Beat and Raise

Analyze SEC filings with AI-powered context and collaboration

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Beat and Raise

Target Audience

  • Financial Analysts
  • Investment Researchers
  • Hedge Fund Managers
  • Equity Analysts

Hashtags

#AIDueDiligence#InvestorTools#SECResearch

Overview

Specialized research tool that helps investors and analysts navigate complex SEC filings using AI. 'n'Provides instant access to 28+ years of financial documents with smart search capabilities. 'n'Enables data extraction and collaboration features for deeper financial analysis.

Key Features

1

AI Search

Natural language search across millions of SEC documents

2

Filing Context

Maintain conversation threads within specific filings

3

Data Extraction

Export financial tables directly to Excel format

4

Document Links

Auto-discover related filings and references

Use Cases

🔍

Research company financial histories

📈

Analyze quarterly earnings trends

💼

Conduct due diligence for investments

📊

Extract financial data for modeling

Pros & Cons

Pros

  • Unparalleled access to 28+ years of SEC filings
  • AI-powered contextual understanding of complex documents
  • Direct Excel integration for data workflows
  • Collaboration-friendly note sharing (coming soon)

Cons

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