AI Powered Analytics for Competitive Intelligence and Equity Research - "for early adopters seeking an edge through qualitative analytics”

1. AI Powered Analytics
for Competitive Intelligence
and Equity Research
Frank Walczak, CGO | May 2017
“for early adopters seeking an edge through qualitative analytics”

2. Boulder Equity Analytics ©
May 2017
Personal
AI and Analytics
Services
“Augmented
Intelligence”
We have years of experience using AI and
analytics to narrow “the gap” for NASA,
insurance and aerospace.
We’re now applying the same state of the art
technology to finance and competitive
intelligence with a personalized suite of
services.
Analysts don’t need another firehose of information. They need a data
sciences partner that can integrate the latest in AI, analytics and
visualization technology to help close the “GAP” and give them a
competitive edge

3. Boulder Equity Analytics ©
May 2017
Mission:
Competitive
Advantage by
Closing The
“Gap”
Keeping pace
with Data
growth
Information Growth is Exponential
Capacity to Learn Is Nearly Linear
Volume and Velocity of
Financial Information
Human Learning Curve
The Gap -
Opportunities & Risks

4. Boulder Equity Analytics ©
May 2017
Boulder Analytics
Platform
Data Services,
Integration,
Client Content,
Visual Interface,
Standard &
Custom Analytics
to close the
“GAP”
BEA’s proprietary A.I. is integrated into a foundation of trusted and
verifiable information, monitoring entities, themes, topics, sentiment.
This enables rapid adaptation to changing markets and your personal
investment style, identifying new and relevant insight leading to better
investment decisions.
We built the foundation to help deliver ROI while continuously working
with our clients to extend and leverage AI to scale their expertise.
Every moment that passes data is expanding and segregating and the
world around it becoming more complex.
“The widening Gap” is making it tougher all the time.
Our mission is to help the stakeholders in financial markets distill the
overload of data down to crucial intelligence to go from insight to profit
in a smarter and faster way.

5. Boulder Equity Analytics ©
May 2017
Building Blocks
Prebuilt
modules are a
foundation for
each client
solution
Custom Client Dashboards
Interactive visualizations tailored to each
position in the firm by data, frequency, industry
BECT
Earnings Call
& Analyst
Tracker
Portfolio Manager AssociateAnalyst
BSF
Sector
Fundamental
Research
BCI
Competitive
Intelligence
for
Enterprise
BNA
News
Analytics by
Sector
BLT
Long Term
Fundamental
Insight for a
Company
Convenient, Comparative, Contextual, Interactive

6. Boulder Equity Analytics ©
May 2017
Our Design
Principles
The fundamental features and benefits that guide the design of
every service, product and dashboard we build.
Convenient – all data & document services integrated
Comparative – by sector, industry and company over
relevant time periods
Contextual – each dashboard view answers an
important question
Interactive – Tableau dashboards enable discovery and
facilitate reporting
Our dashboards are intelligent assistants that help
answer the “Why” fast.

7. Boulder Equity Analytics ©
May 2017
Boulder Sector
Fundamentals
Fundamental
Sector Equity
Research at
Scale
Boulder Sector Fundamentals (BSF) dashboards enable
interactive research and discovery:
Fundamentals research for Industry Groups. Drill down
capabilities, financials, ratios, topics, entities and sentiment. Full
download capabilities of statement details to fit your models

8. Boulder Equity Analytics ©
May 2017
Boulder
Earnings Call
Analytics
Analytics on the
Earnings Call
Q&A
Boulder Earnings Call Analytics (BECT):
BECT is complete break down of Earnings Calls. Each call,
analyst, company executive, question, and answer are ranked
by theme, topic, sentiment and difficulty to help you spot any
changes that will effect the market and your portfolio. The
Earnings call tracker will alert you to monumental shifts, and
urgent information so you can direct your attention accordingly.

9. Boulder Equity Analytics ©
May 2017
Boulder
Competitive
Intelligence
Financial
Competitive
Intelligence (CI)
as a Service
Boulder Competitive Intelligence (BCI):
Competitive Ecosystem for an Enterprise - summary comparative
of financials, income stmts, balance sheets, cash flows and
ratios, deltas and rankings vs competitors. Topic navigation
sparks insight with excel download capability for all detailed
financials.

10. Boulder Equity Analytics ©
May 2017
Boulder News
Analytics
Sector News
Monitoring for
Key Themes
and
Developments
The Boulder News Analytics (BNA) :
Integration of trusted news feeds with our proprietary AI
technology provides analytics for topics and trends while gauging
sentiment. Allowing you to parse through increasing amounts of
news , faster and with less errors, to find the themes, topics and
articles that meet your specific requirements. Comparing entities
by topic and sentiment identifies new themes and discrepancies
faster than possible than with the human eye alone.

11. Boulder Equity Analytics ©
May 2017
Boulder Long
Term
Long Term
Single Company
Analysis
Boulder Long Term (BLT) :
For in depth analysis of key holdings, BLT includes 25 presentation
ready Tableau dashboards with 10 years of data and analytics on risk
factors, legal, MD&A and other sections. It includes financial ratios, all
filings, income stmt, balance sheet and cash flows with theme, topic,
entity and sentiment.

12. Boulder Equity Analytics ©
May 2017
In Conclusion
Our Value
Proposition
Everyday data expands from different sources, structures,
and data types. Making it harder to make connections and
find the insights that separates you from others.
BEA is committed to help capture opportunity, increase
profits and mitigate potential losses sooner.
BEA’s intelligent and powerful analytics leads to more
informed insight, helping trigger new ideas to drive your
portfolio’s performance upward!
Faster, Smarter, Personalized
Schedule a demo and see for yourself!

13. Boulder Equity Analytics ©
May 2017
Frank Walczak, CGO
Boulder CO & New York, NY
Ph: +1 732-768-4521
fw@boulderequityanalytics.com
@boulder_equity
www.boulderequityanalytics.com
Thank you