Brian Hamilton, Founder & Chairman
Brian Hamilton is a noted expert on initial public offerings (IPOs). He believes that the IPO market, such an important part of our economic system, is not discernible, so he seeks to bring clarity to it.
Brian is the founder of the Brian Hamilton Foundation and Sageworks. He co-founded Sageworks in 1998, the country’s first fintech company. After 20 years of growing the Inc. 500 company into the largest provider of software to U.S. banks, he sold his stake to a leading private equity firm in 2018. During his time building Sageworks, Brian earned multiple patents for his work in automating financial analysis.
We have backtested Brian. He tends to give poor ratings to companies that have huge losses with high valuations. His commentary on IPOs has been published by The Wall Street Journal, The New York Times, CNBC, and all other major financial publications.
We exist to add clarity in predicting the success of initial public offerings (IPOs) by bringing the chaotic IPO market down to a simplified analysis. Investing through equity can be distilled to a yes or no question: Should I own a part of this company? Unfortunately, the current landscape of IPO analysis is a coin flip; it’s anyone’s guess. We make it clear to decide whether a company is a good buy in the short to midterm when it launches on the public markets, rather than making messy assessments on the basis of arbitrary factors.
We dedicate our site and service to providing you with an accurate and fair analysis of initial public offerings. A cacophony of information exists on IPOs, but it can be cluttered, biased, unnecessarily confusing, and, well, wrong. We do not claim to be right about every IPO; our goal is to provide plain language information and original insights about IPOs. We start with a clear rating and allow you to explore further, including detailed information all the way to the offering memorandum. We seek to make IPO analysis a little fun because finance is not always engaging. As a rule, we do not invest in any companies that we evaluate.