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Captide

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Research & Data Analysis

Introduction

Automating data extraction for financial modeling

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Captide Product Information

Captide: Generative AI for Investment Research

Captide is a generative AI platform designed to automate extraction, integration, and analysis of financial data from SEC filings, earnings calls, press releases, and other regulatory documents. It helps investment teams scale research, consolidate financial metrics, and generate timely, source-traceable insights to accelerate decision-making.

How Captide Works

  • Ingests financial documents (e.g., 10-K/10-Q, 8-K, MD&A, earnings calls) and extracts structured data.
  • Consolidates and harmonizes data into customizable datasets and tables.
  • Generates holistic insights and detailed research outputs that remain traceable to their original sources.
  • Exposes results via APIs and Excel integrations for seamless embedding into existing workflows.

Use Cases

  • Consolidate income statements and revenue by product line from company disclosures.
  • Compare historical guidance with actual performance across peers.
  • Build valuation comparisons and forecast-relevant tables.
  • Extract sentiment scores from MD&A and Q&A sections.
  • Track competitor mentions in earnings calls and surface risk drivers.
  • Create future realizations of deferred revenue and other key metrics.

How to Use Captide

  1. Connect your data sources (SEC filings, earnings calls, press releases, transcripts).
  2. Define the metrics and outputs you need (e.g., revenue by segment, FCFF, sentiment scores).
  3. Generate datasets, tables, and reports that update as new data becomes available.
  4. Integrate results into your pipelines via API or Excel to feed your models and dashboards.

Security & Privacy

  • Enterprise-grade security with no training on user data.
  • Data is encrypted and protected with industry-standard security measures.
  • Designed for finance use cases with strict data governance.

Core Features

  • Automates extraction, integration, and analysis of financial data from filings and calls
  • Create customized datasets and dynamic tables from qualitative and quantitative data
  • Generate detailed research reports with source-traceable outputs
  • API integration and Excel connectivity to embed into existing workflows
  • Enterprise-grade security: no training on user data, strong encryption
  • Scalable to enterprise needs with fast turnaround and broad coverage