Customers

Built for the people who actually read the footnotes.

Hedge funds, long-only managers, sell-side analysts, and corporate development teams use EDGAR Analyst to cover earnings season with half the team and twice the depth.

Funds, advisors, and corporates.

Wellbridge CapitalLong/Short Equity
Pierpoint ResearchSell-side
North Harbor PartnersPE
Halcyon Asset MgmtHedge Fund
Meridian AdvisoryCorp Dev

What changes when the desk reads everything.

Long/ShortWellbridge Capital

Covered earnings season with half the analysts.

Wellbridge runs monitors on every name in their long book and shortlist. The MD&A diff and 8-K alerts are wired into Slack. Their analysts walk in to memos already drafted — they spend time on theses, not transcription.

52%
Time saved
3.4×
Coverage
<90s
To memo
Sell-sidePierpoint Research

From draft to publish in under an hour.

Pierpoint analysts use the redline diff and segment extract on every quarter. Initial drafts come from EDGAR Analyst — the analyst's job is judgment, not stenography. Their first-take notes hit clients before the close.

68%
Faster drafts
2.1×
Notes per qtr
100%
Source-cited
Family OfficeHalcyon

47 monitors. One inbox.

Halcyon set monitors on every portfolio company plus a watchlist. The PM gets a memo before the press release. Insider Form 4s get summarized on file. Nothing slips, even at the size of one PM and one analyst.

47
Active monitors
0
Missed filings
$0
In hires
Corp DevMeridian Advisory

Diligence on 12 targets in one afternoon.

Meridian uses the cross-company compare to evaluate target lists. The team stacks 8-12 companies, weights margins and disclosure quality, and pulls a ranked memo. What used to be a week is now an afternoon.

12
Companies/run
94%
Faster diligence
3
FTEs replaced

Why analysts keep using it.

"
We covered earnings season with half the team this year. EDGAR Analyst sent the redlines before our analysts finished coffee.
SK
Sarah Kessler
Director of Research, Long/Short Fund
"
The MD&A diff catches language shifts I would have missed in a 280-page 10-K. It's the second pair of eyes I always wanted.
DR
Daniel Reyes
Equity Analyst, Sell-side
"
I have monitors on 47 portfolio companies. The memos hit my inbox before the press releases. That's the entire pitch.
MJ
Maya Junnarkar
Portfolio Manager, Family Office
"
The compare tool stacks twelve companies in seconds with full citations. It's diligence work I'd otherwise outsource for $30k.
AT
Aaron Tang
Director, Corporate Development
"
Our junior analysts onboard faster because the system shows them where every claim came from. They learn the filing while reading the memo.
PV
Priya Venkatesh
Head of Research, Asset Manager
"
The free reader alone replaced three browser bookmarks. Then we paid for the monitors. Then everyone on the desk got it.
JM
James Morales
Senior Analyst, Hedge Fund
Talk to us

Want a walkthrough on your own portfolio?

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