For Value-Oriented Fund Managers

Your AI analyst reads every filing so you don't have to.

DeepBook autonomously screens SEC filings, monitors your portfolio, and writes investment memos. Built for small and mid-sized funds that want institutional-grade analysis without the institutional price tag.


4,000+
SEC filings processed daily
90%
Less time on manual screening
$107B
AI asset management market

Enterprise tools price you out. Free tools leave you doing the work.

AlphaSense costs $50K/year. TIKR gives you raw data with no analysis. You're stuck between tools built for Citadel and tools built for Reddit. DeepBook fills the gap.

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Filings pile up faster than you can read

Thousands of 10-Ks, 10-Qs, and 13Fs filed quarterly. Most get skimmed or missed entirely.

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Memo writing eats your best hours

Building an investment thesis from scratch takes days. Your edge is in the analysis, not the data gathering.

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Portfolio monitoring is manual and reactive

By the time you notice a holding's fundamentals changed, the market already moved.

How DeepBook Works

An analyst that never sleeps, never misses a filing.

01

Ingest

DeepBook continuously pulls SEC filings, earnings transcripts, and institutional ownership data from EDGAR and public sources.

02

Analyze

AI runs fundamental screens: P/E, P/B, FCF yield, debt ratios, margin trends. Flags companies that match your value criteria automatically.

03

Deliver

You get investment memos, screening reports, and portfolio alerts. Ready-to-use analysis, not raw data you still have to process.

Built for how you actually invest

Every feature designed around the value investing workflow.

Screening

Value-First Screening

Automatically surface undervalued companies based on your criteria. Define your own screens using fundamental metrics, sector filters, and market cap ranges.

Research

Investment Memo Generation

AI writes structured investment memos from filings and earnings data. Business overview, competitive positioning, financial analysis, risk factors, and thesis in one document.

Monitoring

Portfolio Watch

Continuous monitoring of your holdings. Alerts when fundamentals shift, insider transactions occur, or institutional ownership changes significantly.

Intelligence

13F Tracking

Track what top value investors are buying and selling. See institutional flows before they become consensus trades.


The best investment decisions start with the best information.

DeepBook is building the future of investment research for funds that think independently. Institutional-grade AI analysis, accessible to every value investor.