Xtrusio AEO/GEO Audit

AlphaSense wins on ChatGPT. Singletrack wins on Gemini.

Transient AI wins on nothing.

20-query audit across ChatGPT, Gemini & Claude. Transient AI is cited on 0 of 60 responses (0%). Despite a Series A from NEXT Investors, 4 flagship products, and offices in NYC, Miami, Singapore & India — every AI platform routes every buyer query to competitors instead.

This report was generated using Xtrusio, an AI visibility and demand intelligence platform that analyzes how companies appear across modern AI systems such as ChatGPT, Gemini, Claude, Perplexity, and other generative engines.

The insights in this page are generated using Xtrusio’s proprietary research and content intelligence framework.

June 2026
20 Queries • 3 Platforms
0%
ChatGPT
0 of 20 queries
⚠ TOTAL BLACKOUT
0%
Claude
0 of 20 queries
⚠ TOTAL BLACKOUT
0%
Gemini
0 of 20 queries
⚠ TOTAL BLACKOUT
The Total AI Blackout

146 AI responses checked. Zero mentions of Transient AI.

Across 8 independent sessions spanning all three major AI platforms, Transient AI’s four flagship products — Caddie.AI, Sales+, ClarityRIA, and CapFlo.AI — are completely invisible. Every single buyer-intent query routes to competitors: AlphaSense for research, Singletrack for sales intelligence, Eigen Technologies for derivatives, and Palantir AIP for the unified AI OS. The “Declarative AI Operating System for Capital Markets” exists in press releases. It does not exist in the AI-mediated buyer journey.

0%
Combined Citation Rate
146
Responses Checked
80+
Competitors Cited Instead
Section 2

Platform Scorecard

Transient AI citation rate across AI platforms

Transient AI Citation Rate by Platform
ChatGPT
0%
Claude
0%
Gemini
0%
Competitor Comparison — Combined Citation Rates
Transient AI
0%
AlphaSense
23%
Hebbia
22%
Singletrack
13%
Palantir AIP
12%
Triple-Zero Confirmed
Transient AI achieves 0% citation on all three platforms. This was verified across 146 individual responses in 8 independent sessions — the most thoroughly verified zero in the Xtrusio master ranking.
AlphaSense Dominates Research
AlphaSense is cited on 14 of 60 responses (23%), appearing on every research-related query across all platforms. Hebbia follows at 22%. Both are directly competing with Caddie.AI.
Section 3

AI Visibility Leaderboard

Who owns the AI conversation — total citations across all platforms

Platform-by-Platform Breakdown
ChatGPT
0/20
Transient AI cited
Claude
0/20
Transient AI cited
Gemini
0/20
Transient AI cited
Transient AI
0
AlphaSense
6
5
3
14
Hebbia
7
3
3
13
Singletrack
3
1
4
8
Palantir AIP
4
3
1
8
ChatGPT
Claude
Gemini
Citation Leaderboard
AlphaSense: 14 citations (23%) Hebbia: 13 citations (22%) Singletrack: 8 citations (13%)
0%
Transient AI
AlphaSense14
Hebbia13
Singletrack8
Transient AI0
Citation Intensity Heatmap
ChatGPT
Claude
Gemini
Total
Transient AI
0
0
0
0
AlphaSense
6
5
3
14
Hebbia
7
3
3
13
Singletrack
3
1
4
8
Palantir AIP
4
3
1
8
Complete Invisibility
Transient AI is the only company in this audit with zero citations across all platforms. Even niche competitors like Everysk and Rogo achieve citations on agentic AI queries.
Hebbia Leads ChatGPT
Hebbia is cited 7 times on ChatGPT alone, dominating research automation queries. ChatGPT’s re-audit also heavily features Palantir AIP (15/20 queries) and Databricks as platform plays.
Section 4

AI Positioning Audit

20 buyer-intent queries — click any row to see the exact question

Each query was written from the perspective of a real decision-maker researching AI solutions for capital markets workflows. These personas represent the CTOs, sales leaders, and risk executives whose AI search results determine whether Transient AI gets discovered.

