Sarah Friar - Building the Local Graph - [Invest Like the Best, EP. 249]

I know firsthand how complex the tech stack is for asset management firms. And seemingly every new tool and data source makes the problem even worse, adding more complexity, more headcount, and more risk. Ridge line offers a better way forward. One unified platform that automates away the complexity across portfolio accounting. Reconciliation, reporting, trading, compliance, and more, all at scale. Ridge line is revolutionizing investment management, helping ambitious firms scale faster.

Operate smarter and stay ahead of the curve. See what Ridgeline can unlock for your firm. Schedule a demo at ridgeline.ai. This episode of Invest Like the Best is sponsored by Canalist. Canalist is the leading destination for public company data and analysis. I'd heard of Canalyst over the past few years and became more interested after meeting the founder and CEO last year to pick his brain about SaaS businesses. Founded by a former buy side analyst who encountered friction in sourcing, building, and updating models.

Canalist is now used by over three hundred institutions, including the largest money managers in North America and by a number of the guests on this show. With detailed company specific models on virtually every investable public equity, canalist clients are able to react more quickly. If you've been scrambling to keep up with the deluge of IPOs these days, Canalyst has models on Snowflake, Unity, Good R X, and everything in between. Their pre-IPO models are built as soon as the S1 hits and include all segments, KPIs, and non-gap figures. If you're a professional equity investor and haven't talked to canalists recently, you should give them a shout.

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