Tegus by AlphaSense
@TegusHQ
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Tegus by AlphaSense - Expert calls, 100K+ transcript library, driveable models, comps & charting tools. (Tweets are not investment advice)
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🎉We are thrilled to announce that Tegus has signed a definitive agreement to acquire
@getBamSEC
!🎉
BamSEC's earnings transcripts & filings combined with Tegus expert transcripts create a powerful research platform for our customers.
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1/ We are happy to share that Tegus raised a $90M Series B.
We have not raised very much money at Tegus (<$10M prior to this round), but we decided now was the right time to raise more capital for a few reasons.
A🧵👇 on the evolution of Tegus, and where we are headed...
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We’re excited to announce that Tegus has acquired Canalyst. Read more here:
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1/ We are thrilled to have acquired
@CanalystModels
- adding the leading provider of financial models and KPI tracking to the Tegus platform.
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We're looking for a part time, remote researcher and writer at Tegus (10-15 hours per week).
Someone who lives, eats and breathes investing and investors.
Know anyone who might be a good fit? DMs are open!
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What companies have most flawlessly executed M&A strategies over long time periods and many transactions?
Looking for the the Cap Cities & TCI Cables of 2022.
$CSU.TO, obviously, but what else?
Looking to studying the corp dev teams & incentives as much as the CEOs
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GM
We're seeing a dramatic uptick of interest in Web 3 experts, content, and insights at Tegus - from both public market investors & from VCs subscribers to our platform.
First slowly, then all at once.
What Web 3 content / experts would be most useful on Tegus?
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Our friend
@patrick_oshag
has been on a tear. 🔥 interviews in the last month with
@pmarca
@HowardMarksBook
@DavidSacks
& now Steve Mandel.
Patrick has an incredible gift for eliciting insights and anecdotes from his guests.
A weekly must listen, but especially this week.
My conversation with Steve Mandel, founder of Lone Pine
Steve is one of the greatest investors of our era, and you’ll hear why
His curiosity, humility, and comfort with change make him stand out as one of my favorite interview subjects yet
Enjoy!
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We're looking to hire a FinTwit native to join our team at Tegus as our first marketing hire.
Are you (or someone you know) passionate about investing?
Interested in building a brand focused on deep trust with this community?
Our DMs are open!
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@patrick_oshag
Our entire model at Tegus is predicated on the "Costco Model", and we talk about Costco internally as a business that we seek to emulate.
We strive for a high quality offering, outrageously happy customers (high NPS), 0% GM in services but high margin subscription for access.
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We've been quietly building Tegus for the last five years. But it is time to start telling our story.
We are maniacally focused on building the best research platform for fundamental investors.
Moving fast is in our DNA. Look for much more from Tegus in the coming months.
Tegus isn't like other unicorns.
5-years-old & worth $3b+,
@TegusHQ
feels like a fast-growing (195% YoY) mature company.
A lot of lessons in this one:
- Go Slow to Go Fast
- Sell-Design-Build
- Over My Dead Body Product
- Maniacal Learning
- Tapping Experts
Deep dive:
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Tegus is exploring a new pilot working with smaller funds and emerging investors.
If you're interested in being part of the beta and would like to learn more, give us a DM!
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We are in the early days of building a Corporate Access offering with interviews between investors & C-Level executives (similar to a 1:1 or group meeting at a sell side conference), with transcripts posted.
Conversation w/ CFO of $CSU posted this AM:
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Lots of interest in $CDON, the leading Nordic e-commerce marketplace. $CDON had ~2B SEK in GMV last year, and is growing ~100% YoY.
A former $CDON account manager offers insights on the company, its competitive positioning, and its prospects for growth:
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Some interesting calls on Databricks vs. $SNOW dropped on Tegus this week:
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An exciting step in our journey at Tegus today as we announce a $20M investment from
@psumvc
. We are excited to be partnering more closely with
@patrick_oshag
and his team. Read more ->
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📣 Today, Tegus &
@getBamSEC
officially merge... and we are thrilled to immediately rollout BamSEC to all Tegus subscribers.
BamSEC is now included in existing Tegus subscriptions.
