“Quant is an indispensable tool, intelligently aggregating all the relevant information so that I have a complete view of my portfolio.”
As seen on the United States Investing Championship Leaderboard — 2024
BlackWillow is a research firm specializing in structural economics, causal transmission, and graph-based latent representation underlying observable market behavior. Our platforms and research products are built for market participants who require rigorous signal design over surface-level analysis.
Reach out to us at info@theblackwillow.com
“I evaluate vendor technology for a living — I don’t take claims at face value. What convinced me with BlackWillow’s Quant platform was being able to backtest the model’s own win-rate and profit data myself, as part of my own due diligence before ever committing real capital.”
“BlackWillow helps me move faster from broad market screening to actionable investment research without relying on scattered tools or manual analysis.”
“I used BlackWillow to track several stock ideas, including Workday, Monday.com, Fastly, and Appian. The platform made it easy to monitor forecasted upside, daily movement, and which ideas were performing positively in one place.”
“BlackWillow complements my daily trading workflow by adding a structured, forecast-driven research layer on top of my own analysis. Instead of relying only on manual screening, I use the platform to evaluate opportunities, compare signals, and make more informed decisions.”
“Quant is an indispensable tool, intelligently aggregating all the relevant information so that I have a complete view of my portfolio.”
“I evaluate vendor technology for a living — I don’t take claims at face value. What convinced me with BlackWillow’s Quant platform was being able to backtest the model’s own win-rate and profit data myself, as part of my own due diligence before ever committing real capital.”
“BlackWillow helps me move faster from broad market screening to actionable investment research without relying on scattered tools or manual analysis.”
“I used BlackWillow to track several stock ideas, including Workday, Monday.com, Fastly, and Appian. The platform made it easy to monitor forecasted upside, daily movement, and which ideas were performing positively in one place.”
“BlackWillow complements my daily trading workflow by adding a structured, forecast-driven research layer on top of my own analysis. Instead of relying only on manual screening, I use the platform to evaluate opportunities, compare signals, and make more informed decisions.”
50+
Years of market data
Underpinning the signal library
USIC
2024 Leaderboard
United States Investing Championship
80%
Average Win Rate
Short-Term Forecast and Long-Term Macro Accuracy
3
Research tiers
Quant · Macro · Institutional Research
Research Principles
01
Causality over correlation
Markets are governed by structural relationships, not statistical coincidence. We model transmission, not surface-level association.
02
Structure before narrative
Price behavior follows latent architecture that organizes long before consensus narratives emerge. We work at the structural level.
03
Signals over noise
Disciplined signal design — weighted, validated, and horizon-aware — is the foundation of every output we produce.
04
Elegant models, meaningful conclusions
Complexity without clarity serves no one. We build sophisticated frameworks and distil them into precise, actionable intelligence.
Research instruments for structural edge.
A focused suite of tools engineered for market participants who require rigorous signal design, causal context, and transmission-aware intelligence across all market conditions.
Quant
For active market participants
LiveA quantitative research platform covering U.S. equities with daily long and short forecast books, multi-horizon price targets, and sector propagation modeled through graph-based architectures spanning five decades of market data.
- Daily long / short forecast books across U.S. equities
- 5D, 10D, 15D, and 20D directional price targets with validation history
- Cross-sector transmission and structural dependency mapping
- Stock-level drilldowns with fundamentals, regime context, and live news
- Willow Assistant — an integrated research companion powered by Claude
Macro
For macro-oriented researchers
NewA regime-intelligence model to monitor liquidity conditions, rate dynamics, inflationary pressure, and policy transmission through a structured causal framework — updated daily with event-impact and signal timeline views.
- Daily macro regime scorecard with structured signal hierarchy
- Liquidity, rates, inflation, and policy pressure monitoring
- Event-impact modeling and policy transmission analysis
- Signal timelines for identifying and navigating regime transitions
Research
For asset managers and hedge funds
InstitutionalAn institutional research framework combining mathematical optimization, structural economics, and advanced signal design — purpose-built for systematic investment processes, portfolio construction, and risk budgeting at scale.
- Optimization pipelines for portfolio construction, allocation, and risk budgeting
- Economics-led regime modeling with transmission-aware factor decomposition
- Hedge-fund-grade signal design and validation infrastructure
- Bespoke research engagements and contracted workflows
Approach
From roots to regimes.
