Calibre
- Company typePrivate
- Founded1999
- HeadquartersSydney, Australia
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
Calibre firmographics
Firmographics- Name
- Calibre
- Legal name
- Calibre Financial Technology Pty Ltd
- Website
- https://calibreft.com
- Company type
- Private
- Founded year
- 1999
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Ownership category
- akta.pro rank
Calibre industry classification
Industry- Product category
- Investment Research Management Software
- NAICS
- Software Publishers (513210)
- SIC
- Services-Computer Processing & Data Preparation (7374)
- akta.pro primary industry
- iBPMS (Intelligent BPM Suites) & Process Automation Suites (HDAEAHAG)
- akta.pro secondary industry
- AI Governance, Risk & Compliance (GRC) Platforms (HDAAAMAA)
Keywords
Where Calibre is headquartered
LocationHeadquarters
- HQ city
- Sydney
- HQ country
- Australia
- HQ region
- Oceania
Offices3 records
Markets served
Calibre business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Infrastructure, Operations, Marketing or Sales
Revenue model
- SaaS Platform Subscription: CalibreRMS is a cloud-based SaaS platform sold via enterprise subscription agreements. Pricing is quote-based, tailored to team size and configuration requirements. The platform is described as highly customisable and configurable, indicating a land-and-expand motion within institutional investment teams.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Enterprise SaaS - custom pricing |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels5 records
Calibre product offering
Product offeringCore offering
CalibreRMS is an AI-powered Investment Research Management System (RMS) sold as a cloud-based SaaS platform to institutional investment teams. It centralises research notes, financial models, ESG data, engagement tracking, proxy voting, and portfolio positions into a single governed platform, with built-in AI features (CalibreRMS Intelligence) that produce grounded intelligent notes, auto-tagging, and scorecards from attached documents and audio. The platform is delivered via enterprise subscription with custom configuration per client.
Product overview
Calibre offers CalibreRMS, an AI-powered Investment Research Management System (RMS) designed for institutional investment teams. The platform follows a modular architecture with the core CalibreRMS as the central operating system, supplemented by specialized modules including CalibreRMS Intelligence (AI features), AI Enhanced Research, Portfolio Insights, ESG & Active Ownership, Modelling & Data Integration, Third Party Data Integration, Team Collaboration, and Active Ownership. These modules work together to provide a unified platform covering the entire investment research lifecycle from idea generation through portfolio management and stewardship.
Differentiator
Problem solved
Functional benefit
Brands
- CalibreRMS: AI-powered investment research management system platform for institutional investment teams.
- CalibreRMS Intelligence
- CalibreRMS Active Ownership
Products and services
- CalibreRMS AI-powered Investment Research Management System (RMS) serving as the central operating system for investment decision-making, unifying research notes, financial models, ESG data, portfolio insights, and workflow management for institutional investment teams. Delivered as a cloud-based SaaS platform via enterprise subscription.
- CalibreRMS Intelligence AI features within CalibreRMS including Intelligent Notes (AI-powered note-taking grounded in attached PDFs/audio/transcripts with citations), Auto-Tagging (AI entity recognition for security master tagging), and AI Note Abstracts (auto-generated summaries). Powered by frontier models from OpenAI, Anthropic, Google, AWS, with BYO-LLM architecture for client-controlled AI deployment.
Quantifiable outcome
- AI reasoning cost reduction: price-per-token dropped approximately 150x between early 2023 and mid-2024, enabling broader AI deployment across research workflows
Companies that use Calibre
Customer profileNamed customers4 records
Segments3 records
Ideal customer profiles1 record
Calibre technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration15 records
AI capability11 records
Feature8 records
Calibre partnerships and signals
Strategic signalPartnerships
14 partnerships are on record, tiered core and secondary.
- BloombergcoreBloomberg provides financial market data (company financials, global market data, consensus estimates) integrated directly into CalibreRMS, enabling analysts to access Bloomberg data within the research workflow without leaving the platform.
- FactSetcoreFactSet provides financial data and analytics integrated into CalibreRMS for company financials, ratios, market data, and consensus estimates within the research platform.
- IRESScoreIRESS provides real-time and historical market data on equities, commodities, and indices, integrated into CalibreRMS for trading strategy and market monitoring use cases.
- S&P CapIQcoreS&P Capital IQ provides financial data and analytics integrated into CalibreRMS for company financial analysis, market data, and investment decision support.
- MSCIcoreMSCI provides ESG data, corporate controversy monitoring, and proxy voting insights integrated into CalibreRMS for responsible investment analysis and regulatory reporting.
- ISS (Institutional Shareholder Services)coreISS provides ESG data and proxy voting insights integrated into CalibreRMS to support active ownership workflows and stewardship reporting requirements.
- SustainalyticssecondarySustainalytics provides ESG risk ratings integrated into CalibreRMS to help assess companies' material ESG risks and how well those risks are being managed.
- DiversIQsecondaryDiversIQ provides diversity and human capital data integrated into CalibreRMS, enabling evaluation of company culture and workforce diversity as indicators of long-term viability.
- Impact CubedsecondaryImpact Cubed provides impact measurement data on companies' societal and environmental impact integrated into CalibreRMS to enrich ESG analysis and investment frameworks.
