Sentieo

Sentieo

Sentieo is a financial and business research platform that provides access to company filings, earnings call transcripts, financial models, valuations, and equity research reports. It allows users to easily search and analyze financial documents and data.
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research finance filings transcripts valuations equity-research

Sentieo: Financial & Business Research Platform

Access company filings, earnings call transcripts, financial models, valuations, and equity research reports with Sentieo's comprehensive platform for easy searching and analysis of financial documents and data.

What is Sentieo?

Sentieo is a cloud-based financial and business research platform designed to help investors, bankers, consultants, accountants, and other professionals find and analyze company information. The platform provides access to 10-Ks, 10-Qs, proxies, investor presentations, transcripts, valuations, and equity research reports from a variety of sources.

Key features of Sentieo include:

  • Search across a database of public company filings, earnings call transcripts, presentations, and Excel models
  • Valuations data including DCFs, comps, precedent transactions, and trading comps
  • Access to equity research from top investment banks and boutiques
  • Ability to track companies and create custom alerts and reports
  • Analytic tools to visually compare companies across hundreds of data points
  • Excel integration that allows financial models to utilize Sentieo data
  • Collaboration tools to share research across teams and annotate documents

By aggregating information from various sources into a single platform, Sentieo aims to save analysts, investors, bankers, and accountants significant time in gathering and analyzing company data needed for valuations, models, pitches, and investment decisions. The search and visualization capabilities allow for efficient scanning of market trends and performance comparison across peer groups.

Sentieo Features

Features

  1. Search and analyze 10-K, 10-Q, 8-K, proxy statements
  2. Access earnings call transcripts
  3. Build financial models
  4. Get equity research and estimates data
  5. Track news, social media, and regulatory filings

Pricing

  • Subscription-Based

Pros

Saves time compared to manual research

Powerful search and data analysis capabilities

Intuitive user interface

Helpful for investment research and analysis

Cons

Expensive subscription fees

Limited coverage of small cap companies

Data can be delayed compared to real-time feeds


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