Avantis AI
Avantis provides a cloud-based market intelligence platform that lets investment, legal, accounting, and corporate teams search, compare, and analyze SEDAR+ and SEC filings in real time. The platform uses AI-driven search with over 100 customizable filters to benchmark disclosures, track insider transactions, and conduct due diligence across 28 years of data, eliminating manual PDF searches and Excel workarounds.
- Data & Analytics
- Financial Technology
- Artificial Intelligence
- Regulatory & Compliance Technology
- Legal Technology
- Software Only
Funding
Founders
Founder details are not available yet.
Product
Problem
Professionals in investment, legal, accounting, and corporate roles must regularly review regulatory filings from SEDAR+ and SEC databases to conduct due diligence, competitive analysis, and compliance research. These filings are voluminous, unstructured, and spread across multiple systems, forcing teams to rely on manual PDF searches, spreadsheet workarounds, and time-consuming document-by-document review that delays insights and increases operational risk.
Solution
Avantis provides a cloud-based market intelligence platform that unifies SEDAR+ and SEC filings, news releases, corporate data, insider transactions, and audit fee information into a single searchable interface. The platform uses AI-driven search with over 100 customizable filters, allowing users to instantly locate and benchmark specific disclosures such as MD&As, risk factors, audit fees, and technical reports. AI content analysis generates cited results, enabling users to verify findings directly against source documents. Real-time monitoring and alert systems notify teams of new filings, regulatory changes, and insider trades, while collaborative tools let multiple users share searches and results across the organization.
Target Audience
Primary users are investment and finance professionals, legal teams, accounting and audit firms, corporate decision makers, and consulting firms that need to conduct regulatory research, competitive analysis, due diligence, and compliance monitoring across Canadian and U.S. public company filings.
Features
- AI-powered search across 50M+ documents with 100+ customizable filters for precise discovery of SEDAR+ and SEC filings
- Bilingual (English/French) document search covering Canadian and U.S. securities filings dating back to 1997
- AI content analysis with cited results for instant benchmarking of MD&As, AIFs, NI 81-106 disclosures, ESG filings, and 43-101 technical reports
- Real-time monitoring and alert system for tracking filings, insider transactions, regulatory changes, and market trends
- Comprehensive data sources including news releases, corporate profiles, audit fees, auditor changes, and stock price charting
- Collaborative research tools enabling teams to share searches and results, plus export capabilities to Excel, Word, and PDF