Our service offerings range from simple search and aggregation to populating equity valuation models and industry analysis.

Capturing of financial information from Annual reports, SEC (EDGAR) data, etc. for real-time addition to databases
Creating times series of financial tables and other operating information
Industry information compilation
Capturing information about competitors
Monitoring the content on corporate websites and business news websites sites for changes.
Customized data search and compilation}

Structured Finance – Derivatives - Investment Banks and Rating Agencies receive voluminous, and often cumbersome, informational reports from companies, financial intermediaries, etc on a periodic basis. Some of these reports viz. Derivatives enlisted details such as financial bonds, debts, interest coverage rates, additional coverage details of issuers (i.e. financial institutions providing loans) and companies. The above details are scattered across many divergent sections. The Financial Executives tend to spend most of their non-core time in collating the relevant details from various sections of the report.

We have to our credit the experience of identifying and managing challenges and in the same pursuit has the expertise of developing customized data abstraction tools that cater to varying financial reports emanating from divergent sources and in unstructured formats.

Edgar - We have vast experience and knowledge to make any of your SEC EDGAR filings I (ASCII) and II (HTML) smooth, accurate and dependable. We can provide quick turnaround for complete document preparation and filer support services or can assist with any portion of these processes, for public companies, investment management firms, law firms and individuals that need to file periodically with the SEC in the required EDGAR format.

We have experience in collecting and extracting fundamental data and operating information from multiple corporate disclosure sources. The team has developed expertise in analyzing corporate disclosure data in various forms including Regulatory filings, Annual reports, Offering Documents, Corporate News Releases, Conference Calls, Analyst Calls, etc.