Markets generate observable outcomes — price, volume, volatility — that most participants analyze directly. BlackWillow works at a deeper layer, modeling the latent structural relationships that organize these outcomes before they become legible to consensus.
Our methodology is grounded in causal inference rather than correlation mining. Where conventional quantitative research identifies statistical regularities, we interrogate transmission pathways: how shocks propagate across sectors, how policy pressure flows through the rate complex, how structural dependencies between assets create predictable regime dynamics.
The willow is an apt emblem. Its visible movement — branching, recursive, responsive — is governed by root architecture that runs far deeper than the surface suggests. We build models that respect that relationship: rigorous at the foundation, precise at the surface.
Careers
Chief Operating Officer — B2B Partnerships & Strategy
BlackWillow Research is seeking a hands-on Chief Operating Officer to lead B2B commercialization, strategic partnerships, and company operations. The COO will work directly with the founding team to convert these capabilities into scalable partnerships, enterprise products, and recurring revenue. This is an execution-oriented leadership role for someone comfortable developing strategy, opening senior-level conversations, structuring deals, and ensuring partnerships succeed after signing.
Responsibilities
- Define and execute BlackWillow's B2B partnership and institutional commercialization strategy
- Develop senior relationships with funds, asset managers, RIAs, fintech platforms, financial-data providers, research firms, and enterprise partners
- Identify opportunities for institutional licensing, data and API distribution, platform integrations, white-label offerings, co-development, and bespoke research
- Structure pilots, commercial agreements, partnership models, pricing, and enterprise proposals
- Lead strategic opportunities from initial conversation through negotiation, launch, and expansion
- Build the operating processes needed to support partner onboarding, delivery, reporting, and account growth
- Translate institutional feedback into product, packaging, and roadmap priorities
- Coordinate commercial, operational, legal, compliance, and technical workstreams associated with partnerships
- Support fundraising, investor relationships, financial planning, hiring, and broader company operations
- Help recruit and lead the commercial organization as BlackWillow grows
Qualifications
- Senior experience in fintech, financial services, investment research, financial data, SaaS, enterprise partnerships, or a related field
- Demonstrated success developing and closing strategic B2B partnerships
- Strong understanding of how financial institutions evaluate, procure, integrate, and renew research or technology products
- Experience structuring licensing, distribution, integration, or enterprise-commercial agreements
- Existing relationships across asset management, fintech, financial data, wealth management, or institutional investing are strongly preferred
- Ability to move comfortably between executive-level relationship building and hands-on execution
- Strong commercial judgment, written communication, organization, and follow-through
- Comfortable operating in an early-stage company without established processes or large support teams
What Success Looks Like
- A focused institutional-partnership strategy and target-account roadmap
- Qualified discussions with high-value strategic partners
- Signed pilots, licensing agreements, distribution relationships, or bespoke research engagements
- Repeatable processes for partnership development, onboarding, and expansion
- A scalable commercial and operating foundation for BlackWillow's next stage
Why Join
- Join the operating leadership of an early-stage AI and quantitative-research company
- Shape the institutional commercialization of three differentiated research offerings
- Build partnerships that can materially influence BlackWillow's distribution and growth
- Exercise meaningful influence over company strategy, operations, hiring, and fundraising
- Earn meaningful equity participation tied to long-term value creation
Compensation
This is initially an equity-forward, milestone-oriented role, with the potential to become a full-time salaried position as the company raises capital or reaches defined revenue milestones. The final structure will reflect experience, commitment, network, and scope.
To apply, email careers@theblackwillow.com with your resume or LinkedIn profile and a short note describing:
- B2B partnerships or businesses you have helped build
- Relevant relationships within financial services, fintech, or institutional investing
- An example of a partnership you personally originated and brought to completion
- What you would aim to accomplish at BlackWillow during your first 90 days
Institutional Sales & Partnerships Lead
BlackWillow Research is seeking an Institutional Sales & Partnerships Lead to build B2B pipeline and generate revenue across our quantitative-research products. This role is for an entrepreneurial seller who can identify the right institutional buyers, clearly communicate a sophisticated product, and move opportunities from targeted outreach through demonstration, pilot, negotiation, and close.