Target Buyer Sector CTO, COO & Head of Trading Technology at hedge funds, asset managers, and sell-side trading desks evaluating AI-driven workflow automation
JT
Chief Technology Officer
SummitTX Capital • Multi-Strategy Hedge Fund • New York
7queries
Pain Points
Managing fragmented legacy systems across Bloomberg, Enfusion, and internal tools. Needs a unified AI platform for infrastructure, cloud, and development without rebuilding from scratch.
“AI platform unify trading systems”“agentic AI hedge fund”
Q1, Q2, Q5, Q9, Q11, Q16, Q19
SB
Head of US Equities Sales
Cboe Global Markets • Exchange • New York
5queries
Pain Points
Sales team spends half the day figuring out which institutional clients to call and what to pitch. Needs AI to predict client interest and optimize coverage.
“AI sales intelligence institutional equities”“predict client trading interest”
Q3, Q6, Q7, Q13, Q18
MY
Global Head of Risk, Core Analytics & Market Data Technology
A Major Global Hedge Fund • New York
8queries
Pain Points
Fragmented risk, analytics, and market data systems across front and middle office. Evaluating AI platforms that can deliver real-time risk exposure, research synthesis, and operational automation.
“AI risk analytics hedge fund”“ISDA term sheet AI parsing”
Q4, Q8, Q10, Q12, Q14, Q15, Q17, Q20
#Query TopicClusterClaudeChatGPTGemini
1Research digest for PMsResearch
Exact question asked across all AI platforms:

“I run a multi-strategy hedge fund and our portfolio managers are drowning in research from 15 different sell-side desks. What AI tools can help us digest and synthesize analyst reports in real time so our PMs can focus on idea generation?”

2Unified legacy system intelligenceIntegration
Exact question asked across all AI platforms:

“We’re a mid-size asset manager using Bloomberg, Enfusion, and three internal systems that don’t talk to each other. Is there an AI platform that can unify data from fragmented legacy systems into a single intelligence layer without requiring a full infrastructure rebuild?”

3Sell-side sales intelligenceSales
Exact question asked across all AI platforms:

“Our institutional sales team spends half their day figuring out which clients to call and what to pitch. Are there any AI-driven sales intelligence tools specifically built for sell-side trading desks that can predict which clients want which products?”

4ISDA term sheet parsingDerivatives
Exact question asked across all AI platforms:

“I’m evaluating AI solutions for our derivatives middle office. We process hundreds of ISDA term sheets per month and the manual data entry is killing us. What AI tools can automatically parse and validate derivatives contracts?”

5On-prem + zero data retentionSecurity
Exact question asked across all AI platforms:

“We’re a hedge fund COO looking for an AI platform that meets our compliance and security requirements — specifically on-premises deployment, zero data retention, and full audit trails. What options exist for regulated institutional environments?”

6RIA capital sourcing from ADVSales
Exact question asked across all AI platforms:

“Our RIA distribution team manually researches SEC Form ADV filings to identify prospecting targets. Is there an AI platform that can analyze RIA data at scale and surface qualified capital-raising opportunities?”

7Institutional equity sales productivitySales
Exact question asked across all AI platforms:

“What AI platforms are investment banks and broker-dealers using to improve their institutional equity sales productivity — specifically tools that recommend which clients to call based on portfolio holdings and market conditions?”

8AI trade reconciliationOperations
Exact question asked across all AI platforms:

“We need to modernize our trade reconciliation process. Our operations team currently handles exceptions manually and it takes days to resolve breaks. What AI solutions can automate trade reconciliation for institutional trading desks?”

9Mobile-first portfolio intelligenceResearch
Exact question asked across all AI platforms:

“I’m a portfolio manager at a fundamental equity fund and I want an AI assistant that can give me real-time P&L, risk exposure, and portfolio analytics on my phone. What mobile-first platforms exist for buy-side portfolio intelligence?”

10AML surveillance for capital marketsCompliance
Exact question asked across all AI platforms:

“Our compliance team is struggling with AML monitoring — too many false positives and too much manual review. What AI tools are available for anti-money laundering surveillance in capital markets environments?”

11Agentic AI for trading desksIntegration
Exact question asked across all AI platforms:

“We’re evaluating agentic AI platforms for our trading desk. We don’t want a chatbot — we need AI agents that can autonomously execute multi-step workflows across research, sales, and operations. What’s available for institutional trading firms?”

12Sell-side research summarizationResearch
Exact question asked across all AI platforms:

“How are hedge funds using AI to improve their sell-side research workflow — specifically for summarizing broker reports, extracting trade ideas, and routing insights to the right PM?”

13Bid optimization for fixed incomeDerivatives
Exact question asked across all AI platforms:

“Our fixed income desk needs help with bid optimization. We want AI that can analyze investor demand and market conditions to improve our pricing strategies on new issues. What tools exist for capital markets bid management?”

