Connect PostHog and
S&P Capital IQ with AI

Sync product usage data with financial intelligence automatically. Stop manually exporting event data to enrich company research, or copying financial metrics into product dashboards. Redbird AI connects PostHog and S&P Capital IQ so your product and finance teams work from the same truth.

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

Enrich product analytics with firmographic and financial data for B2B accounts

When PostHog captures events from enterprise accounts, automatically pull company financials, employee counts, and industry classifications from S&P Capital IQ. Surface revenue, growth rates, and credit ratings alongside product usage patterns to prioritize high-value accounts.

SPI

Flag portfolio company product engagement changes for investor monitoring dashboards

Track feature adoption, DAU/MAU ratios, and retention cohorts in PostHog for portfolio companies. Push weekly summaries and threshold alerts to S&P Capital IQ workflows so investment teams can correlate product health with financial performance.

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Build competitive benchmarking reports combining product metrics and public company data

Extract competitor product usage patterns from PostHog and merge with S&P Capital IQ's public company financials, growth estimates, and valuation multiples. Generate automated competitive intelligence reports that combine behavioral and financial benchmarks.

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Sync deal pipeline conversion data to enrich M&A target screening models

When PostHog tracks conversion funnel performance for SaaS products, automatically append conversion rates, feature adoption velocity, and user retention to S&P Capital IQ company profiles. Enrich M&A target screening with real product engagement KPIs.

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Append market cap and financial health scores to product analytics user cohorts

Segment PostHog users by company size, and automatically enrich each cohort with S&P Capital IQ data including market capitalization, debt ratios, and profitability metrics. Analyze product adoption patterns by customer financial strength without manual lookups.

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Archive session recordings and feature flag results for compliance and investor due diligence

Capture PostHog session recordings, A/B test results, and feature rollout timelines, then structure and archive them in S&P Capital IQ workflows. Provide auditable product development history for M&A due diligence or investor reporting requirements.

Live in four steps

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

01

Connect your accounts

Authorize PostHog 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 both PostHog's event schemas and behavioral cohorts, and S&P Capital IQ's company identifiers, financial data structures, and screening criteria—so you can connect product intelligence with financial analysis.

AI that reads both product events and financial data models

Redbird automatically maps PostHog event properties, user traits, and cohort definitions to S&P Capital IQ company identifiers, GICS classifications, and financial statement line items. Our AI reconciles company names across systems, matches domain-based account tracking with Capital IQ entities, and transforms behavioral metrics into standardized financial KPIs. No manual field mapping or CSV exports—just intelligent syncing between product analytics and financial intelligence.

Event property mapping
Company entity resolution
Cohort-to-segment translation
Financial metric standardization
10×

faster than exporting PostHog CSVs and manually matching to Capital IQ company profiles

No custom API scripts, Excel VLOOKUP chains, or data analyst tickets required

Auto-generated reports

Redbird can pull from PostHog 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 PostHog 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 PostHog into S&P Capital IQ, or from S&P Capital IQ back into PostHog. 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 PostHog or data update in S&P Capital IQ—Redbird handles the rest.

PostHog
Triggers & Actions
Trigger

User completes key product milestone

Fires when a tracked user or account reaches a defined event threshold or completes a conversion funnel.

Trigger

Retention cohort changes segment

Triggers when user cohorts shift between retention buckets based on defined time windows.

Trigger

A/B test reaches statistical significance

Activates when an experiment's variant achieves the configured confidence level for a target metric.

Action

Create or update custom event properties

Write new properties to PostHog events, such as appending financial data or enrichment fields to user profiles.

Action

Add users to behavioral cohort

Dynamically assign users to saved cohorts based on external data conditions or threshold rules.

Action

Update feature flag targeting rules

Modify feature flag rollout criteria programmatically based on external signals or financial thresholds.

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S&P Capital IQ
Triggers & Actions
Trigger

Company financial data updated

Fires when S&P Capital IQ refreshes quarterly earnings, estimates, or financial statement line items for tracked entities.

Trigger

Screening criteria match found

Triggers when a company enters or exits a defined screen based on financial ratios, market cap, or sector filters.

Trigger

Credit rating or outlook changed

Activates when S&P updates a company's credit rating, outlook, or risk assessment in Capital IQ.

Action

Append custom data fields to company profile

Write product metrics, user engagement scores, or behavioral KPIs into Capital IQ company records as custom fields.

Action

Update comp set or watchlist

Automatically add or remove companies from Capital IQ watchlists or comparable company sets based on product data.

Action

Push metrics to Excel plug-in or model templates

Send structured product or behavioral data directly into Capital IQ Excel templates and financial models.

PostHog
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SPI S&P Capital IQ

Ready to connect your stack?

Join product and finance teams who sync PostHog analytics with S&P Capital IQ intelligence automatically. Build workflows in minutes, not weeks.

Get started → Book a demo