Additionally, all existing BamSEC users will receive a complimentary upgrade to BamSEC Pro.
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Saturday morning reading! Sharing a small selection of interesting things from the Tegus platform this week:
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📢 Big news! Tegus is teaming up with
@AlphaSenseInc
! By combining our expert research, unique content, and cutting-edge financial data with AlphaSense’s existing content and functionality, we’re gearing up to offer unmatched incredible value and speed in your investment
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Thanks Dennis! We're so thankful to work with you and the exceptional team at Shawspring!
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Dropping this morning on Tegus: 46(!) transcripts on UIPath $PATH following their S-1 drop last week.
Nearly endless insights on RPA from $PATH customers, former execs & implementation partners.
Learn why customers expand with UIPath & the drivers of their 145% Net $ Retention
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Tegus is growing fast: 41 ppl on 1/1/20 to 125+ team members today. In 2021 we plan to more than double 🚀.
This morning Tegus was named one of the Best Places to Work in Chicago.
Interested in joining our team? DM or visit our careers page!
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@jaminball
Wouldn't it be great if they each disclosed the breakdown of Net Retention?
Gross churn + downgrades + expansion (broken out by price increases, new seats, increased usage, new modules, etc). Would love to understand the underlying drivers of net retention for each of them!
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Many have been asking...
And we're excited that today is the day!
Download here:
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We're excited to announce that Broker and Independent Research is coming to the Tegus platform in 2024! Tegus customers will be able to access Broker Research from leading Wall Street and independent research firms, offering something no other vendor can: a comprehensive,
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We're hiring a Strategic Finance leader at Tegus.
Want to work at one of the fastest growing tech businesses in the USA on a wide variety of impactful projects - from pricing & packaging to M&A?
Apply below, or send us a DM for more details!
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What companies do really unique, interesting, or unconventional investor education, analyst days, and management access?
What IR teams are innovating, and who are the best IR professionals out there?
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Bumble 🐝 just filed their S-1.
❤️ is a big business!
📱42M MAUs &2.4M paying users
🌎 Used in 150+ countries
💵 $489M in LTM revenue
🚀 36% YoY growth
Read the S-1 and then check out Tegus calls on Bumble and $MTCH!
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@SleepwellCap
...At one point, we did have ratings. Ultimately, we found they didn't really help solve the problem.
Users valued different transcripts. Most users didn't give ratings at all. Some A+ transcripts were down voted to "hide the alpha".
Thanks for calling this out. More to come.
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Tegus is growing super quickly: from 115 employees a year ago to more than 300 today 🚀
In 2022 we'll be adding new data sets to Tegus, and we are looking for a Director with industry experience (hedge fund, PE, IB) to join us.
Interested? Learn more👇
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Last week a certain Tegus transcript with the former chairman of the FCC got a lot of attention.
What experts would you love to read an interview with on Tegus?
Think big!
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What are the best B2B content or data businesses in different sectors?
A few that come to mind: CoStar, Green Street Advisors (real estate), PitchBook, Bloomberg, CapIQ, et al (finance), ZoomInfo (sales, horizontal), ArtNet (fine art)...
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We take any means necessary to get experts for our clients (and in this case, ourselves 😊) to ensure that they are getting A+ diligence and insights.
Our analysts are scrappy and push hard to get great experts
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Excited that customers are enjoying our new LLM-powered summaries on Tegus transcripts.
Summaries are live on all transcripts after April 24th, and within the next few weeks will be live on all ~60,000 transcripts.
What other LLM-powered enhancements to Tegus do you want?
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The market for tech leadership has never been more 🔥.
Who are the best leaders (non-CEO) in SaaS today - at either public or private companies?
What about VP rising stars?
High growth companies today are more constrained by access to A+ talent than by capital or opportunity.
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Still waiting on our first customer to do an expert call on Waystar Royco…
If you haven’t heard, Succession is a show about a business. If you’re a fan and want key questions such as ‘who owns Waystar?’ and ‘what are the Roys worth?’ answered, FT’s Alphaville has you covered
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Klarna just raised $1B at a $31B valuation, a mere 3x markup in just six months.
Curious why this business is on 🔥? Want to understand how Klarna differs from Affirm? Looking to learn about their expansion to the US?
