Active Situations
50
7 categories · 12 countries
Avg Ann. Spread
Spread-weighted portfolio
Avg Close Prob.
AI multi-factor model
Live Alerts
12
3 urgent · 9 informational
Merger Arb
20
Cash · Stock · Collar
Distressed
10
BK · OOC · 363
AI-Native · Event-Driven Intelligence

The terminal built for
Special Situations.

150+ live situations tracked real-time. AI-scored merger arb, activism, distressed, spin-offs — with regulatory monitoring, timeline prediction, and institutional analytics. Built by practitioners, for practitioners.

Currently onboarding event-driven funds · Institutional access only · as of May 20, 2026
150+
Live situations across 14 countries
7
Sub-strategies with regime analysis
Avg annualized spread (active deals)
15
Regulators monitored + AI scored
Platform Features

Everything Bloomberg doesn't do.

Bloomberg tells you what the price is. SpecialSitsIntel tells you what the price should be — and why it differs.

AI Deal Scoring
Closing probability, expected value, and optimal Kelly sizing for every situation. Updated continuously from filings and news.
FTC Language Scoring
NLP of every FTC and DOJ filing — hawkishness signals detected 3-6 weeks before market prices them in.
Timeline Prediction
Slippage model trained on 6,000+ historical regulatory reviews. Extension probability with confidence intervals.
15 Regulators Live
FTC, DOJ, DG COMP, CMA, CFIUS, JFTC, FEFTA and 8 more — posture, clearance rates, process tracking.
Portfolio Tracker
Build and track your special sits book. P&L, Kelly sizing, allocation by strategy, and live spread updates.
Market Regime
Each sub-strategy mapped to macro environment: rates, vol, credit, liquidity. Know when merger arb outperforms.
Competitive Landscape

More intelligence. Fraction of the cost.

Bloomberg charges €27K/year for a terminal not built for special situations. We were.

FeatureSpecialSitsIntelBloomberg TerminalReorg / OctusManual Research
Merger arb spread tracking✓ Real-time~ Basic
AI closing probability model✓ Multi-factor
FTC / DOJ NLP language scoring✓ Per filing
Portfolio P&L tracker✓ Built-in~ Manual
Market regime overlay✓ Per strategy
Annual cost (1 analyst seat)€1,800 / yr€27,000 / yr€18,000 / yr∞ Hours
Pricing

Institutional intelligence.
Challenger price.

Bloomberg at under 7% of the cost. No per-seat surprises.

Free
Preview for analysts evaluating the platform.
€0/mo
 
5 live situations
Gross spread + close probability
Academy — 2 strategy modules
AI commentary & FTC scoring
Portfolio tracker
Price charts
Institutional
For event-driven funds. Full workflow, multi-seat.
€600/mo
€7,200/yr · 3 seats · API included
Everything in Analyst
Portfolio P&L + Kelly optimizer
API access (REST + webhooks)
3 analyst seats
Strategy backtesting engine
Priority support + custom coverage
Enterprise
White-label for allocators and prime brokers.
€2,500/mo
Custom SLA · SOC 2 roadmap
Everything in Institutional
White-label + custom branding
Unlimited seats
On-premise option
Custom OMS / PMS integrations
Dedicated coverage team
Currently onboarding event-driven funds.
Institutional access only · Priority to funds >€50M AUM in event-driven strategies

My Portfolio

Total NAV:
Positions
0
active situations
Total P&L
unrealized
Avg Spread
weighted by notional
Avg Close Prob
portfolio weighted
SituationNotionalEntryCurrentP&LSpreadProb
POSITION DETAIL
Click a position to view
deal detail, AI signals
and Kelly analysis.
CATEGORY
REGION 50 situations
Situation ↕ Ann. Spread ↕ Close Prob ↕ EV ↕ Regulator Category Status
Deal DetailSelect a deal
Click any deal in the table
to view full intelligence,
chart, AI signals, and timeline.
Knowledge Base

Event-Driven Strategies,
Institutionalized.

Every strategy explained with real deal examples, quantitative frameworks, risk decomposition, and live situations. The knowledge layer powering every signal in the platform.

Strategy Environment Intelligence

Market Regime
& Strategy Fit.

Real-time macro regime detection mapped to event-driven sub-strategies. When do mergers close? When does distressed outperform? When does activism work? The institutional answer, refreshed daily.

Live Macro Indicators
Strategy Environment Matrix
Hall of Fame

Iconic
Event-Driven Deals.

The most consequential special situations of the past 25 years. Studied by every event-driven analyst. Each entry: outcome, alpha generated, lessons learned, and what it taught the institutional community.

Curated Library
25 Legendary Situations
From RJR Nabisco to Microsoft/Activision — the deals that defined modern merger arbitrage, activism, distressed, and spin-off playbooks.
5 categories
curated
Global Regulatory Intelligence

15 Regulators.
One Dashboard.

Historical clearance rates, current enforcement posture, process timelines, and live monitoring across every major antitrust and foreign investment jurisdiction. Updated daily.

Terminology

Event-Driven
Glossary.

Every term a merger arb analyst, activist investor, or distressed PM needs — defined with precision, quantitative context, and cross-references to live deal examples.