Our latest release, Sentieo v4.0, is now available and includes the addition of life sciences and regulatory data to our expanding list of content sources, Microsoft Office integrations, and a new dashboard interface, enabling improved outcomes, streamlined compliance, and deeper insights for our customers.
New Healthcare, Life Sciences, and Regulatory Data
Widen your research lens to improve returns and strategy using new data sources, including life sciences references and abstracts from PubMed, and news and announcements from the FDA and the EPA.
Microsoft Office Suite Plugins
Streamline compliance and the protection of intellectual property with a new suite of plugins that make it easy to capture and tag Microsoft Office documents—Outlook emails, Word documents, and PowerPoint presentations—in the Sentieo Notebook for a friction-free research workflow.
Enhanced Dashboard Interface & Widget Library
Ensure no insights are missed for individual companies, portfolios, peer watchlists, and sectors with a new Dashboard interface and widget library that makes it easy to create multiple dashboards to monitor documents, notes, financial data, news, and graphs.
Login to Sentieo to read the full release notes, contact your Sentieo representative for more details, or check back for more Sentieo Blog posts on the new release over the next few weeks.
During earnings season, Investor Relations professionals are drowning in data. The tens or even hundreds of peers and analysts they track produce hundreds of pieces of data, documents, and news every week that could inform a change in earnings calls strategy and language or a response to management and stakeholder requests.
Getting through the deluge of information that becomes available each day can seem like an impossible task.
How can investor relations professionals get through earnings season documents and extract relevant insights quickly?
We’ve identified 5 best practices that you (and your team) can apply to optimize your time during earnings. Get the full guide here.
Get to the most relevant peer and analyst information in minutes to improve confidence in your strategy and drive changes in external messaging and earnings call narratives.
How well are your peers actually doing?
The documents that they’ve filed with the SEC are a gold mine of information. Before and during earnings season, you’ll want to stay on top of peer news and announcements, as well as related analyst commentary and sentiment.
Earnings call transcripts help you understand how peer management is positioning their company and how analysts are reacting. A company’s annual 10-K filing, specifically within the “Outlook” or “Use of Proceeds” sections, shows if they’ve used capital to expand or grow, to repay debt, or to support general operations. Can you see specific plans for this capital?
Annual reports (among many other document types) can also give good insight into product research and development (R&D), which can include everything from initial product design to compliance testing, to new market deployment. Track exactly how much your competitors are spending ?on innovation, and where they are reducing investment.
How To Do It
Use a tool that allows you to search across all document types, and even within specific document sections.
Get alerted when new competitor documents are released, whether they be an earnings call transcript, a press release, a 10-Q covering the company’s quarterly performance, an 8-K for material events (acquisitions, changes in corporate management, or updated fiscal year end-date), or an S-1 for an IPO.
Get alerted on specific company and keyword searches like “NVDA > R&D > automation,” so you’re always in the know about your competitor’s roadmap and benchmark language.
Key catalysts to track include earnings announcements, product launches, and transactions. Use a calendar tool that automatically feeds in from your company watchlists.
For example, below we used our watchlist “Big Tech” to auto-populate our Sentieo earnings calendar for easy tracking.
During earnings season, you want a tool that allows you to get instant insights as soon as a transcript is released. Answering the questions below will help you make more strategic decisions in the future:
• What are consumers, analysts, and management teams saying about your peers?
• What is the sentiment towards your own company?
• What is the sentiment of your peers on earnings calls?
• Are your peers positive around certain topics? Or negative and deflecting?
How It Works
Try using a tool that tracks and manages sentiment in an efficient and meaningful way.
For example, Sentieo’s Smart Summary™ categorizes an earnings call transcript’s sentences for easy insight (i.e. by “Guidance,” “Financials,” or “Deflection”). It also color-codes sentences according to whether their sentiment is positive or negative — for easy, at-a-glance analysis.
Sentieo allows you to automate the receipt of transcript analysis reports to your email inbox, which can save you lots of time during earnings season!
Our latest release builds on our transcript sentiment tool with Smart Summary™ enhancements to help you save time and get more insights, especially during earnings season.
