What is Boardroom Alpha's Analyst Copilot

Boardroom Alpha's Analyst Copilot empowers users to ask complex questions of a company's SEC filings and quickly receive insights, summaries, and data that answer those questions. The Copilot uses the latest in large-language model artificial intelligence to analyze specific SEC filings to discover insights, red flags, compensation details, risks and more.

How do I use Boardroom Alpha's Analyst Copilot

Boardroom Alpha platform users are able to use the SEC filing Analyst Copilot in three ways:

1. Using Analyst Copilot on the Company Page

On the Boardroom Alpha platform, every company page -- including SPACs in any-stage and pre-IPO companies -- has the Copilot tool embedded within it. This allows users to quickly ask questions of relevant company filings straight from that company's overview page.

Example: Analyst Copilot on a Pre-IPO company's S-1 SEC filing

2. Using Custom Copilot Widgets on a Company Page

On every company's overview page users can define Custom Copilot Widgets that will return answers to question that they most frequently want answered regarding a company. For analysts at an insurance company this may be questions around risk profile and for activist investors it may be questions about the company's bylaws and governance practices.

Users are able to define unlimited Custom Copilot Widgets and display up to 4 at any given time on a company's overview page. Set up your Custom Copilot Widgets by clicking on the "Configure" button.

Example: Custom Copilot Widget with multiple questions across different SEC filing types

3. Using the Analyst Copilot Tool

The Analyst Copilot Tool page enables users to ask complex questions of SEC filings across multiple companies at one time. This is often used by customers to accelerate deep-dive research across peer sets.

Example: Custom Copilot Widget with multiple questions across different SEC filing types