AI-Powered 10-K Analysis

AI-Powered 10-K Analysis

Find what's hidden in plain sight

Find what's hidden in plain sight

V7 Go automates the review of dense 10-K filings, allowing analysts to instantly spot year-over-year changes in risk disclosures, management commentary, and other critical narrative sections.

What is it

What is it

Public Company Disclosure Analysis

A 10-K filing is a comprehensive annual summary of a company's financial performance containing critical risk disclosures and management commentary.

How is it solved today?

Analysts spend days manually reading 100+ page documents trying to spot subtle year-over-year changes in risk disclosures and MD&A.

How is it solved today?

Analysts spend days manually reading 100+ page documents trying to spot subtle year-over-year changes in risk disclosures and MD&A.

How is it solved today?

Analysts spend days manually reading 100+ page documents trying to spot subtle year-over-year changes in risk disclosures and MD&A.

Why V7 Go

V7 Go automates this review providing an intelligent redline of changes and extracting all key disclosures and risks allowing experts to focus on analysis not searching.

Why V7 Go

V7 Go automates this review providing an intelligent redline of changes and extracting all key disclosures and risks allowing experts to focus on analysis not searching.

Why V7 Go

V7 Go automates this review providing an intelligent redline of changes and extracting all key disclosures and risks allowing experts to focus on analysis not searching.

Time comparison

Time comparison

Time comparison

Traditional way

8-12 hours

8-12 hours

With V7 Go agents

30-60 minutes

30-60 minutes

Average time saved

90-95%

90-95%

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

Bloomberg Terminal
Bloomberg Terminal
Bloomberg Terminal

Import your files

Bloomberg Terminal

,

FactSet

,

Capital IQ

Annual 10-K Reports

Annual 10-K Reports

Annual 10-K Reports

Quarterly 10-Q Reports

Quarterly 10-Q Reports

Quarterly 10-Q Reports

S-1 Registration Statements

S-1 Registration Statements

S-1 Registration Statements

Proxy Statements

Proxy Statements

Proxy Statements

8-K Filings

8-K Filings

8-K Filings

Investor Presentations

Investor Presentations

Investor Presentations

New or Modified Risk Factors

New or Modified Risk Factors

New or Modified Risk Factors

Forward-Looking Statements

Forward-Looking Statements

Forward-Looking Statements

Summary of Legal Proceedings

Summary of Legal Proceedings

Summary of Legal Proceedings

Key Accounting Policies

Key Accounting Policies

Key Accounting Policies

Executive Compensation Rationale

Executive Compensation Rationale

Executive Compensation Rationale

Material Contract Summaries

Material Contract Summaries

Material Contract Summaries

Segment Performance Commentary

Segment Performance Commentary

Segment Performance Commentary

Related Party Transactions

Related Party Transactions

Related Party Transactions

Changes in Control Provisions

Changes in Control Provisions

Changes in Control Provisions

Off-Balance Sheet Arrangements

Off-Balance Sheet Arrangements

Off-Balance Sheet Arrangements

Why V7 Go

Why V7 Go

Comparative Analysis

Automatically compare the current 10-K against prior year filings to redline what has changed in sections like 'Risk Factors' and 'MD&A'.

Comparative Analysis

Automatically compare the current 10-K against prior year filings to redline what has changed in sections like 'Risk Factors' and 'MD&A'.

Comparative Analysis

Automatically compare the current 10-K against prior year filings to redline what has changed in sections like 'Risk Factors' and 'MD&A'.

Risk Factor Extraction

Identify and categorize all disclosed risk factors, flagging any newly introduced risks that were not present in previous filings.

Risk Factor Extraction

Identify and categorize all disclosed risk factors, flagging any newly introduced risks that were not present in previous filings.

Risk Factor Extraction

Identify and categorize all disclosed risk factors, flagging any newly introduced risks that were not present in previous filings.

MD&A Insight Extraction

Analyze Management's Discussion and Analysis to pull out key themes, forward-looking statements, and management's rationale for performance.

MD&A Insight Extraction

Analyze Management's Discussion and Analysis to pull out key themes, forward-looking statements, and management's rationale for performance.

MD&A Insight Extraction

Analyze Management's Discussion and Analysis to pull out key themes, forward-looking statements, and management's rationale for performance.

Legal Proceeding Analysis

Scan and interpret the footnotes to financial statements, summarizing significant accounting policies, litigation, and segment information.

Legal Proceeding Analysis

Scan and interpret the footnotes to financial statements, summarizing significant accounting policies, litigation, and segment information.

Legal Proceeding Analysis

Scan and interpret the footnotes to financial statements, summarizing significant accounting policies, litigation, and segment information.

Legal Proceeding Analysis

Identify all disclosures related to legal proceedings, providing a structured summary of ongoing litigation and its potential financial impact.

Legal Proceeding Analysis

Identify all disclosures related to legal proceedings, providing a structured summary of ongoing litigation and its potential financial impact.

