Trusted by
Financial Data Modeling
IQ banker is a deep tech firm and global leader and pioneer in the digitization of corporate finance, valuation, and financial modeling.
Global Supply Chain Data
The suites of analytical tools that analyze and visualize interrelationships between global companies based on supply chain relationships and interpersonal relationships of company’s decision makers.
Data Products
Innovative data feed intelligence products including Global Supply Chain Relationships. Geographic Revenue Exposure.
Who We Are
IQ BANKER IS A DEEP TECH FIRM AND A GLOBAL LEADER IN DATA MAPPING, AND A SPECIALIST IN INTEGRATING REAL-TIME DATA TO PRODUCE INSIGHTFUL ANALYTICS.
IQ banker’s licensing products include data mapping & integration solutions, corporate finance data modeling and analytics, and capital markets intelligence capabilities in global supply chain data, data visualization technology, and people data & analytics.
SUPPLY CHAIN AND
NEWS ANALYTICS
Our data and analytics are accessible via intuitive user interfaces for a holistic view of the interconnected global economy and influencers + precision analysis into areas of interest
Unique Synergy
The relationship between real time news and IQ banker’s Relationship mapping technology provide users with immediate actionable information on market events, showing companies related to the target that could possibly be impacted by the news.
The Power of Relationships
IQ banker Relationships reveal interconnecting relationships between companies and key decision makers. By tracking these relationships, we provide powerful tool for building investment strategies, generating ideas and even mitigating risk in portfolio exposure.
Predictive Analytics
Our predictive analytics revolutionize how newsflow can be interpreted and acted upon.
Visualization
We believe in beautiful, simple, and intuitive visualization that highlight opportunity and discover important signals from the noise and stream of information in the markets.
DATA INTEGRATION SERVICES
IQ banker provides professional data mapping services, including ingesting, processing, managing, transferring and centralizing data from multiple data sets, and matching fields into common schemas for data consistency and standardization.
Deep technology + data + web application + research & analysis resources working intimately with client to develop and manage a technology platform capable of on-demand, mission-specific application development.
Visual Design
We believe in building digital applications is also an art form. It should not only be beautiful but also simple to understand and elegant.
Turning Data into Insights
We love working with our clients to turn data into actionable insights.
Big Data & Analytics
Our team has extensive experience working with diverse ranges of massive big data sets on global scale and across asset classes.
Hands-On Approach
IQ banker executive-level [...] are the principal point-of-contact for all of our clients providing a high level of support and collaboration.
Experiences
• SVP, Head of Innovation, Tex-X & Auction.com
• SVP, M&A & Strategy, Citigroup
• VP, Global Research Investment Analytics, Barclays Capital
• Morgan Stanley Investment Analytics
- “ModelWare”, ”IDEAS”
- First hire. Built digital investment analytics & trading platforms, #1 ranking per II Magazine surveys
• Morgan Stanley IBD Group
• Deutsche Bank IBD Group
• Senior Manager, Algorithm News Trading, Dow Jones
• Columbia University/University of Michigan
The Story
Behind Our Success
IQ banker is a deep tech firm and global leader in data mapping & integration, data analytics, and digitization of financial data modeling for the investment industry.
In addition, IQ banker’s products provide best-in-class capital markets intelligence capabilities in global supply chain linkages and influencer relationship analytics.
Some of the data & analytics we built
2 trillion+
Analytics on social media messages with linkages to global companies and brands
2.5Bn+
Quantifiable connections based on influencers’ personal relationships
250mm+
People Analytics and Data Intelligence
500mm+
Analytics on job titles and geo locations from the world’s largest payroll database
46,000+
Global companies under coverage for quantifiable supply chain relationships
World-class Consortium
IQ banker forms a consortium of world class providers of unique and valuable Big Data sets to create differentiated and actionable intelligence for financial markets.
Mission
IQ banker’s mission is to help our clients gain new insights from big data and deliver the story through beautiful and insightful visualization platforms.
Turning Data into Insights
Leveraging our unique Big Data, we build proprietary, differentiated analytics informed by extensive industry experience and deep subject-matter expertise.
Our Story
IQ BANKER IS ALSO A PRODUCT SOLUTION PARTNER FOR GLOBAL COMPANIES, FROM THE WORLD’S LARGEST BANKS TO THE WORLD'S LARGEST SOCIAL MEDIA PLATFORMS TO THE WORLD'S LARGEST PAYROLL COMPANY.
