October 2026 Product Update

In October, we launched contribution analysis, rolled out redesigned email alerts, launched LP-LP Connect with in-app notifications, added service provider search, released new OWL Connectors for Claude, ChatGPT and Grok, and refreshed the key people data across manager profiles.

Contribution Analysis

Managers’ Estimated Returns pages have a new Contribution tab where users can see how individual holdings affected that manager’s performance over multiple timeframes. As an example, below users can see which stocks have driven returns for Situational Awareness since the start of Q4:

For each of those positions, users can dig deeper into the position’s impact on returns:

We also added the same type of analysis on each stock page, showing which managers were impacted the most by the stock’s performance over a given time frame, as well as a conviction vs. payoff analysis. Below is an example of what users can see on Sandisk’s contribution tab for Q4:

Users can access this analysis for any stock and for any manager where we have estimated returns.

LP-LP Connect

One of the most common requests we hear from allocators is simple: “How can I find out which other LPs are looking at, or already know, a given manager? How can I find them?" LP-LP Connect is OWL's solution to this request. Institutional LP users can now join a room for any manager to signal they are open to discussing that manager with other allocators.  Anyone else in the room can see who has joined, and both parties can reach out to each other from there if they choose. After releasing this feature earlier this month, more than 300 managers have at least one LP in a room!

This is a feature built for institutional LPs only. Managers do not see who has joined their room, and nothing is shared with them.

With this release we also launched in-app notifications. When another LP joins a room for a manager you follow, you will see it in the new notification bell at the top right of the app. We expect this to be the first of many ways OWL lets you know when something relevant happens, without waiting for an email.

Refreshed Key People and Founder Data

The Key People card on every manager summary page has been rebuilt, using AI to identify founders, co-founders and other relevant people at each firm. The card also pairs each person with their education and work history from our people data.

Founder and key person fields are now available as filters in manager search, so you can answer questions like:

• Which managers were founded by someone who previously worked at Citadel?
• Which funds have a founder who went to Dartmouth?

OWL Connector 2.0: Claude, ChatGPT and Grok

Wherever your AI assistant is, OWL is now there too. We rebuilt the OWL Connector from the ground up, and it now works with Claude, ChatGPT and Grok. Setup takes a couple of minutes from the new Integrations page in your account settings.

For Claude users, the OWL Connector is now listed in Claude’s connector directory. Users can either click the button shown below on OWL or search “OWL” in Claude’s connector directory and then sign in with your OWL account.

Revamped Email Alerts

Last month we previewed our new email alerts. In October the new system fully replaced the old one, and every OWL user now receives the redesigned weekly digest.

The new emails are built around the events you care about. Manager and allocator documents land straight in your inbox, alerts are grouped by firm so they are easier to scan, and links open the relevant alert in OWL. You decide which events you receive and how often from the new Email Preferences page in your account settings.

Service Provider Search

Data on prime brokers, auditors, custodians, administrators and marketers is now more visible in OWL. A new Service Providers page lets you search all providers in our universe and discover the managers that work with each one.

The same data is also available in manager search. You can filter by or exclude a specific provider. A few examples of questions you can now answer:

• Which equity long/short managers use Goldman as their prime broker?
• Which emerging managers have a top-tier auditor but no third-party marketer?

Smaller Updates

Sourced endowment returns. We added sources to endowment returns so primary documents are always available to users when needed.

A smarter home feed. Filter the home feed by firm type to see only managers in a given asset class or allocators of a given type.

Refreshed Documents page. We made it easier to access document summaries - a manager's latest document summary now appears directly on the summary card. We also refreshed the UI to make it faster to see the latest for each document type.

Fund returns, easier to maintain. Managers can now edit their fund returns directly in the application: click a month, type the return, press Enter. As always, we prefer for all managers to add OWL directly to your investor distribution list so that we can keep your profile as fresh as possible for OWL's LPs.

As always, if you have ideas or requests, please reach out.

‍