Captide

Captide is an innovative AI platform designed to revolutionize equity research and financial modeling. It automates the process of extracting and analyzing key financial metrics and insights from various unstructured sources like regulatory filings, earnings call transcripts, and press releases. Captide aims to streamline the fundamental analysis workflow for financial analysts and investors by providing accurate, current, and unbiased data-driven models.

Captide is an AI-powered workspace for fundamental financial analysis that automates data extraction and financial modeling. It scrapes, filters, and aggregates key metrics from various sources to build dynamic company-specific financial models. The platform offers features like automated metric extraction, ML-powered forecasts, scenario analysis, and collaboration tools to streamline equity research and valuation processes.

Highlights:

• Automates data extraction and financial modeling
• Provides dynamic company-specific financial models
• Offers ML-powered forecasts and scenario analysis
• Includes collaboration tools for team projects
• Saves significant time on data collection and processing

Key Features:

• Automated metric extraction
• Dynamic financial models
• ML-powered forecasts
• Scenario analysis
• Collaboration tools

Benefits:

• Saves significant time on data collection and processing
• Improves accuracy of financial models
• Enables more sophisticated analysis
• Facilitates real-time team collaboration
• Automates continuous model updates

Use Cases:

• Equity research
• Investment decision-making
• Corporate financial planning
• Academic research
• Scenario analysis for various market conditions