Kimpton OS
The operating system for investment teams. Agents work across the portfolio, market data, filings, and internal documents; the team makes the decisions.
What runs on Kimpton OS
Deep research
Agents read filings, transcripts, estimates, and prices, and return analyst-grade writeups with every number cited to its source.
- The firm's document stores (Google Drive, Dropbox, Box, OneDrive, Notion, Snowflake, Slack, and Amazon S3)
- Brokerage accounts, read-only
- Equity & crypto price history
- Fundamentals & financials
- SEC filings & transcripts
- Analyst estimates & consensus
- Insider trades & 13F holdings
- Options & prediction markets
- News & macro
- Corporate actions & events
- The firm's document stores (Google Drive, Dropbox, Box, OneDrive, Notion, Snowflake, Slack, and Amazon S3)
- Brokerage accounts, read-only
- Equity & crypto price history
- Fundamentals & financials
- SEC filings & transcripts
- Analyst estimates & consensus
- Insider trades & 13F holdings
- Options & prediction markets
- News & macro
- Corporate actions & events
How organizations use Kimpton
Leadership
CIO / IC
Use: Live dashboards of every pod's research, open proposals, and how past calls resolved.
Why: They see what every pod is working on and how its calls turned out, without asking for status updates.
Firm functions
Operations
Use: Scheduled workflows on the firm's data connectors.
Why: Recurring reports run on schedule, and every run can be audited later.
Legal
Use: Vault search across filings and agreements, claims linked to sources.
Why: When a decision is challenged, they can produce the exact documents it relied on.
Reporting
Use: Excel exports with live formulas and editable decks.
Why: Reports always match the underlying research because they come from the same system.
Investor relations
Use: The thesis, evidence, and outcome behind any position.
Why: LP questions get answered from the actual decision record, so answers never contradict each other.
Compliance
Use: Audits timestamped proposals and agent actions.
Why: They can prove what the firm knew and did at any point in time.
Investment teams
PM pod
Fundamental equities
Use: Agents monitor earnings, filings, and transcripts across coverage.
Why: Nothing in the coverage list gets missed during earnings season.
Use: Reviews scored trade proposals and records a verdict on each.
Why: They evaluate more ideas per week without hiring more analysts.
Use: Deep research across filings, transcripts, and connected data.
Why: They cover more companies without cutting corners on depth.
Use: Deep research across filings, transcripts, and connected data.
Why: They cover more companies without cutting corners on depth.
PM pod
Macro & rates
Use: Scheduled runs turn data releases into live dashboards.
Why: Every release is processed the moment it drops, the same way every time.
Use: Reviews scored trade proposals and records a verdict on each.
Why: They evaluate more ideas per week without hiring more analysts.
Use: Deep research across filings, transcripts, and connected data.
Why: They cover more companies without cutting corners on depth.
Use: Deep research across filings, transcripts, and connected data.
Why: They cover more companies without cutting corners on depth.
PM pod
Event driven
Use: Agents re-check each deal and catalyst as new documents drop.
Why: They learn about material changes when documents file, not when someone finds time to read them.
Use: Reviews scored trade proposals and records a verdict on each.
Why: They evaluate more ideas per week without hiring more analysts.
Use: Deep research across filings, transcripts, and connected data.
Why: They cover more companies without cutting corners on depth.
Use: Deep research across filings, transcripts, and connected data.
Why: They cover more companies without cutting corners on depth.