AI 10-K Disclosure Analysis Agent
Find critical insights buried in SEC filings
Find critical insights buried in SEC filings
V7 Go's agent analyzes 10-K filings to extract key disclosures, compare year-over-year changes, and surface risks from narrative sections like Management's Discussion and Analysis (MD&A) and Risk Factors.
Why V7 Go
Why V7 Go
Year-over-Year Comparative Analysis
Automatically compare the current 10-K against prior year filings. The agent redlines the text to highlight specific additions, deletions, and modifications in critical sections like 'Risk Factors' and 'MD&A.'
Year-over-Year Comparative Analysis
Automatically compare the current 10-K against prior year filings. The agent redlines the text to highlight specific additions, deletions, and modifications in critical sections like 'Risk Factors' and 'MD&A.'
Year-over-Year Comparative Analysis
Automatically compare the current 10-K against prior year filings. The agent redlines the text to highlight specific additions, deletions, and modifications in critical sections like 'Risk Factors' and 'MD&A.'
Risk Factor Extraction & Categorization
Identify and extract all disclosed risk factors, then categorize them by type (e.g., market, operational, regulatory, competitive). The agent flags any newly introduced risks that were not present in previous filings.
Risk Factor Extraction & Categorization
Identify and extract all disclosed risk factors, then categorize them by type (e.g., market, operational, regulatory, competitive). The agent flags any newly introduced risks that were not present in previous filings.
Risk Factor Extraction & Categorization
Identify and extract all disclosed risk factors, then categorize them by type (e.g., market, operational, regulatory, competitive). The agent flags any newly introduced risks that were not present in previous filings.
MD&A Insight Extraction
Analyze the Management's Discussion and Analysis section to pull out key themes, forward-looking statements, and management's stated reasons for financial performance, capital resource changes, and liquidity.
MD&A Insight Extraction
Analyze the Management's Discussion and Analysis section to pull out key themes, forward-looking statements, and management's stated reasons for financial performance, capital resource changes, and liquidity.
MD&A Insight Extraction
Analyze the Management's Discussion and Analysis section to pull out key themes, forward-looking statements, and management's stated reasons for financial performance, capital resource changes, and liquidity.
Financial Statement Footnote Analysis
Scan and interpret the footnotes to financial statements. The agent identifies and summarizes information on significant accounting policies, revenue recognition details, ongoing litigation, and segment information.
Financial Statement Footnote Analysis
Scan and interpret the footnotes to financial statements. The agent identifies and summarizes information on significant accounting policies, revenue recognition details, ongoing litigation, and segment information.
Financial Statement Footnote Analysis
Scan and interpret the footnotes to financial statements. The agent identifies and summarizes information on significant accounting policies, revenue recognition details, ongoing litigation, and segment information.
Legal Proceeding & Commitment Analysis
Identify all disclosures related to 'Item 3. Legal Proceedings' and material contractual obligations. The agent provides a structured summary of ongoing litigation and its potential financial impact.
Legal Proceeding & Commitment Analysis
Identify all disclosures related to 'Item 3. Legal Proceedings' and material contractual obligations. The agent provides a structured summary of ongoing litigation and its potential financial impact.
Legal Proceeding & Commitment Analysis
Identify all disclosures related to 'Item 3. Legal Proceedings' and material contractual obligations. The agent provides a structured summary of ongoing litigation and its potential financial impact.
Entity and Topic Recognition
Scan the entire document for mentions of key competitors, products, regulatory bodies, or strategic initiatives. This provides a comprehensive view of the company's competitive and strategic landscape.
Entity and Topic Recognition
Scan the entire document for mentions of key competitors, products, regulatory bodies, or strategic initiatives. This provides a comprehensive view of the company's competitive and strategic landscape.
Entity and Topic Recognition
Scan the entire document for mentions of key competitors, products, regulatory bodies, or strategic initiatives. This provides a comprehensive view of the company's competitive and strategic landscape.
Why V7 Go
Analyze 10-K, 10-Q, and S-1 SEC filings.
Extract new risk factors, MD&A insights, and legal proceedings.
