captide

captide

Captide provides enterprise APIs and a SaaS platform that convert global corporate filings into machine-readable, structured Markdown and JSON with integrated agentic AI for traceable investment research and workflows.

captide is research software teams evaluate for education & research. Use this page to review pricing, integration signals, and the best alternatives before you commit.

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#107 in Research (107 tools)
Added 0 year ago
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Quick Overview

Best for: Education & Research

What it does

Research software for decision-makers comparing workflow fit and alternatives.

Best fit

Education & Research

Pricing snapshot

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captide

Captide is an enterprise platform and API suite that converts global corporate filings into machine-readable, structured Markdown and JSON designed for LLM consumption and downstream analysis. The product emphasizes agentic AI workflows, sentence-level traceability to primary documents, and streamable markdown responses so investment teams can query filings in natural language and obtain auditable answers.

The platform targets finance professionals — asset managers, investment banks, and hedge funds — and offers deployment options including single-tenant and self-hosted environments along with enterprise-grade security and a commitment that user data is not used to train models.

Captide automates financial data scraping and analysis for equity analysts.

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Key Features

Documents API (structured filings)

Access machine-readable global company filings in clean, structured Markdown format to avoid building and maintaining document gathering and OCR pipelines.

Agent-response API / Agentic AI

Submit natural language prompts and receive streamed markdown responses derived from primary documents; supports multi-agent workflows for enrichment and analysis.

Sentence-level traceability

Every response is linked to its original source with sentence-level traceability for transparency and auditability.

SDK & Structured Output

SDKs and structured JSON/Markdown outputs enable integration into internal tools and exportable datasets for downstream analysis.

Enterprise deployment options

Offers dedicated environment, single-tenant setups, and full self-hosting to meet enterprise control and compliance needs.

Security & privacy controls

Enterprise-grade security with a stated policy of no training on user data and isolated deployment options.

Data products & datasets

Capabilities to create custom datasets, peer comparison tables, and structured metrics synthesized from years of filings.

Pricing

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Use Cases

Investment research & equity models

Enrich models with qualitative insights, extract financial metrics, and generate traceable signals from primary filings.

Due diligence & M&A analysis

Streamline diligence by surfacing governance, capital structure, precedent transactions, and historical M&A disclosures across filings.

Real-time corporate event tracking

Track corporate actions and filings in real time and incorporate event-level insights into workflows and alerts.

Dataset building & peer comps

Structure years of disclosures into custom datasets, peer comp tables, and industry analyses for internal and client reporting.

Integrations

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Benefits

Eliminates the need to build and maintain complex document collection and OCR pipelines.
Provides auditable, sentence-level traceability back to primary documents for compliance and reproducibility.
Accelerates research workflows with natural-language querying and agentic AI responses.
Enterprise deployment and privacy controls (no training on user data) reduce operational and compliance risk.
Streamable, structured outputs simplify integration into internal tools and datasets.

Limitations

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Frequently Asked Questions

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Getting Started

  1. 1 Book a demo or sign up via the website (BOOK A DEMO).
  2. 2 Request an API key (Request API key) and review API documentation (API DOCS / IntroDocs).
  3. 3 Integrate the SDK or call the Documents / Agent-response APIs to ingest and query filings; configure deployment (dedicated, single-tenant, or self-hosted) as needed.

Support

docs

API DOCS and IntroDocs available from the website to guide integration and usage.

demo

Book a demo via the 'BOOK A DEMO' call-to-action on the site for product walkthroughs and enterprise sales.

contact

Contact page / request forms available on the website (Contact us / Request API key).

API

Available: Yes

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