YipitData: Initiation of Coverage

GAII Intelligence defines the Alternative Data & Data Infrastructure market as companies that supply investment firms with non-traditional evidence on company and economic performance — transaction, receipt, location, web and business-spend data — and the tools that collect, clean and deliver it. Buyers are heads of data strategy and data sourcing, fundamental and quantitative analysts, and the compliance teams who must approve each new source.

Capabilities we treat as mandatory

• Point-in-time integrity: history that can be tested without look-ahead, with restatements, panel changes and survivorship handled and disclosed.
• Provenance and screening: a documented chain from source to delivery, with consent, licensing, MNPI and personal-data screening a compliance team can review.
• Investable mapping: data resolved to tickers and entities, so that a signal can be tied to a security without manual work.

Capabilities we treat as differentiating

• Predictive-value evidence: published back tests or, better, independent studies showing that the data anticipates reported results.
• AI-ready delivery: data shares into Snowflake and Databricks, and MCP connections that let a client's AI assistant query the data under entitlement.
• Transparent AI answers: conversational tools that show the query, panel size and method behind each answer and decline unsupported questions.
• AI in the pipeline: models that find sources, map entities and repair collection, cutting the time from idea to usable dataset.

YipitData competes with M Science, Consumer Edge, Bloomberg Second Measure, Circana and Numerator in consumer data, and with Sensor Tower and Similarweb in digital activity data.

The following are the capabilities and characteristics that, in our assessment, most distinguish YipitData within the Alternative Data & Data Infrastructure market. Each is drawn from publicly documented product capability, company releases and documentation, or independent reporting.

• Owned panels: A consumer receipt panel of 11 to 12 million people that the company owns and operates, alongside card, B2B-spend and cloud-spend data.
• Coverage: An enterprise feed across about 2,600 global tickers and data on 250,000+ private companies (Sacra).
• Research depth: Analyst-written reports with chart backing data, a Key Metrics Grid and a forward publishing calendar.
• AI-assistant delivery: A remote MCP server with 12 tools for Claude and ChatGPT Enterprise, scoped to each user's entitlement.
• Transparent agent: Insight Agent shows panel sizes and method, flags small samples and declines unsupported questions.
• Scale: More than 650 customers and reported ARR of about $280m growing above 30%.

The following are factors that prospective clients should weigh, and areas where our public review did not find sufficient evidence to reach a settled view. Several are common across vendors at this stage of the market and are not specific to YipitData. We encourage prospective clients to raise each of them directly with the company; we have done the same, and will update this note as answers arrive.

• Ownership: Carlyle is reported to be exploring a sale; buyers should review change-of-control and assignment terms.
• Assurance: We did not locate SOC 2, ISO 27001 or SSO documentation.
• Provenance: Consent and MNPI screening of sources are not publicly documented.
• Training terms: The AI addendum lets YipitData use de-identified client inputs to train its tools.
• Evidence: Accuracy and predictive-value claims are internal; no independent study was located.
• Contract terms: Annual subscriptions are reported to be prepaid and non-cancellable, with no public pricing or trial.
• Litigation history: A trade-secrets dispute with M Science over departing staff was settled privately in 2025.

YipitData grew out of Yipit, founded in New York in 2010 by Vinicius Vacanti (CEO) and James Moran, and became an alternative-data research firm for hedge funds before extending to private equity, investment banks and corporates. It has operations in Colombia and Asia-Pacific and added European and Chinese consumer coverage in November 2024.

Carlyle led a Series E of up to $475m in December 2021 at a valuation above $1bn; Norwest Venture Partners is also an investor, and the company cites more than $500m raised. ZoomInfo founder Henry Schuck joined the board in April 2026. Reuters reported in August 2026 that Carlyle was exploring a sale at more than $2.5bn, with Goldman Sachs advising.

Company-reported figures are shown as such and are not independently verified. Verification is carried into the vendor questionnaire.

YipitData sells research products by sector alongside data feeds and AI tools on one portal. Figure 2 sets out our assessment of how it maps onto the alternative data workflow.

Research and dashboards

Company and sector reports, dashboards and the Key Metrics Grid.

