Every tool shares one standard: claims resolve to source documents, assumptions stay visible, and outputs carry their receipts. Status is honest: two tools are live today, three are in build, and the rest are the roadmap we’re sequencing with design partners.
Parses memorandums, decks, and long PDFs into analyst-ready packets: thesis, terms, figures, risks.
Compare SEC disclosures across periods and see what actually changed.
Map a public company’s ownership and subsidiary network as an interactive graph. Select any entity to inspect its details and the SEC filings that evidence each link.
Deterministic models for any SEC registrant: drivers derive from filed history, assumptions cite their source periods, and projected figures carry formulas and anchors.
Side-by-side verification: extracted terms beside the source document, click-to-clause citations, confidence-ranked queue, prove / flag / correct per field, dual-control roles, export gate.
Define the exact fields your firm requires; every parse maps to your template, not ours.
A firm-wide registry of every proved term, searchable, with the source clause attached.
Proved data flows out via Excel, CSV/XML, and API — into the in-house systems and tools already in use.
Expected-vs-received tracking per fund; missing and late documents flagged; the parse queue builds itself.
When an amended document arrives, diffs it against the proved record and isolates exactly which terms changed.
Exam-ready exports of the dual-control log: who proved what, when, against which clause.