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Finance · Fundamental and systematic research

The quarter moves before consensus does.

String builds web data signals that give investment teams an independent view of revenue, demand, and operating momentum before earnings.

Built to your thesis · Refreshed through the quarter · Delivered to your stack
Quarterly earnings model
ObservePrices · inventory · locations · hiring
NormalizeDaily snapshots · entities · history
ModelRevenue · units · utilization · growth
CompareIndependent view ↔ street consensus
✓ Research-ready before the earnings call
This schematic contains no customer performance data.
Built with investment teams
6 of top 10 hedge funds
2 of top 5 asset managers
More than 2 years serving hedge fund research
From web activity to earnings view

Build the model before the call.

Consensus updates in bursts. The web changes every day. We collect the pages behind the KPI, map them into your coverage model, and keep the signal current until the report.

01

Demand

Availability · reviews · rankings

→ Revenue and unit demand

02

Price and mix

Prices · promotions · assortments

→ Average selling price and mix

03

Footprint

Locations · openings · service areas

→ Unit growth and market coverage

04

Operating pace

Hiring · delivery windows · capacity

→ Throughput and operating momentum

The consensus delta

What does the web say that the street has not priced in?

The output is the difference between a live, independent view of the business and the assumption already in the market.

Consensus delta
Street consensus
Potential earnings beat

This conceptual comparison contains no customer performance data.

The deliverable

A signal your team can put into the model.

CoverageCompany and peer set
CadenceThrough the earnings cutoff
OutputHistory, tables, and quality checks
OwnerA forward deployed engineer
One signal, kept live

The feed stays accountable to the thesis.

A forward deployed engineer works with your team from the first source through the earnings cutoff. The same person owns collection, validation, and delivery.

01Start with the model

Name the company KPI, the street assumption, and the web activity that should move first.

02Instrument the quarter

Collect the relevant public pages on a fixed cadence and preserve every observation.

03Measure the delta

Map the web signal into your model and compare the independent estimate with consensus.

04Keep it live

Validate each delivery and repair collection as source sites change through the reporting date.

Customer perspective
“We transitioned all of our web data pipelines to String. Everything just works because we don't get blocked, scrapers self-heal immediately, and they guarantee data quality.”
Head of Data · $60B hedge fund
Collected responsibly

Public sources. Clear boundaries.

We collect public web data and hold to the same commitments on every earnings signal.

Public pages only

We collect from openly accessible pages, never from behind a paywall, login, or other authentication.

No clickwrap gates

We do not collect from sites that require accepting terms through a clickwrap agreement.

No copyrighted media

We do not collect copyrighted materials such as images or video.

Considerate rate limits

Every feed is capped at one request per second by default, and most run slower.

Build the view before the quarter reports.

Tell us the company, the KPI, and the consensus question. We will scope the signal with you.

Scope an earnings signal
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