Powering Smarter Investment Decisions

At CQ , we believe that better data and connection leads to better investment decisions. 

Our platform empowers asset managers, investors, and investment bankers with AI-driven insights and collaborative deal management tools—all designed to enhance efficiency, streamline workflows, and maximize returns.

Our Mission

We’re redefining how financial professionals discover, analyze, and act on investment opportunities.

By combining advanced AI agents and intuitive workflow solutions, CQ helps firms make faster, more informed, and more strategic investment decisions.

Our Value

Insight

We empower smarter decisions with AI-driven intelligence.

Innovation

We relentlessly pursue cutting-edge technology to transform capital markets.

Partnership

We collaborate closely with our clients and partners to achieve shared success.

Integrity

We operate with transparency and the highest ethical standards.

Our People

CQ is built by a team of financial experts, data scientists, and technologists dedicated to transforming the way investment professionals work. 

We bring together decades of experience in asset management, investment banking, and AI-driven analytics to develop a platform that truly meets the needs of modern capital markets.

Our people are united by a shared passion for innovation, integrity, and impact, ensuring that every solution we create drives measurable value for our users.

Erik Ford

Founder & CEO

Erik Ford

Founder & CEO

Company Builder - Multiple Successful Outcomes of $250m+

  • Kaizen Platform – Chief Operating Officer (IPO – $500M+ peak market cap)
  • Boost Media – VP Business Development (Acquired by AdLabs) 
  • Triad Retail Media – Director of Analytics (Acquired by WPP for $300M+)

Investor - $1B+ in Investment Experience

  • Renn Global – Founder/CEO – $350M+ invested with $15B Japanese JV partner
  • Old Greenwich Capital – Executive Director – $.5B in annual M&A
  • Raymond James – Ops Mgr – Top 10 US firm (Welch Financial) – $129M AUM
  • Wells Fargo Securities – Analyst – Harvard grad top wealth team – $86M AUM

Community Builder

  • Milken Institute – Young Leaders Circle
  • Sr Advisor – Concordia
  • Financial Literacy for Kids Foundation – Former Chairman & co-founder
  • Mentor to Student Entrepreneurship at Stanford (ASES) program

Let’s Talk

Interested in learning more?

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