SEC Reporting

Mitigate SEC
Reporting Risk

Don’t miss out on what matters most - relevant and actionable market insights to mitigate disclosure risk.

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Research

Mitigate disclosure risk with faster peer insights

SEC and external reporting teams are drowning in data, especially in the weeks leading up to a filing deadline. Material information can easily be missed while hundreds of hours are wasted searching for relevant and actionable information or researching benchmark language.

Sentieo helps SEC and external reporting teams never miss a material insight from a peer so they can deliver more complete peer research and narrative recommendations with confidence.

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Fast, Relevant Competitive Document Search and Analysis

Save hundreds of hours researching peers

Find relevant, actionable data and insights fast with:

  • AI-driven Document Search that is optimized for financial data, documents, and the language of filings
  • NLP Smart Summary™ transcript and sentiment analysis plus redlining to quickly identify changes in peer strategy and language
  • NLP Topic & Sector Heatmap to understand performance, business drivers, and language across a set of peers or sector
  • Table Explorer to easily extract and visualize data directly from filings with a few clicks using—no need to copy/paste thousands of data points
  • Customizable Dashboards that let you do many things “at-a-glance” using a library of widgets and dashboard templates for key use cases and sectors
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Data-Driven Peer Alerts

Never miss a material insight

Track peer language and industry best practices with:

  • Create watchlists to easily track peer companies’ documents, data, or news
  • Get instant alerts when new documents or data are published for specific peers or watchlists
  • Create automated alerts for saved searches, covering specific topics
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Access to Public Company Documents and Data in One Research Platform

Deliver more complete peer research

Make confident decisions about your disclosure language with:

  • A single, integrated platform to search, retrieve, analyze, and tag text and financial data from millions of public company documents
  • Integration of third-party and internal proprietary content into the competitive analysis workflow, including Broker and Aftermarket Research
  • Research notes and an integrated Notebook to track, share, and collaborate on data and competitive insights
Notes example with Tesla

“Sentieo is a powerful platform that enables me to track my competitors and peer group companies. It saves me hours of research time that was previously spent on manual tracking and modeling. And it enables me to sound a little smarter, since so much of the data that I need is at my fingertips in Sentieo.”

Mark Lewis

CFO

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