Check out 9 great transcripts:
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We are thrilled to share that
@HenryLSchuck
, the founder & CEO of
@ZoomInfo
$ZI has joined the Tegus Board of Directors.
Henry has built an exceptional business at ZoomInfo, and he is still just getting started. We look forward to learning from him.
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"But companies with rich and proprietary vertical specific data — think Expedia, or Tegus — can build insanely cool new things with LLMs. Other companies like Prefect will make a mint helping them do so."
We agree!!
🪫On untapped data power🔋
In energy sources like gas or coal, there’s some raw amount of energy available, and we humans convert that energy source with some efficiency <100% into “work.”
An example, from Vaclav Smil:
Candles convert just 0.01% of chemical energy in tallow or
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@aliceito321
@MarcRuby
Your math is correct! In fact, many calls with traditional expert networks cost more like $1,200 - $1,500.
At Tegus the average cost of a call is ~$425, all in. The best part?
The experts make the same, if not more on Tegus.
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VC Twitter: Did you know that Tegus now covers private companies?
As you scramble to write Plaid a pre-IPO check, figure out what is going on with Checkout .com, learn about Modern Treasury, or find the next Affirm, check out our private coverage (lots beyond fintech, too!)
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What is the most beautiful S-1 you've ever seen?
What companies lay out their business metrics and financials in the most comprehensive and understandable way?
Bonus points if you can point out the best public SaaS reporting package / IR presentation out there!
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Lots of new initiatives at Tegus! Today, we’re excited to officially announce the launch of Tegus for Startups.
This new offering supports the growth of early stage companies that have raised from top tier VCs. Learn more:
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We're hiring a Director of Finance at Tegus.
Who should we be talking to?
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Cash App’s cozy duopoly and incredible debit rails pricing $SQ $PYPL
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@SleepwellCap
We're hard at work on curation. We're working on tagging, topics, and call summaries to help users get to insights, faster.
In the coming months, you'll see updates start to roll out. If you (or anyone on this thread) willing to chat, we'd LOVE the opportunity. DM us!
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Taylor Swift isn’t the only one who can pack a stadium to the rafters. Warren (92) and Charlie (99) don’t sing & dance, but they sure do hold the crowds attention
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@joelmcohen
Thanks
@DennisHong17
and
@_ram_
- we love working with ShawSpring & Octahedron - and are always happy and excited to work with new emerging managers!
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If you're a Tegus customer and you still maintain a relationship with another expert network - we'd love to talk. We want to do everything possible to earn your call business.
We'll custom source experts, hustle like crazy, the cost at Tegus is <70% of the cost elsewhere. DM me!
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@DownsideCase
@Post_Market
We are hyper-focused on expanding to cover a broader range of segments. Would you be open to speaking with our head of content? We would really, really value feedback on where you think coverage is lacking
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@ShortSightedCap
@Post_Market
At Tegus, we have 30+ people in compliance. The GLG S-1 notes that they have a compliance team of 50 people. They are many, many, many times our size in terms of revenue, calls & customers- but we are investing far more heavily in compliance personnel, procedures, & systems
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Just a couple weeks until MS TMT, when analysts will be jockeying for seats in the lobby of the Palace, debating the merits of adding back SBC & speculating as to the impact of ChatGTP on SaaS.
If you'll be there, Tegus is hosting a great event. DM/comment👇& I'll share details
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We had an amazing time at our
#NetworkandDine
NY event with such a fantastic group of industry professionals!
Thanks to
@patrick_oshag
and Tim Bliss of Partners Fund Capital for an insightful fireside chat. We look forward to hosting more events like this in the future!
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New is live today. We're lifting the covers on some of our new offerings, with more to come soon.
Check it out!
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2/ When Tom & Mike (our co-founders who also happen to be twins) started Tegus in 2016, they envisioned building a contributory network where the very best investors & experts came together for conversations, and where any Tegus user would have a window into these dialogues.
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Are you headed to the Berkshire AGM in May?
If so, let us know by liking this post or via DM. We've got something special in store...
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Only one Tegus transcript on $GME
🤔 guess it isn’t fundamental research driving this move...