Workflow
Workflow
Import your files
Bloomberg Terminal
,
FactSet
,
Capital IQ
Annual 10-K Reports
Annual 10-K Reports
Annual 10-K Reports
Annual 10-K Reports
Quarterly 10-Q Reports
Quarterly 10-Q Reports
Quarterly 10-Q Reports
Quarterly 10-Q Reports
S-1 and F-1 Registration Statements
S-1 and F-1 Registration Statements
S-1 and F-1 Registration Statements
S-1 and F-1 Registration Statements
Proxy Statements (DEF 14A)
Proxy Statements (DEF 14A)
Proxy Statements (DEF 14A)
Proxy Statements (DEF 14A)
8-K Filings (for specific events)
8-K Filings (for specific events)
8-K Filings (for specific events)
8-K Filings (for specific events)
Investor Presentations
Investor Presentations
Investor Presentations
Investor Presentations
New or Modified Risk Factors
New or Modified Risk Factors
New or Modified Risk Factors
New or Modified Risk Factors
Forward-Looking Statements from MD&A
Forward-Looking Statements from MD&A
Forward-Looking Statements from MD&A
Forward-Looking Statements from MD&A
Summary of Legal Proceedings
Summary of Legal Proceedings
Summary of Legal Proceedings
Summary of Legal Proceedings
Key Accounting Policy Disclosures
Key Accounting Policy Disclosures
Key Accounting Policy Disclosures
Key Accounting Policy Disclosures
Executive Compensation Rationale (CD&A)
Executive Compensation Rationale (CD&A)
Executive Compensation Rationale (CD&A)
Executive Compensation Rationale (CD&A)
Changes in Control Provisions
Changes in Control Provisions
Changes in Control Provisions
Changes in Control Provisions
Segment Performance Commentary
Segment Performance Commentary
Segment Performance Commentary
Segment Performance Commentary
Related Party Transactions
Related Party Transactions
Related Party Transactions
Related Party Transactions
Material Contract Summaries
Material Contract Summaries
Material Contract Summaries
Material Contract Summaries
Off-Balance Sheet Arrangements
Off-Balance Sheet Arrangements
Off-Balance Sheet Arrangements
Off-Balance Sheet Arrangements
Time comparison
Time comparison
Time comparison
Time comparison
Traditional way
8-12 hours per filing
8-12 hours per filing
With V7 Go agents
30-60 minutes
30-60 minutes
Average time saved
90%
90%
V7 Go
V7 Go
V7 Go
V7 Go
AI-powered disclosure analysis
for finance & legal experts
Financial and legal professionals spend days manually reviewing 100+ page 10-K filings, a process that is both time-consuming and fraught with the risk of missing subtle but critical information. Identifying year-over-year changes in risk disclosures or management commentary requires a painstaking, line-by-line comparison that is nearly impossible to do efficiently at scale. V7 Go's 10-K Disclosure Analysis Agent automates this workflow, using advanced AI to pinpoint changes, extract key disclosures, and surface risks from dense narrative sections, allowing experts to focus on analysis, not document searching.
Investment Management Firms
Accelerate due diligence and company research. Identify risks and narrative shifts that could impact valuation and investment theses faster than competitors.
Investment Management Firms
Accelerate due diligence and company research. Identify risks and narrative shifts that could impact valuation and investment theses faster than competitors.
Investment Management Firms
Accelerate due diligence and company research. Identify risks and narrative shifts that could impact valuation and investment theses faster than competitors.
Investment Management Firms
Accelerate due diligence and company research. Identify risks and narrative shifts that could impact valuation and investment theses faster than competitors.
Corporate Counsel & SEC Reporting
Benchmark your company’s disclosures against peers, monitor competitor risk factors, and ensure consistency in your own filings year after year.
Corporate Counsel & SEC Reporting
Benchmark your company’s disclosures against peers, monitor competitor risk factors, and ensure consistency in your own filings year after year.
Corporate Counsel & SEC Reporting
Benchmark your company’s disclosures against peers, monitor competitor risk factors, and ensure consistency in your own filings year after year.
