Captide

Captide is a sophisticated agentic AI platform designed specifically for the finance industry. It addresses the critical challenge of extracting meaningful, accurate, and traceable information from vast and complex global financial documents. By leveraging advanced AI, Captide allows professionals at leading long/short hedge funds, investment banks, and asset management firms to query corporate disclosures—such as annual reports (10-K), interim reports (10-Q), press releases, and earnings call transcripts—using simple natural language. The platform's core promise is to turn weeks of manual research into minutes of automated analysis, providing a significant competitive edge.

The system is built on a foundation of trust and transparency. Every piece of data, whether a single number or a qualitative insight, is directly linked back to its original source in the filing. This one-click traceability ensures full auditability, allowing analysts to verify information instantly and understand its context. Captide covers over 14,000 tickers across more than 25 global markets, providing access to a comprehensive database of over 2.5 million clean, structured documents.

How to use Captide

Users can interact with Captide through its intuitive SaaS platform or integrate its capabilities into their own systems via a powerful API. The workflow is designed for efficiency:

1. Ask Questions in Natural Language: Simply type a query as you would ask a colleague, for example, "Compare the net dollar retention rates for PLTR, SNOW, and GTLB over the last 6 quarters."
2. Receive Structured Insights: Captide's AI agents understand the query, locate the relevant information across multiple documents and companies, and synthesize it into easy-to-read formats like tables or text summaries.
3. Create Custom Workflows: Build reusable templates for recurring tasks like earnings report analysis. These workflows can run automatically whenever a new document is filed, keeping your analysis constantly up-to-date.
4. Build AI Spreadsheets: Describe the rows and columns you need in plain English to create custom datasets, peer comparison tables, or insight trackers from years of financial disclosures.
5. Verify with One Click: Click on any data point in the output to be taken directly to the source paragraph or table in the original document, eliminating ambiguity and ensuring accuracy.
6. Integrate and Scale: Utilize the Captide API to feed machine-readable financial data and AI-generated insights directly into your proprietary models, dashboards, and applications.

Core Features of Captide

• Agentic AI for Finance: Specialized AI systems designed to understand and analyze complex financial disclosures.
• Natural Language Querying: Interact with vast amounts of financial data using simple, conversational language.
• Traceable Insights: Every output is linked back to the original source document for complete transparency and auditability.
• Automated Data Extraction: Extracts and synthesizes information from various filings like 10-Ks, 10-Qs, 8-Ks, earnings calls, and proxy statements.
• Multi-Company & Multi-Period Comparison: Effortlessly compare metrics and qualitative information across different companies and timeframes.
• Custom AI-Powered Tables: Generate bespoke tables and datasets by describing your requirements in natural language.
• Comprehensive API Suite: Offers both a documents API for clean, structured filings and an agent-response API for complex queries.
• Extensive Global Coverage: Access to data from over 14,000+ tickers across 25+ markets.
• Enterprise-Grade Security: Ensures user data is never used for model training and offers options for dedicated or self-hosted environments.

Use Cases for Captide

Captide is a transformative tool for various financial professionals:

• Asset Managers: Enhance investment research, uncover insights missed by others, and scale fundamental analysis to drive alpha.
• Investment Banks: Quickly get up to speed on companies' governance, capital structures, historical M&A activity, and transactions for pitch preparation and due diligence.
• Long/Short Hedge Funds: Source proprietary signals, build and backtest factor models, accelerate due diligence, and track corporate actions and catalyst events in real-time.
• Credit Analysts: Assess creditworthiness by extracting detailed information on debt covenants, liquidity, and financial health from footnotes and disclosures.

Advantages of Captide

The primary advantage of Captide is its ability to deliver speed, depth, and accuracy simultaneously. It transforms the traditionally manual and time-consuming process of financial research into a streamlined, automated workflow. This allows analysts to expand their coverage universe, react faster to market-moving information, and focus on higher-value strategic analysis rather than data gathering. The platform's unwavering commitment to traceability and data integrity provides the confidence needed to make critical investment decisions.

Pricing and Plans

Captide operates on an enterprise-focused model with pricing tailored to the specific needs of each organization. There are no publicly listed pricing tiers. Prospective customers are encouraged to book a demo or contact the sales team to discuss their requirements and receive a custom quote. This approach ensures that firms get a solution that aligns with their scale, use cases, and security needs, with options for dedicated cloud or self-hosted deployments.