Redbird AI syncs product analytics with financial intelligence — so investment teams can enrich user behavior data with company fundamentals, and product teams can contextualize adoption metrics against market data. Stop manually exporting cohorts and cross-referencing financials in spreadsheets.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
When enterprise accounts hit activity thresholds in Mixpanel, automatically pull their parent company financials, revenue estimates, and credit scores from Capital IQ. Surface which high-value users represent financially stable organizations for expansion targeting.
Sync Mixpanel event data for portfolio company products into Capital IQ deal files and investment memos. Track feature adoption, DAU trends, and retention metrics alongside financial performance to monitor investment thesis health.
Automatically segment Mixpanel user cohorts using firmographic data from Capital IQ — revenue bands, employee counts, industry classifications, and growth rates. Analyze how product engagement varies across different company profiles without manual data stitching.
Set thresholds for key Mixpanel metrics like churn rate spikes, feature abandonment, or declining DAU. When triggered for companies being researched in Capital IQ, automatically flag analysts and append alerts to company screening lists.
Pull peer company lists from Capital IQ screening workflows and cross-reference with Mixpanel analytics for owned or tracked products. Automatically compile engagement benchmarks, conversion funnel comparisons, and retention curves against financial performance data.
When M&A transactions close in Capital IQ, automatically export corresponding Mixpanel behavioral data snapshots — user growth trajectories, feature usage history, and cohort retention curves — into deal archives for post-mortem analysis and pattern recognition.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize Mixpanel 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 understands both Mixpanel's event schemas and user properties alongside Capital IQ's company identifiers, financial data structures, and screening criteria — bridging product analytics with financial intelligence.
Redbird's AI maps Mixpanel user properties and account-level metadata to Capital IQ company identifiers using fuzzy matching on company names, domains, and ticker symbols. It understands event taxonomies, cohort definitions, and custom properties in Mixpanel, then enriches them with Capital IQ's financial metrics, estimates consensus data, ownership structures, and industry classifications. The system handles schema evolution in both platforms and resolves entity matching conflicts automatically.
faster than exporting Mixpanel cohorts and manually matching companies in Capital IQ
Redbird can pull from Mixpanel 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 Mixpanel 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 Mixpanel into S&P Capital IQ, or from S&P Capital IQ back into Mixpanel. 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 product events in Mixpanel or financial data updates in Capital IQ — Redbird handles the rest.
Trigger when specific events fire or users reach conversion milestones in tracked funnels.
Detect when users join cohorts or when cohort retention crosses defined thresholds.
Monitor KPI dashboards and trigger when metrics like DAU, conversion rate, or feature adoption hit limits.
Write firmographic data, financial metrics, or enrichment flags back to Mixpanel user profiles.
Programmatically assign users to cohorts based on Capital IQ company attributes or financial criteria.
Extract event streams, user lists, or cohort definitions for analysis or archival outside Mixpanel.
Trigger when quarterly results post, analyst estimates change, or financial data refreshes for tracked companies.
Detect when companies enter screening results or get added to watchlists and research queues.
Monitor M&A activity, funding rounds, or deal pipeline updates for relevant companies.
Write product metrics, user behavior summaries, or engagement flags into Capital IQ company profiles.
Modify company screens, peer groups, or comp sets based on product performance criteria from Mixpanel.
Pull combined datasets with financial metrics and product analytics for modeling or presentation.
Stop toggling between Mixpanel dashboards and Capital IQ company profiles. Redbird AI connects product analytics with financial intelligence so you can enrich user data, segment cohorts by firmographics, and track portfolio company metrics in one automated flow.