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Pinegap

Category: AI in Fintech

AI-powered agentic equity research platform for institutional buy-side analysts and portfolio managers. Pinegap was founded in 2024. The company is led by Deepak Sharma. Based in New York, US (technology centre Bengaluru, India). Team size: 11-50. Total funding raised: $10.5M. Latest round: Series A. Key investors include Stellaris Venture Partners, Inventus Capital Partners, Silicon Valley Quad, DeVC.

Founded
2024
Headquarters
New York, US (technology centre Bengaluru, India)
Team size
11-50
Total funding
$10.5M

Value proposition

Automates core equity research workflows (idea generation, company ramp-up, earnings analysis, thesis tracking) using proactive custom AI agents that push insights to analysts rather than waiting for queries.

Products and solutions

AI platform with modules for idea sourcing, company primers, earnings previews/recaps, proxy reviews, risk tracking, thesis dashboard, AI screener, conference tracking, and an MCP offering (modern-day API) for larger funds' internal tech teams.

Unique value

Purpose-built for a single niche (buy-side equity research) with proactive, workflow-integrated AI agents tuned to each fund's investment style, private data, and output formats — reducing hallucination risk by connecting to a fund's own data.

Target customer

Institutional buy-side equity analysts and portfolio managers at hedge funds, mutual funds, investment banks, and boutique RIA firms.

Industries served

Financial services / asset management (equity research, hedge funds, mutual funds, investment banks).

Technology advantage

Proprietary Pine-LLM deep-reasoning technology; proactive "push" agents (vs pull-based chatbots); proprietary data moat; MCP offering; domain knowledge earned customer-by-customer in the workflow layer.

How they differentiate

Unlike general-purpose AI chatbots and legacy incumbents, Pinegap is purpose-built for buy-side equity research with proactive agents that push scheduled/event-driven insights, integrate directly with a fund's own data, and offer both buy and build (MCP) options.

Main competitors

AlphaSense, Hebbia, Bloomberg Terminal, FactSet, Rogo

Key partnerships

Backed by Stellaris Venture Partners, Inventus Capital Partners, Silicon Valley Quad, DeVC, angel investors include Mohit Aron (Cohesity/Nutanix founder), Mohan Kumar (Avataar Ventures), Vetri Vellore (Ally.io), Vivek Vipul (FalconX Gateway).

Notable customers

Five of the top 10 multi-managers in New York, recognizable mutual fund industry names (client agreements largely prevent naming), long/short and long-only funds, boutique RIA firms.

Major milestones

Founded/registered January 2024, $2.5M seed round April 2024, commercial product launch Q1 2025, $8M Series A led by Stellaris Venture Partners August 2026.

Growth metrics

1,000+ AI agents deployed across 100+ institutional clients; 50,000+ research reports generated per month; ARR doubled since launch, expected to triple by end of year; charges ~$6,000/user subscription.

Market positioning

Vertical AI leader in the equity research workflow layer; serves 100+ institutional clients with 1,000+ deployed agents and 50,000+ research reports/month; clients include five of the top 10 multi-managers in New York.

Geographic focus

US (New York) primary market, with clients in London, Singapore, and Hong Kong; technology team in Bangalore, India.

Patents and IP

Pine-LLM (proprietary deep reasoning technology) — no public patent filings identified.

About Deepak Sharma

Ex-FalconX Gateway Entrepreneur in Residence; IIT-BHU (IIT Banaras Hindu University) alumnus. Co-founded Pinegap to apply LLMs to equity research workflows.

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