the signal foundry

The future leaves traces. Tessera assembles them.

ive named agents read the open web for clues the data industry rarely looks at, hiring cadence, code commits, regulator filings, podcast appearances. Each brief comes with a verdict, a horizon, and a citation on every claim.

LIVENVDA · capacity expansion confirmed
today's readSNOW·Snowflake·23 events
SALES REP
REACH OUT NOW0/100
window 21d

New CRO owns a wide-open GTM mandate at an AI-native vendor.

HEDGE FUND ANALYST
CONSTRUCTIVE82/100
window 14d

Polymarket 71% beat probability with an engineering surge above baseline.

VENDOR RISK OFFICER
MONITOR62/100
window 90d

Two C-suite departures in six months warrant continued scrutiny.

VC SCOUT
PASS18/100
honest call

A fifty-billion-dollar public company is not an acquisition target.

Same stack of events. Four readers. Four decisions.

the problem

The intent-data industry sells $4.5B of signals each year. Only 26% convert.

Everyone buys from the same data co-op. Everyone sees the same hot lead on the same Tuesday. The edge has been arbitraged away.

87% of buyers say their intent signals are unreliable. The thesis MarTech wrote in 2026: stop buying signals. Start building them.

what tessera does

Four layers turn the open web into named, cited events.

01
Collect
scours the open web · 11 sources today

SEC comment letters, GitHub commit cadence, Wayback pricing-page diffs, Blind chatter, podcast transcripts, Polymarket odds, app-store changelogs, regional regulator filings. The sources nobody else watches. We add new ones every quarter.

02
Normalize
Claude to structured events

Every observation becomes a named, time-stamped, evidence-grounded event with a literal quote and a source URL. No paraphrasing. No fabrication.

03
Cluster
events stack into signals

Three to four events on the same company in the same window is a 37% win-rate signal (Champify, 2025). One event alone is noise. Tessera waits for the stack.

04
Persona
the brief, written for you

Same stack. Pick who you are: sales rep, hedge fund analyst, vendor risk officer, or describe a new persona in a sentence. Tessera writes the exact brief that reader needs.

the reveal, one engine

Same data. Any buyer.

Pick a persona at the top of the dashboard. Tessera ranks the watchlist for them and writes the brief they would have written. Type one sentence to create a new persona and you've got an analyst who only existed five seconds ago.

starterSales RepREACH_OUT_NOW
starterHedge Fund AnalystCONSTRUCTIVE
starterVendor Risk OfficerESCALATE
customVC Acquisition ScoutPURSUE
yoursYour persona+ create

Three personas becomes any persona.

what tessera caught

Same stack. Four buyers. Four calls.

Snowflake's signal stack on this morning's data: twenty-three events scoured from across the web. Read through each persona's lens, the same stack produces four different decisions. These are real outputs from the live engine.

Sales Rep · Sales Tooling

New CRO Jonathan Beaulier owns a wide-open GTM mandate at a company betting its growth on AI-native revenue motions.

REACH OUT NOW91 / 100
window 21 days
Hedge Fund Analyst

AI product cycle accelerating, guidance reaffirmed, and Polymarket gives 71% odds of a revenue beat.

CONSTRUCTIVE82 / 100
window 14 days
Vendor Risk Officer

Strong AI product momentum and an earnings beat, but two C-suite departures in six months demand continued scrutiny.

MONITOR62 / 100
window 90 days
VC Acquisition Scout

Snowflake's $50B-plus market cap and public-company governance make acquisition a non-starter for any sub-mega-fund portfolio.

PASS18 / 100

One company. One stack. Four buyers seeing four different opportunities. That's the engine.

see every persona's call on every company →
why bright data

This data isn't in ZoomInfo. Not in Bombora. Not in Bloomberg.

The long-tail sources Tessera lives on (career pages, Blind threads, regulator portals, podcast transcripts) are exactly the ones that block bots, hide behind JavaScript, or sit behind anti-scraping. We use five Bright Data products to reach them.

Web Unlocker for anti-bot bypass. Scraping Browser for JavaScript-rendered pages. SERP API for search discovery. Web Scraper API for structured datasets. MCP Server as the agent harness.

most submissions use one bright data product · we use five

this is built, not a mockup

Running live, right now, against the real web.

Scouring the open web for signals.

Eleven sources today, growing every quarter.

Ninety-plus events across five anchor companies.

Five starter personas, with infinite custom.

Every claim cited to a real page.

And it bets on the record. When Tessera detected an engineering surge above 130% of baseline, the company beat consensus earnings in 7 of the next 10 quarters. Small sample, directional. The system is working.

what we're building toward

Today we shipped the substrate. The substrate is the hard part.

v1Signal infrastructureshipped
v2Bayesian event-history forecastingnext
v3Behavioral, psychological modelsresearch
v4Adaptive per-user learningresearch
open the engine

Tessera doesn't predict the future yet.
But it's the cleanest substrate anyone has built to predict from.