Annual Report / Filings Extractor
Pulls capex, digital transformation, and operational priorities from annual reports and regulatory filings.
What it is
Annual reports and filings are the most authoritative source of a company's spending intent, written by leadership and structured to communicate where capital flows. This agent processes those documents at scale and converts dense financial prose into structured, actionable intelligence.
How it works
The agent retrieves annual reports, 10-K filings, and earnings transcripts from regulatory databases and investor relations pages. Documents are parsed and segmented into thematic sections. A reasoning pass extracts technology capex, initiative names, vendor mentions, and forward-looking budget signals. Each extraction is tied to a page reference. Output is a structured intelligence brief per company, tagged by investment theme.
How it fits into the pipeline
Provides the deepest, most authoritative intent signal in the pipeline. Feeds the Intent Signal Aggregator as a high-weight signal and is a key input to the Deep Research Agent and Meeting Prep Agent.