Connect Amplitude and
S&P Capital IQ with AI

Sync product analytics with financial intelligence to track portfolio company performance without manual exports. Redbird AI automates the flow between behavioral data and financial models, so investment teams can analyze product-market fit alongside company fundamentals.

No code required
Live in minutes
SOC 2 Type II

What you can automate today

Redbird gives your team ready-to-run workflows — just connect your accounts and go.

SPI

Sync portfolio company product engagement metrics to financial models automatically

Push key engagement metrics, retention cohorts, and MAU/DAU data from Amplitude into S&P Capital IQ company profiles. Investment teams get product usage trends alongside financials without manual CSV exports. Update models with actual product performance data for more accurate valuations.

SPI

Enrich Amplitude user cohorts with company firmographics and financial data

Pull revenue, employee count, industry classification, and growth metrics from S&P Capital IQ into Amplitude user properties. Segment product usage by company size, profitability, or sector to understand which customer profiles drive retention. Analyze feature adoption patterns across different company financial profiles.

SPI

Alert deal teams when portfolio company product metrics hit thresholds

Trigger notifications to S&P Capital IQ workspace when Amplitude detects significant engagement drops, churn signals, or feature adoption milestones in portfolio companies. Investment teams get early warnings about product health without monitoring dashboards. Connect product signals directly to deal monitoring workflows.

SPI

Generate weekly product performance reports for investment committee reviews

Combine Amplitude behavioral data with S&P Capital IQ financial snapshots into automated reports. Include retention curves, feature usage trends, and revenue metrics side-by-side for portfolio reviews. Replace manual deck-building with scheduled reports that merge product and financial intelligence.

SPI

Archive product analytics snapshots at key financial events and milestones

Automatically capture Amplitude engagement data when S&P Capital IQ records funding rounds, earnings releases, or M&A events. Build a historical record of how product metrics evolved around major company milestones. Create comparable analysis datasets for due diligence on similar companies.

SPI

Update financial screening criteria based on product engagement benchmarks

Use Amplitude cohort performance data to refine S&P Capital IQ screening models. Identify which engagement patterns correlate with revenue growth or valuation multiples. Build investment criteria that combine traditional financials with product health indicators from comparable companies.

Live in four steps

No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.

01

Connect your accounts

Authorize Amplitude and S&P Capital IQ with OAuth or API credentials. Redbird never stores your data — it just passes through.

02

Describe what you want

Tell Redbird what to do in plain language — no SQL, no code, no configuration files required.

03

Review and activate

Redbird shows you exactly what it will do before running anything. Approve the workflow, set a schedule, and switch it on.

04

Let it run — and iterate

Workflows run on your schedule or on triggers. Every run is logged. Adjust with natural language at any time.

Built for data-driven teams

Redbird understands Amplitude's event taxonomy, user properties, and cohort definitions alongside S&P Capital IQ's company hierarchies, financial data structures, and screening workflows.

AI that speaks both product analytics and financial intelligence

Redbird maps Amplitude events, user segments, and retention metrics to S&P Capital IQ company profiles, custom fields, and model templates. Our AI handles event property transformations, user-to-company matching, and metric normalization so behavioral data integrates cleanly with financial datasets. You don't need to flatten event streams or build custom ETL — Redbird translates between product analytics schema and financial data models automatically.

Event-to-metric transformation
Company entity matching
Cohort-to-segment mapping
Time-series alignment
10×

faster than exporting Amplitude data and manually updating Capital IQ models

No CSV exports, spreadsheet merging, or manual data entry between systems

Auto-generated reports

Redbird can pull from Amplitude and S&P Capital IQ simultaneously, merge the results, and format a polished report — sent on a schedule or on demand.

Trigger-based alerts

Set conditions in natural language. Get notified in Slack or email the moment a threshold is crossed in either Amplitude or S&P Capital IQ.

Enterprise-grade security

SOC 2 Type II certified. Data flows encrypted in transit and at rest. Fine-grained permission controls with full audit logs.

Bidirectional sync

Push data from Amplitude into S&P Capital IQ, or from S&P Capital IQ back into Amplitude. Resolve conflicts with configurable merge rules.

Full audit trail

Every workflow run is logged — what ran, what changed, and why. Replay or revert any individual step at any time.

Triggers & actions for every team

Start automations from product events in Amplitude or financial updates in S&P Capital IQ.

Amplitude
Triggers & Actions
Trigger

Retention cohort drops below threshold

Fire when a specific cohort's retention rate falls below your defined benchmark percentage.

Trigger

Feature adoption reaches milestone

Trigger when percentage of active users adopting a feature crosses a target level.

Trigger

User segment size changes significantly

Detect when a behavioral segment grows or shrinks beyond defined variance thresholds.

Action

Export cohort metrics as time-series

Pull retention, engagement, or conversion data for specific cohorts across date ranges.

Action

Query event counts by property

Get aggregate event volumes filtered by user properties or event attributes.

Action

Retrieve funnel conversion rates

Extract conversion metrics for defined funnels, segmented by user characteristics.

SPI
S&P Capital IQ
Triggers & Actions
Trigger

Company financials updated

Fire when quarterly results, estimates, or financial statements are refreshed for tracked companies.

Trigger

Screening results match new companies

Trigger when companies meet your defined financial or market screening criteria.

Trigger

Transaction or M&A event recorded

Detect when Capital IQ logs funding rounds, acquisitions, or other corporate events.

Action

Update custom company fields

Write product metrics or engagement data to custom fields in company profiles.

Action

Add data to financial models

Insert metrics into Excel-based models or Capital IQ templates as line items.

Action

Retrieve company firmographics

Pull revenue, employee count, sector classification, and growth data for specified companies.

Amplitude
+
SPI S&P Capital IQ

Ready to connect your stack?

Stop manually bridging product analytics and financial intelligence. Redbird AI connects Amplitude and S&P Capital IQ so your investment team can analyze product performance alongside company fundamentals in real-time.

Get started → Book a demo