Data feeds

Point-in-time raw feeds by Snowflake or API, including an enterprise spend feed (Sacra).

Insight Agent

Conversational analysis over panel data with method and sample disclosure.

Research & Metrics MCP

Reports, KPI series, screens and chart data in Claude and ChatGPT Enterprise (June 2026).

Scope of the product today

We did not locate a security attestation, SSO documentation, a published data-sourcing compliance programme or independent predictive-value evidence.

YipitData's AI addendum confirms that it uses machine learning to cleanse, normalise and map values, and its MCP server applies vision models to image-only tables in reports.

Insight Agent shows its assumptions, panel size and method. The model providers are not named, and the 99% accuracy figure comes from internal evaluations.

YipitData combines owned receipt panels with card, business-spend, cloud-spend, web and app data, and maps them to about 2,600 global tickers and 250,000+ private companies.

Point-in-time feeds are offered, but panel-change, restatement and source-screening methods are not public.

YipitData fits the analyst's workflow well: sector research, KPI estimates aligned to reported metrics, analyst access and, since June 2026, the same content inside AI assistants.

Back-testing support and alerting are less developed in public documentation than research delivery.

YipitData's public enterprise evidence is thin for its size: no SOC 2, ISO 27001 or SSO documentation was located, although the AI addendum sets clear terms on model training and approved AI tools. Figure 3 sets out what our public review located.

We would encourage buyers to request security attestations, SSO, the source-screening process and change-of-control terms.

The offsetting factor is scale: reported ARR of about $280m, growth above 30% and more than 650 customers.

YipitData does not publish pricing. Contracts are reported to be annual, prepaid and non-cancellable, priced by coverage, products, delivery, history and users.

Buyers should negotiate assignment protection and exit rights while a sale is explored.

YipitData sits in the Emerging quadrant of the segment matrix with the highest Investment Utility among the five companies we cover, held below the boundary by Enterprise Readiness.

GAII Alternative Data & Data Infrastructure coverage, 21 October 2026, scored on the segment variant of Data & Content and Workflow Fit; not directly comparable with Research & Intelligence or Risk, Compliance & Surveillance scores.

11.1 Where YipitData is strongest relative to peers

• Against panel vendors, on breadth of owned and licensed sources.
• Against data-only feeds, on research and analyst access.
• Against peers, on MCP delivery and client scale.

11.2 Areas of narrower functional focus

YipitData leads on data and research and trails on public assurance and terms.

• Assurance: SOC 2 and SSO not located.
• Provenance: screening not documented.
• Terms: non-cancellable, unpublished pricing.
• Ownership: sale process.

Scores are on a 0–10 scale. Each dimension score is the mean of its sub-criteria, and the GAII Overall Score is the weighted mean of the six dimensions. The detailed sub-criteria scores that build each dimension are set out in Appendix A.

These are the areas where our public review did not find sufficient evidence to form a settled view. We have put them to the company and will update this note when they are answered. Prospective clients may find them a useful agenda for their own evaluation call.

• Status of the reported sale process.
• Change-of-control and assignment terms.
• SOC 2 or ISO 27001 status.
• SSO/SAML and audit logging.
• Consent and MNPI screening of sources.
• Panel-change and restatement methodology.
• Model providers behind Insight Agent.
• Use of de-identified inputs for training.
• Independent predictive-value evidence.
• Databricks delivery.
• Pricing and trial terms.
• Quantified investor references.

This note is an assessment of a vendor against a defined framework, not a recommendation to buy or to decline. The following are the considerations we would put at the centre of an evaluation of YipitData specifically.

If you run research or data sourcing

• Test the MCP server against your research workflow.
• Ask for point-in-time history for back-testing.
• Compare KPI estimates with reported results.

If you are responsible for technology, compliance or vendor risk

• Open with Figure 3; request attestations and SSO.
• Review the AI addendum training clause.
• Add change-of-control protection.

If you are assessing the category rather than the company

• Panel owners are becoming AI data layers.
• MCP is now a delivery channel for alternative data.
• Consolidation is pricing alternative data at software multiples.

Each dimension score in Section 12 is the mean of the sub-criteria below. Data & Content and Investment Workflow Fit use the Alternative Data & Data Infrastructure segment variant.