AllMind vs S&P Capital IQ
AllMind licenses 6,800+ premium data sources from 100+ providers and partners, including S&P Global, Capital IQ and licensed index data. Agents join that to FactSet, LSEG, MSCI, private-company records and firm systems, returning a cited model, memo or deck. Capital IQ Pro remains the deeper S&P reference terminal: proprietary field depth, private-markets fund performance, ratings and Office-native modeling.
S&P and Capital IQ data, including licensed index data, sit beside FactSet Revere, LSEG, MSCI, live market feeds, ownership and holdings, private-company and M&A data, research, alternative datasets, and your own systems. Agents traverse that ontology for minutes or hours and return the deliverable with every figure traced to source.
Two decades of reference data in one login: private companies, precedent transactions, consensus estimates through Visible Alpha, ratings and credit content, and an Office plugin that keeps a live model refreshed. Document Intelligence and ChatIQ answer over that corpus with citations.
Keep Capital IQ Pro when the workflow depends on exact S&P field and Office-formula parity, ratings depth, or private-fund performance benchmarks. Choose AllMind when Capital IQ data needs to be worked alongside other licensed datasets and firm data, then shipped as a cited deliverable.
Feature by feature
Research and AI
Natural-language assistant over the corpus
- AllMind
- Supported
- S&P Capital IQ
- Supported
Answers cited back to the source passage
- AllMind
- Supported
- S&P Capital IQ
- Supported
Analyzes many documents in one query
- AllMind
- Supported
- S&P Capital IQ
- Supported
Agents that run unattended on a schedule or a trigger
- AllMind
- Supported
- S&P Capital IQ
- Not in CapIQ Pro
Build your own agents and workflows
- AllMind
- Supported
- S&P Capital IQ
- Outside CapIQ Pro (Adaptive Retrieval)
Deliverables
Drafts memos and research notes from a prompt
- AllMind
- Supported
- S&P Capital IQ
- Credit memos only; rest announced
Builds PowerPoint decks
- AllMind
- Supported
- S&P Capital IQ
- Announced (Farsight)
Builds Excel models with live formulas
- AllMind
- Supported
- S&P Capital IQ
- Planned (Drift AI)
Edits your existing PPTX, DOCX, and XLSX files
- AllMind
- Supported
- S&P Capital IQ
- Not documented
Deliverable lands in a supplied house template
- AllMind
- Supported
- S&P Capital IQ
- Announced (Farsight)
Excel and Office add-in for the terminal
- AllMind
- Not supported
- S&P Capital IQ
- Supported
Content and coverage
Filings, transcripts, investor decks, and news
- AllMind
- Supported
- S&P Capital IQ
- Supported
Aftermarket broker research built in
- AllMind
- On a delay
- S&P Capital IQ
- Supported
Expert-call transcripts included
- AllMind
- Supported
- S&P Capital IQ
- Not documented
Private-company and M&A deal comps
- AllMind
- Included; Capital IQ deeper
- S&P Capital IQ
- Supported
Consensus estimates from a broker panel
- AllMind
- LSEG I/B/E/S; Visible Alpha models
- S&P Capital IQ
- Supported
Credit ratings and ratings research
- AllMind
- DBRS ratings & research; S&P deeper
- S&P Capital IQ
- Supported
Private-markets fund performance data
- AllMind
- Not supported
- S&P Capital IQ
- Supported
Live market data across major exchanges
- AllMind
- Supported
- S&P Capital IQ
- Separately licensed
Your own data
Data room over your own documents
- AllMind
- Supported
- S&P Capital IQ
- Not documented
Queries your warehouse where it sits
- AllMind
- Snowflake, Databricks, S3
- S&P Capital IQ
- Delivers data out
Per-user entitlements that agents inherit
- AllMind
- Supported
- S&P Capital IQ
- Not documented
Access and commercials
Published list pricing
- AllMind
- Not supported
- S&P Capital IQ
- Not supported
Microsoft 365 Copilot connector
- AllMind
- Not supported
- S&P Capital IQ
- Announced Aug 2026
SOC 2 Type II published
- AllMind
- Certified Nov 2025
- S&P Capital IQ
- Not verified Aug 2026
Vendor track record
- AllMind
- Public since Jul 2025
- S&P Capital IQ
- In S&P Global since 2004
Compiled on August 30 2026 from S&P Global press releases dated November 2024 to August 2026, public product pages, and AllMind product documentation. Cells reading “Not documented” or “Not verified” mean we found no public S&P source on that date, not that the capability is absent: spglobal.com blocks automated fetchers, so S&P’s own figures reach us as company-stated snippets and its published counts differ from page to page. “Announced” and “Planned” mark capabilities S&P has published a date for but not general availability. AllMind’s broker-research row reads “On a delay” because live embargoed research needs the firm’s own RMS entitlement, and aftermarket research is included on a delay that varies by broker.
