Unlevered

Your Analytical Edge for Public Markets

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Description

Unlevered offers a sophisticated platform designed to enhance the analysis of public market financial documents. Leveraging the capabilities of an in-house Large Language Model (LLM), it streamlines the process of understanding complex financial information found in SEC filings, investor relations updates, and earnings transcripts. The system works to break down dense financial jargon into easily understandable summaries and bullet points, making critical information more accessible.

This tool aids in the investment due diligence process by enabling users to detect subtle but potentially significant language changes in financial filings over different periods, such as year-over-year or quarter-over-quarter. It features efficient keyword searching across extensive document archives and timeframes. Furthermore, Unlevered provides automated alerts for specific filings or keywords, customizable sector screening, insights into executive insider trading activities, and access to over two decades of earnings call history complete with AI-generated summaries. It is accessible across macOS, Windows, and mobile platforms.

Key Features

Simplify Financial Filings: Breaks down complex financial jargon into digestible bullet points using an in-house LLM.
Compare Financial Filings: Detects subtle language changes year-over-year or quarter-over-quarter via AI.
Keyword Search in Filings: Efficiently searches specific keywords across all filings and time periods.
Filing Alerts: Provides automated alerts for new filings and specified keywords.
Sector Screeners: Allows customization of alerts for specific tickers, industries, and sectors.
Insider Trading Insights: Offers insights into the trading activities of top executives globally.
Earnings Transcript Analysis: Accesses over 20 years of earnings call histories with AI-powered summaries.
Cross-Platform Access: Works on macOS, Windows, and mobile devices.
AI Search (Coming Soon): Enables context-aware information retrieval.
AI Alerts (Coming Soon): Delivers tailored alerts beyond exact keyword matches.