Earnings Q&A

BeatandRaise — Equity Research with AI and ChatGPT on SEC Edgar

BeatandRaise is an AI-powered equity research tool designed to streamline access to the full history of SEC filings. It lets users chat with and search through every SEC filing since 1995, stay in context, and extract structured data for analysis. The platform centralizes filings, enabling quick discovery, interconnected navigation, and easy data export in tabular form.

How BeatandRaise Works

• Access Every Single SEC Filing Since 1995: Browse, search, and navigate all historical and current SEC documents in one place.
• AI Search Built into the App: Leverage AI to rapidly locate relevant information across filings and stay contextually aware of your query.
• Download Tables to Excel: Extract structured data from filings and export directly to Excel for further analysis.
• Save and Share Notes (Coming Soon): Add notes within the app to capture insights and collaborate with others.
• Collaborate Effortlessly with Integrated Note-Taking Features: Seamless note-taking designed for team workflows.

How to Use BeatandRaise

1. Open BeatandRaise and sign in (beta access).
2. Search for a company or filing type (e.g., 10-K, 10-Q) and apply filters as needed.
3. Review connected filings displayed in a coherent context, leveraging AI to jump between related documents.
4. Download Tables to Excel for any tabular data found within filings.
5. Save notes and share your insights with collaborators (where available).

Core Features

• Access every SEC filing since 1995 in one unified workspace
• AI-powered search to quickly locate information across filings
• Interconnected navigation to related documents within the SEC ecosystem
• Downloadable tabular data extracted from filings directly to Excel
• Built-in note-taking and upcoming collaboration features for teams