Filing-knowledge-base (FKB)
pgvector-backed semantic search across the company's filing trail. Every claim in the brief cites the specific 10-K/10-Q section it came from.
All use cases
Strategy briefsComing soon
Management Consultant AI
AI strategy consultant for any public company — classifies the business archetype, builds the thesis, surfaces the catalysts that will move the stock.
Management Consultant AI is an analyst-grade strategy briefing for any public company. It reads the SEC filing trail, classifies the business archetype (organic compounder, platform consolidator, turnaround, restructuring play, etc.), builds the bull/bear/base thesis, and surfaces the specific catalysts that will move the stock — all backed by a filing knowledge base that lets every claim be traced to the section of the 10-K it came from. In active build; early access for pilot clients.
What makes it different: Filing-knowledge-base semantic search backing every claim. Archetype classification grounded in observable financials, not vibes.
What it does
Capabilities
Archetype classification
Observable-financial-grounded classifier puts the company in a strategy archetype (compounder, consolidator, turnaround, etc.) — not vibes-based.
Catalyst assessor
Identifies specific upcoming events (earnings, regulatory milestones, segment divestitures) most likely to move the stock and quantifies the expected magnitude.
Diff-over-time
Track how management's messaging changes quarter-over-quarter. When the language shifts (caution → confidence, or vice versa), surface it explicitly.
How it works
Input → output
Input
(Coming soon — pilot tickers selected per engagement)
- 1Ingest full filing history into FKB (vectorized 10-K / 10-Q / 8-K / DEF 14A)
- 2Run archetype classifier against observable financials (capital allocation, segment mix, M&A cadence)
- 3Walk the catalyst-assessor framework: 12 specific question nodes per company
- 4LLM synthesizes the strategy brief — every claim hyperlinked to its FKB citation
- 5Quarterly diff: surface language changes vs. prior period (commentary, not as drivers)
Output
Multi-page strategy brief: archetype + thesis + catalysts + risks + management-tone diff. Every paragraph cited.
Output preview
portal · live
(your ticker)
Strategy brief in active build
Coming soon
We're shipping the consultant-grade strategy brief format for select pilot tickers. Each brief will combine the archetype classifier, FKB citations, catalyst assessor, and quarterly-tone diff into one structured document.
Brief structure (preview)
- Archetype classification (5 sentences + supporting financials)
- Bull / bear / base case thesis with FKB citations
- Catalyst assessor: next 12-month moves with expected magnitude
- Quarterly tone diff: management language drift
Why this isn't a wrapper
Why this isn't a 10-K summarizer
Generic summarization is table stakes. The hard part is being right.
- Archetype classification is grounded in observable financials (capital allocation history, segment mix changes, M&A pace), not in what management calls itself.
- Every claim in the brief is a hyperlink to the source paragraph. A committee can verify any assertion in 1 click.
- Quarterly diffs surface the silent narrative shift — when guidance language changes from 'durable' to 'navigating' (or vice versa).
- The catalyst assessor specifically identifies high-impact upcoming events and quantifies expected magnitude rather than listing every event in the next 12 months.
Want to try it?
Book a 30-minute walk-through. We'll demo a real run on a ticker you pick.