
Unlevered is an AI-powered platform designed to enhance the analysis of SEC filings, investor relations updates, and earnings transcripts. Leveraging an in-house LLM, Unlevered simplifies complex financial jargon into digestible bullet points, allows for year-over-year or quarter-over-quarter comparison of filings to detect subtle language changes, and enables efficient keyword searching across all filings. The platform aims to streamline financial document analysis for investment due diligence, offering features like automated filing and keyword alerts, customizable sector screeners, insights into insider trading, and AI-powered summaries of earnings call histories. Future enhancements include AI Search for contextual information retrieval and AI Alerts for more tailored notifications. The company operates on a SaaS business model with a beta product available, and it is noted that the product is still under development.

Unlevered is an AI-powered platform designed to enhance the analysis of SEC filings, investor relations updates, and earnings transcripts. Leveraging an in-house LLM, Unlevered simplifies complex financial jargon into digestible bullet points, allows for year-over-year or quarter-over-quarter comparison of filings to detect subtle language changes, and enables efficient keyword searching across all filings. The platform aims to streamline financial document analysis for investment due diligence, offering features like automated filing and keyword alerts, customizable sector screeners, insights into insider trading, and AI-powered summaries of earnings call histories. Future enhancements include AI Search for contextual information retrieval and AI Alerts for more tailored notifications. The company operates on a SaaS business model with a beta product available, and it is noted that the product is still under development.
What they do: AI platform that parses and summarizes SEC filings, investor relations updates, and earnings transcripts
Stage / product: Pre-seed; beta product (platform support for macOS, Windows, mobile)
Founders: Bill Chan and Hariharan Nagasubramaniam
Headcount: 5 employees
Financial document analysis for investors and analysts (SEC filings, IR updates, earnings calls).
2024
FinTech
20000.00 USD
Listed as a pre-seed round in May 2024; total funding shown in evidence as $20,000