There are no shortcuts
to the summit.
Every insight we publish is earned: senior analysts interview vetted operators, compliance involved at every step, each conversation structured against the CD Context Layer. It's a process refined over tens of thousands of expert interviews. Most primary research and transcript providers sit lower on the mountain, and it shows.
This matters more in the AI era, not less. A model is only as good as what you feed it, so we built for the opposite of garbage in, garbage out: high-quality inputs your team can rely on.
The last stretch of any climb is the hardest, and it's the part our clients value most. That's where the real signal lives.
Four product types. One engine.
Everything below is generated by the same recurring expert panel and research team: the difference is form, depth, and how it plugs into your process.
Sector reports on a cadence
Bi-quarterly reports covering the most salient trends, themes, and competitive dynamics across our verticals, with KPI inflection callouts scored numerically against channel expectations. Our analysts spend real time in each sector, surfacing shifts in sentiment, leading-edge themes, and relative winners and losers, all grounded in the proprietary CD Context Layer.
Bespoke Projects
Public and private equity investors find value in leveraging our team as an extension of their research arm through custom engagements. Includes a thematic CTO survey, due diligence, channel work, management checks, and voice-of-the-customer reports.
Structured, Unstructured, Rich Metadata Layers
Ticker sentiment, KPI sentiment, and signal flags as structured datasets. Attribution via thoughtful metadata ready for your models and internal sentiment scoring.
Machine-readable research
The full corpus and signal set served over MCP to your AI tools: rights-aware, entitlement-scoped, no middleware.
Three ways to subscribe.
We offer subscription options for systematic investors. Fundamental investors can also layer on risk analysis tools like Arcana to analyze trade ideas, with our channel research serving as one input. Most partners start with Research and expand as their workflow evolves.
Research
- PDF research reports
- Analyst commentary
- CD Idea Heat Map
- Topic Feedback
Context Layer
- Everything in Research
- AI agent compatible
- Model-ready context
- Searchable historical context
- Structured datasets & exports
- Historical knowledge graph
Enterprise Data
- API delivery
- Point-in-time datasets & full signal history
- Deliberate schema design & rich metadata
- Custom schemas & integrations
Funds under $750M AUM: ask about our feeder program for scaled access to the signal. Enterprise & multi-manager terms are per-pod, with volume tiers and audited per-pod entitlement.
Not a transcript library.
A context framework.
We've mapped the supply chains of every subsector we cover, and spent years inside them: recurring interviews with the senior private-company operators who see the business first, across up-cycles and down. Every conversation is structured against a proprietary context layer, and a rich metadata layer. What your model gets isn't a pile of documents to search. It's a framework to reason with.
Supply chains, mapped
Every subsector charted end-to-end (suppliers, distributors, channel, end market) so each insight is located in the chain, not floating in a document.
Operators, across cycles
Thousands of recurring 30–60 minute interviews with senior private-company executives: the same panel revisited through cycles since 2019, so today's read has years of comparable history behind it.
A proprietary KPI ontology
Leading and lagging indicators defined per subsector, with a directional lexicon that scores the language operators actually use, so qualitative context becomes structured, comparable signal.
Machine-readable, rights-aware
The full framework (transcripts, structure, indicators, metadata) served over MCP with entitlements enforced at the serving layer.
Turn our research into your model's context.
Your AI is only as good as its context, and every fund now runs the same frontier models. The differentiated input is context no one else has: proprietary, rights-scoped, and scarce. The Context Layer serves Channel Dynamics research and structured signal to the AI tools your analysts already use, via the Model Context Protocol, scoped precisely to what your firm is entitled to see.
No middleware
Connect Claude, ChatGPT, or your internal LLMs directly to our corpus and signal set: no pipelines to build, no exports to manage.
Entitlement-scoped
Every query is resolved against your firm's and your team's entitlement.
Structured by design
Beyond transcript-style content: ticker sentiment, KPI sentiment, and signal flags as structured data your agents can reason over and act on.
Curated recurring panel · not a bulk transcript dump. Fewer documents, higher signal density, comparable quarter over quarter.
All your reports, in one portal.
A real workflow: the Channel Dynamics research portal, where sector reports, KPI inflection callouts, and Deeper Dives are filterable by sector, sentiment, ticker, and quarter, so the right report is never more than a filter away.
Standard delivery: the report library
300+ tickers. Five sectors.
Refreshed every quarter.
Industrials
Consumer
Healthcare
TMT
Energy
Full coverage outline (subsectors, tickers, and report cadence) available to qualified institutional partners.
Request the coverage outline →Frequently asked.
Not sure which tier fits?
Most partners start with Reports and expand into the Context Layer once their analysts feel the difference. We'll help you scope it.
Talk to the team