
TL;DR: Soria is an AI-native Bloomberg Terminal for investors who specialize in a particular sector, starting with healthcare. Our agents convert hundreds of the most important public and private sources into an always-on financial model, reviewed by domain experts and delivered to hedge funds, banks, and asset managers through a terminal UI, MCP, API, warehouse sync, and research feed. Unlike our competitors, we own the data layer and expand bottom-up, one sector at a time - additionally our agents proactively do research on behalf of our clients without them lifting a finger or sharing any data.
Today Cameron Spiller and I are excited to launch Soria, an AI research terminal built specifically for healthcare investors in public markets.
I spent 8 years as a VP in Equity Research at Bank of America covering healthcare and serving hundreds of hedge fund, private equity, and VC clients. Soria is the platform I always wished I had. Cameron is a serial founding engineer and CTO who has spent the last decade building fintech startups, always from <5 people all the way to billion dollar plus outcomes.
In addition to YC we are backed by the founders of GLG, as well as other industry insiders, and we recently won BattleFin’s #1 New Data Vendor award. We already serve teams at many of the largest banks, hedge funds, and asset managers in the world, managing >$1T in assets. Our users are fundamental equity analysts, often people who have spent years or decades covering healthcare.
The core problem is simple: the research process is still too manual, time-intensive, error-prone, and fragmented. Analysts waste up to 1/3 of their time doing repetitive work that doesn’t even generate alpha. Meanwhile, most solutions including Bloomberg are too generalized, they offer almost nothing relevant to healthcare or other domain specific verticals.
Soria ingests the most important public and private sources healthcare analysts actually care about, structures them into an always-updated sector model. Pre-AI the domain context just didn’t scale.
We are differentiated in three critical ways:
1. Soria is proactive. It’s like an OpenClaw agent that you don’t have to set up.
There is zero setup. From day one, analysts receive updates on the most important data points, curated and reviewed by actual research analysts. Every day we add more sources, and the model gets better without users needing to configure or maintain anything.
2. Soria requires no data sharing.
We do not need to integrate into a bank or fund to be useful. We build the research and data layer ourselves, then deliver the output however the customer wants it: terminal UI, MCP, API, warehouse sync, or email.
3. Soria builds coverage one sector at a time.
Most AI finance tools help analysts work faster, but still leave the job of sector coverage to the analyst. Soria can do that work upfront because we are hyper-specialized.
For healthcare services teams, Soria can consolidate $200k+ of annual vendor spend across products like Milliman, HMA, Mark Farrah, AHD, Daloopa, FactSet, and NAIC, while also absorbing a large portion of the repetitive associate-level data work that doesn’t scale.
That’s just the first sector, there are 228 globally. Our vision: as we build out each sector, we consolidate it into a model of healthcare, the US and eventually the world.