Corporate Counsel & SEC Reporting
Benchmark your company’s disclosures against peers, monitor competitor risk factors, and ensure consistency in your own filings year after year.
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Next steps
Move beyond the numbers. Analyze what the company is saying.
Identify the risks and opportunities hidden in plain sight.
You’ll hear back in less than 24 hours
Next steps
Move beyond the numbers. Analyze what the company is saying.
Identify the risks and opportunities hidden in plain sight.
You’ll hear back in less than 24 hours
Next steps
Move beyond the numbers. Analyze what the company is saying.
Identify the risks and opportunities hidden in plain sight.
You’ll hear back in less than 24 hours
Next steps
Move beyond the numbers. Analyze what the company is saying.
Identify the risks and opportunities hidden in plain sight.
FAQ
FAQ
FAQ
FAQ
Have questions?
Find answers.
How is this different from a standard financial data extraction tool?
Financial data tools focus on the numbers in the financial statements. This agent is different; its primary function is to analyze the vast narrative sections of a 10-K. It uses LLMs guided by expert-designed workflows to understand legal language, management commentary, and risk disclosures, which is where the most critical, non-quantitative information resides.
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How is this different from a standard financial data extraction tool?
Financial data tools focus on the numbers in the financial statements. This agent is different; its primary function is to analyze the vast narrative sections of a 10-K. It uses LLMs guided by expert-designed workflows to understand legal language, management commentary, and risk disclosures, which is where the most critical, non-quantitative information resides.
+
How is this different from a standard financial data extraction tool?
Financial data tools focus on the numbers in the financial statements. This agent is different; its primary function is to analyze the vast narrative sections of a 10-K. It uses LLMs guided by expert-designed workflows to understand legal language, management commentary, and risk disclosures, which is where the most critical, non-quantitative information resides.
+
How is this different from a standard financial data extraction tool?
Financial data tools focus on the numbers in the financial statements. This agent is different; its primary function is to analyze the vast narrative sections of a 10-K. It uses LLMs guided by expert-designed workflows to understand legal language, management commentary, and risk disclosures, which is where the most critical, non-quantitative information resides.
+
How does the year-over-year comparison work?
The agent ingests two documents (e.g., the 2023 and 2024 10-K reports) and performs a semantic 'diff' analysis. It understands the context of the language, so it highlights substantive changes in meaning, not just minor edits in phrasing, and presents the comparison in an easy-to-review format.
+
How does the year-over-year comparison work?
The agent ingests two documents (e.g., the 2023 and 2024 10-K reports) and performs a semantic 'diff' analysis. It understands the context of the language, so it highlights substantive changes in meaning, not just minor edits in phrasing, and presents the comparison in an easy-to-review format.
+
How does the year-over-year comparison work?
The agent ingests two documents (e.g., the 2023 and 2024 10-K reports) and performs a semantic 'diff' analysis. It understands the context of the language, so it highlights substantive changes in meaning, not just minor edits in phrasing, and presents the comparison in an easy-to-review format.
+
How does the year-over-year comparison work?
The agent ingests two documents (e.g., the 2023 and 2024 10-K reports) and performs a semantic 'diff' analysis. It understands the context of the language, so it highlights substantive changes in meaning, not just minor edits in phrasing, and presents the comparison in an easy-to-review format.
+
Can the agent focus on specific parts of the 10-K?
Yes. The agent understands the standard structure of SEC filings. You can direct its workflow to focus specifically on 'Item 1A. Risk Factors,' 'Item 7. MD&A,' 'Item 3. Legal Proceedings,' or the footnotes of the financial statements, tailoring the analysis to your immediate needs.
+
Can the agent focus on specific parts of the 10-K?
Yes. The agent understands the standard structure of SEC filings. You can direct its workflow to focus specifically on 'Item 1A. Risk Factors,' 'Item 7. MD&A,' 'Item 3. Legal Proceedings,' or the footnotes of the financial statements, tailoring the analysis to your immediate needs.
+
Can the agent focus on specific parts of the 10-K?