Download a PDF Report
To get a Smart Summary™ PDF report as you’re researching in Sentieo, click on the PDF icon in the top right-hand corner of the Smart Summary™ panel to immediately download a PDF of the report.
Check Out Your Report
Your PDF report will include language classifications like Guidance, KPIs, Deflection, and much more.
Get Smart Summary™Reports Sent Straight to Your Inbox
Now you can automatically receive a Smart Summary™ PDF report in your email inbox when you schedule alerts for a single company or a group of companies in a saved watchlist. Don’t miss a beat during earnings season!
Sentiment & Deflection Charts
We also added two new, at-a-glance charts to the Smart Summary™ panel.
One visualizes the trends of Management Sentiment, Analyst Sentiment, and the “spread” between them. (See left screenshot below).
The second chart shows the company’s Deflection score going back 2 years. (See screenshot on right).
Use these visual cues to get quick insights into the companies that you cover.
Highlight and Tag Transcript Content
Now you can highlight and add tags to transcript content while in Smart Summary™. Highlighted text is automatically tagged to the company ticker for easy surfacing in the future.
You’ll never lose track of your highlights, annotations, and notes, which are all centralized in your Sentieo Notebook.
Our Head of Research runs through how to get the most insights out of Smart Summary:
Save time, improve productivity, and enhance your confidence in modeling and investment decisions using the new and improved Equity Data Terminal in Sentieo. Access significantly more equity data (12x more data fields for a total of 1500 fields) and new financial models, including consensus and standardized models.Get improved auditability of model numbers and the ability to download all models (including As Reported) directly from Excel.
Access Private Company Data in the EDT
Data on 750,000 private companies is now available in Sentieo’s EDT, including basic profile information (date founded, location, activity sectors), funding rounds, investments, exits, acquisitions, and investors.
When available, data from the private company dataset on funding, investment, and M&A has also been added to public company profiles in the EDT.
Additional Fundamental Data and New Model Interface
We dramatically increased the data field count (12x!) in the EDT to 1500 fields total. (Source: Refinitiv Fundamental Data)
We updated the look and feel — and responsiveness — of our financial models.
New Financial Models Available
We expanded the number of financial models available for income statements, balance sheets, and cash flow statements.
Consensus Model: Based on Refinitiv I/B/E/S Estimates data, this model shows the actual adjusted figures for historical periods and current consensus for future periods.
Standardized Model: Based on Refinitiv Reuters Fundamentals data, this model takes the financials reported by the company and reclassifies all the items according to a standardized template.
As Reported Model: Based on Refinitiv Reuters Fundamentals data, this model is the closest to the financials reported in a company’s filings and press releases.
Updated Sentieo Model: This model has adjustments like the Consensus model, as well as justifications for the numbers.
Models for Banks: The EDT now also includes the As Reported and Standardized models from Refinitiv for banks.
KPIs Now Available In EDT
Public company financials now include KPIs pulled from filings; for example: gross leasing area for mall operators, per-passenger and per-distance metrics for airlines, retailer average sales per store, and restaurant comparable sales and unit openings.
New Time Period Options
Calendarized, Next 12 Months (NTM), and Last 12 Months (LTM) periods are now available for all of our models.
Formula Auditing and Data Sourcing
We have added new ways to audit formulas and to understand the underlying data sources.
Audit Pop-Up: Every number in our models and on the ratios page now includes a pop-up showing how the formula was calculated.
Historical Filing Comparison: Click on “Show Earlier Versions” to see a side-by-side comparison of a previous report for the period and the most recent update.
Filing Information: All Standardized and As Reported models include detailed filing information used to produce the number,
Consensus History (Consensus Model Only): Click on any number and a pop-up will show you the history of the estimate for that number.
New Excel Tools for Modeling
All numbers in our financial models are now available for export to Excel to support your own modeling activity— including the As Reported model! This includes the ability to bring the underlying formulas in the models into Excel.
Video Walkthrough of New Features
Our Head of Research walks through the enhanced EDT in this video:
With our latest release, Sentieo now allows you to enhance your corporate research workflow with information on 750,000 private companies. With the growth in private capital players, such as VC and PE funds, analysts today need easy access not only to public company data, but to private company data as well.
