Markets follow.
Move first.

We build signal infrastructure that surfaces convergence patterns across research, code, policy, and talent, giving your team the lead time that matters.

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Who we are

The intelligence layer between research and markets.

Mosaic Theory was founded on a simple observation: the signals that precede major market moves are public. Research breakthroughs, infrastructure acquisitions, talent migrations, policy shifts. They're just scattered across thousands of sources, published in different formats, at different times, in different communities.


We build the systems that detect, weight, and converge these signals into a single, actionable intelligence layer. Hedge funds and venture capital firms use Mosaic Theory to identify asymmetric opportunities before consensus forms.

24/7
Continuous monitoring
4x
Ingestion cycles per day
W-Index
Proprietary scoring
Pre-market
Delivered before consensus
Flagship product

HiddenState

A daily research intelligence engine that identifies technical convergence across the ML and AI landscape before announcements hit the market.

HiddenState

Signals converge.
Markets follow.

HiddenState continuously monitors independent sources across research, code, policy, and talent, clusters findings by mechanism-level bottlenecks using proprietary ML, and delivers a ranked daily briefing scored by our W-Index, a composite of convergence, maturity, and engagement signals.

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Detect

Surface emerging patterns across research, code, and community

Converge

Score multi-source convergence when research, code, and hiring align

Confirm

Track every signal through to announcement with verified lead times

Deliver

One briefing every morning. Ranked, contextualised, ready to act on

HiddenState daily briefing — 2026-03-20
Leadership

Built by researchers.
For decision-makers.

Our team combines deep machine learning research, operational scale, and capital markets experience.

Cosmo Santoni
Cosmo
Co-Founder, CEO & CTO

Cosmo is a PhD candidate in Foundational Machine Learning and Applied Mathematic at Imperial College London, where he specialises in state-of-the-art sequence models and real-time inference. His research and software engineering collaborations span Imperial, Cambridge, and DFKI in academia, along Google and the World Health Organisation in industry, with published work in Nature, The Lancet, and NeurIPS. He built HiddenState from the ground up and provides the technical vision, ML architecture, and research depth behind the platform's signal detection and scoring engine.

GitHub Scholar LinkedIn
Gabriel Gurmail-Kaufmann
Gabriel
Co-Founder & COO

Gabriel is a PhD candidate at the University of Bristol with research experience spanning UCL, Imperial College London, and the UK Health Security Agency. He established himself as a Senior Scientist across the UK Civil Service, translating science into impact for decision-makers at national scale during some of the most demanding periods in public health. He sharpened his commercial instincts through a sales and marketing role at TomTom and maintains a broad network across business, finance, and law. At Mosaic Theory he drives operations, client relationships, and go-to-market strategy.

LinkedIn
Nick Kaufmann
Nick
Senior Strategic Adviser

Having begun his career in the UK Treasury, Nick is Managing Director, Head of Equity Capital Markets and Syndicate, and Head of the London Office at WOOD & Company. He served as the independent equity advisor to TomTom on its €539m IPO and previously led Emerging Markets ECM at UniCredit/Creditanstalt and Citi/Schroders. He currently serves as a non-executive director of Pollen Technologies. Nick brings over three decades of institutional capital markets experience, buy-side relationships, and strategic positioning to Mosaic Theory.

LinkedIn
Get started

The signals are already there.
We give your team
edge.

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