Legal Proceeding Analysis

Identify all disclosures related to legal proceedings, providing a structured summary of ongoing litigation and its potential financial impact.

Entity Recognition

Scan the document for mentions of key competitors, products, or regulatory bodies to create a comprehensive view of the strategic landscape.

Entity Recognition

Scan the document for mentions of key competitors, products, or regulatory bodies to create a comprehensive view of the strategic landscape.

Entity Recognition

Scan the document for mentions of key competitors, products, or regulatory bodies to create a comprehensive view of the strategic landscape.

V7 Go

V7 Go

V7 Go

AI-powered disclosure analysis

AI-powered disclosure analysis

for financial professionals

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 Analysts

Accelerate due diligence by identifying risks and narrative shifts that impact valuation, faster than competitors.

Investment Analysts

Accelerate due diligence by identifying risks and narrative shifts that impact valuation, faster than competitors.

Investment Analysts

Accelerate due diligence by identifying risks and narrative shifts that impact valuation, faster than competitors.

Corporate Counsel

Benchmark your company’s disclosures against peers and monitor competitor risk factors to ensure consistency and completeness in your own filings.

Corporate Counsel

Benchmark your company’s disclosures against peers and monitor competitor risk factors to ensure consistency and completeness in your own filings.

Corporate Counsel

Benchmark your company’s disclosures against peers and monitor competitor risk factors to ensure consistency and completeness in your own filings.

Delegate SEC filing analysis

Delegate SEC filing analysis

to a specialized financial agent

to a specialized financial agent

Comparative Analysis

Automatically compare current and prior year filings to redline what's changed in 'Risk Factors' and 'MD&A' sections.

Risk Factor Extraction

Identify and categorize all disclosed risks flagging any new risks that were not present in previous filings.

Next steps

Stop reading 10-Ks line by line.

Let's talk

You’ll hear back in less than 24 hours

Next steps

Stop reading 10-Ks line by line.

Let's talk

Next steps

Stop reading 10-Ks line by line.

Let's talk

You’ll hear back in less than 24 hours

FAQ

FAQ

FAQ

Have questions?
Find answers.

What is a 10-K Filing?

A 10-K is a comprehensive annual report required by the SEC, providing a detailed picture of a company's business and financial condition.

+

What is a 10-K Filing?

A 10-K is a comprehensive annual report required by the SEC, providing a detailed picture of a company's business and financial condition.

+

What is a 10-K Filing?

A 10-K is a comprehensive annual report required by the SEC, providing a detailed picture of a company's business and financial condition.

+

Can V7 Go compare changes between different years?

Yes, its core strength is performing a year-over-year comparative analysis, redlining text to highlight substantive changes in critical sections.

+

Can V7 Go compare changes between different years?

Yes, its core strength is performing a year-over-year comparative analysis, redlining text to highlight substantive changes in critical sections.

+

Can V7 Go compare changes between different years?

Yes, its core strength is performing a year-over-year comparative analysis, redlining text to highlight substantive changes in critical sections.

+

How does this go beyond simple keyword searching?

The agent uses semantic understanding to analyze context. It can identify risk discussions even if they don't use specific keywords, providing a much deeper analysis.

+

How does this go beyond simple keyword searching?

The agent uses semantic understanding to analyze context. It can identify risk discussions even if they don't use specific keywords, providing a much deeper analysis.

+

How does this go beyond simple keyword searching?

The agent uses semantic understanding to analyze context. It can identify risk discussions even if they don't use specific keywords, providing a much deeper analysis.

+

Can it analyze other SEC filings?

Yes, the underlying technology can be applied to analyze quarterly 10-Q reports, S-1 registration statements, and proxy statements.

+

Can it analyze other SEC filings?

Yes, the underlying technology can be applied to analyze quarterly 10-Q reports, S-1 registration statements, and proxy statements.

+

Can it analyze other SEC filings?

Yes, the underlying technology can be applied to analyze quarterly 10-Q reports, S-1 registration statements, and proxy statements.

+

How are the insights presented?

The agent provides a structured report with extracted key disclosures, a categorized list of risks, and a comparative summary of changes, all with direct links back to the source text.

+

How are the insights presented?

The agent provides a structured report with extracted key disclosures, a categorized list of risks, and a comparative summary of changes, all with direct links back to the source text.

+

How are the insights presented?

The agent provides a structured report with extracted key disclosures, a categorized list of risks, and a comparative summary of changes, all with direct links back to the source text.

+

Is the financial data secure?

Absolutely. V7 Go is SOC 2 Type II and ISO 27001 compliant, ensuring your sensitive financial analysis and data are handled with enterprise-grade security.

+

Is the financial data secure?

Absolutely. V7 Go is SOC 2 Type II and ISO 27001 compliant, ensuring your sensitive financial analysis and data are handled with enterprise-grade security.

+

Is the financial data secure?

Absolutely. V7 Go is SOC 2 Type II and ISO 27001 compliant, ensuring your sensitive financial analysis and data are handled with enterprise-grade security.

+