Sentieo’s Equity Data Terminal includes basic profile information on private companies, including date founded, location, activity sectors, funding rounds, investments, exits, and acquisitions.
Private company profile in Sentieo EDT.
Search for Private Companies
Search for private company news and more using Sentieo’s AI-powered Document Search. Use private company and subsidiary data to:
Research emerging and existing competitors
Identify potential acquisition or investment targets
Deepen your understanding of market trends
Search for private companies in Sentieo.
Profiled entities include funds with listed investments, as well as public company acquisition and disposition activities.
Check out our latest video on the subject:
For more details on Sentieo’s private company data access, contact your Sentieo representative or get in touch.
Today, the Sentieo team unveiled our latest release! New capabilities in this release include the addition of private company data and search, an improved ability to model equity data through a dramatic increase in the data fields available within the Sentieo Data Terminal, and automated email delivery of earnings transcript Smart Summary™ reports.
Private Company Data
Enhance your corporate research workflow and insights with information on 750,000 private companies, including:
corporate profile information (founded date, location, activity sectors)
…plus the ability to search for private company news and press releases using Sentieo’s AI-powered Document Search.
New Equity Data Financial Models
Save time, improve productivity, and enhance the confidence in financial modeling and investment decisions using the new and improved Sentieo Data Terminal, which includes over 1,300 new data fields and many more pre-created and auditable financial models. (Click image below to zoom in).
Automatic Smart Summary™ Email Alerts
Smart Summary has disrupted the onerous and time-consuming process of reviewing and interpreting earnings calls, and now Sentieo has added the ability for users to receive email alerts for these unique earnings call transcript categorization and analysis reports. Learn more about Smart Summary here. (Click image below to zoom in).
To get more details about the release, contact your Sentieo representative or sign up for our upcoming webinar about the updated Equity Data Terminal. A Sentieo product specialist will be walking through the latest new features!
The amount of data available to researchers today can be overwhelming. In fact, competitive intelligence professionals are often drowning in data.
The tens (or even hundreds) of companies that they track each produce hundreds of data points, documents, and news — any of which could inform a change in corporate strategy or competitive response.
CI professionals can easily miss valuable information as they spend hours searching for relevant and actionable nuggets, or even just a more general understanding of market dynamics.
So how should analysts surface through this data deluge to find missing insights?
We came up with 6 key questions that you should be asking yourself (and your team) as you track your peers’ activities. The answers to these questions will help define your CI strategy.
Why It Matters
Staying on top of your competitors’ news, events, and more can help you plan and time your own strategies — whether those be announcements, launches, or promotional activities.
Following a competitor’s activities will help you understand which media outlets they have partnered with, and in turn, how they are positioning their brand and/or product(s) within those publications.
Knowing where competitors hold events can also give insight ?into their target demographics. You’ll also be able to shed light ?on the types of activities where they invest most of their marketing spend.
How It Works
Some tools allow you to set up instantaneous email alerts for specific companies, document types, and keywords. You may also want to create themed watchlists to look at multiple competitors at once.
Why It Matters
How well are your competitors doing, by the numbers? The documents that they’ve filed with the SEC are a gold mine ?of information.
To get insight into a competitor’s next move, search the company’s annual 10-K filing, specifically within the “Outlook” or “Use of Proceeds” sections, which show if the company has used capital to expand or grow, to repay debt, or to support general operations. Can you see specific plans for this capital?
How It Works
Use a tool that allows you to search across all document types, and even within specific document sections.
Get alerted when new competitor documents are released, whether they be a 10-Q covering the company’s quarterly performance, an 8-K for material events (acquisitions, changes
in corporate management, or updated fiscal year end-date), ?or an S-1 for an IPO.
Why It Matters
Annual reports (among many other document types) can also give good insight into product research and development (R&D), which can include everything from initial product design to compliance testing, to new market deployment.
Track exactly how much your competitors are spending on innovation.
How It Works
Get alerted on specific company and keyword searches like “NVDA > R&D > automation,” so you’re always in the know about your competitor’s product roadmap.