See AllMind on your own coverage→Where AllMind does work a terminal does not
Models in minutes, decks in about an hour
AllMind produces the artifact the work was for. Excel models come out with live formulas across DCF, LBO, and comps in standard IB color conventions, Word memos and research notes come out cited, and PowerPoint decks come out of 20+ investment-bank templates. The limit: output lands in a supplied template, so a bespoke house format still gets a hand pass, and the argument and the rating stay yours.
S&P ships one document type today. Credit Memo Builder, launched June 4 2026, drafts a credit memo over RatingsDirect, RiskGauge, and Capital IQ Pro with in-line citations, in a workflow beside the terminal screen. The rest is dated rather than delivered: Farsight, which produces pitch decks, CIMs, and valuation materials, was announced July 23 2026 for delivery “later this year” as an add-on to Capital IQ Pro, and the Drift AI acquisition announced March 12 2026 is planned for the Excel plugin, not shipped. Until those land, the terminal answers and the analyst builds the output, as of August 2026.
S&P sends its data out to your agents; AllMind brings your data in
S&P’s 2026 releases point outward. Adaptive Retrieval, launched July 21 2026, lets a customer’s own agents and language models assemble licensed S&P data through natural-language queries from the AI Data Portal; Deterministic Retrieval does the structured version through the Kensho LLM-ready API; and the August 12 2026 Microsoft announcement connects licensed S&P content to Microsoft 365 Copilot experiences, in S&P’s own words. All of it moves S&P content to where the client works, on what the client already licenses.
AllMind runs the other way. The Data Room holds your CIMs, models, notes, and deal files as a first-class corpus the agents cite over, with Google Drive and OneDrive folder sync. A scoped IAM role opens Snowflake, Databricks, and S3 for reading in place, so a pipeline table joins the external corpus without a copy leaving your environment. As of August 30 2026 S&P documents no customer-document upload into Document Intelligence or ChatIQ; Farsight, which S&P says draws on a firm’s previous deliverables and templates, is the signaled change.
Click-through to source answers one question; an ontology answers the second one
AllMind holds companies, suppliers, customers, estimates, filings, and the firm’s own research as entities and relationships, so an agent walks those edges instead of fetching another document. A question about a customer’s guidance runs out to the supplier two nodes away and back into your own notes on both. That is what makes long work possible: an agent running for minutes or hours across many data points instead of returning one good answer, plus scheduled or earnings-triggered automations that deliver a Word or PDF file unattended. AllMind states a single automation can track up to 200 companies.
ChatIQ and Document Intelligence 2.0 do what a terminal does well: they read filings, transcripts, investor presentations, news, and research and return precise citations for full auditability, the discipline Capital IQ has enforced through click-through to source since long before generative AI. What that shape does not do is carry you past the first question. S&P’s agentic work sits outside the Capital IQ Pro screen, in Credit Memo Builder and Adaptive Retrieval.
Where S&P Capital IQ is strong
S&P Capital IQ Pro sits at the center of this category, and its 2026 releases show why. Its private-company and transactions depth is the working standard for deal comps and precedent-transaction analysis: S&P’s Capital IQ Pro private-equity hub page states coverage of over 60 million private companies (company-stated, August 2026), and S&P’s published counts vary page to page. The Office plugin for Excel, PowerPoint, and Word is woven into banking workflows from an analyst’s first day, and no generated output replaces a maintained model with a live data link.