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We just posted a conversation that occurred last night with a former Senior Resolutions Specialist at the FDIC, where they discuss the ongoing sale process of Silicon Valley Bank's assets.
You can find this transcript (and more on SVB soon) here:
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@NonGaap
...And frustrating given those two expert calls cost ~$1,500 each for experts that everyone on the street has also talked to...
At least with Tegus an investor can often read 10+ perspectives- and hopefully still stay humble about all the things they still *don’t* know!
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Check out Tegus Converge for a very unique opportunity to hear live from Reece:
Reece Duca is the founder of the Investment Group of Santa Barbara (IGSB). He grew up in Palo Alto within ~5 miles of Shockley Semiconductor before moving to Santa Barbara to attend the University of California at Santa Barbara (UCSB).
One of Reece’s childhood neighbors and
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@S_curvecap
@DynamicMoats
Our subscription pricing is highly predictable & works well for a fixed budget :)
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3/Expert calls were not a new concept. They were highly priced (~$1200-$1500/hr) even though most calls on a given topic or company were with the same small pool of experts, who shared the same insights, call after call.
Expert calls were a commodity being sold as a luxury good.
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$CDLX had a roller coaster 2020. The stock performed well, but the business struggled. Ad partners reduced spend & revenues fell 18% in Q3. William Blair & Zacks recently downgraded $CDLX.
We have 86 transcripts on $CDLX, and one was just added:
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💡
#Tegus
Weekly Transcript Roundup💡 (part 1)
🖥️ What challenges are companies facing with
#ChatCPT
as the new aggregator?
📈 How do companies work through
#acquisitions
?
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Rubrik just filed their S-1 to go public as $RBRK
The company grew an impressive 47% last year and claims $784m in ARR
Read the full S-1 on BamSEC:
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Chicago's Mayor, Lori Lightfoot, visited Tegus yesterday to celebrate the company's growth from 7 employees to 400+ employees over the course of the last four years.
We're just getting started at Tegus. Interested in joining our team?
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5/ Most firms bought into the storyline sold by expert networks - that their questions were unique, and that by sharing calls they would give up edge.
But a few early believers started doing calls with Tegus - initially almost exclusively on public SaaS names.
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15/ Tegus is based in Chicago, and the quote from great Chicagoan Daniel Burnham: ''make no little plans; they have no magic to stir men's blood'' resonates deeply with us.
We have huge plans for 2022 and beyond.
Come join us as a teammate
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Prepping for the Blend $BLND IPO? A former executive shares their views of Blend's sustainable differentiation and moats around the business.
Lots on Blend at , with many more transcripts coming in the next few days!
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@JohnStCapital
@patrick_oshag
What would you want to see? Company generated content? Q&A w/ management teams? Something else?
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15 / If you haven't tried Tegus, Canalyst, or BamSEC recently, we would absolutely love to show you what we're talking about - and why you can ditch your legacy financial data terminal in favor of our modern platform.
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10/A few weeks ago, we announced the acquisition of
@getBamSEC
.
Whenever we meet with customers, we always ask what other products they , and BamSEC is always at the top of the list.
Adding BamSEC to Tegus helps accelerate our vision for a market intelligence platform.
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A competitor of Hims & Hers Health speaks about how they operate in the industry and their strengths
$HIMS
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14/This year Tegus has grown significantly:
📜 23k+ transcripts, growing close to 10% a month & up 100%+ YoY;
👩💼 From 115 team members to nearly 300 strong
🤝 Now serving 1,000+ customers
🌎 Expansion to EMEA
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@alibi_capital
@Post_Market
We are out there sourcing experts all day, every day. We've got a team of 100+ analysts focused on curating the best set of experts possible :)
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Using Canalyst is like having 48 hours in a day.
Take our product tour for a test drive and see how lightning-fast you can compare companies across different KPIs at a glance.
Check out the tour today:
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6/Our earliest adopters did exceptional work, and the content began to speak for itself.
Initial customers acted as our champions by sending their transcripts far and wide (providing social proof) and sharing their positive experiences with Tegus. We are forever grateful.
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Excited for the Woodstock of Capitalism. Drop us a DM if you’re here!
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