In 2018, we formed a co-branded joint product partnership with Dow Jones and Leadership Connect to develop visualization tools & data analytics, the first of its kind product that reveals the interrelationship between economic entities powered by news analytics for investment insights.
Industry Recognition
Outsell 250* selected IQ banker as among the top 10 emerging Data & Analytics companies in the Financial Services Industry alongside other companies such as Dataminr, Enigma, Quandl, Symphony, and Visible Alpha.
Trusted by
Selected Clients
Data Science
We love working with our clients to turn data into actionable insights.
Artificial Intelligence
We develop artificial intelligence engines that work and react based on your specifications.
Predictive Analytics
Our team has extensive experience in developing many of today’s industry leading predictive analytics indicators and solutions.
Data Engineering
We design, organize, process and protect your data.
Visualization
We believe that building digital applications is also an art form. It should not only be beautiful but also simple to understand and elegant.
Enterprise Applications
Customised enterprise software solutions to address critical business challenges. Focus on business goals and deliver robust, & scalable solutions.
DATA VISUALIZATION, ANALYTICS & PLATFORM
IQ banker provides professional services on top of its technologies and platforms including the customization of data visualization, interactive web-application visualization platforms (in-house usage or commercial product), data & analytics, big data insights, and data integration.
HANDS-ON APPROACH
IQ banker executive-level [...] are the principal point-of-contact for all of our clients providing a high level of support and collaboration.
Examples of complex financial models we developed
● Discounted Cash Flow Models
● M&A Accretion Dilution
● Debt Valuation
● Credit Risk Analytics (e.g. Altman Z Score, Merton’s models)
● Recapitalization/LBO
● Football Field Valuation Tool
● Net Asset Value (NAV) for Real Estate Company
● Dupont Analysis
● IPO Valuation
● Forecasting Model
● Bank Branch Analytics
● Share Repurchase
● Treasury Method Calculation
● Analysis at Various PE
● Weight Average Cost of Capital (WACC)
● Proprietary Data Valuation
● Intellectual Property Valuation
● Historical Beta Calculation
● Lessee's incremental borrowing rate (IBR)
● Equity/Earn Out Scenario Analysis
● Workforce Worth Valuation
● Customer Relationship Valuation
● Contract Valuation
● In Process Research & Development Valuation
● Non-Compete Agreement
● Inventory Valuation
● Tangible Property Valuation
● Business Enterprise Valuation
● Proprietary Software Valuation
● Structured Products
● Property/Trademark/Patent Valuation
● Real Time Mark-To-Market Valuation
Bank Merger Model
M&A Scenario Analyzer
Cash Flow Modeling Based Valuation (DCF)
Market Approach Valuation
Valuation Summary
Guideline Companies
Recapitalization / LBO Analyzer
MAIN FEATURES
Our data and analytics are accessible via intuitive user interfaces for a holistic view of the interconnected global economy and influencers + precision analysis into areas of interest.
Global Supply Chain
Access to the Complete snapshot of Company connections through supply chain of +46,000 global companies.
Relationship Analytics
Tens of millions of relationship analytics (i.e. relationship strength) & connections between companies, people, U.S. government agencies, professional organizations, and non-profits.
Precision Analysis
Leveraging our unique Big Data, we build proprietary, differentiated analytics informed by extensive industry experience and deep subject-matter expertise.
Influencer Analytics
Influencer scores and relationship analytics for 2mm+ leaders of major U.S. government agencies, businesses, professional organizations, and nonprofits.
WEB APPLICATION PRODUCT
• Complete snapshot of Company connections through supply chain and people relationships
• Analyze the interconnection between the global economy, companies, and people in augmented reality experience
• Identify risks across all global markets and gain insights with comprehensive and highly relevant contents
Influencer Relationships Analytics
- IQ banker’s People module provide real-time, people-driven intelligence on over +2 million influential decision makers and over 700,000 organizations across the public, private, governmental agencies, and nonprofit sectors.
- Identify companies’ closest allied organizations and people to uncover the companies’ reach: what are its strengths, weaknesses and areas of opportunity when it comes to making key business decisions.