Today, we announced a new partnership with Workiva, provider of the world’s leading connected reporting and compliance platform. While both Sentieo and Workiva are excited to work together, the real value of this partnership will be to our mutual customers. At Sentieo, our vision is to accelerate the decision-making of knowledge professionals with the broadest lens of data, workflow, and effortless collaboration. Partnering with Workiva allows us to bring that vision to the teams who produce the SEC filing documents that are a critical part of the content and data we provide to our customers.
For those of you not familiar with Workiva, they are a public company ($WK) that provides a reporting and compliance platform called Wdesk. They are used by thousands of enterprises across the globe, including by over 75% of the Fortune 500*. The SEC reporting teams within these organizations use Workiva’s platform to produce SEC filings and reports in a compliant, accurate, efficient way. Wdesk connects data with context across spreadsheets, documents, and presentations – ensuring reporting teams can trust their document outputs.
So where does Sentieo fit with this? Workiva’s CEO, Marty Vanderploeg, puts it well in our joint press release.
“Our partnership with Sentieo gives our SEC filing customers a powerful research tool at their fingertips, which is essential as pressure grows from investors and regulators to report transparent and accurate data.” – Marty Vanderploeg, CEO of Workiva
Each of these SEC reporting teams is faced with constant change in the accounting standards, business dynamics, and reporting requirements that impact the content of their filings. This means there is a need to produce new content and language for filings on a regular basis. A critical step in that process is understanding how peers or competitors are describing or reporting the impacts of these changes.
With all the filings, presentations, and transcripts published every quarter, filing teams spend hundreds of hours doing research. This is where Sentieo’s corporate research platform, specifically our AI-driven document search (including tools such as Table Explorer and Smart Summary™) can have a material impact on the productivity and job satisfaction of SEC reporting teams. By dramatically reducing the time to find the relevant language and data they require, exposing insights they simply would not have found using legacy tools, and provide a more complete perspective of peers language in their filings, Sentieo and Workiva are providing a new solution to SEC reporting teams.
A great example of how Sentieo will be used by SEC reporting teams is shown below.
Recently, there have been changes made to how organizations must report the financial impact of property leases. Searching using Ctrl-F on an SEC document or using a legacy document search provider won’t deliver the range of language used (through the use of AI and synonyms) or the data associated with the impact of these accounting standards changes (by finding, chaining, and displaying data from tables in filings).
The net is that Sentieo saves SEC and external reporting teams hours of time preparing accurate disclosures with faster peer research; Workiva’s partnership with Sentieo will deliver these benefits to many more SEC reporting teams, saving thousands of hours of research time across these future joint customers.
We’re excited to be partnering with Workiva, and look forward to showing how Sentieo can help SEC reporting teams in our upcoming demo webinar.Sign up now to learn more.
*Claim not confirmed by FORTUNE or Fortune Media IP Limited. FORTUNE and FORTUNE 500® are registered trademarks of Fortune Media IP Limited and are used under license. FORTUNE and Fortune Media IP Limited are not affiliated with, and do not endorse products or services of, Sentieo Inc. or Workiva Inc.
Here at Sentieo, we continually invest in security and availability best practices to safeguard the valuable data stored by asset managers and Fortune 500 competitive intelligence, IR, and strategy professionals in our corporate research platform.
We are pleased to announce that we have successfully completed our SOC 2 audit, conducted by A-LIGN, a leading compliance and cybersecurity firm. The report produced by A-LIGN confirms the effectiveness of the policies, procedures, and process controls Sentieo has in place to ensure data security, availability, and privacy.
Why SOC 2 Compliance Matters
As more and more organizations adopt SaaS solutions to support business critical operations, the American Institute of Certified Public Accountants (AICPA) created the System and Organization Controls (SOC) for Service Organizations standards to govern how SaaS and cloud service providers assure that their customers’ information is secure and available when needed.
The SOC 2 audit process is rigorous, thorough, and has become the gold standard for security compliance for SaaS companies.
Achieving SOC 2 certification means that Sentieo’s software meets the standards for data oversight and monitoring, and that we can proactively identify and address any unusual activity.