Responsibilities
- Build a qualified pipeline across asset managers, hedge funds, family offices, RIAs, fintech companies, financial-data platforms, wealth-management firms, and research providers
- Identify the appropriate decision-makers within investment, research, innovation, product, data, and technology teams
- Conduct targeted outbound outreach through email, LinkedIn, industry communities, referrals, and direct introductions
- Lead discovery calls, product demonstrations, proposals, pilot discussions, and commercial follow-up
- Sell institutional research access, enterprise licenses, data and API partnerships, platform integrations, and bespoke research engagements
- Develop channel, referral, distribution, and co-marketing partnerships
- Own opportunities from prospecting through negotiation and close
- Maintain disciplined CRM records, pipeline forecasts, follow-up schedules, and conversion reporting
- Gather buyer feedback and help refine pricing, packaging, messaging, and sales materials
- Work directly with the founders and COO to develop a repeatable institutional-sales process
Qualifications
- Experience in B2B sales, institutional sales, business development, or strategic partnerships
- Experience selling financial data, investment research, analytics, fintech, AI, SaaS, or related products is strongly preferred
- Demonstrated ability to originate opportunities and close business without relying entirely on inbound leads
- Understanding of institutional buying processes, pilots, procurement, and multi-stakeholder sales cycles
- Strong discovery, presentation, negotiation, relationship-management, and written communication skills
- Existing relationships with investment firms, financial advisors, fintech companies, or financial-data buyers are a strong advantage
- Comfortable explaining technical products to investment, business, and technology stakeholders
- Self-directed, persistent, organized, and comfortable building a sales motion from the ground up
What Success Looks Like
- A well-defined target-account list and consistent institutional outreach cadence
- Qualified conversations with relevant buyers and strategic partners
- Successful product demonstrations and pilot engagements
- New enterprise licenses, data partnerships, research contracts, or distribution agreements
- A measurable and repeatable B2B sales pipeline
Why Join
- Represent differentiated AI and quantitative-research products in the institutional market
- Work directly with the founding team and influence commercial strategy
- Build BlackWillow's B2B sales function from its earliest stage
- Pursue higher-value licensing, research, integration, and distribution opportunities
- Participate directly in the revenue you generate, with the potential for expanded leadership responsibility and equity
Compensation
The initial structure is commission-based, with competitive revenue participation and the potential for milestone-based equity based on sustained performance. The role may develop into a salaried commercial leadership position as revenue and funding grow.
To apply, email careers@theblackwillow.com with your resume or LinkedIn profile and a short note describing:
- The products and institutional customers you have sold to
- Revenue or partnerships you personally originated
- Relevant relationships within investment management, fintech, financial data, or wealth management
- How you would generate BlackWillow's first ten qualified B2B opportunities
MBA Intern, Growth & Partnerships
We are looking for an MBA intern to support growth, outreach, partnerships, and market strategy. This role is ideal for someone interested in fintech, AI, investing, startups, and early-stage go-to-market execution.
Responsibilities
- Research and identify target customer segments, communities, partners, and outreach channels
- Build and execute outreach campaigns across LinkedIn, email, Reddit, X, finance communities, and other relevant channels
- Help refine messaging, positioning, and launch strategy
- Identify potential B2B customers, including fintech firms, family offices, funds, advisors, and research platforms
- Track outreach performance and recommend improvements
- Support content and campaign strategy for product awareness and adoption
Qualifications
- Current MBA student or recent MBA graduate
- Strong written communication and research skills
- Interest in AI, fintech, investing, quantitative research, or startup growth
- Comfortable operating in an early-stage environment with ambiguity
- Prior experience in marketing, sales, consulting, finance, venture, or product strategy is a plus
Why Join
- Work directly with the founder on a live AI/quant research product
- Own real growth and outreach initiatives
- Gain hands-on experience in fintech GTM, startup strategy, and early customer discovery
- Help shape the distribution strategy from the ground up
To apply, email careers@theblackwillow.com with your resume and a short note explaining your background, why you are interested in BlackWillow, and any relevant experience in growth, marketing, finance, or startups.
About
Independent research on structure, causality, and market behavior.
BlackWillow is an independent quantitative research firm. We do not manage capital, provide investment advisory services, operate as a broker-dealer, or offer personalized financial recommendations of any kind. Our work is research — rigorous, transparent, and designed to inform rather than direct.
Inquiries regarding institutional research access, enterprise licensing, or bespoke advisory engagements are welcomed directly.
Disclaimer: All research outputs, forecasts, and platform data produced by BlackWillow are provided solely for informational and analytical purposes. They do not constitute investment advice or a recommendation to buy, sell, or hold any security or financial instrument. Past forecast performance does not guarantee future results.
info@theblackwillow.com