δ Hiring Δ Est. ARR 1. cursor.sh 97/100 +100% +312% $50-80M 2. perplexity.ai 95/100 +61% +245% $100-150M 3. resend.com 93/100 +118% +189% $15-25M 4. cal.com 91/100 +82% +167% $20-35M 5. railway.app 89/100 +74% +145% $25-40M 6. unkey.dev 87/100 +156% +123% $5-10M 7. neon.tech 86/100 +67% +178% $30-45M 8. tinybird.co 84/100 +89% +134% $12-20M 9. dub.co 82/100 +134% +98% $8-15M 10. trigger.dev 81/100 +112% +87% $5-10M SECTOR DISTRIBUTION (Top 50): AI/ML Infrastructure: 14 companies (28%) Developer Tools: 12 companies (24%) Data Infrastructure: 8 companies (16%) Productivity SaaS: 7 companies (14%) Cybersecurity: 5 companies (10%) Other: 4 companies (8%) GEOGRAPHY: US: 31 (62%) | EU: 11 (22%) | UK: 4 (8%) | Other: 4 (8%)
3
Track Maturation Milestones for Venture Secondary and Pre-IPO Positioning
Agent monitors private company milestones — when /enterprise pages appear, when /investors stubs emerge, when hiring crosses thresholds that indicate Series B/C scale — creating entry point signals for venture secondary markets.
MATURATION MILESTONES — TOP PRIVATE COMPANIES
Q2 2025 cursor.sh: 4 page types, 12 /careers roles. Early product-market fit signal. PageRank 31. Stage: Seed/Series A equivalent.
Q3 2025 cursor.sh: 9 page types, 34 /careers roles. /pricing appeared with 3 tiers (monetization signal). /docs launched (developer ecosystem). PageRank 41. Stage: Series A/B equivalent.
Q4 2025 cursor.sh: 13 page types, 56 /careers roles. /enterprise page launched (upmarket motion). /partners: 12 integrations. /security: SOC 2 badge. PageRank 52. Stage: Series B/C equivalent.
Q1 2026 cursor.sh: 16 page types, 78 /careers roles. /case-studies: 34 enterprise logos. /events: First user conference announced. PageRank 62. Stage: Series C/D equivalent. Venture secondary entry point.
Domain Signal
cursor.sh — Growth score: 97/100. 300% page expansion in 12 months. PageRank doubled. Hiring +312%. /enterprise page + /case-studies with logos = Series C+ maturity. No /investors page yet = still private. Venture secondary market opportunity before eventual IPO/acquisition.
BREAKOUT PRIVATE — Venture secondary entry point
Domain Signal
perplexity.ai — Growth score: 95/100. /pricing shows 4 tiers including enterprise ($40/seat/mo). /careers: 112 roles with 28 in sales (go-to-market scaling). /api with developer docs (platform play). Est. ARR $100-150M based on pricing tier analysis and /enterprise page sophistication.
LATE-STAGE PRIVATE — Pre-IPO positioning opportunity
Sector Signal
Private AI Infrastructure — 14 of top 50 fastest-growing private companies are AI infrastructure. Average growth score: 88/100. Average PageRank velocity: +91% in 12 months. Sector producing unicorn-scale companies at unprecedented rate — 63% not yet in PitchBook.
PRIVATE MARKET BOOM — Expand venture exposure
4
Generate Private Company Universe Report

PRIVATE COMPANY UNIVERSE — EXPANSION BRIEF

FOR: GQS Private Markets & Venture Secondary Desk UNIVERSE DISCOVERED: 4,567 high-growth private companies ══════════════════════════════════════════════════ KEY FINDING: Domain intelligence identified 2,891 companies not in PitchBook Average lead time vs. traditional databases: 8-14 months earlier Companies discovered at earlier stage = lower entry valuation TOP PRIVATE INVESTMENTS BY DOMAIN SIGNAL: 1. cursor.sh Growth: 97/100 | Est. ARR: $50-80M | Stage: Series C equiv. 2. perplexity.ai Growth: 95/100 | Est. ARR: $100-150M | Stage: Late-stage 3. resend.com Growth: 93/100 | Est. ARR: $15-25M | Stage: Series B equiv. 4. cal.com Growth: 91/100 | Est. ARR: $20-35M | Stage: Series B equiv. 5. railway.app Growth: 89/100 | Est. ARR: $25-40M | Stage: Series B equiv. VENTURE SECONDARY ENTRY POINTS: /enterprise page appears → Company typically 12-18 months from IPO/exit /case-studies with 20+ logos → Series C+ maturity confirmed /events (user conference) → Market leader signal, premium valuation justified 8 companies in top 50 now showing all three milestones PIPELINE TO PUBLIC MARKETS: 3 of top 50 showing pre-IPO signals (/investors stubs) 12 companies likely acquisition targets (high maturity, strategic fit) 35 companies still in growth phase (venture secondary opportunity) RECOMMENDED ACTIONS FOR GQS: 1. Add 4,567 private companies to alternative data monitoring 2. Seek venture secondary positions in top 20 growth-scored companies 3. Build "Private-to-Public Pipeline" tracking for IPO allocation 4. Use page-type expansion as leading indicator for funding round announcements

10Thematic Investment Signal Generator

AI agent generates thematic investment signals — AI adoption, clean energy transition, cybersecurity spend, aging population healthcare — by tracking which themes appear most frequently on /products, /blog, /press, and /careers pages across the entire 100M+ domain universe, measuring thematic momentum at unprecedented scale.

