Redbird AI automatically syncs product usage data from Heap with company financials in S&P Capital IQ. Stop manually exporting behavioral metrics, compiling user engagement reports, and cross-referencing product adoption against financial performance for portfolio companies and investment targets.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
Automatically append monthly active users, feature adoption rates, and conversion funnel data from Heap to company records in S&P Capital IQ. Investment teams get behavioral signals alongside financial metrics without manual data pulls or spreadsheet updates.
Monitor user interaction trends in Heap for companies tracked in S&P Capital IQ deal pipelines. When session frequency drops or feature usage declines for targets flagged for acquisition, notify the deal team with context-rich alerts including comparable metrics.
Pull revenue data, growth rates, and comps from S&P Capital IQ, then layer in user cohort retention, feature engagement, and conversion data from Heap. Redbird compiles unified analysis documents that blend financial and behavioral intelligence without toggling between platforms.
When S&P Capital IQ registers earnings announcements, leadership changes, or funding rounds for public or private companies, automatically create corresponding user segments in Heap. Analyze how external financial events correlate with product behavior shifts in real time.
Capture conversion funnels, top user paths, and engagement metrics from Heap at the end of each quarter, then attach them to the corresponding company records in S&P Capital IQ. Build a longitudinal view of how product metrics track against revenue, margins, and valuation multiples.
Screen for comparable companies in S&P Capital IQ by sector, size, and growth profile, then pull user interaction benchmarks from Heap for those competitors. Redbird builds comparison tables showing where your portfolio companies rank on engagement versus financial performance peers.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize Heap and S&P Capital IQ with OAuth or API credentials. Redbird never stores your data — it just passes through.
Tell Redbird what to do in plain language — no SQL, no code, no configuration files required.
Redbird shows you exactly what it will do before running anything. Approve the workflow, set a schedule, and switch it on.
Workflows run on your schedule or on triggers. Every run is logged. Adjust with natural language at any time.
Redbird natively understands Heap's event schema and auto-captured interaction data alongside S&P Capital IQ's company identifiers, financial data structures, and custom screening fields.
Redbird maps Heap event names, user properties, session metadata, and funnel stages to S&P Capital IQ company records, custom fields, and screening criteria without custom code. Our AI recognizes when behavioral metrics like MAU growth or feature adoption velocity should enrich company profiles, trigger alerts based on financial events, or populate custom analyses. You define the business logic once—Redbird handles schema translation, data normalization, and bi-directional sync across both platforms.
faster than exporting Heap CSVs and manually updating Capital IQ company profiles
Redbird can pull from Heap and S&P Capital IQ simultaneously, merge the results, and format a polished report — sent on a schedule or on demand.
Set conditions in natural language. Get notified in Slack or email the moment a threshold is crossed in either Heap or S&P Capital IQ.
SOC 2 Type II certified. Data flows encrypted in transit and at rest. Fine-grained permission controls with full audit logs.
Push data from Heap into S&P Capital IQ, or from S&P Capital IQ back into Heap. Resolve conflicts with configurable merge rules.
Every workflow run is logged — what ran, what changed, and why. Replay or revert any individual step at any time.
Start automations from any user interaction in Heap or financial event in S&P Capital IQ—Redbird connects both systems in real time.
Fires when a behavioral segment in Heap crosses a defined user count, indicating product-market fit signals or churn risk.
Triggers when a key funnel's conversion rate moves outside expected bounds over a rolling time window.
Activates when Heap's retroactive analysis identifies a previously untracked friction point or user journey anomaly.
Write cohort retention rates, session frequency, or feature adoption percentages to designated fields in S&P Capital IQ company records.
Generate aggregated engagement metrics from Heap for a defined set of companies tracked in Capital IQ screening lists.
Flag Heap user accounts showing power-user behavior patterns and append account-level tags to corresponding companies in Capital IQ.
Fires when S&P Capital IQ registers a new earnings release, guidance update, or financial restatement for tracked companies.
Triggers when a new company matches custom screening criteria in Capital IQ, such as sector, valuation range, or growth metrics.
Activates when Capital IQ logs a new deal, acquisition, or investment event for a company in your watch list.
Build a new Heap segment for users associated with companies matching specific financial characteristics from Capital IQ.
Append engagement summaries, usage trends, or conversion metrics from Heap to the notes or custom text fields in Capital IQ company profiles.
Feed behavioral KPIs from Heap into custom financial models or Excel templates connected to S&P Capital IQ data streams.
Sync Heap with S&P Capital IQ in minutes. Redbird handles the schema mapping, data transformation, and ongoing automation so your investment and product teams work from a single source of truth.