SEC intelligence your desk can defend — at a fraction of a terminal.
Give your analysts, quants, and AI agents one point-in-time, provenance-traced SEC dataset — auditable to the filing, honest in a backtest, and safe to put in front of an investment committee. Dedicated infrastructure, zero-retention, sub-minute push, and an SLA negotiated to your needs.
Safe AI for institutions
Want AI on your data — but only safely.
The fastest desks want agents doing the heavy lifting; the careful ones won't accept a black box. Valuein is built so you don't have to choose — AI that's auditable, point-in-time correct, and zero-retention by design.
Point-in-time, survivorship-free
No look-ahead bias and no survivor's curse — every fact is stamped with its EDGAR acceptance time, and delisted/bankrupt names stay in the data. The #1 trust signal for a fund's data engineers.
Provenance on every number
Each value traces to the exact filing it came from. Your AI answers are auditable — verify_fact_lineage links any figure back to the source, so a number can survive your IC and your compliance desk.
Zero-retention, BYO-LLM
Bring your own model key — sealed, never stored, never trained on. Enterprise adds a full zero-retention tier. Your data and your model never become our product.
Deterministic, gated tools
Agents call typed, tier-gated MCP tools — not a black box. You know exactly what data each call touched and why, with a structured envelope on every response.
Human-in-the-loop by default
Agents do the heavy lifting; the analyst owns the conviction. AI augments the reasoning — it never replaces the accountability.
The business case, in your own numbers.
Move the sliders. The data-cost saving is hard — one Valuein account vs per-seat terminal licenses. The reclaimed-time figure is an estimate you control.
What a switch is worth
Hard data-cost saving / year
$67,210
$72,000 (3 Bloomberg seats) → $4,790 (Valuein Institutional) · 93% less
Estimated analyst time reclaimed / year
662 h
≈ $49,650 in reclaimed labor (estimate — your inputs)
Bloomberg seat list price ~$24,000/yr (industry-cited). Valuein Institutional is a single account at $4,790/yr — not per-seat. Labor figure is an estimate from your inputs, not a guarantee.
Who this is for
Four kinds of customers we've built this for.
Hedge Funds & RIAs
Survivorship-bias-free backtesting on the full universe back to 1993. Real-time 8-K alerts pushed via webhook for event-driven strategies.
Family Offices
Concentrated equity research with point-in-time amendment tracking. Single-seat to team licenses, no per-user gouging.
Fintech Platforms
Embed standardized fundamentals into your product. Direct R2 streaming, S3 sync, or SFTP delivery — whatever fits your stack.
Data Redistributors
White-label license to repackage Valuein data inside your own platform, newsletter, or API. Custom commercial terms.
What's included
- Everything in the Institutional tier ($499/mo) plus:
- Dedicated Cloudflare infrastructure (private R2, private rate-limiter)
- Zero-retention option — we keep no logs of your queries
- Sub-minute filing-event push (faster than the Institutional webhook cadence)
- Custom delivery: S3 sync, SFTP, direct R2 access, or your warehouse
- White-label data redistribution license — expanded scope
- Dataset add-ons: valuations, ratings, alternative data on request
- Direct line to the engineer who built the pipeline
- Custom SLA, custom rate limits, custom uptime guarantees
- Multi-seat team access with expanded API key counts and billing consolidation
You'll talk to the founder, not a sales team.
Valuein is a one-person company. Your first reply is from the engineer who built the data pipeline. We move fast and we don't pretend to be bigger than we are.
Tell us what you need
Reply within one business day. Include scope, expected volume, and any specific dataset or delivery requirements.
Be one of our first ten institutional partners.
We're onboarding a small group of founding funds and platforms — founder-direct support, influence over the roadmap, and preferential terms locked for the life of the contract. In exchange: candid feedback and, when you're happy, a reference.
Not sure if you need the Enterprise tier?
The Institutional plan ($499/mo) covers the full universe + foreign issuers, intraday timestamps, filing-event webhooks, the smart-money dataset, and commercial redistribution. Try it first — move up to Enterprise only when you need dedicated infrastructure, zero-retention, sub-minute push, or expanded redistribution scope.