CapEdge

CapEdge is a comprehensive platform designed to provide deep insights into the U.S. equity capital markets. It enables users to search and analyze SEC filings, earnings transcripts, IPO activity, and institutional investor holdings. The platform is tailored for professionals who need fast, reliable, and organized access to regulatory and financial data, with real-time alerts and intuitive tools.

Features

• Instant search across SEC filings and earnings transcripts
• Real-time alerts for new filings and updates
• IPO monitoring and active roadshow tracking
• Institutional investor holdings tracking over time
• Advanced EDGAR filing screener
• Interactive earnings calendar and IPO calendar
• Data visualization tools for financial metrics
• Sentiment and content analysis of filings
• Customizable dashboards and saved searches

Capabilities

• Analyze historical and real-time SEC filings (10-K, 10-Q, 8-K, S-1, etc.)
• Compare earnings transcripts across quarters and companies
• Track fund manager data via Form ADV, 13F, and D screeners
• Identify trends in language and sentiment in filings
• Download financial data and charts in CSV format
• Filter and visualize financial metrics over five years
• Compare company performance and stock price trends
• Receive alerts for new filings matching saved criteria

Benefits

• Accelerates due diligence and market research
• Improves visibility into competitor and investor behavior
• Enhances decision-making with data-driven insights
• Reduces time spent navigating complex SEC documents
• Supports compliance and regulatory tracking
• Free access to powerful tools and data sets
• Ideal for institutional investors, analysts, auditors, and legal teams