Sentieo Security Controls at Work
Sentieo’s financial research platform was designed from the ground up to be a secure, multi-tenant solution. Some of the security safeguards we’ve put in place to protect customer data include:
Data transmitted between Sentieo’s platform and our users is encrypted data in transmission using transport layer security (TLS)
All database data is encrypted at rest. User passwords are further encrypted within the database and different methods of Single Sign-On (SSO) are supported.
Sentieo’s production systems reside within a secure Virtual Private Cloud (VPC) within Amazon Web Services
VPC access is secured through a password-protected Virtual Private Network (VPN)
Sentieo requires 2-factor authentication for access to our AWS consoles
All customer data is logically isolated, with a unique set of authorization tokens used whenever customer data is being submitted to Sentieo.
Sentieo is fully committed to the ongoing security and availability of customer data. We continue to grow our team of data security experts and will further validate our commitment to the highest standard of security controls and availability by completing our SOC accreditation.
Stay tuned, too, for new enterprise security deployment offerings that will be rolled out later this year.
If you have additional questions regarding Sentieo’s security or availability processes and controls, please reach out to us at firstname.lastname@example.org.
Sentieo users are now able to try the beta release of our brand new Document Search user interface (UI). While it may seem familiar, the UI has been rebuilt using modern tech such as React. This new build enables significantly less memory consumption and greater responsiveness across the board. Plus, we’ve extended Sentieo’s sentiment and natural language processing capabilities to include a host of new AI-powered features detailed here.
With Sentieo’s new, ML-driven transcript Smart Summary™, we enable analysts to pick up the important information across multiple classifications, such as guidance and KPIs.
To trigger Smart Summary™, users can simply click the “brain” icon on any transcript. To learn more about Smart Summary™, read this post.
Our data science team has built an algorithm to identify key terms and topics for all companies within our database. Similar to a Google search, when a user starts typing inside of the query box, Sentieo will automatically populate suggested terms for you based on actual terms used by the company. This makes it much easier to find exactly the keywords you are looking for. Autocomplete intelligently populates based on which tickers and watchlists you have selected in the ticker box.
We are very excited to announce a giant leap forward for our Synonyms system. We have been using an NLP + machine learning-based algorithm for the last couple years to help us internally define and expand our deep synonym library. We are now very excited to open up that system to Sentieo users with our new Suggested Synonyms feature.
Using Suggested Synonyms, Sentieo is able to parse your query and automatically suggest possible synonyms to expand your search. While all of these synonyms may not be pertinent to your search, the function lets you quickly decide which you would like to add to your search. Just click the suggested synonym and it will automatically be added to your search query:
General Document Search Improvements
The Sources Selector
When we looked at usage analytics, we realized that the Document Type filter was the most used filter by a large margin. To make this filter more accessible and easier to use, we’ve made it a part of the main search interface. Additionally, we have renamed the filter to “Sources” to more accurately represent the functionality.
We have also added a quick “only” selector to the right of each source that lets users quickly focus on a single source.
Additionally, click the > icon at the far right to load up the more granular filters:
All additional filtering is now available with the Filter Button:
Configure and Control Your Results Pane
We’ve added the ability for users to easily resize the results panel. Simply drag the divider or use the maximize/minimize button. As you expand, the application will automatically switch to a table view when enough space is present.
While in the table view, you can also control what columns are visible. Currently, the list of options is limited but the Sentieo team will be adding to this over the coming months.
For smaller screens, we’ve also added the option to toggle between split pane and results-only views.
If you run a search with a ticker but without a query, the Sentieo initial results page shows you all company documents, as well as a company summary and share price performance. We have taken some key metrics and links out of our EDT Summary and provided them within Document Search. Additionally, users can see a historical stock price graph in the company summary.
Improved Document Viewer
We’ve made serious upgrades to our Document Viewer as well. You will notice faster load times for documents across the board. Additionally, we have relocated the highlights and the index panel to the right of the document.
We have also relocated the Redlining function to the top right of the document viewer.
To try the new Document Search interface for yourself, please log in, or get in touch!
Sentieo is a research platform built by former hedge fund analysts to speed up the research workflow.
Nothing on this website should be considered investment advice. We do not make recommendations (long or short) in any securities. We do not express opinions as to whether any company's accounting practices are in violation of SEC, GAAP, IFRS or other rules/regulations.
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