Frequently Asked Questions

Tenzing MEMO is an off the shelf AI market intelligence tool designed to help professionals get 'up-to-speed' quickly on ~6,000 public companies. It uses advanced NLP and machine learning to analyze financial data, news, company reports, and filings, providing detailed briefing reports, deep research capabilities, meeting prep tools, and event-based issue monitoring.

Every day, thousands of pages of SEC filings, event and call transcripts, company presentations, news articles, company fundamentals, and real-time market data become known to Tenzing through automated ingestion. Tenzing's AI is able to rapidly transform the insights gleaned from these rich sources into up-to-date, heavily distilled, and interactive briefs using the latest NLP and Machine Learning tools. Tenzing can then help professionals hone in on finer point details in the reports, breakdown complex topics, and manipulate all its collective knowledge through robust self-directed and guided Q&A features.

Tenzing is a cutting-edge market intelligence tool. Our mission is to help you get up-to-speed on situations faster and make it easier for you to maintain better awareness going forward. Tenzing accelerates ramp-up times, proactively monitors the news and the market while you tend to other matters, preps you for meetings and engagements, and heavily streamlines your deep research and idea generation. Use Tenzing to keep better tabs on your clients, prospective clients, investments, competitors, and your own company, too.

Tenzing MEMO is reserved for professional use. Since launch, we have granted access to professionals in a wide variety of roles, including investment management, banking/brokerage, financial advisory, consulting, sales, corporate strategy, development, investor relations, risk management, audit, transactional due diligence, and others. The fastest way to gain approval is to register with a valid work email address. We reserve the right to restrict access on a case-by-case basis.

Tenzing MEMO provides real-time insights derived from licensed, publicly available information sources. Sources include: SEC filings, earnings calls, event transcripts, and investor decks, as well as bundled access to premium financial news, trading and market data, company fundamentals and financials, and other rich data sources. The combination of all of these sources constitutes Tenzing MEMO's reference-able 'knowledge base'. Subscribers can also layer in their own supplemental content, either in the instance or via API, to create an enhanced experience with the AI. For custom integration with internal RMS, knowledge management systems, or APIs, contact hello@tenzingmemo.com.

Yes. Tenzing MEMO works great right off the shelf and there is no need to add additional insights to it. However, for those seeking to leverage their own sources, Tenzing easily integrates with firm-level research or knowledge management systems. Individual files/folders of PDF content can also be added by the user directly. Layering additional content into Tenzing creates an experience with the AI that is totally unique. Added content always remains fully sequestered in a 'private vault' with leading security protocols. Your content and actions never train Tenzing or inform other users. For custom integration with internal RMS, knowledge management systems, or APIs, contact hello@tenzingmemo.com.

Yes, easily. Company coverage on Tenzing MEMO is on-demand and highly customizable by design. Outputted content can be easily rewritten within the app to make it what you need it to be. MEMO can also be customized systematically behind the scenes to suit your unique preferences, stylistic needs, areas of interest, or with curated informational inputs.

No. Tenzing MEMO is a research information system, not a stock recommendation system. Tenzing MEMO may not be used to provide tailored financial advice to individuals.

We take data security seriously. Our platform employs state-of-the-art encryption and security measures to safeguard your data. We are committed to maintaining the highest level of data privacy and compliance with industry-standard regulations. Your uploaded content (and any insight extracted from it) is domiciled within a 'private vault' and is never exposed to other users. In order to comply with industry best practices, we strongly discourage the uploading of any content that contains any client personal identifiable information (PII).

No. We are not training any LLMs.

Yes. All verified users are granted a free trial to assess the software before purchasing. During the trial, users may freely explore Tenzing MEMO to create some research and conduct some Q&A. No credit card is required. Limit of one (1) free trial per verified professional.

Getting started is easy. Go to the Sign Up page to get started. All approved users receive a free trial during which time they can evaluate the software without any commitment.

Pricing is based on a simple monthly or yearly per-user subscription model. Annual subscribers currently receive a 20% discount. For details or to discuss enterprise license structures, contact hello@tenzingmemo.com.