14Corporate actions monitoringOperations
Exact question asked across all AI platforms:

“What AI-powered corporate actions monitoring tools are available for asset managers? We need something that automatically tracks mergers, dividends, and spinoffs and alerts our operations team to portfolio impact.”

15News monitoring + sentiment + portfolioResearch
Exact question asked across all AI platforms:

“I’m looking for an AI platform that can help our trading desk with real-time market news monitoring and sentiment analysis — specifically one that connects breaking news to portfolio positions and risk exposures.”

16AI explainability for regulatorsSecurity
Exact question asked across all AI platforms:

“We’re a hedge fund evaluating enterprise AI platforms and our biggest concern is explainability. How are institutional firms ensuring their AI systems can explain their reasoning to regulators and internal risk committees?”

17Investment research automationResearch
Exact question asked across all AI platforms:

“What are the best AI tools for automating investment research workflows at hedge funds? We’re looking for something that goes beyond basic document search and can actually synthesize insights across earnings transcripts, filings, and sell-side notes.”

18Client preference predictionSales
Exact question asked across all AI platforms:

“Our sales team at an institutional broker-dealer currently tracks client preferences in spreadsheets. Is there an AI platform that can predict which securities each client is likely interested in based on their historical trading patterns?”

19Build vs buy AI for capital marketsIntegration
Exact question asked across all AI platforms:

“We’re evaluating AI operating systems for capital markets. What are the key differences between building custom AI capabilities internally versus buying a purpose-built platform designed for institutional trading environments?”

20Mid-size fund AI adoption 2026Research
Exact question asked across all AI platforms:

“How are mid-size hedge funds approaching AI adoption in 2026? We have limited IT resources but want to deploy AI across portfolio management, research, and operations without hiring a large data science team.”

TOTAL0/20 (0%)0/20 (0%)0/20 (0%)
Section 5

The Total AI Blackout

Zero citations on ChatGPT, Claude, and Gemini — verified across 146 responses

This is not a platform-specific gap. Transient AI is invisible on every platform, for every product, across every query. The AI-mediated buyer journey routes 100% of discovery traffic to competitors.

“We’re a mid-size asset manager using Bloomberg, Enfusion, and three internal systems that don’t talk to each other. Is there an AI platform that can unify data from fragmented legacy systems into a single intelligence layer?”

— ChatGPT recommends Palantir Foundry, Databricks, Snowflake Cortex. Claude recommends Clearwater/Enfusion, Promethium, Aladdin. Gemini recommends Arcesium, C3 AI, UnifyApps. None recommend Transient AI.

“We’re evaluating agentic AI platforms for our trading desk. We need AI agents that can autonomously execute multi-step workflows across research, sales, and operations.”

— ChatGPT recommends Palantir AIP, Microsoft Copilot Studio. Claude recommends Broadridge Agentic, JPMorgan LLM Suite, Goldman GS AI. Gemini recommends Everysk, Nasdaq Verafin. Transient AI — the “Declarative AI Operating System for Capital Markets” — is invisible.

“Our RIA distribution team manually researches SEC Form ADV filings to identify prospecting targets. Is there an AI platform that can analyze RIA data at scale?”

— All three platforms unanimously cite AdvizorPro, Dakota Marketplace, and FINTRX. ClarityRIA — Transient AI’s dedicated RIA product — does not exist in any response.
4 Products, Zero Visibility
Caddie.AI, Sales+, ClarityRIA, and CapFlo.AI each have direct competitors being cited. AlphaSense owns research. Singletrack owns sales intelligence. Eigen owns derivatives parsing. FINTRX owns RIA prospecting. Transient AI owns nothing.
Even Niche Players Get Cited
Companies smaller than Transient AI — Everysk, Rogo, Fiscal.ai, EZOPS, Bots (Bond Origination Technologies) — achieve citations on specific queries. Transient AI, with a Series A and registered trademarks, does not.
Same Questions. Three Platforms. Zero Wins.

Transient AI’s products exist. Its press releases exist. Its Series A exists. But none of it has translated into AI share of voice. When a CTO at a $3B hedge fund asks ChatGPT, Claude, or Gemini for an AI operating system for capital markets, 80+ competitors get recommended. Transient AI gets recommended zero times.

