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Thread
Thread aims to make complex and critical investment workflows more efficient and collaborative.

At Thread, we believe investing is a right that no one can afford to ignore. Investing builds healthy pension plans, finances growth projects, and empowers entrepreneurial projects to shape the world of tomorrow.

Yet, resources and tools that investors use to make their investment decisions have little changed since they were created in the 90s. They are no longer up to tomorrow’s challenge.

We also believe technology will redefine how investment decisions are made by breaking existing silos between investment data, insights, and teams.

This is why we share our 5 predictions on how investing could look like in the…


Until a decade ago, most diligence processes conducted while creating investment theses were built on mostly financial analysis — an arbitrage between risk 🚫(debt, slowing growth, employee turnover, competitive pressures…) and reward ✅ (Company being Acquired, IPO, new market entrance, new product launch…). But that’s not the case anymore. As companies’ financial performance increasingly correlates with good management of extra-financial risks, investment professionals, are challenged to rethink the ways in which they evaluate a company and decide whether to invest.

A recent measure of performance that has been getting attention is Impact as an extra-financial element. Value-based investing, as a…


Some of the most exhaustive, publicly available research can be found on a few little-known blogs written by infamous investors called the Activist Short-Sellers.

Short selling is a fairly simple concept — it’s betting that the stock you sell today will drop in price in the future. To learn more about how this works, read this article on Investopedia, How short seller makes money?

Short-selling, as explained by Wall Street Survivor

Short-sellers like to go against the grain and think independently. …


People matter in the investment industry. A lot.

In 2020, we created Thread, a next-generation knowledge management software to help professional investors work better in remote settings. We envisioned bringing investment data, teams, and insights into a single interface to allow cross-pollination and real investment debates.

During our first 6 months into developing Thread, we met with hundreds of portfolio managers, analysts, and fund executives to understand their needs and problems regarding knowledge sharing and the use of technology to reach better investment decisions. And what we learned to be their biggest blocker surprised us: People.

After several day-long boardroom discussions, we came to the conclusion that while…


This is the fourth article of our series “How more collaboration could drive better investment decisions”.

Part 1 — Data enables decision-making … if you have the right tools

Part 2 — Investors’ data problem: from scarcity to overload

Part 3 — The beautiful synergy between data, collaboration, and communication

Covid-19 has forced almost all organizations to rethink their digital operation and enable teams to work effectively and efficiently from home. …


This is the third article of our series “How more collaboration could drive better investment decisions”.

Part 1 — Data enables decision-making … if you have the right tools

Part 2 — Investors’ data problem: from scarcity to overload

The great challenge for investors today is to make sense of the overload of information that they are exposed to on a daily basis. So, what if instead of investing in more upstream — data collection — and midstream — data analysis — capabilities, investment firms focused on the downstream section of the investment data funnel?

What if deeper…


This is the second article of our series “How more collaboration could drive better investment decisions”.

Part 1 — Data enables decision-making … if you have the right tools

Information and data have always been the foundation on which rational humans base their decisions. However, the more complex the situation is, the harder it is to gather the necessary data and insights to make the ‘right’ call. But too much data can also prove overwhelming and hamper decision-making. At Thread, our ambition is to challenge this status quo for the investment management industry.

For centuries, finding data used to…


Data is the new oil

“The world’s most valuable resource is no longer oil, but data” wrote The Economist in 2017.

Indeed, like oil, data can be extracted from diverse sources. Like oil, data then needs to be stored and refined in data centers. Eventually, both serve as feedstocks for the economy. Many sectors depend on oil by-products from the kerosene that fuels airplanes to the fertilizers that nourish our soil or the soap that we use to wash our hands. Similarly, data drives services from social networks and digital marketplaces to connected devices.

In much the same way that…


Where we come from

Our story began with the creation of Uncharted Technologies in 2018, an AI research lab ambitioning to bring the benefits of new technologies to the investment world. We grew our team to more than 10 within a year and had many great achievements such as the joint-publication of several AI research papers at prestigious conferences with high-profile researchers from Oxford or Moscow.

But we rapidly felt the lack of practical applications and the difficulty to make a business from AI research and we soon faced a tough choice: persevere or pivot towards another field where we could leverage our knowledge…

Thread

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