1
Measure Thematic Penetration Across 20M Domains
Agent scans /products, /blog, /press, and /about pages across the full 100M+ domain universe for thematic keyword clusters, measuring what percentage of companies in each sector are engaging with each investment theme.
/products /blog /press /about /careers /partners IAB Categories
THEMATIC PENETRATION INDEX — 20M DOMAIN UNIVERSE ════════════════════════════════════════════════════ METHOD: NLP keyword cluster analysis on /products + /blog + /press + /about UNIVERSE: 100M+ domains | THEMES TRACKED: 12 investment themes THEME PENETRATION RANKINGS — Q1 2026: Theme Domains Mentioning % of Universe QoQ Change 1. AI / Machine Learning 3,456,789 17.3% +4.2% 2. Cybersecurity 1,891,234 9.5% +1.8% 3. Cloud / SaaS 1,678,912 8.4% +0.9% 4. Clean Energy / ESG 1,234,567 6.2% +1.4% 5. Digital Payments 891,234 4.5% +0.3% 6. Remote Work / Hybrid 789,012 3.9% -0.8% 7. Aging Population / Elder Care 567,891 2.8% +0.6% 8. Space / Satellite 345,678 1.7% +0.5% 9. Quantum Computing 234,567 1.2% +0.4% 10. Autonomous Vehicles 189,234 0.9% +0.1% 11. Web3 / Blockchain 167,891 0.8% -1.2% 12. Metaverse / VR 89,234 0.4% -0.6% STRONGEST MOMENTUM (acceleration of new mentions): AI/ML: +4.2% penetration in single quarter = 840,000 NEW domains mentioning AI Clean Energy: +1.4% = 280,000 new domains (SEC climate rules driving adoption) Cybersecurity: +1.8% = 360,000 new domains (regulatory + threat landscape) FADING THEMES (declining penetration): Web3/Blockchain: -1.2% = 240,000 domains REMOVED blockchain references Metaverse/VR: -0.6% = 120,000 domains removed metaverse mentions Remote Work: -0.8% = 160,000 domains deprioritized remote messaging
2
Deep-Dive: AI Theme Signal Decomposition by Page Type
Agent breaks down the leading AI theme by page type to distinguish genuine AI adoption (visible on /products and /careers) from marketing hype (only on /blog and /press), generating a "Substance vs. Hype" ratio for each company.
/products /careers /api /blog /press /pricing
AI THEME — SUBSTANCE vs. HYPE ANALYSIS ═══════════════════════════════════════════ DOMAINS MENTIONING AI: 3,456,789 METHOD: Compare AI mentions by page type to score substance AI MENTIONS BY PAGE TYPE (what it means): /products page: 1,234,567 domains (35.7%) ← SUBSTANCE: Shipping AI features /careers page: 891,234 domains (25.8%) ← SUBSTANCE: Hiring AI talent /api or /docs: 567,891 domains (16.4%) ← SUBSTANCE: Building AI infrastructure /pricing page: 345,678 domains (10.0%) ← SUBSTANCE: Monetizing AI (new tiers) /blog page: 2,891,234 domains (83.6%) ← MIXED: Could be thought leadership or hype /press page: 1,567,891 domains (45.4%) ← MIXED: Announcements or AI-washing SUBSTANCE RATIO = (products + careers + api + pricing) / total mentions HIGH SUBSTANCE (Ratio ≥ 0.70) — Genuine AI adoption: anthropic.com Ratio: 0.96 | AI on: /products, /api, /careers, /pricing, /docs databricks.com Ratio: 0.91 | AI on: /products, /api, /pricing, /careers, /partners snowflake.com Ratio: 0.87 | AI on: /products, /api, /pricing, /careers Universe: 456,789 domains with substance ratio ≥ 0.70 LOW SUBSTANCE (Ratio ≤ 0.30) — AI-washing / hype: AI mentioned ONLY on /blog and /press — no product, hiring, or pricing signal Universe: 1,234,567 domains with substance ratio ≤ 0.30 → These companies mention AI for marketing but show zero operational AI adoption → AI-washing indicator: do NOT include in AI thematic baskets INVESTABLE AI UNIVERSE (substance ratio ≥ 0.50): 1,891,234 domains — down from 3.4M total AI mentions Filtering out AI-washing reduces universe by 45% but improves signal quality 3.2x
3
Track Thematic Momentum Over Time and Predict Rotation
Agent constructs a 12-month time series of thematic penetration to identify themes accelerating (overweight), decelerating (take profit), and inflecting (early entry). Thematic momentum measured by second derivative of domain penetration.
THEMATIC MOMENTUM — 12-MONTH TIME SERIES
Q2 2025 AI theme accelerating: +2.8% penetration QoQ (fastest growth of any theme ever measured). Web3 entering decline: -0.4% QoQ. Clean energy steady at +0.8% QoQ. Metaverse collapse: -1.1% QoQ.
Q3 2025 AI acceleration continues: +3.4% QoQ. Cybersecurity inflecting upward: +1.2% QoQ (was +0.6%). Clean energy acceleration: +1.1% QoQ (SEC rules catalyst). Remote work theme: -0.5% QoQ (office return trend).
Q4 2025 AI: +3.8% QoQ (still accelerating). Cybersecurity: +1.5% QoQ (acceleration confirmed). Aging population theme inflecting: +0.4% QoQ (was +0.1%) — new healthcare AI products driving mentions. Web3: -0.9% QoQ (accelerating decline).
Q1 2026 AI: +4.2% QoQ (still accelerating — no sign of plateau). Cybersecurity: +1.8% QoQ. Clean energy: +1.4% QoQ. Aging population: +0.6% QoQ — acceleration confirmed (early entry signal). Quantum: +0.4% QoQ — nascent but inflecting.
Sector Signal
AI Theme — Accelerating — 3.4M domains now mentioning AI (+4.2% QoQ). But substance ratio analysis reveals only 1.9M with genuine adoption signals. Investable AI universe growing at 67% annualized. No deceleration detected in any page type. Theme has further runway.
OVERWEIGHT — Still accelerating, no plateau signal
Sector Signal
Aging Population Theme — Early Inflection — 567K domains mentioning elder care / aging (+0.6% QoQ, accelerating from +0.1%). Driven by AI-powered healthcare products on /products pages. /careers in geriatric health tech +89% QoQ. Theme at same stage AI was 18 months ago.
EARLY ENTRY — Thematic inflection point detected
Sector Signal
Web3/Blockchain Theme — Terminal Decline — 240K domains removed blockchain references in Q1. /careers in crypto down -56% YoY. /products pages removing Web3 features. 34% of crypto companies pivoted to "AI" on /about page. Theme rotation is complete.
EXIT — Theme in structural decline
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THEMATIC SIGNAL GENERATOR — PORTFOLIO BRIEF