Relationship Paths
- Analyze +2mm decision marker’s profiles, influential levels, and relationship strength to related entities (person, company, organization, government agencies).
- Relationship mapping tools give users the ability to analyze paths between any entity to any other entity.
- Identify company’s most influential/connected decision makers, and relationships + their profile exposure.
Global Supply Chain Relationships
Description:
IQ banker Global Chain Relationships (GSCR) is the most comprehensive and robust revenue quantifiable supply chain database of public companies around the world. Our coverage is roughly double the size of other supply chain products in the marketplace.
It maps companies to their keys customers and suppliers and quantifies the revenue dependencies of significant relationships by percentage. The data offers a comprehensive view into public companies’ B2B relationships, revealing how they create and transfer value. This supply chain data can help manage risk and limit exposure, as well as derive investment and trading insights.
Data highlights:
Includes 20,000+ global public companies and 26,000+ private companies / government organizations.
Also available on the following platforms.
- Quandl
- Nasdaq
Geographic Revenue Exposure
Description:
IQ banker's Geographic Revenue Exposure (GRE) Database quantifies a company’s sources of revenue against a normalized hierarchy consisting of ~400:
1) Mega-Regions, 2) Regions, 3) Countries, 4) Areas.
Investors can use the GRE database to quantify a company's exposure to exchange rate fluctuations, macro trends, international trade dynamics, and geopolitical developments.
Product Scope and Features:
Coverage: 3,500+ U.S. listed companies (99%+ from small market to large cap)
IQ banker exclusive: when primary and authoritative secondary disclosures are overly general and lack detail, IQ banker provides an estimate (labeled accordingly) based on a GDP-weighted algorithm and company-specific fundamental research.
Sources of Information (primary + reputable secondary):
company regulatory filings
company investor presentations
company conference calls
analyst research
Also available on the following platforms.
Influencer Analytics
Description:
- Analyze decision markers’ profiles, influence level, and relationship strength to related entities (person, company, organization, government agencies)
- Identify company’s most influential/connected decision makers, and relationships + their profile exposure and news sentiment in the media and identify companies’ most influential/connected decision makers
Webinar with CEOs of SRA Risk Associates and Atlantic Union Bank
Please join our webinar on Nov 18th 2021 with
Saul Dunzz, IQ banker Head of Financial Analytics
John Asbury, CEO of Atlantic Union Bank
Michael Glotz, CEO of Strategic Risk Associates
Let's make a deal: M&A trends and how to incorporate technology into your ongoing strategy.
When: 2 pm-3 pm EST, Thursday, November 18th
IQ banker is partnering with Strategic Risk Associates for an upcoming best-in-class analytics platform for the banking and credit union industries. And along with Atlantic Union Bank, we will be discussing:
• Recent M&A deals and latest trends
• COVID-19–influenced M&A catalysts and profitability outlook
• Banks' portfolio diversification, digital capabilities, and scale
• The current administration's initiatives on bank mergers
• How IQB's and SRA's technology can help you navigate risks and drive growth
Click here to watch the live stream of this exciting, in-depth conversation.
About Strategic Risk Associates
Strategic Risk Associates (SRA Risk) is a national leader in enterprise risk, performance management, and merger and acquisition serving over 1,000 banks and credit unions across the United States. The firm is headquartered in Glen Allen, Virginia.
About Atlantic Union Bank
Atlantic Union Bank is the largest financial institution in the state of Virginia and one of the top banking leaders in the Mid-Atlantic region. The bank manages approximately $19.8 billion in assets with 129 branches and 150 ATMs.
About IQ banker
IQ banker’s mission is to empower financial analysis. We digitize and democratize financial know-how and make it more broadly available to both institutional and everyday retail investors.
IQ banker's M&A Modeling Platform Licensed By S&P Global
IQ banker, an innovative pioneer and global leader in corporate finance and financial modeling workflow platforms used by the world’s leading financial firms, is proud to announce it has licensed its latest best-in-class product to S&P Global Market Intelligence.
NEW YORK (PRWEB) February 22, 2021 – IQ banker, an innovative pioneer and global leader in corporate finance and financial modeling workflow platforms used by the world’s leading financial firms, is proud to announce it has licensed its latest best-in-class product to S&P Global Market Intelligence. The recently- launched “Merger Model – Powered by IQ banker”, a powerful platform that makes in-depth M&A analysis easy and efficient, now incorporates S&P Global’s financial modeling methodologies and its premium financial sector data. It is now available and lives inside S&P Global’s flagship product, Market Intelligence, as the newest and one of the most cutting-edge products within their platform.
