Recommendations are provisional until evidence improves.
InvestorStack evaluates fit for investment workflows, not generic software quality. Scores are derived, confidence-labelled and separated from commercial activity.
Seven weighted dimensions
Interfaces, not AI feature theatre.
The pass-1 signal records public API access, MCP support, webhooks, structured exports and authentication. Tier-gating and write access require direct verification before a full score is published.
Selection and updates
The initial universe is capped at five tools per category. New tools enter when they materially change the decision set. Vendor and user corrections enter review; no score changes automatically.
Trust and limitations
Meeting Memory is the only provisionally scored category. Other tools show facts and signals without numeric stand-ins. Paid profiles and introductions can be labelled, but can never change rank or verdict.