SaaS product for investment research teams to automate the extraction and analysis of insights from financial filings and IT documents.
Features
Data Extraction and Analysis
Automates the extraction and analysis of insights from financial filings and IT documents, allowing teams to work efficiently with large volumes of data.
SMART Financial Guidance Creation
Automate the creation of financial guidance metrics using statistical analysis to ensure alignment with actual performance.
Customized Risk Analysis
Develops customized risk reports based on various market factors to provide actionable insights.
Market Growth Prediction
Employs predictive modeling to forecast market growth using diverse data sources and analytics.
Scenario Generation
Generates a range of hypothetical scenarios to plan for different market conditions.
Process new filings in seconds
Create or use pre-built templates to analyze regulatory filings and investor relations documents automatically whenever new documents are released.
Audit the source of outputs
Easily trace insights back to the exact section of their original documents to ensure accuracy and gain context.
Scale processes to new companies
Scaling research to a new company is simple by updating the target ticker in your template, reducing the need for manual verification with historical filings.
Custom Dataset Creation
Create custom datasets from unstructured data, allowing users to break free from standard data providers. This feature enables the structuring of qualitative and quantitative information from documents into self-updating datasets.
Solution for Asset Managers
Scale investment research, generate more relevant insights, and maximize alpha generation with Captide.
Solution for Equity Researchers
Digest earnings reports faster, automate your financial models, and expand your coverage universe.
Solution for Financial Platforms
Deliver more relevant data to clients, accelerate genAI feature deployment, and provide source auditing.