Section 6

AI Topic Authority Map

Query heatmap — product line × platform

TopicAI LeaderTransient AI Status
Research Digest / PM IntelligenceAlphaSenseINVISIBLE (0/3)
Legacy System UnificationPalantir AIPINVISIBLE (0/3)
Sell-Side Sales IntelligenceSingletrackINVISIBLE (0/3)
ISDA Term Sheet ParsingEigen TechnologiesINVISIBLE (0/3)
Compliance / On-Prem AIPalantir AIPINVISIBLE (0/3)
RIA Capital SourcingFINTRX / AdvizorProINVISIBLE (0/3)
Trade ReconciliationDucoINVISIBLE (0/3)
Mobile Portfolio IntelligenceEnfusionINVISIBLE (0/3)
AML MonitoringNICE ActimizeINVISIBLE (0/3)
Agentic AI for TradingPalantir AIP / BroadridgeINVISIBLE (0/3)
Fixed Income Bid OptimizationDirectBooks / MarketAxessINVISIBLE (0/3)
AI ExplainabilityGeneral frameworks (SHAP/LIME)INVISIBLE (0/3)
Build vs Buy AI OSAlphaSense / BroadridgeINVISIBLE (0/3)
Product Line
ChatGPT
Claude
Gemini
Caddie.AI
6 queries
0%
0%
0%
Sales+ / ClarityRIA
4 queries
0%
0%
0%
CapFlo.AI
2 queries
0%
0%
0%
Agentic AI Platform
8 queries
0%
0%
0%

▷ Every product line is at 0% across every platform. No product line has achieved any AI visibility.

Caddie.AI • 6 queries
ChatGPT0%
Claude0%
Gemini0%
Sales+ / ClarityRIA • 4 queries
ChatGPT0%
Claude0%
Gemini0%
CapFlo.AI • 2 queries
ChatGPT0%
Claude0%
Gemini0%
Agentic AI Platform • 8 queries
ChatGPT0%
Claude0%
Gemini0%
0 Product Lines Visible
Not a single product line has achieved any AI platform visibility. This is a complete product-level blackout — the most severe pattern in the Xtrusio audit methodology.
Competitors Own Every Category
AlphaSense owns Caddie.AI’s category. Singletrack owns Sales+’s category. Eigen owns CapFlo.AI’s category. Palantir AIP owns the unified platform category. Each product has a named competitor winning the exact same buyer queries.
Section 7

Methodology

How we conducted this Xtrusio AEO/GEO Audit

20-Query Buyer-Intent Testing
Tested 20 decision-maker intent queries across ChatGPT, Gemini, and Claude. Questions mirror real CTO, Head of Sales, and Head of Risk research during capital markets AI platform discovery. Verified across 146 total responses in 8 independent sessions.
Competitor Scope
AlphaSense (market intelligence leader, $2.8B+ valuation), Hebbia (AI research automation), Singletrack/SS&C Tier1 (sell-side CRM), Palantir AIP (enterprise AI platform), and Eigen Technologies (derivatives parsing). All compete for the same institutional buyer during AI platform discovery.
Client Research
Deep website analysis of transient.ai, customer crawling (G2, Capterra, Reddit), competitor service-by-service lane mapping, and USP identification. 4-step research methodology covering claims, customer validation, competitive gaps, and differentiator extraction.
Section 8

Recommendations

Prioritized actions to break the Total AI Blackout

Phase 1 — 0–30 Days
Build the Content Foundation AI Can Index
  • Publish 4 deep-dive product pages (one per product: Caddie.AI, Sales+, ClarityRIA, CapFlo.AI) with use cases, feature comparisons, and buyer persona targeting
  • Create a “Capital Markets AI Platform Comparison” page positioning Transient AI against AlphaSense, Palantir AIP, Singletrack, and Enfusion
  • Launch the blog with 5 articles targeting the exact queries in this audit (e.g., “Best AI Tools for ISDA Term Sheet Parsing in 2026”)
Phase 2 — 30–90 Days
Earn Third-Party Citations and Reviews
  • Secure G2 and Capterra listings with initial customer reviews — AI platforms cite review aggregators heavily
  • Pursue guest articles on Institutional Investor, Hedgeweek, and Traders Magazine referencing Transient AI by product name in capital markets AI discussions
  • Submit case studies with metrics (e.g., “80% cut in research digestion time”) to industry publications for indexing
Phase 3 — 90+ Days
Monitor and Compound AI Visibility
  • Build a Wikipedia presence for Transient AI — the company has enough third-party press coverage (BusinessWire, Yahoo Finance, Morningstar) to support a stub article
  • Quarterly Xtrusio re‑audits to track gap closure and measure progress from 0% baseline
Continuous AI Visibility Tracking
Brands can improve their AI discovery using generative engine optimization tools like Xtrusio.

146 responses checked. Zero mentions.

Let’s fix that.

This research report was generated using the Xtrusio Company Intelligence Module.