Balsam Cap · ETF issuer portal

Own your category's narrative, and know who is shaping it.

Track the analysts and strategists who move ETF flows, benchmark your AI share-of-voice against competitors, read the earnings themes the sell-side is pressing, and run a compliant program to reach advisors and allocators.

Hottest earnings theme
Management guidance
24 analyst questions this quarter
Top voice to watch
Dave Nadig
VettaFi
AI-visibility tracked firms
18
benchmark your visibility
Sector desk · start here

Sector intelligence

Earnings-call analyst Q&A across the alternative-asset complex — the themes the sell-side is pressing, quarter over quarter.

Voices

Voices desk

The top voices in your industry — who to watch, and what they are recommending this week.

Your AI ROI

AI visibility

280 tracked firms — your AI share-of-voice when prospects ask, next to size.

Institutional

Investor targeting

SEC 13F, Form D, and insider data — segment and target institutional investors with defensible, public regulatory intelligence.

Earned media

Media power rankings

The media that move your market, your share of voice, and a real ROI on earned coverage.

Strategic comms

Messaging engine

Intake to strategic plan to compliant, in-voice content — with readiness scoring that routes the hottest opportunities up.

The read

Combined market intelligence

Every signal synthesized into one market view — theme convergence, institutional positioning, and the earnings desk.

Explore any dataset

Every dataset is open to every persona — jump straight in, even beyond this portal.

Form 5500 · 401(k)My BookInvestors · 13FPublic PensionsSector · Earnings Q&AThe ReadAI VisibilityVoicesEarningsMedia RankingsMessaging