Analysis

IC-grade analysis.
In seconds.

From market maps to investment memos to live public comps - Solstice Analysis gives your team the analytical depth of a full research desk, available on demand.

7
Analysis tools in one platform
25+
Pre-built sector maps
<60s
Time to generate a memo
Comps Analysis

Live trading multiples. For any company.

Input any company name - public or private - and Solstice automatically surfaces comparable public companies with live trading multiples. Add or remove comps, toggle M&A precedents, and arrive at a defensible valuation range in minutes.

  • Live EV/Revenue, EV/EBITDA, and P/E multiples
  • Precedent M&A transactions with deal context
  • Works for private companies - no ticker required
  • Export-ready for IC memos and LP materials
Comps AnalysisTarget: AI Data Platform
4 comps
CompanyEV/RevEV/EBITDAGrowth
Snowflake
SNOW
14.2xNM+29%
Palantir
PLTR
28.1x85.2x+36%
Databricks
Private
18.5xNM+50%
Datadog
DDOG
16.8x62.4x+26%
Median17.7x73.8x+32%
Investment MemoAether Labs - Series A
AI Generated
Market Opportunity

$4.2B TAM growing at 34% CAGR. Three tailwinds: AI infrastructure demand, enterprise data compliance, and multi-cloud sprawl.

Competitive Positioning

Category leader with 68% gross retention. Key moat is proprietary integration layer that takes 6-9 months to replicate.

Financial Benchmarks

$12M ARR, 3.1x YoY growth, 78% gross margin. Burn multiple of 1.4x vs. 1.8x sector median at this stage.

Key Risks

(1) Hyperscaler bundling risk from AWS/Azure. (2) Concentration: top 3 customers = 44% of ARR. (3) CTO departure in Q3 2025.

Generated in 43 secondsEdit in memo editor ->
Memo Writer

IC-quality memos. Without the 6-hour draft.

Enter a company name and Solstice generates a structured investment memo covering market opportunity, competitive positioning, financials, and risks. A first draft ready to refine and present - in under a minute.

  • Market opportunity with TAM and growth drivers
  • Competitive positioning and moat analysis
  • Financial benchmarks vs. sector comps
  • Structured risk section with mitigation framing
Market Map

Sector maps built from live data. In minutes.

25+ pre-built sector maps across AI/ML, FinTech, Climate Tech, Healthcare, and more. Generate custom maps for any vertical on demand - all backed by live data, exportable for IC decks in one click.

  • Matrix, quadrant, and swimlane map formats
  • Auto-populated from Solstice company database
  • Custom maps for any sector or sub-vertical on demand
  • One-click export to PDF or shareable link
Market Map - AI/ML6 sub-verticals
Foundation ModelsHIGH
Growth
AI AgentsHIGH
Early
Inference InfraHIGH
Growth
Vector DatabasesMED
Mature
AI SecurityHIGH
Early
MLOpsLOW
Mature
25+ sectors available - generate custom on demand

Every analytical tool. One platform.

Seven tools covering market mapping, diligence, memos, comps, and more - all connected.

Investment Ideas

/AI-generated deal theses

Solstice AI generates structured investment ideas aligned to your stated thesis - covering market opportunity, differentiation, risks, and entry rationale. A starting point that saves hours.

AI-generatedThesis-alignedStructured

Market Map

/25+ pre-built sector maps

Instant market maps across AI/ML, FinTech, Climate, Healthcare, Defence Tech, and 20+ more sectors - in matrix, quadrant, and swimlane formats. Updated from live data, shareable in one click.

25+ sectorsLive dataExportable

Metrics

/Financial benchmarking

Benchmark any private company against sector peers. ARR multiples, growth rates, burn multiples, and NRR - contextualised by stage and vertical to give your IC the numbers that matter.

BenchmarkingARRGrowth metrics

Diligence

/Structured frameworks

Structured diligence frameworks tailored to asset class and deal type. Flag risks early, benchmark financials against comps, and surface the questions your IC will ask - before they ask them.

FrameworksRisk flagsIC-ready

Asset Class Map

/Macro intelligence layer

A live overview of headwinds and tailwinds across every private market asset class. Understand the macro forces shaping valuations and deal activity before making capital allocation decisions.

MacroReal-timeMulti-class

Memo Writer

/IC-grade investment memos

Generate structured investment memos from a company name or brief. Market context, competitive positioning, risk factors, and financial benchmarks - ready to refine and present to your IC.

IC memosOne-clickStructured

Comps

/Public comps and precedent M&A

Live trading multiples (EV/Revenue, EV/EBITDA, P/E) for any set of comparable public companies - plus precedent M&A transactions. Add, remove, and toggle comps to refine analysis in real time.

EV/RevEV/EBITDAPrecedents

Give your team research-desk depth. Without the headcount.

14-day free trial. Full access. No credit card required.