beatandraise

Beatandraise offers a research workspace built around primary sources, focusing on SEC filings. It supports reading, searching, and citing filings for use with AI assistants and MCp clients, with links back to the original passages. The platform emphasizes accuracy by linking numbers and quotes to the source filings and providing a way to verify quotes against the filings themselves.

The platform includes tools to browse, search, and question filings on the web, with the original document accessible beside each answer. It presents a complete filing history for public companies, includes financial statements, and enables full-text search across filings since 2020.

AI-assisted research is supported through an AI chat feature that can compare periods, pull figures from exhibits, and follow up without losing the thread. It is designed to be used in concert with AI assistants that access the filings in front of them.

The service offers multiple deployment and access options, with a hosted cloud path, on-premise installations, and various integrations to fit investment research workflows. It explains how data protection and privacy are managed within its infrastructure and partnerships.