Coverage options are plentiful and the information being sent your way can be overwhelming. Until now, it’s been impossible to know if you are inadvertently missing valuable information or letting smart people slip through the cracks.

It’s also been impossible to determine, in any objective manner, whether your current coverage is providing you with real value based on what matters most to you and your firm.

Problem solved

First Coverage solves these problems.

First Coverage automatically builds in-depth, easily viewed profiles on each sell-side person and firm that is sending you information. You can pinpoint where each person is most likely to add value to your investment process and track how much value they are adding according to your criteria.

Choose your criteria

Our flexible platform allows you to choose from dozens of parameters, such as “return on trade ideas” or “quality of meetings” to objectively evaluate your sell-side firms. You also can effortlessly evaluate potential new coverage before making a decision. You can also use it to evaluate the people generating ideas internally at your firm.

Without ever entering data yourself, you can easily see who’s performing up to — or exceeding — your specific expectations. With First Coverage, you have an accurate, objective “apples-to-apples” comparison of all current and potential coverage.

First Coverage allows you to always find the best people and information, based on your specific criteria. If you’d like to learn more, just contact us.