Captide

Paid

Enterprise APIs for Global Corporate Filings Intelligence

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Saas

Company

Captide

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About Captide

Captide is a platform designed for equity analysts to automate the scraping of filings, transcripts, and hard-to-find data for fundamental research. It enables analysts to automate financial models that capture all company-specific metrics, query SEC filings and earnings calls with precision, streamline financial analysis, data extraction, and investment research. Captide offers solutions for structuring financial information, providing APIs, and delivering insights from financial disclosures.

How to Use

Users can query SEC filings and earnings calls, extract insights from disclosures in tabular or text format, consolidate information from multiple sources, and trace metrics back to their source. The Captide API allows users to submit natural language prompts and receive markdown responses derived from financial disclosures.

Key Features

Automated scraping of financial filings and transcripts
Natural language query processing for financial data
AI-powered data extraction and summarization
API access for integration with existing models and tools
Tools for building custom datasets and peer comparison tables

Use Cases

Summarizing convertible debt balances
Identifying termination fees in mergers
Providing geographical revenue breakdowns
Identifying advisors in acquisitions
Analyzing R&D spending by business unit
Comparing revenue from big tech stocks

Key Features

Automated scraping of financial filings and transcripts

Natural language query processing for financial data

AI-powered data extraction and summarization

API access for integration with existing models and tools

Tools for building custom datasets and peer comparison tables

Pros & Cons

Pros

Used by leading long/short hedge funds and investment banks
Natural language querying of filings with high precision
Automated data extraction from multiple filing types (10-K, 10-Q, 8-K, transcripts, proxies)
API integration enables custom workflows and model feeding
Agentic AI automates complex research tasks

Cons

Pricing not publicly disclosed (requires contacting sales)
Primarily focused on corporate filings; not a general-purpose AI tool
May require technical expertise to integrate and use the API effectively

Best For

Summarizing convertible debt balancesIdentifying termination fees in mergersProviding geographical revenue breakdownsIdentifying advisors in acquisitionsAnalyzing R&D spending by business unitComparing revenue from big tech stocks

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FAQ

What types of filings does Captide support?

Captide supports 10-K annual reports, 10-Q interim reports, 8-K press releases, earnings calls transcripts, and proxy statements.

Can I query filings using natural language?

Yes, Captide allows users to submit natural language prompts and receive relevant answers extracted from filings, such as 'Summarize Snapchat's convertible debt balance' or 'Provide the geographical revenue of Microsoft for the last four quarters.'

Does Captide offer an API?

Yes, Captide provides an API that delivers machine-readable filings with integrated agentic AI, allowing users to integrate financial data into their own models and workflows.

Who is Captide designed for?

Captide is designed for equity analysts, long/short hedge funds, and investment banks that need automated extraction and analysis of corporate filings and disclosures.