IQ banker’s M&A Modeling Platform is a powerful and fully-interactive tool that facilitates the in-depth analysis of the impact of M&A deals. With its impressive design, user-friendly interface, and interactive controls, IQ banker’s platform is an easy-to-use tool to model M&A deals and effectively and seamlessly examine the pro forma financial impact. The cutting-edge platform allows financial analysts, M&A professionals, and CFOs to customize a set of assumptions and run accretion/dilution analysis in real-time, deal value calculation and consideration breakdown, pro forma analysis of financial statements, regulatory capital analysis, sensitivity analysis, and profitability analysis. In addition to assessing deals instantaneously, the platform also offers ways to spot desired target or buyer companies, analyze multiple scenarios, and filter deals to discover the most suitable options. Scenarios and assumptions can be saved and replicated seamlessly.
“We’re beyond pleased that a global brand with the prestige and reputation of S&P has chosen to incorporate IQ banker’s latest product into its flagship platform, Market Intelligence,” said IQ banker Executive Saul Paredes. “S&P clients will benefit greatly from this interactive tool, creating efficiencies and leveraging the incredible power of data for the benefit of their M&A activity.”
IQ banker is a pioneer and global leader in transforming corporate finance and financial modeling into a robust, streamlined digital and workflow platform. Their team is comprised of analytics and financial experts who help clients gain actionable insights from big data and deliver their stories through visualization platforms. For more than 160 years, S&P Global has helped accelerate progress by providing essential intelligence that helps companies, government entities, and individuals make sound financial decisions through data, research, benchmarks, and more.
To learn more about IQ banker and its various offerings, visit https://www.iqbanker.com. Additional information about S&P Global is available online, at https://www.spglobal.com.
About IQ banker
IQ banker is an innovative pioneer and global leader that is transforming the world of corporate finance and financial modeling into a robust and streamlined digital and workflow platform. The world's leading banks use IQ banker to power valuation and financial modeling. Its digital solutions integrate a variety of corporate finance analytics, valuation, and analysis tools for private and public companies across the globe, including discounted cash flow (DCF), intangible assets valuations, tangible and property valuations, Leverage Buyout (LBO), and M&A deal analytics, Debt Valuation Modeling, WACC, risk premium and incremental borrowing rate modeling, comps valuation multiples, and guideline companies’ data for benchmarking.
IQ banker’s collaborative platform also features secure login to team members and clients, seamless proprietary data upload tools, centralized communications, systematic integration to external data sources, standardized reporting, client’s branding, master templates, extensible modules, and the ability to document and dialog among geographically and organizationally dispersed collaborators.
IQ banker bring and transform Weibo data, China's largest social media platform, for capital markets for the first time
Weibo, IQ Banker, and StreetSide joined forces to develop Weibo Analytics, a natural language processing tool powered with supply chain relationships and specifically designed to analyze Chinese social media content for applications in Capital Markets.
Using its exclusive and direct access to Weibo, one of the leading social media networks in China and the most popular text-based social platform of Chinese content, the authors show, as a use case example, how the engine enriches and analyzes Weibo’s dataset to assess and predict the Chinese smartphone market dynamics. They also present an estimate of potential revenue loss for Huawei suppliers during 2018-2019, using IQ Banker & Dow Jones Supply Chain and News Analytics platform, and demonstrate that Huawei international suppliers’ stock prices underperformed their respective benchmarks.
IQ banker in Partnership with Clarity AI
Clarity AI, a pioneer in leveraging data science and machine learning to help direct investment capital towards socially responsible companies, has teamed up with IQ banker, an expert on global supply chain intelligence, to help professional and retail investors quantify and visualize the societal impact of their portfolios.
Founded in 2017, Clarity’s flagship tool allows investors to upload a portfolio and visualize the constituent companies’ environmental friendliness, social impact, and corporate behavior. Investors can set their own impact criteria, see how their portfolio measures up against those criteria, and re-constitute and/or rebalance their portfolios accordingly. Now powered by IQ banker’s global supply chain database that quantifies historical and current economic linkages between 33,000 global companies, Clarity can factor in a company’s global supply chain into its impact ratings.
