Kepler Research
Our Research
Work from the Kepler team, published as we do it. Financial research built on our own platform, where every number is pulled by code from the source filing so you can verify anything we claim. And engineering research on how we build Kepler itself.
Financial Research
S-1 No. 01
Oura S-1 Breakdown
Inside Oura's S-1: revenue up 123% to $908M in FY2025, 5M paid members, positive free cash flow. Research note plus a model traced to the filing.
Engineering Research
Publishing soon: notes on how we build Kepler, from agents and the ontology to deterministic execution and traceability. Until then, the blog has our engineering writing to date.
Run this on your own coverage
We build these notes and models with Kepler, the same platform investment teams use on their own data. Ask a question, get an answer with every number traced to its source.