A research library so rigorous your compliance team can sign off on it.
Your credit desk can price a loan from it. Your M&A team can scope a deal with it. Your compliance team can sign off on it — because every number traces to the filing. One point-in-time, survivorship-free SEC dataset for your analysts, quants, and AI agents, at a fraction of a terminal. Dedicated infrastructure, zero-retention, sub-minute push, and an SLA negotiated to your needs.
Safe AI for institutions
Adoption is solved. Trust is the bottleneck.
In 2025–26 industry surveys, 95% of hedge funds use generative AI — but only 5% of asset managers grant it autonomy, and 86% of CFOs have personally seen it hallucinate a finance figure. The fastest desks want agents doing the heavy lifting; the careful ones won't accept a black box. Valuein sells the trust layer so you don't have to choose.
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 back to 1993. The #1 trust signal for a fund's data engineers.
fact_id lineage on every number
Each value carries a fact_id that resolves 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.
Human-on-the-loop, with receipts
Higher-impact agent actions don't just execute. They're staged in an approval ledger, a human approves or rejects, and the decision lands in an immutable audit entry. Analysts keep the accountability; agents keep the workload.
Reproducible, governed runs
Managed agent runs execute at temperature 0 with a model allow-list and destructive tools stripped. Typed, deterministic tools plus point-in-time snapshots mean the same inputs give the same output — research your firm can re-run years later.
Encrypted BYO-LLM, zero-retention mode
Bring your own model key — encrypted end to end, plaintext never stored, never trained on; a sealed-ciphertext vault powers unattended scheduled runs, or select strict zero-retention (cookie-only). Enterprise adds a full zero-retention tier. Your data and your model never become our product.
Governance your LPs can read
The approval ledger, audit log, and published accuracy baseline turn 'how do you control your AI?' from a DDQ landmine into a one-page answer. In 2025–26 surveys, 60% of LPs favor managers with real GenAI governance.
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
$57,630
$72,000 (3 Bloomberg seats) → $14,370 (3 Valuein seats) · 80% less
Estimated analyst time reclaimed / year
662 h
≈ $49,650 in reclaimed labor (estimate — your inputs)
Bloomberg seat list price ~$24,000/seat/yr (industry-cited). Valuein Institutional is $4,790/seat/yr — both scale 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.
AI safe enough for institutions that fear AI.
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.