For example, IQ banker’s data shows how a major U.S. sporting goods retailer sells products by a global athletic wear brand, whose products are made by a Taiwanese garment manufacturer, whose manufacturing processes is powered by a Taiwanese industrial steam power provider. Clarity can now more exhaustively quantify the retailer’s societal impact by analyzing the number of employees and geographical scope of its supply chain companies, the revenue dependency between suppliers and customers, the mix of renewable vs. fossil fuel power in the value chain, and the impact ratings of each individual company in the supply chain.
Antonio Molins, Chief Data Scientist at Clarity says: “we are delighted to incorporate IQ banker’s global supply chain intelligence into our portfolio management solutions and societal impact ratings.”
Nat Sapsin, Managing Partner of IQ banker adds: “Clarity is an innovative pioneer that is leveraging cutting edge technology to make the world a better place, exactly the type of company we like and want to support.”
Clarity AI (www.clarity.ai) is a global data science and technology platform that uses machine learning and big data to deliver environmental and social data that empowers investors to measure the impact of their portfolios. Clarity AI’s platform analyzes more than 30,000 companies, 200,000 funds and 400 countries and local governments, delivering data, analytics and software applications for investment and corpor.
IQ banker (www.iqbanker.com) helps professionals and organizations of all types with digital innovation and leverage big data to discover and capture opportunities, manage risk, and strengthen operations. IQ banker-Dow Jones’s Supply Chain & News Analytics suite of products are subscribed to by leading investment managers, consultants, and the United States Government Intelligence Agencies.
Battlefin
Using reliable alternative data to understand supply chain risk even down to intraday data:
IQ banker’s cutting-edge peer intelligence platform is now available on SRA’s Watchtower platform.
Strategic Risk Associates (SRA Risk) is a national leader in enterprise risk, performance management, and M&A, serving over 1,000 banks and credit unions across the United States. The firm is headquartered in Glen Allen, Virginia.
IQ banker’s Global Supply Chain Analytics is now available on Nasdaq Data Platform with an ongoing white-gloved customer experience and support from Nasdaq global team. With our coverage of over 46,000+ entities, including private and publicly traded companies, government agencies and more, and with historical data since 2005, this robust and comprehensive dataset helps our clients derive investment and trading insights or manage risks and limit exposure to companies or industries across the globe.
Nasdaq is a global technology company serving capital markets and other industries. Its offering includes data, analytics, software and services that enables clients to optimize and execute their business vision.
IQ banker’s best-in-class Deal & Valuation modeling platform, the Merger Model, is now available on S&P Capital IQ Pro. Our digital platform allows users to model M&A transactions between banks on the fly, discover the most optimal deal and capital structure, analyze the parties' proforma financial statements and capital adequacy ratios, understand multiple potential accretion/dilution, synergies and profitability scenarios, and screen for deal idea generation.
S&P Global is a world-leading provider of financial information services, including data & analytics, enterprise technology, and expertise & advisory services.
IQ banker’s Global Supply Chain Analytics and Geographical Revenue Exposure ("GRE") data feeds are now available on AWS Data Exchange. GRE provides apple-to-apple insights into companies' and portfolios' geographical revenue exposure. The data gives our clients the ability to analyze companies' geographical and macroeconomic risk profiles and discover opportunities for revenue growth.
Amazon Web Services (AWS) is the world’s most comprehensive and broadly adopted cloud platform, offering over 200 fully featured services from data centers globally.
Dow Jones and IQ banker launched a co-branded & joint platform that reveals interrelationships between economic entities powered by news sentiment for investment insights, trading ideas, risk management, and KYC applications.
Dow Jones is a worldwide news and information powerhouse, with prestigious brands including The Wall Street Journal, Dow Jones Newswires, Factiva, Barron’s, MarketWatch and Financial News.
IQ banker’s powerful analytics and visualization platform is now available through the world’s largest payroll company. The platform provides access to unparalleled employment, workforce intelligence, and benchmarking analytics on a beautiful and intuitive platform.
As a product solution partner for global companies, we leveraged income, demographic, and commute & migration big data and transformed it into a cutting-edge digital platform that provides differentiated insights and analytics.