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Enterprise Layer Intelligence
Categories/CRM/Countercyclical
Countercyclical

Countercyclical

Founded by Not Provided in Not Provided

Research companies, track deal pipelines, and manage investment diligence

Pricing model

Paid

Rating

★ Mixed Reviews

Time to value

Requires Expertise

You can use Countercyclical to research investment opportunities, review corporate fundamentals, and coordinate your due diligence process with teammates. The software allows you to screen over ninety thousand companies, funds, and market indices to examine performance metrics and valuation figures. You can organize findings into structured investment memos, track active deals across custom pipeline stages, and build live metric dashboards. Dedicated team workspaces let multiple analysts leave comments, assign tasks, and maintain a centralized record of investment theses without relying on disconnected spreadsheets or email threads.

What Countercyclical does

Search financial data across public companies and fundsEvaluate valuation figures with customizable templatesDraft structured investment memos with team membersTrack deals through customizable pipeline stagesBuild real-time metric dashboards for portfolio assetsManage contact directories and company watchlistsGlobal asset search covering over 90,000 companies, funds, and indicesPrebuilt and custom valuation templates for fundamental data analysisCollaborative memo editor with rich context and version trackingVisual pipeline tracking to manage deal flow from discovery to allocationLive dashboards for monitoring portfolio metrics and research activityDedicated workspaces with team-level data and permission boundariesZapier integration connecting to thousands of third-party business apps

Pricing breakdown

Pricing model: Paid

PlanList price
Plus (per active seat) (annual billing)$35 / mo, billed annually
Plus (per active seat)$49 / mo
Pro (per active seat) (annual billing)$125 / mo, billed annually
Pro (per active seat)$149 / mo
Premium (per active seat) (annual billing)$395 / mo, billed annually
Premium (per active seat)$499 / mo

Frequently asked

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Countercyclical, investment research, due diligence, fundamental data, company valuation, deal flow, investment memos, pipelines, financial analysis, asset discovery, financial metrics, RIA, hedge funds, Zapier integration