Early Access Program

Join the KestrelFI Early Access Program

We are opening KestrelFI to a small group of investors who want better tools for risk, research, and decision-making. Early access is limited and by application.

What early access includes

  • Portfolio aggregation across accounts and holdings
  • Daily Morning Brief written for your portfolio
  • Risk analytics: stress testing, correlations, factor exposure
  • AI Portfolio Analyst for portfolio-aware research
  • Change detection across positions, exposures, and drift
  • Access to premium features as they roll out

Early access benefits

6 months free access

Use early access at no cost during the early access period.

Direct product influence

Help shape the workflows, analytics, and AI capabilities that matter most.

Premium feature access

Test features that may later be included in higher-tier plans.

Early adopter pricing

Founding users may receive preferred pricing when paid plans launch.

Best fit for investors who:

  • Manage a meaningful public equity portfolio
  • Use multiple accounts, strategies, or watchlists
  • Care about risk, concentration, hedging, or research process
  • Are willing to provide feedback as the product develops

Early access is limited. We prioritize users whose portfolios and workflows are a strong fit for the current product stage.