• The pricing model, and offering tied to the pricing model. For example, if an entity has three tiers/plans, including free, silver and gold, provide the pricing for the for silver and gold and what's included in all three subscriptions.
• Links to each entity's website and offerings/plans.
• If available, the number of subscribers and how long the entity has been delivering its subscription program.

Data Availability

• The initial round of research indicates that data availability is adequate on this topic.

1. New Constructs

• New Constructs is a Tennessee-based investor research firm that provides "unconflicted and comprehensive research for all investors."
• The firm leverages a combination of human expertise with NLP/ML/AI technologies to provide investors with "comprehensive and independent debt and equity investment ratings, valuation models and research tools." 
• According to the firm, its research is regularly featured by leading media outlets, and the top money managers, advisors, and financial institutions have depended on them to lower risks and improve their performance since 2004. 
• New Constructs has three tiers designed for individual investors: Free, Gold, and Platinum. The firm also has three subscription tiers for professional investors: Pro, Unlimited, and Institutional.

Individual Investors

Free Plan

• The Free Plan gets subscribers on a mailing list that helps them "discover the value of real diligence." 
• The Free Plan includes the following:
•  Special offers.
• Alerts on the latest research and webinars.
• Free access to featured stocks in the firm's Model Portfolios.
• Access to the firm's Danger Zone podcast and market outlook reports.
• Access insights into what the firm does to help its subscribers make smarter investments. 

Gold Tier

• New Constructs' Gold Plan offers clients "peace of mind for your portfolio with research and custom alerts." 
• The Gold membership has the following offerings:
• "Equity investment ratings on over 10,000 stocks, ETFs, and mutual funds."
• "Credit ratings for 2,750+ companies based on our superior data."
• "Detailed research and tracking for up to 25 tickers in your portfolio with 25 changes per quarter."
• "Daily alerts on changes in Models, Equity Ratings, Credit Ratings, and Earnings Distortion Scores for every ticker in your portfolio."
• "Access to client-only research reports including our weekly Long Idea and Danger Zone picks."
• "Access to the Most Attractive and Most Dangerous Stocks Model Portfolios."
• "Access to our Excel Add-In & API." 
• The Gold Tier is billed monthly at $49 a month, but subscribers can get one month free if they prepay for an annual membership.

Platinum Tier

• The firm's Platinum Plan offers clients "more member-only ideas and model portfolios plus enhanced screening." 
• Platinum customers get access to everything in the Gold Plan plus the following:
• "Enhanced screening on over 10,000 stocks, ETFs, and mutual funds, including screening by Investment rating."
• "Detailed research and tracking for up to 50 tickers in a portfolio with 50 changes per quarter."
• "Access more Model Portfolios including our Safest Dividend Yields, Executive Comp Aligned with ROIC, Dividend Growth Stocks, and Best & Worst ETFs and Mutual funds by sector and style."
• The Platinum Tier is billed monthly at $99, but subscribers can get one month free if they prepay for an annual membership.

Professional Investors

Pro

• The firm's Pro Plan for professional investors helps them to "protect your portfolio and expand your search for the best ideas."
• The plan costs $249 a month and has the following offerings:
• "Equity investment ratings and Earnings Distortion Scores for over 10,000 stocks, ETFs, and mutual funds."
• "Credit ratings for over 2,750 companies based on our superior data."
• "Advanced screening by metrics like ROIC, FCF Yield, and more."
• "Detailed research and tracking for up to 100 tickers across 5 portfolios with 100 changes per quarter."
• "Daily alerts on changes in Models, Equity Ratings, Credit Ratings, and Earnings Distortion Scores for every ticker in your portfolio."
• "Access to all of our Model Portfolios."
• "Access to our Excel Add-In & API, for experts only."

Unlimited

• New Constructs' Unlimited Plan for professional investors gives them "unlimited access to ratings, research and portfolio tracking."
• The plan costs $999 a month and offers everything in Pro plus the following:
• The ability to "track an unlimited amount of tickers across 50 portfolios."
• Access to "full details and reports on our ratings on any stock, ETF, or mutual fund without adding it to a portfolio."

Institutional

• The firm's Institutional Plan for professional investors gives subscribers "full access (models, API, excel add-in etc) for the most diligent investors." 
• It costs $3,600 every month and has the following offerings:
• "Access our reverse DCF company valuation models for every stock in our coverage universe."
• "Detailed research, tracking and alerts for an unlimited amount of tickers across 50 portfolios."
• "Incorporate our data into your workflow with our API & Excel Add-In."
•  "More powerful screening and direct access to our databases."
• Access to the New Constructs "team for information about volume discounts." 

Summary

• Within the first hour, we were able to identify one firm that provides premium investor research and expertise. We have included the pricing of all its tiers and the offerings for all the tiers.
• Based on data availability, we anticipate being able to answer all parts of the question.
• To provide a list of more entities that provide premium investor research and expertise, we recommend additional research. Details on our recommended research paths have been provided in our proposals below.
• We will focus our research on companies in the US, Canada, Australia and Europe.