How It Works
Upload a financial document. Choose your investment intent. Get a structured screening report — every number traced, every verdict explained.
Upload
Upload your financial document — PDIE, prospectus, annual report, or institutional research. Text-based and scanned image PDFs are both supported. Your document is encrypted client-side before it leaves your device.
Describe your mandate
Tell us how you invest — "yield-focused with Shariah mandate" or "distressed turnaround." This determines which signals matter, which thresholds apply, and what constitutes a critical finding.
Get your report
Receive a comprehensive Investment Analysis Report. 250+ signals screened across 9 risk domains. Every verdict shows its math. Every number links to its source page and table. Under 7 minutes.
Same document. Different buyer. Different verdict.
This is not a feature — it is the whole point. The same financial metric is a deal-killer for one mandate and irrelevant to another. FinDoc calibrates every threshold to how you invest.
Cash Cow
Dividend sustainability, free cash flow stability, payout consistency, earnings predictability.
Distressed
Leverage adequacy, covenant proximity, liquidity coverage, going concern signals.
Growth
Revenue trajectory, margin expansion, reinvestment rate, competitive moat indicators.
IPO Subscription
Valuation premium, use-of-proceeds, lock-up provisions, cornerstone composition.
Income Portfolio
Yield reliability, coupon coverage, duration risk, distribution sustainability.
Portfolio Review
Position-level screening, concentration risk, sector drift, mandate compliance.
What your Investment Analysis Report contains.
Structured for investment committee presentation. Every section traces to source. Available as DOCX, interactive web view, and machine-readable JSON.
Screening Verdict
Overall outcome — critical thresholds breached, elevated readings detected, or no critical thresholds breached. With the specific signals that drove the verdict.
Key Financial Indicators
Revenue, EBITDA margin, leverage, FCF conversion — extracted from the document with source page references. Status indicators for each.
Signal-Level Analysis
250+ signals evaluated across 9 risk domains. Each with extracted value, confidence level, verdict, threshold boundaries, and source provenance.
Investment Read
A structured narrative summarising the key findings, grounded entirely in the document's own data. No fabrication, no speculation.
Shariah Assessment
Business activity and financial ratio screening aligned with SC Malaysia SAC and AAOIFI standards. Runs in parallel with conventional screening.
Full Audit Trail
Separate audit DOCX with complete calculation provenance — every extraction, every threshold, every weight. For regulatory inspection or internal review.
See it on a document you know.
The best way to evaluate FinDoc is to run it on a document you already understand. Contact us to arrange a demonstration.
Contact Sari Data