FOR: GQS Thematic & Factor Investing Desk UNIVERSE: 100M+ domains | 12 investment themes tracked | 4 quarters of data ══════════════════════════════════════════════════ THEMATIC ALLOCATION SIGNALS — Q1 2026: OVERWEIGHT (Accelerating themes): 1. AI / Machine Learning Momentum: +4.2%/Q Substance ratio: 0.55 MAX OW → Investable universe: 1.9M domains (filtered for substance) → Basket: NVDA, MSFT, GOOGL, CRM, SNOW, CRWD + private (cursor.sh, perplexity.ai) 2. Cybersecurity Momentum: +1.8%/Q Substance ratio: 0.72 OW → Highest substance ratio of any theme (real spend, not hype) → Basket: CRWD, PANW, ZS, FTNT, S 3. Clean Energy / ESG Momentum: +1.4%/Q Substance ratio: 0.61 OW → SEC climate rules accelerating corporate adoption → Basket: ENPH, SEDG, NEE, FSLR + EU energy transition names INITIATE (Early inflection themes): 4. Aging Population Momentum: +0.6%/Q Acceleration: +500% NEW POSITION → Theme inflecting now — same pattern AI showed 18 months ago → Basket: ISRG, DXCM, VEEV, TDOC + private eldercare tech 5. Quantum Computing Momentum: +0.4%/Q Acceleration: +300% SMALL POSITION → Very early, but /products and /careers signals emerging → Basket: IONQ, RGTI, IBM quantum + private quantum startups UNDERWEIGHT / EXIT (Declining themes): 6. Web3 / Blockchain Momentum: -1.2%/Q EXIT → 240K domains removed references. Theme structurally dead. 7. Metaverse / VR Momentum: -0.6%/Q EXIT → 120K domains removed mentions. META pivoted to AI messaging. 8. Remote Work Momentum: -0.8%/Q UNDERWEIGHT → Office return trend eroding demand signal. THEMATIC SIGNAL ACCURACY (backtest): Accelerating themes outperform benchmark by: +8.4% annualized Declining themes underperform benchmark by: -12.1% annualized Substance-filtered baskets outperform unfiltered by: +5.7% annualized Domain-based thematic signal leads traditional thematic ETF rebalances by: 2-3 months RECOMMENDED ACTIONS FOR GQS: 1. Rebalance thematic overlay: MAX OW AI, initiate Aging Population 2. Exit all Web3 and Metaverse exposure (theme rotation complete) 3. Apply substance ratio filter to AI basket (remove AI-washers) 4. Build Quantum Computing watchlist for H2 2026 scaling entry 5. Track thematic penetration weekly for early rotation signals
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