- 01.0Extracts financial data and metrics from SEC filings using multi-strategy AI trained on industry-specific patterns, delivering 12+ years of standardized statements, ratios, and AI-generated investment narratives.[key] industry-aware AI extraction directly from SEC filings[asset] Equities·[function] Research·added 3mo ago·[via] api
- 02.0Automates due diligence, document extraction, and IC memo generation for private equity and finance workflows using AI agents trained on deal documents and data rooms.[key] Extracts financial, legal, and commercial terms from deal documents with source tracing[asset] Private Markets·[function] AI Agents·added 4mo ago
- 03.0Extracts financial metrics and company intelligence from SEC filings using AI and provides structured APIs for income statements, balance sheets, cash flows, ratios, and 8-K events across all U.S. public companies[key] industry-aware financial data extraction treating banks, REITs, utilities differently[asset] Equities·[function] Data & APIs·added 4mo ago·[via] api