SEC Filings Coverage
Form-level coverage with structured extraction, normalization and alerting—built for institutional workflows.
Core forms we cover
Annual and quarterly reports with extracted risks, MD&A and key changes.
Material events monitoring with trigger-based alerting and categorization.
IPO registration intelligence: use of proceeds, risk factors, capital structure.
Private placement signals: issuer, offering size, dates and participants.
Ownership and activist signals with deltas and stake changes.
Institutional holdings, position changes and portfolio movements.
Workflow
Automated retrieval from EDGAR with integrity checks.
Form-standard parsing into a consistent schema.
Key entities, events and risk signals.
Rules, thresholds and watchlists for event-driven monitoring.
Dashboard, exports and (later) API delivery.
Institutional output
- Structured summaries for investment committees
- Event-based alerts (ownership, filings, corporate actions)
- Export-ready tables and reporting templates