Captide provides enterprise APIs that deliver machine-readable global corporate filings intelligence sourced from primary documents. These systems utilize agentic AI grounded on public company disclosures to power quantitative and qualitative analysis for financial institutions. The platform allows users to query filings in natural language and structure disclosure information into custom, traceable datasets for downstream modeling.
Funding
Funding not disclosed
Founders
Product
Problem
Investment research teams face challenges in efficiently extracting and analyzing financial insights from regulatory filings and investor relations documents. Manual data processing is time-consuming, limits the number of companies that can be evaluated, and delays responses to new information.
Solution
Captide is an AI-powered platform designed to automate the extraction and analysis of financial insights from regulatory filings, press releases, earnings slides, and transcripts. The platform enables investment research teams to generate custom datasets and reports, eliminating manual data processing and allowing analysts to evaluate multiple companies simultaneously. Captide's real-time capabilities facilitate faster responses to emerging information and expand research capabilities by building proprietary datasets. Users can build templates for analyzing new earnings documents, consolidate insights from different sources, and plot results, with each result fully traceable back to the original document.
Target Audience
Captide targets asset managers, equity researchers, and financial platforms seeking to scale investment research, generate relevant insights, and maximize alpha generation.
Features
- Automated insight extraction from regulatory filings, press releases, earnings slides, and transcripts
- Custom dataset creation by describing the table needed or specifying the metrics
- Real-time data updates for datasets, scaling to accommodate unlimited companies or use cases
- Custom API endpoints for integrating results into existing data pipelines
- Excel integration for linking generated data directly to spreadsheet models
- Workflow automation with scheduled runs and email report delivery
- GenAI-powered metric and insight extraction from earnings documents
- Consolidation of information into auditable datasets