Screen the document before you commit the resources.

Upload a PDIE, prospectus, or annual report. Describe your investment mandate. Get a screening verdict — calibrated to how you invest.

Request Institutional Access
250+
Financial Signals
42+
Calculators
11
Investment Intents
< 7 min
Time to Report

Every signal shows its math.

Each signal displays its extracted value, confidence level, verdict, threshold boundaries (critical and flag), and exact source — page number and table reference.

The bar chart visualises signal values against threshold boundaries. The detail table provides the complete evaluation for audit and investment committee review. No black boxes. No unexplained scores.

Signal bar chart with value, confidence, verdict, threshold, and source provenance columns
FinDoc Investment Analysis Report — KPI dashboard

A screening report your investment committee can actually audit.

Not a summary. Not a chatbot answer. A structured Investment Analysis Report with signal-level verdicts, source provenance, and transparent threshold math — ready for committee presentation.

Intent-Aware Screening

The same document screened differently depending on your mandate. A cash cow screening and a distressed screening of the same PDIE produce materially different verdicts — because different risks matter to different buyers.

Full Source Provenance

Every number in the report traces to its source page and table. Every threshold shows its derivation. Every verdict shows the arithmetic. Your analysts can verify any claim without re-reading the document.

Under 7 Minutes

A comprehensive screening across 250+ signals, 42+ calculators, and 9 risk domains — produced in minutes. Your team focuses on the investment decision, not on data extraction.

Multi-Document Intelligence

Upload multiple documents for the same entity. The engine tracks where sources agree, disagree, and enrich each other — progressive accumulation rather than isolated reads.

Shariah-Ready

Integrated compliance screening aligned with SC Malaysia SAC (Feb 2025 revision) and AAOIFI standards. Conventional and Islamic screening run in parallel across all investment intents.

No Fabrication

If data is not in the document, it is not in the report. No "likely" qualifiers, no invented comparisons. Where a signal requires absent data, the report says so — not an estimate.

Computation, not advice.

FinDoc does not generate opinions, forecasts, or recommendations. It extracts financial data from your documents, runs it through structured calculators, and presents results with complete provenance — source page, source table, extracted value, threshold applied, and verdict produced.

The system is intent-aware: the same document is screened differently for a cash cow, a distressed opportunity, a growth candidate, or an IPO subscription. Each intent applies different signal weights and threshold calibrations. The methodology is visible. The decision remains yours.

ParameterDetail
Signals250+ across 9 risk domains
Calculators42+ structured financial calculators
Intents11 screening lenses (cash cow, distressed, growth, IPO subscription, income portfolio, and others)
ShariahSC Malaysia SAC + AAOIFI. 5% activity + 33% financial ratio benchmarks.
Multi-DocCross-source agreement, discrepancy, and enrichment tracking
ProvenanceEvery value traced to source page, table, and extraction method
Report TimeUnder 7 minutes
OutputsDOCX (IAR + Audit), JSON manifest, web render

Built for people who sign NDAs for a living.

Every architectural decision assumes your document is the most sensitive file in the room.

AWS Processing
All data processed on AWS infrastructure. Documents never leave your cloud boundary.
Triple Encryption
AES-256 client-side. TLS 1.3 in transit. AWS KMS at rest. Decrypted only in isolated containers.
Zero Human Access
Fully automated pipeline. No manual review step. No Sari Data employee sees your documents.
No AI Training
AWS Bedrock inference only. Your documents are never used to train AI models. No data retained by the LLM.
Deleted After Use
Source documents permanently deleted after your report is generated. Processing runs in memory only.
You Own Your Reports
Download, share with your investment committee, or delete. Full control, full audit trail.

Integrated Islamic finance screening.

Shariah compliance screening is integrated into the signal evaluation pipeline and runs across all investment intents. The methodology aligns with the SC Malaysia Shariah Advisory Council revised framework and AAOIFI standards.

The current framework applies a single 5% business activity benchmark and 33% financial ratio thresholds, consistent with the February 2025 SAC revision that removed the previous 20% intermediate benchmark. Both conventional and Islamic screening layers run in parallel, allowing institutions with mixed mandates to evaluate both dimensions simultaneously.

What you can screen.

FinDoc processes the document types institutional investors encounter in daily due diligence. Text-based and scanned image PDFs are supported through a multi-layer extraction pipeline.

PDIEs

Private Debt Instrument Evaluations — the primary deal document for Malaysian institutional debt markets. Financial tables, peer comparisons, DCF models, and facility terms extracted with cell-level precision.

Prospectuses

IPO and bond prospectuses with full financial statement extraction, use-of-proceeds analysis, and risk factor evaluation against intent-specific thresholds.

Annual Reports

Corporate annual reports including financial statements, segmental breakdowns, and management discussion. Multi-year extraction for trend computation.

Institutional Research

Broker and analyst reports. Target prices, valuation assumptions, and key estimates extracted — then evaluated against the entity's own disclosed financials.

Screen your next document before you commit resources.

FinDoc is in early access for institutional investors in Malaysia and Southeast Asia. Contact us with your screening requirements — we can demonstrate the platform using your own documents.

Contact Sari Data