Equity Research Infrastructure

Your analyst reads everything.
Overnight.

BriefEdge monitors SEC filings across your watchlist and delivers structured analyst briefs before market open.

Used by analysts at long/short equity funds, family offices, and research boutiques

Long/short equity.Family offices.Research boutiques.Multi-manager funds

The problem

Your analysts are reading. The market is not waiting.

During earnings season, an analyst might have two to three hours per company before the stock moves. If they are still on page 47 of a 10-Q when a number comes out, the opportunity is gone.

0

of earnings week spent on extraction

Hours pulling numbers, building comparison tables, and diffing prior filings - not forming views.

Soft signals get missed at scale

A CFO used normalize for the first time. A question was deflected twice. These shifts precede hard misses by quarters and are invisible at scale.

The edge is in what takes time to read

Numbers are public the moment they are filed. Alpha is in the MD&A narrative, risk factor changes, and tone of the call - which takes the most time.

Analyst workflow comparison

Without BriefEdgeWith BriefEdge

The solution

Your analyst reads everything. Overnight.

BriefEdge monitors SEC EDGAR continuously, reads every section of every filing overnight, extracts structured metrics, detects language shifts, and delivers a structured brief before market open.

Monitors 10-K, 10-Q, and 8-K filings across your watchlist
Reads and parses MD&A, risk factors, and financial statements
Extracts XBRL-tagged metrics automatically
Detects tone changes and hedging language in transcripts
Delivers structured brief before market open
Pipeline status
Live
01Document ingestion
02NLP parsing
03Metric extraction
04Language analysis
05Flag generation
06Brief assembly

INGESTING

10-K / 10-Q / 8-K / Earnings Call

How it works

Four steps

01

Connect your watchlist

Add tickers or CIK numbers. No manual setup required per company.

02

Agent reads overnight

10-K, 10-Q, 8-K, and earnings call transcripts parsed and extracted.

03

Changes detected

Metrics compared to prior periods. Language scored across calls.

04

Brief delivered

Structured brief with metrics, flags, guidance diff, and quotes.

01Watchlist02Overnight03Analysis04Brief

Features

Built for equity research

Full filing coverage

Reads 10-K, 10-Q, 8-K, and earnings call transcripts. Processes every section.

Period-over-period diff

Every metric compared against the prior quarter and prior year. Guidance revisions flagged.

Language shift detection

Tracks hedging words, tone changes, and deflected analyst questions across transcripts.

Real-time 8-K alerts

When an 8-K is filed, the brief is delivered within 15 minutes - not the next morning.

Structured brief format

Every brief: key metrics, flags, guidance diff, notable quotes, and tone score.

Watchlist scale

Covers 1 to 500+ companies simultaneously. Adding a 31st stock costs zero analyst time.

Sample brief

What a brief looks like

Microsoft (MSFT) - Q3 FY2025

Filed: 2025-04-30 | vs Q3 FY2024

BULLISH

Tone score

Key metrics

Revenue

$70.1B (+13% YoY)

Operating income

$31.7B (+16% YoY)

Azure growth

+35% (vs +31% est)

EPS diluted

$3.46 (+18% YoY)

Free cash flow

$20.3B (+2% YoY)

Q4 guidance midpoint

$73.9B (+$0.8B vs street)

Flags

RED

Capex up 53% YoY ($21.4B vs $14.0B). FCF margin compressed. No normalisation timeline given.

AMBER

Headwinds used 6x this call (0x last quarter). CEO tone shifted from confident to measured.

GREEN

Q4 Azure guided 34-35% vs 31% street consensus. Second consecutive upward revision.

Notable quote

Who it is for

Built for the buy side

A

Buy-side analyst

Covers 25-40 stocks. Needs pre-market briefs during earnings season. Values language shift detection most.

B

Portfolio manager

Wants one-page summaries for each position. Needs guidance revision alerts while the position can still be acted on.

C

Research associate

Spends most of earnings week on extraction work. BriefEdge eliminates that entirely.

D

IR / corporate finance

Monitors competitor filings. Uses briefs for competitive intelligence and benchmarking.

Why not Bloomberg

Built differently, not just faster

Language shift detection

Bloomberg gives you the numbers. Neither Bloomberg nor FactSet detect that a CFO used normalize for the first time, or stopped saying confident. That is where the alpha lives.

Brief format, not raw data

Terminals give analysts more data. BriefEdge gives them exactly the right pieces, pre-structured, with prior period context already applied.

Real-time 8-K processing

An 8-K filing triggers the full analysis pipeline within 15 minutes. Within the trading session, while the market is still reacting.

Watchlist economics

Adding a 31st stock costs zero analyst time with BriefEdge. With a terminal it costs reading hours.

Data flow

Revenue growth

Pricing

Scale with your watchlist

No seat-based pricing. No per-filing costs. Your watchlist grows, your cost does not.

Starter

$199/mo

Up to 15 tickers. Daily briefs (10-K, 10-Q). Email delivery. 3-month historical comparison.

Get started
Most popular

Professional

$599/mo

Up to 75 tickers. Real-time 8-K alerts (15-min delivery). Slack and email. Language shift detection. 8-quarter comparison.

Get started

Enterprise

Custom

Unlimited tickers. API access. Custom brief format. White-label option. Dedicated onboarding.

Get started

Get your first brief free

No credit card required. Add your watchlist and receive your first AI analyst brief before tomorrow morning.

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