- Azure OpenAIcoreMicrosoft Azure OpenAI provides frontier AI models (GPT-4 and successors) powering CalibreRMS Intelligence features, accessible via BYO-LLM architecture with contractual guarantees that data is never used for model training.
- GooglecoreGoogle's AI models (Gemini 3.0 family) are available within CalibreRMS Intelligence for complex multi-document reasoning and large-scale summarisation tasks, accessible through Calibre's model-agnostic BYO-LLM layer.
- AnthropiccoreAnthropic's Claude models are available within CalibreRMS Intelligence through the BYO-LLM architecture, providing frontier AI reasoning capabilities to institutional investment teams.
- AWS (Amazon Web Services)coreAWS Bedrock provides AI model infrastructure for CalibreRMS Intelligence, enabling clients to route prompts through AWS-hosted models while maintaining data residency and security controls.
- Microsoft Entra SSOcoreMicrosoft Entra (formerly Azure AD) provides single sign-on integration for CalibreRMS, enabling role-based access control and enterprise identity management for institutional clients.
Scale indicators3 records
Recent moves7 records
Calibre competitors and assessment
Company assessmentBroad incumbents
- Charles River Development (State Street): State Street's investment management system (Charles River IMS) for buy-side firms covering trading, compliance, and post-trade. Comparable workflow target audience (institutional asset managers) but a much broader, scaled enterprise platform.
- SimCorp: Provider of investment management software (SimCorp Dimension) for institutional asset managers, covering portfolio management, compliance, and operations. Comparable as a workflow platform for institutional investment teams but operates at a much larger enterprise scale.
- SS&C Advent: SS&C's portfolio and accounting platform (Advent) used by asset managers for investment accounting, reporting, and operations. Comparable as a workflow platform serving institutional investment teams with a focus on operational rather than research-side workflows.
- FactSet Portware: FactSet's buy-side portfolio and workflow platform serving institutional asset managers. Comparable to CalibreRMS in targeting investment decision workflow but bundled within FactSet's broader data and analytics franchise.
- Bloomberg AIM: Bloomberg's order, execution, and investment management workflow platform used by buy-side firms. Overlaps with CalibreRMS in centralizing investment workflows but offers it as part of a much broader Bloomberg terminal ecosystem rather than a standalone RMS.
Direct peers
- Confluence: Investment operations and analytics platform for asset managers covering performance, reporting, and regulatory workflows. Comparable as a specialized workflow platform serving the same institutional asset management buyer.
- AlphaSense: Market intelligence and research search platform serving institutional investors, asset managers, and corporates. Directly competes with CalibreRMS Intelligence for AI-powered research workflow and document-grounded analysis use cases within investment teams.
Emerging players
- Visible Alpha: Data and analytics platform providing institutional investors with proprietary company-level fundamental data. Comparable overlap in serving buy-side analysts with integrated research and fundamental data workflows.
- Hebbia: AI document analysis platform used by financial institutions to extract insights from large document sets including filings, contracts, and research. Direct overlap with CalibreRMS Intelligence's AI document-grounded analysis for investment workflows.
- Yseop: Enterprise AI platform for automated report writing in financial services, used by asset managers and banks to generate research notes and reports from structured data. Comparable overlap in AI-driven financial report generation for investment teams.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
Calibre social profiles
Digital presenceCalibre compliance and trust
Trust signalCompliance4 records
Calibre financial estimates
Financial estimateRevenue estimate
Valuation estimate
Calibre leadership team
Management profileNumber of profiles
Profiles4 records
Calibre funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Calibre M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Calibre
What does Calibre do?
CalibreRMS is an AI-powered Investment Research Management System (RMS) sold as a cloud-based SaaS platform to institutional investment teams. It centralises research notes, financial models, ESG data, engagement tracking, proxy voting, and portfolio positions into a single governed platform, with built-in AI features (CalibreRMS Intelligence) that produce grounded intelligent notes, auto-tagging, and scorecards from attached documents and audio. The platform is delivered via enterprise subscription with custom configuration per client.
Is Calibre a public or private company?
Calibre is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Calibre founded?
Calibre was founded in 1999. It employs 11 to 50 people.
Where is Calibre based?
Calibre is headquartered in Sydney, Australia, in the Oceania region.
How does Calibre make money?
One revenue line is on record: saaS Platform Subscription.
Who are Calibre's main competitors?
Broad incumbents on record are Charles River Development (State Street), SimCorp, SS&C Advent, FactSet Portware and Bloomberg AIM. Direct peers are Confluence and AlphaSense. Emerging players are Visible Alpha, Hebbia and Yseop.
Does Calibre have an API?
Yes. CalibreRMS provides an API that allows clients to integrate the platform with their proprietary AI systems. The API enables uploading outputs (text or numerical) into Calibre artifacts such as research notes, structured notes, scorecards, and data tables. Clients can also connect CalibreRMS information into their proprietary AI models as a high-value source of context. The MCP server is also referenced as a connection method for integrating CalibreRMS data into external AI systems.
What industry is Calibre in?
Calibre's product category is Investment Research Management Software. Its primary akta.pro industry code is HDAEAHAG, iBPMS (Intelligent BPM Suites) & Process Automation Suites, with a secondary code of HDAAAMAA, AI Governance, Risk & Compliance (GRC) Platforms. Its NAICS code is 513210 and its SIC code is 7374.