Investment intelligence for private equity
Know what changed. Know what matters. Know what to investigate next.
Turn SEC filings into evidence-backed investment decisions. Understand a company in seconds, notice what changed, investigate with evidence, and prepare findings for the Investment Committee, without needing to know where to look in a filing.
No account required · Public SEC filings · Every claim cited
- Filings
- 246
- Companies
- 54
- Period ends
- 2022–2025
What the latest annual report flags
Macroeconomic and Industry Risks
The Company’s operations and performance depend significantly on global and regional economic conditions and adverse economic conditions can materially adversely affect the Company’s business, results of operations, financial condition and stock price.
Business Risks
To remain competitive and stimulate customer demand, the Company must successfully manage frequent introductions and transitions of products and services.
Legal and Regulatory Compliance Risks
The Company’s business, results of operations and financial condition could be adversely impacted by unfavorable results of legal proceedings or government investigations.
Financial Risks
The Company’s net sales and gross margins are subject to volatility and downward pressure due to a variety of factors.
Verbatim from Apple’s FY2025 annual report · each citation opens its passage
Launch film
From a company’s filings to findings you can defend.
Pick a company, see what changed and why it matters, ask a question, check the evidence and save the finding, in the working product.
The problem
The answers are in the filings. Finding them takes days.
A deal team needs to know what is happening at a company, what changed and what deserves a closer look, before the Investment Committee asks.
Too much to read
Change hides between filings
Answers nobody can check
How DiligenceIQ works
Value before the first question, evidence behind every answer.
The product follows the way a diligence team works: understand, notice, investigate, verify, capture.
- 01
Understand
Company Intelligence
Pick a company and read what it faces in plain language, each point cited to its filing.
- 02
Notice
What’s changed
Risks that persist across annual reports and changes in reported trends, with why they can matter.
- 03
Investigate
Compare · Deep Analysis
Put companies side by side, or ask any question for a cited Diligence Brief.
- 04
Verify
Evidence
Every claim opens the filing passage it came from.
- 05
Capture
Findings
Save what matters, with its evidence, for the Investment Committee.
Shows its work
Every conclusion carries its evidence.
Built so an analyst can check every line before it reaches the Investment Committee.
Cited to the passage
Every claim opens the filing passage it came from. A citation to anything outside the supplied evidence is removed and flagged.
Figures checked against their source
Dollar and percentage figures in a brief are checked against the passages they cite, and any that can’t be matched are marked unverified.
Descriptive, never a rating
Labels describe, never judge: Growing, Slowing, New, Persistent. No scores, ratings or recommendations.
Evidence that stays put
A saved finding keeps a copy of its cited passages, so it reads the same at the Investment Committee.
Two ways in
Start with a company, or start with a question.
Guided for anyone new to SEC filings, direct for the analyst who already knows what to ask.
Company Intelligence
No question needed. Pick a company for a view built from its filings:
- How it is performing: reported figures with their source rows, and trends computed from them
- Current risks, grouped in plain language and cited to the filing
- Risks that persist across annual reports and changes in reported trends, with why they matter
- What to investigate next, one click from a prefilled question
Every company in the review window has a profile (53 companies), built offline from its filings once per index version. Each says whether its narrative was written by the model and checked against the filings, or comes from templates.
Compare puts two to five companies side by side, from the same profiles.
Deep Analysis
Ask anything across 54 companies and 246 filings, multi-company and multi-year, and get a cited Diligence Brief. Pre-run in every demo workspace:
- How has NVIDIA's revenue and growth outlook changed over the last two years?
- Compare the cloud businesses of Microsoft, Amazon and Alphabet.
- How have Apple's regulatory disclosures changed from 2023 through 2025, and what actions does management describe?
How it is built
One generation call per question. Nothing running when nobody is.
Retrieval-augmented generation over the filings, on a serverless AWS stack that idles at close to zero.
One generation call per question
Query analysis, context building and validation are deterministic; retrieval embeds the question once; each analysis makes at most one generation request.
Profiles built ahead of time
Company Intelligence is read from stored profile sets. Opening a page never calls a model.
Serverless, scale to zero
Amplify, Lambda, SQS, DynamoDB and S3 on AWS. No clusters and no always-on servers.
Spend under control
A kill switch and caps per workspace and per day bound what the demo can spend.
No account required
Pick a company. See what matters.
A demo workspace opens with pre-run briefs and saved findings to explore.