Practice Area · Investment Analysis · CatalystIQ

Institutional-grade
investment analysis.

The same rigor a Sanofi BD team runs on an acquisition target — DCF, rNPV, fundamental analysis, and M&A reverse-engineering — applied to the positions you actually hold. Built for individual and family-office investors, delivered through the CatalystIQ terminal.

Visit CatalystIQ See sample research
Public launch July 2026

The methodology institutions use, productized.

Most retail tools give you price charts and headlines. CatalystIQ gives you the valuation engines a corporate development team would actually run — discounted cash flow, risk-adjusted NPV with pipeline auto-fill, Monte Carlo tail-risk analysis, and a comparable-transaction database calibrated against real closed deals. It is the MCS Advisory product line that brings institutional methodology to investors who were never given access to it.

Capabilities

What the terminal does.

01
DCF & rNPV engines
Discounted cash flow and risk-adjusted NPV modeling with biotech pipeline auto-fill — the core of pre-revenue valuation.
02
Monte Carlo simulation
Box-Muller normal-distribution simulation for tail-risk and probability-weighted outcome analysis.
03
AI Portfolio Builder
Portfolio construction calibrated to your risk profile, with multiple time horizons.
04
Market Intelligence
S&P 500 dashboard: sentiment, fear/greed, forward P/E, sector YTD, and VIX in one view.
05
AI Earnings Insight reports
Quarterly S&P 500 earnings updates, exportable to PDF, Word, and PowerPoint.
06
Catalyst Calendar
PDUFA dates, FDA decisions, and earnings events that move biotech positions.
07
Movers screener
Premarket and after-hours movers, surfaced before the open.
08
M&A comps database
Comparable transaction database for reverse-engineering deal value and capture rates.
09
AI Chat Assistant
Conversational analysis with full financial context across your watchlist.
Sample work product

Sangamo (SGMO) positioning vs. 12 biotech M&A transactions.

A worked example of the methodology: a 12-deal biotech M&A transaction database covering $50B+ in aggregate deal value, used to calibrate SGMO's positioning via rNPV capture rates rather than premium-to-current. The full note is on the Insights page.

Pricing & access

Free tier, plus Pro.

Public launch comes July 2026. A free tier covers core analysis; the Pro tier ($14.99/month or $149/year) unlocks the advanced engines — Monte Carlo, rNPV, and the Portfolio Builder — with a 7-day free trial.

Engage

Want institutional rigor on your own positions?

Explore CatalystIQ directly, or reach out for a confidential conversation about family-office research engagements.

Visit CatalystIQ