INFLXD Daily Briefing

Daloopa closes $47M Series C, the MCP era, and more

Sun, 31 May 2026 22:51:47 GMT

The INFLXD Daily Briefing for May 31, 2026 covers two structural shifts in the AI-finance stack. First, MCP-era expert network integrations are rewriting compliance workflows — query-level logs are becoming the new attestation artifact for buy-side firms. Then, Daloopa closes a $47M Series C, betting its structured fundamentals layer becomes essential plumbing for LLM-driven investment research.

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Anthropic adds Hebbia to Claude, Investor Group Services launches AI advisory practice for PE clients, and more

Thu, 28 May 2026 23:46:47 GMT

The INFLXD Daily Briefing for May 28, 2026 covers the emerging compliance artifact reshaping expert network workflows in the MCP era, Investor Group Services' new AI advisory practice for PE clients, Anthropic's addition of Hebbia to the Claude Marketplace, and the uneven pace of AI adoption across private markets GPs.

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Hebbia's live integration with SS&C, $25K Coaches, and the Expert Network Pricing Cliff

Wed, 27 May 2026 23:40:04 GMT

The INFLXD Daily Briefing for May 27, 2026 covers Hebbia's live integration with SS&C Intralinks DealCentre, bringing real-time data room access into AI-driven diligence workflows. The episode also profiles the ex-banker consulting class charging Wall Street $25,000 a day to deploy AI tools that internal teams can't operationalize. Finally, the briefing examines how MCP integrations at Guidepoint, Third Bridge, and AlphaSense are collapsing the per-call revenue model that has anchored expert network economics for two decades.

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Guidepoint's MCP Claude integration, AlphaSense, and more

Wed, 20 May 2026 22:26:38 GMT

The INFLXD Daily Briefing for May 20, 2026 covers Guidepoint's Model Context Protocol integration with Anthropic's Claude and what it means for compliance when LLMs hit expert-network libraries directly. The episode also examines the structural data-layer winners in AI buildout, Nubank's AI-driven operating leverage, and why hallucination risk in expert-network synthesis isn't a punchline.

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AlphaSense Goes Agentic: Reasoning, Tools, and Code

Sun, 17 May 2026 22:56:25 GMT

The INFLXD Daily Briefing covers AlphaSense's latest AI update, which introduces chain-of-thought reasoning, tool use, and coding capabilities to its market intelligence platform. Host Charlie Zvibleman breaks down what a token-hungrier reasoning stack means for institutional research workflows and the competitive implications for the expert network and financial data space.

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Chegg pivots into AI model training & Otter Talks Up Conversational Knowledge Engine

Thu, 14 May 2026 07:33:22 GMT

The May 14th briefing covers Chegg's pivot to positioning its expert network as AI training data, Otter.ai's push to turn meeting transcripts into a permission-gated knowledge graph, and a thought experiment from Ben Lang on removing human schedulers from the expert-call workflow entirely. Three stories that collectively ask who owns the expert access layer — and what it's worth.

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AlphaSense Goes AI-Native While Definitive Takes a $197M Hit

Tue, 12 May 2026 07:01:45 GMT

On today's INFLXD Daily Briefing, AlphaSense's new CFO Samantha Greenberg details her push toward an AI-native finance organization, logging ten hours a week on AI skill-building. Then, Definitive Healthcare reports a rough Q1 2026 — revenue down six percent year-over-year and a $197 million goodwill impairment — with the Monocl expert-intelligence platform emerging as the lone bright spot on the earnings call.

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Rogo's $160M Bet That AI Owns the Deal Room

Sun, 10 May 2026 22:31:07 GMT

The INFLXD Daily Briefing covers Rogo's $160M Series C and what its growing roster of elite advisory clients signals about where agentic AI is headed inside investment banking. The episode examines whether Rogo is building infrastructure or a moat — and why the distinction matters for the broader financial AI landscape.

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21 Charged for Insider Trading, and Anthropic's Wall Street Invasion

Thu, 07 May 2026 04:52:43 GMT

The INFLXD Daily Briefing for May 7, 2026 covers the SEC's civil charges against 21 individuals in a decade-long insider trading ring allegedly fed by leaks from multiple global law firms. The episode also breaks down Anthropic's launch of ten finance-specific AI agents and what it signals about the accelerating battle for Wall Street's AI budget.

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Flexible Talent, Fallen Networks, and the Capex Cycle

Wed, 06 May 2026 06:58:44 GMT

Today's episode covers the quiet collapse of expert witness firm TASA Group, Catalant's dual push into prestige rankings and 'Consulting 2.0' positioning, and a Reddit thread surfacing MEDACorp KOL color on aTyr's Phase 3 readout. Also: Rogo lands a McKinsey veteran as Chief Innovation Officer, and AlphaSense pairs with Evercore ISI on energy capex.

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VisasQ-Coleman expands AI-led recruiting

Tue, 05 May 2026 23:23:12 GMT

The INFLXD Daily Briefing for May 5, 2026 leads with the Tegus-AlphaSense merger creating a $4 billion research platform with 200,000 expert transcripts. The episode also covers AlphaSense crossing $500M ARR, Rogo's McKinsey hire signaling serious institutional ambition, and VisasQ-Coleman's AI-driven recruiting push in Japan and beyond.

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AlphaSense crosses $500M ARR, and more...

Sun, 03 May 2026 05:52:23 GMT

Today's briefing covers Bloomberg's AI earnings summaries landing on the Terminal, FactSet's native MCP server positioning its data feed as a direct LLM endpoint, and AlphaSense hitting $500M ARR while flooding the zone with earnings-season AI content. The episode also touches on Trendlyne gating transcript summaries in India and what the crowded AI playbook market actually signals.

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