Captide

What it does

Captide is a platform designed for equity analysts to automate the scraping of filings, transcripts, and hard-to-find data for fundamental research. It enables analysts to automate financial models that capture all company-specific metrics, query SEC filings and earnings calls with precision, streamline financial analysis, data extraction, and investment research. Captide offers solutions for structuring financial information, providing APIs, and delivering insights from financial disclosures.

Core features

• ✦Automated scraping of financial filings and transcripts
• ✦Natural language query processing for financial data
• ✦AI-powered data extraction and summarization
• ✦API access for integration with existing models and tools
• ✦Tools for building custom datasets and peer comparison tables

Use cases

• →Summarizing convertible debt balances
• →Identifying termination fees in mergers
• →Providing geographical revenue breakdowns
• →Identifying advisors in acquisitions
• →Analyzing R&D spending by business unit
• →Comparing revenue from big tech stocks