Document Intelligence 2.0, released October 22 2025, analyzes across documents “with precise citations for full auditability”. Credit Memo Builder, launched June 4 2026, drafts credit memos over RatingsDirect, RiskGauge, and Capital IQ Pro with in-line citations. Private-markets fund data from With Intelligence arrived July 29 2026, and Adaptive Retrieval went generally available July 21 2026, opening the data to a client’s own agents. If your edge is reference depth, credit content, or Excel-native modeling, this is the seat to keep.
Two tools, two different eras
AllMind
The AI research system
A research system for institutional teams, built on a financial ontology, not a search index, licensing 6,800+ premium data sources from 100+ providers and partners: S&P Global and Capital IQ data, licensed indexes, FactSet fundamentals and Revere relationships, LSEG and MSCI data, market feeds, ownership and holdings, private-company and M&A records, broker research, Expert Insights, live news and newswires, global IR and alternative datasets.
Agents join that corpus to your documents and systems, run long multi-source jobs and return a cited memo, model or deck. Availability varies by package, entitlement, geography and market-data permission.
S&P Capital IQ Pro
The institutional data terminal
S&P Global Market Intelligence’s flagship terminal, launched under the Capital IQ Pro name in September 2021 to combine the Capital IQ and SNL platforms, with Capital IQ itself inside S&P Global since 2004.
It holds company fundamentals, private-company and transactions records, consensus estimates through Visible Alpha, credit and ratings content, and, since July 2026, private-markets fund data from With Intelligence. Document Intelligence and ChatIQ have answered over that corpus with citations since November 2024. S&P publishes no list price and discloses no Capital IQ Pro revenue or seat count.
What each one is good at, and what it costs you
AllMind
- Companies, suppliers, customers, estimates, and filings held as one ontology, so agents traverse relationships
- Reads your data room and queries Snowflake, Databricks, and S3 in place through a scoped IAM role
- Returns Excel models, Word memos, and PowerPoint decks, and edits existing PPTX, DOCX, and XLSX files
- Scheduled and earnings-triggered agents; AllMind states a single automation can track up to 200 companies
- Expert Insights transcripts are a built-in content class, not a separate expert-network contract
- SOC 2 Type II certified November 2025, with per-user entitlements every agent run inherits
- Deliverables land in a supplied template, so a bespoke house format still needs a formatting pass
- Live embargoed broker research needs the firm’s own RMS entitlement; aftermarket research comes on a delay
- Live markets are North America and Europe today, with Asia, Africa and LATAM on the roadmap
- Not a live trading or execution terminal, and there is no self-serve checkout or monthly plan
S&P Capital IQ Pro
- Private-company and transactions depth, the working standard for deal comps and precedent transactions
- Office plugin refreshes live S&P data inside an existing Excel model, deck, or Word document
- RatingsDirect, RiskGauge, and Credit Analytics in the same login; Credit Memo Builder drafts over them
- Consensus estimates through Visible Alpha, plus private-markets fund data from With Intelligence since July 2026
- Deterministic and Adaptive Retrieval let a firm’s own agents query licensed S&P data
- Inside S&P Global since 2004, a lineage a vendor-risk committee can lean on
- No published list price, and third-party estimates for a seat differ by an order of magnitude
- No customer-document upload into Document Intelligence or ChatIQ is documented as of August 2026
- Decks, general memos, and Excel model building are announced or planned rather than shipped
- Real-time exchange data, credit content, and machine access are licensed separately from the core terminal
What AllMind and S&P Capital IQ actually cost
AllMind
No published list price. Quote-based, arranged through sales.
allmind.ai/contact states that AllMind offers flexible subscription options, from enterprise-wide solutions to per-seat pricing, then routes to a sales form. There is no rate card, no self-serve checkout, and no monthly plan, so the number a desk ends up with depends on the scope of the conversation rather than on a published tier.
- Per seat and enterprise
- No published list price
- Self-serve checkout
- None, and no monthly plan
S&P Capital IQ Pro
No published list price, and no credible benchmark of one.