Yes. The agent understands the standard structure of SEC filings. You can direct its workflow to focus specifically on 'Item 1A. Risk Factors,' 'Item 7. MD&A,' 'Item 3. Legal Proceedings,' or the footnotes of the financial statements, tailoring the analysis to your immediate needs.
+
Can the agent focus on specific parts of the 10-K?
Yes. The agent understands the standard structure of SEC filings. You can direct its workflow to focus specifically on 'Item 1A. Risk Factors,' 'Item 7. MD&A,' 'Item 3. Legal Proceedings,' or the footnotes of the financial statements, tailoring the analysis to your immediate needs.
+
Does the agent provide investment or legal advice?
No. The agent is a sophisticated tool for information extraction and analysis. It pinpoints and organizes critical information from filings for expert human review. It does not provide financial, investment, or legal advice; all conclusions and decisions must be made by a qualified professional.
+
Does the agent provide investment or legal advice?
No. The agent is a sophisticated tool for information extraction and analysis. It pinpoints and organizes critical information from filings for expert human review. It does not provide financial, investment, or legal advice; all conclusions and decisions must be made by a qualified professional.
+
Does the agent provide investment or legal advice?
No. The agent is a sophisticated tool for information extraction and analysis. It pinpoints and organizes critical information from filings for expert human review. It does not provide financial, investment, or legal advice; all conclusions and decisions must be made by a qualified professional.
+
Does the agent provide investment or legal advice?
No. The agent is a sophisticated tool for information extraction and analysis. It pinpoints and organizes critical information from filings for expert human review. It does not provide financial, investment, or legal advice; all conclusions and decisions must be made by a qualified professional.
+
How does the agent handle the sheer size and complexity of 10-K documents?
V7 Go's platform is designed for long, complex documents. It uses a proprietary technology called 'Index Knowledge' to create a structured, searchable map of the entire 10-K. This allows the LLM to navigate the document intelligently and pull contextually relevant information from across hundreds of pages without losing track or hallucinating.
+
How does the agent handle the sheer size and complexity of 10-K documents?
V7 Go's platform is designed for long, complex documents. It uses a proprietary technology called 'Index Knowledge' to create a structured, searchable map of the entire 10-K. This allows the LLM to navigate the document intelligently and pull contextually relevant information from across hundreds of pages without losing track or hallucinating.
+
How does the agent handle the sheer size and complexity of 10-K documents?
V7 Go's platform is designed for long, complex documents. It uses a proprietary technology called 'Index Knowledge' to create a structured, searchable map of the entire 10-K. This allows the LLM to navigate the document intelligently and pull contextually relevant information from across hundreds of pages without losing track or hallucinating.
+
How does the agent handle the sheer size and complexity of 10-K documents?
V7 Go's platform is designed for long, complex documents. It uses a proprietary technology called 'Index Knowledge' to create a structured, searchable map of the entire 10-K. This allows the LLM to navigate the document intelligently and pull contextually relevant information from across hundreds of pages without losing track or hallucinating.
+
Can this analysis be used for 10-Q and other filings as well?
Yes. While the agent is optimized for the comprehensive nature of a 10-K, the same underlying technology and workflows can be applied to analyze quarterly 10-Q reports, S-1 registration statements, and proxy statements to extract similar types of disclosure information.
+
Can this analysis be used for 10-Q and other filings as well?
Yes. While the agent is optimized for the comprehensive nature of a 10-K, the same underlying technology and workflows can be applied to analyze quarterly 10-Q reports, S-1 registration statements, and proxy statements to extract similar types of disclosure information.
+
Can this analysis be used for 10-Q and other filings as well?
Yes. While the agent is optimized for the comprehensive nature of a 10-K, the same underlying technology and workflows can be applied to analyze quarterly 10-Q reports, S-1 registration statements, and proxy statements to extract similar types of disclosure information.
+
Can this analysis be used for 10-Q and other filings as well?
Yes. While the agent is optimized for the comprehensive nature of a 10-K, the same underlying technology and workflows can be applied to analyze quarterly 10-Q reports, S-1 registration statements, and proxy statements to extract similar types of disclosure information.
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