Tilt (f.k.a. Delphia) GTM brain

Tilt offers portfolio news, scenario analysis and investment methodology tools for investors, advisors and platforms.

category

AI portfolio intelligence and investment methodology

market profile

  • text: Portfolio analysis and direct indexing tools compete to turn investment ideas into testable, customized portfolios.
  • text: Tilt combines a consumer-facing portfolio intelligence experience with tools for agents and advisor firms.
  • text: The company describes InvestOS as an open standard for investment methodology, an emerging proposition requiring validation with prospective platform buyers.

personas

  • title: Portfolio manager or investment advisor
    pains:
    • Connecting macro news to individual client holdings is time-consuming
    • Custom investment themes require defensible rules and historical testing
  • title: Brokerage product or engineering leader
    pains:
    • Building verifiable investment methodologies into AI workflows requires governance
    • Teams need integration and observability before enabling agents on portfolios
  • title: Self-directed investor or investment creator
    pains:
    • It is difficult to translate a market view into a portfolio and assess exposures
    • Generic financial news does not show which positions are affected

icp

  • text: Brokerages and wealth platforms building AI experiences around portfolios and seeking externally verifiable methodology.
  • text: Advisor firms and portfolio managers offering thematic or customized portfolios and requiring scenario analysis.
  • text: Engaged self-directed investors and strategy creators who follow portfolio-relevant news and test investment ideas.

message pillars

  • text: Make news relevant to the investor's actual positions.
  • text: Evaluate portfolio ideas against evidence and scenarios.
  • text: Let platforms incorporate investment tools into agent experiences.

objections

  • objection: How trustworthy are AI-generated investment scenarios?
    response: Inspect methodology, assumptions, backtests and governance; simulated outcomes are not guarantees of future performance.
  • objection: How can a regulated firm control agents interacting with portfolios?
    response: Review firm controls, observability, data access and human approval with Tilt before deployment.
  • objection: Why replace existing portfolio analysis tools?
    response: Test whether portfolio-specific news, scenario analysis and integration meaningfully improve an existing workflow before switching.

competitors

  • name: Portfolio Visualizer
    why: Backtesting and portfolio stress tests compete for analytical workflows.
  • name: Orion Custom Indexing
    website: https://orion.com/wealth-management/custom-indexing
    why: Custom indexing for advisors overlaps with investment strategy and portfolio construction.
  • name: Ethic
    website: https://www.ethic.com/solutions
    why: Direct indexing and customized portfolios compete for advisor and wealth management use cases.

influencers

  • name: Andrew Peek
    url: https://medium.com/%40drupeek/a-letter-from-the-ceo-4e98ede9019d
    why: Founder writes about Delphia's investment methodology and data vision.

keywords

  • portfolio scenario analysis
  • investment strategy backtesting
  • direct indexing platform
  • AI portfolio analytics
  • thematic investment index
  • portfolio exposure to news
  • investment methodology API

voice

  • Forward-looking and conversational
  • Action-oriented
  • Evidence and governance conscious

signals

  • text: Brokerage or advisor announces an AI investing assistant and must evaluate controlled methodology integration.
  • text: Advisor firm expands personalized portfolios or seeks scenario-based client conversations.

hiring

  • Principal AI/ML Engineer

pricing

model: unknown

motion

hybrid

channels

  • newsletter
  • LinkedIn
  • X
  • YouTube

confidence

medium

Founders

  • name: Andrew Peek
    title: Founder/CEO
    role: CEO
    bio: Andrew is an entrepreneur and angel investor. He's the founder and CEO of Agora Intelligence, makers of Tilt - an open standard for rules-based investment methodology. Prior to Tilt, he co-founded Delphia, an investment collective where people pooled data to access investment strategies. Delphia built and sold a systematic hedge fund (to Acadian) alongside other investment technologies using ML.
  • name: Cliff van der Linden
    title: Founder/CEO
    role: CEO
    bio: Cliff is a computational social science professor and serial entrepreneur, having founded and led numerous companies including non-profit organizations and venture-backed technology start-ups. He is founder and CEO of Vox Pop Labs, a social enterprise that empowers informed decisions through innovative digital products and advanced analytics.

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