Solution
For equity research, corporate development, and investment teams: peer metrics pulled from filings and transcripts, normalized to one taxonomy, and cited to the exact source.
The problem
Analysts hunt through 10-Ks, transcripts, and decks for KPIs before any thinking starts. The scavenging takes the day; the judgment gets the leftovers.
One company reports Subscription Revenue, another Recurring Services, a third ARR. Hand-mapping labels across a cohort is slow, subjective, and quietly inconsistent.
Manual comps stop at revenue and EBITDA because time runs out. CAC, net retention, and Rule of 40 never make the sheet.
The product, not a promise
How it works
Filings, transcripts, investor decks, and press releases load for every company in the cohort.
Reported metrics are pulled with their context — as-reported labels, periods, currencies, adjustments.
Disparate labels map to one standard taxonomy; fiscal years, currencies, and non-GAAP adjustments are aligned.
The cohort renders on the same basis — margins, retention, efficiency — with outliers flagged.
Any number clicks through to the exact sentence or table cell in the source document.
Who it's for
Research analyst
Head of research
Compliance & IT
Most of the effort in comparable analysis is extraction, not analysis. Analysts spend the bulk of their time hunting through 10-Ks, transcripts, and press releases for KPIs, then arguing spreadsheets into agreement — because every company reports differently, and mapping labels by hand is slow and subjective. This solution does the scavenging and the normalization, and leaves the judgment to the analyst.
The platform ingests public filings, earnings transcripts, investor presentations, and press releases across the coverage set. Because it reads financial context rather than matching keywords, it maps each company’s reporting labels to a single standard taxonomy, aligns fiscal periods, converts currencies, and keeps as-reported and adjusted figures distinct. One issuer’s “Subscription Revenue” and another’s “Recurring Services” land on the same line by policy, rather than by whoever built the spreadsheet.
Depth stops being rationed. Manual bandwidth usually limits comparison to revenue and EBITDA; here, granular operating metrics — CAC, net retention, R&D efficiency, Rule of 40 — are extracted with the same effort as the top line. When a peer’s metric moves, the surrounding context — an acquisition, a restatement, a definition change — is captured alongside it, so the “why” travels with the number.
Every extracted metric links to its exact source — the sentence in the transcript or the cell in the filing table — so any figure in the comp set can be verified in one click. Outliers and low-confidence extractions are flagged for human review rather than silently included; the analyst approves what the model surfaced before it ships. That is what makes the output usable in valuation work and investment memos, where a wrong comp is worse than a missing one.
Coverage scales the way headcount cannot: a cohort of 50 industry players is as tractable as the five direct competitors you track today, and the comp set stays current with each new filing instead of aging in a quarterly report.
Objections, answered
Every number links to the exact sentence or table cell it came from, so verification is one click rather than a re-derivation. Outliers and low-confidence extractions are flagged for analyst review instead of silently included.
Yes. Labels map to your standard taxonomy, as-reported and adjusted figures stay distinct, and a definition change at an issuer is surfaced rather than papered over.
Each figure in the comp set carries its source citation, its taxonomy mapping, and the reviewer who approved flagged items. A committee can trace any number in a memo back to the filing months later.
There are no per-issuer templates to build or maintain. Setup is loading the cohort and confirming the taxonomy mapping; coverage expands by adding names, not by engineering.
Watch a full cohort extract, normalize to one taxonomy, and render on a common basis — every number cited — live in the demo.
Request a demo