S&P Global publishes no pricing page, no tier, and no per-seat rate for Capital IQ Pro, and discloses no Capital IQ Pro revenue or seat count in its quarterly results. The estimates that circulate disagree by an order of magnitude, which is the useful signal: nobody outside a negotiation knows. No named research house has benchmarked it, and Vendr has no page for S&P as of August 30 2026.
- Published rate card
- None on any S&P property
- Per seat, per year
- $15,000 to $25,000
- Per user, per year, the wider band
- Roughly $12,000 to above $300,000
What changes the quote
On a Capital IQ Pro contract the seat is the smallest lever. Real-time exchange data, credit content, and energy content are licensed apart from the platform, and the private-markets datasets added July 29 2026 are an addition rather than an inclusion. The Cambridge Associates and Mercer datasets announced March 31 2026 are not in the terminal at all: S&P delivers those through iLEVEL.
Machine access is separate again: Deterministic Retrieval, Adaptive Retrieval, and the Copilot connector run on licensed S&P content rather than a seat. On the AllMind side the levers are seats, the dataset classes a desk turns on, the firm’s own RMS entitlement, and connection work at deployment.
The two contracts are not like-for-like. AllMind already licenses 6,800+ premium data sources from 100+ providers and partners, including S&P and Capital IQ data and licensed index data; it also joins firm data and produces the finished document. Capital IQ Pro earns its separate line where exact S&P reference fields, Office formulas, ratings depth, private-fund performance or proprietary precedent workflows matter. Consolidation depends on which of those incumbent-specific capabilities a desk actually uses.
Which one you want, task by task
Build the precedent-transaction set for a mid-market industrials carve-out.
Both platforms carry private-company and transaction records. Capital IQ wins this lookup when the requirement is its proprietary reference depth, precedent-comps workflow, or private-fund performance benchmarks; AllMind does not claim field-for-field or fund-performance parity.
Read the quarter across my 40 names and have a cited change-in-thesis memo waiting on Monday.
Earnings-triggered automations run the whole coverage list unattended and report generation returns the memo itself. Capital IQ Pro would answer forty questions and leave the writing to you.
Join our internal pipeline table in Snowflake to sell-side estimates and last quarter’s transcripts to size a downside case.
The scoped IAM connection queries the internal table where it sits and the ontology joins it to the external corpus. S&P’s route is to send its data to your agents, not to reason over your tables.
Refresh the comps and the credit view in the live model before the 4pm committee.
Capital IQ’s Office plugin owns S&P-formula parity; RatingsDirect the deepest S&P-specific credit view. AllMind contributes DBRS credit ratings and research plus debt, spread and refinancing-risk data, joins them to the wider provider estate and produces the cited memo, model or deck. They are complements when exact S&P lineage matters, not because AllMind lacks credit data.
The two seats reward different work: depth across your own data and the external corpus that ends in a finished deliverable, or the deepest S&P-specific field lineage, formulas, ratings and fund-performance record.
Capital IQ Pro leads when the job depends on S&P’s deepest reference fields, private-fund performance, ratings, and Office-native formulas.
AllMind is built for the wider research job. It combines licensed S&P and Capital IQ data with FactSet Revere, LSEG, MSCI, market feeds, ownership and holdings, private-company and M&A data, research, alternatives, and the firm’s own systems; agents then return the cited memo, model, or deck. The decision is reference-field parity versus multi-provider research production, not data versus no data.
AllMind vs S&P Capital IQ, answered
Yes when the goal is to use Capital IQ data inside a broader research and production system. AllMind carries licensed S&P and Capital IQ data, including index data, along with private-company and M&A records, estimates, holdings, FactSet Revere, LSEG, MSCI, market feeds, research, alternatives, and the firm’s own data.
Keep Capital IQ Pro where the workflow requires exact S&P field and Office-formula parity, proprietary ratings depth, or private-markets fund performance. AllMind does not claim to reproduce every Capital IQ field; it does not lack the underlying Capital IQ data classes.
See AllMind on your own coverage
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