Connect Google Analytics (GA4) and
S&P Capital IQ with AI

Sync web analytics data directly into your investment research workflows. Stop manually exporting GA4 metrics to track portfolio company performance or manually enriching Capital IQ profiles with digital engagement data.

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

Auto-sync portfolio company website traffic metrics into Capital IQ records

Pull GA4 session data, conversion rates, and traffic sources for portfolio companies and append to their Capital IQ profiles. Track digital performance alongside financials without switching platforms or building custom dashboards.

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Enrich investment target profiles with real-time web engagement signals

Append GA4 traffic trends, user behavior metrics, and conversion data to S&P Capital IQ company records during due diligence. Surface digital channel growth, customer acquisition patterns, and seasonal traffic spikes alongside traditional financial metrics.

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Alert deal teams when portfolio company web traffic drops below thresholds

Monitor GA4 metrics for companies in your Capital IQ watchlist and trigger alerts when sessions, conversions, or engagement rates fall outside expected ranges. Route notifications to the responsible analyst or partner with context from both systems.

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Generate weekly portfolio performance reports combining financials and web analytics

Pull Capital IQ financial data and GA4 traffic metrics for all portfolio companies into unified reports. Automatically calculate correlations between digital engagement and revenue performance, formatted for investment committee reviews.

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Track analyst research page visits and sync engagement to Capital IQ contact records

Capture when sell-side analysts or institutional investors visit specific pages on your IR site and append visit data to their Capital IQ contact profiles. Understand who's researching your company before earnings calls or roadshows.

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Push Capital IQ screening results to GA4 for attribution modeling on investor traffic

Send lists of screened companies or target accounts from S&P Capital IQ into GA4 as custom dimensions. Measure how many prospects from your investment universe visit your site and which marketing channels drive qualified institutional traffic.

Live in four steps

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

01

Connect your accounts

Authorize Google Analytics (GA4) 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 GA4's event-based data model and Capital IQ's entity structure, so you can connect web analytics to investment workflows without manual mapping or engineering overhead.

AI that speaks both analytics events and financial entities

Redbird maps GA4 event parameters, user properties, and conversion metrics to S&P Capital IQ company identifiers, custom fields, and relationship structures. Our AI handles schema differences between GA4's session-based analytics and Capital IQ's entity-centric financial data model. Match companies across systems using domains, tickers, or CIQ IDs, and automatically structure web metrics for financial analysis workflows.

Event parameter mapping
Company identifier resolution
Custom field population
Time-series normalization
10×

faster than exporting GA4 CSVs and manually updating Capital IQ profiles

No custom API development, data warehouse staging, or manual spreadsheet reconciliation required

Auto-generated reports

Redbird can pull from Google Analytics (GA4) 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 Google Analytics (GA4) 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 Google Analytics (GA4) into S&P Capital IQ, or from S&P Capital IQ back into Google Analytics (GA4). 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 any event in GA4 or Capital IQ and let Redbird handle the cross-system orchestration.

Google Analytics (GA4)
Triggers & Actions
Trigger

Conversion rate drops below threshold

Trigger when any tracked conversion goal falls outside defined performance ranges for specified properties.

Trigger

New traffic source detected

Fire when GA4 identifies a new referral source, campaign medium, or channel grouping driving significant sessions.

Trigger

User segment reaches size milestone

Activate when a custom audience or segment crosses defined user count or engagement thresholds.

Action

Export event data for date range

Pull specific events, parameters, and user properties for defined time periods and company filters.

Action

Create custom dimension from external data

Push identifiers or attributes into GA4 as custom dimensions for enhanced tracking and segmentation.

Action

Update conversion value with revenue data

Write back transaction values or LTV calculations to GA4 conversion events for accurate attribution reporting.

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S&P Capital IQ
Triggers & Actions
Trigger

Company added to watchlist or screening

Fire when a new company is added to a tracked list, screen, or portfolio within Capital IQ.

Trigger

Financial data updated for tracked entity

Trigger when earnings, estimates, or key financial metrics are refreshed for companies you're monitoring.

Trigger

Transaction or deal announced

Activate when Capital IQ registers a new M&A transaction, financing round, or corporate event for specified companies.

Action

Update custom company fields

Write metrics, scores, or attributes into user-defined fields within Capital IQ company profiles.

Action

Add company to screening or comp set

Programmatically include companies in saved screens, peer groups, or custom lists based on external criteria.

Action

Append notes to company or contact record

Attach timestamped commentary, data snapshots, or research findings to Capital IQ entities for collaboration.

Google Analytics (GA4)
+
SPI S&P Capital IQ

Ready to connect your stack?

Start syncing Google Analytics (GA4) with S&P Capital IQ in minutes. Redbird handles the data mapping, transformation, and ongoing automation so your investment teams can focus on analysis, not data wrangling.

Get started → Book a demo