Indago Business bundle
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Bundle 10 · BusinessAudience · M&A, corp-dev, strategy, macro

Funding rounds, supervisory text,
real numbers.

SEC EDGAR and the macro series joined with your deal memos — round-trip, treaty-conflict and stale-rate scans your spreadsheet misses.

Early access · Run diligence on a portfolio in seconds
See the demosJoin the waitlist →
THE FLOORFilings, ranked.
Single finding, rewrote a dealRound-trip scan flagged 3 invoices nobody connected — the price was renegotiated that week.
Every filing, every footnoteSEC EDGAR + Companies House · 10-Q footnote-level ranking · anti-fab gated.
Stale macro, surfacedFRED + Eurostat + World Bank · scan flags FX or rate inputs > 6 mo old.
Deal-team safeCRM exports + memos stay local. Free trial. Concurrent-user pricing for deal teams. Try yourself for free →

The filing that moved the comp set.

Corp-dev and strategy work hinges on the filing nobody read end-to-end — a 10-Q footnote, a supervisory letter, a treaty article that quietly re-opened a market. Indago indexes SEC EDGAR, Companies House, the macro series and your own deal memos into one local search, and runs the transaction-anomaly scans. Every cited chunk_id resolves; emit is rejected otherwise.

I · Three questions a working strategy team asks

From filing to macro to transaction audit.

Demo 1 · 10-Q footnote lookup1.7 ms · local
comp-set · revenue recognition change · 10-Q footnote · 2024–2025 · SaaS
01
Vendor X — ASC 606 reclassification, ~$48 M moved from license to subscription. SEC EDGAR · 10-Q · 2025-Q1 · footnote 8
0.95
02
Comparable disclosure in vendor Y's 10-K · materially different methodology. SEC EDGAR · 10-K · 2024 · § 2.3
0.88
2 ranked · cited footnote-leveldiff exported to deal memo
Demo 2 · Round-trip / related-party transaction scanscan · per-portfolio
scan · portfolio · transactions where buyer and supplier share UBO · 2022–2026
01
3 invoices · same UBO at counterparty, no disclosure on file. scan · business.round-trip · 3 invoices · €1.2 M
0.91
02
FX rate used in deal model is stale 14 mo; FRED EUR-USD has moved 11%. scan · business.stale-rate · model v3.2
0.85
3 round-trip · 1 stale rateaudit trail for board pack

CRM exports and deal memos are indexed locally — nothing leaves the firm.

II · What's included

SEC EDGAR, Companies House, FRED — with your memos.

Pair with Legal for supervisory text, Procurement for public-sector pipeline, Civic for macro joins.

  • SEC EDGAR · Companies HouseUS filings + UK corporate register
  • Bundesanzeiger via URL ingestpaid premium tier; ingest individual filings on demand via indago_learn
  • FRED · Eurostat · World Bankmacro series · delta-refreshed
  • Native renderers
    decision-memo · portfolio-brief · competitor-landscape · claims-ledger.29-template surface
  • Anti-fabrication rail
    indago_finding_emit rejects unresolvable chunk-ids — no fabricated filings.guard at emit
  • Footnote-drift & stale-rate scansscan · anomaly.research.footnote-drift (runs across filing prose) · anomaly.business.stale-rate
  • Round-trip / related-partyscan · anomaly.business.round-trip
  • Deal-memo indexing · chain-of-custodyPDF / DOCX / CRM exports · local · render journaled
Sources of recordSEC EDGARCompanies HouseFREDEurostatWorld Bank

Need OECD, IMF or ECB data series? Ingest individual datasets via indago_learn; those bodies do not have standalone bulk-source plugins today.

II.5 · Sample workflows

Real workflows. Real numbers.

Three workflows shaped for this bundle. Where the box reads Verified, the numbers come from a real run logged in this codebase. Where it reads Pending validation, the workflow shape is implemented and we are still gathering the headline numbers before we publish them.

Workflow 01 Pending validation

10-Q footnote · comp-set sweep

Corp-dev · strategy
  1. InputTopic ("revenue recognition change, SaaS, 2024–2025") + comp-set list.
  2. MethodEDGAR-pro filing rank + footnote-level extraction.
  3. OutputDiff table of footnote text + methodology vs your own filing.
Footnote-level cite Engine handles footnote-level retrieval on cached EDGAR data — pending live corp-dev dry-run for a quotable saving.
Workflow 02 Pending validation

Round-trip / related-party diligence audit

PE diligence
  1. InputTarget invoice ledger + counterparty registry.
  2. Methodbusiness.round-trip + UBO match + same-bank-corridor scan.
  3. OutputAudit trail with per-invoice rationale + suggested-question list.
Renegotiation lever Scan family is in the bundle — pending a real diligence engagement before quoting a renegotiation case.
Workflow 03 Pending validation

Stale-rate / treaty-conflict pre-board scan

Finance
  1. InputDeal model spreadsheet + cross-border deal jurisdictions.
  2. MethodFRED + Eurostat freshness check + treaty-conflict scan.
  3. OutputPre-board scan report with stale-rate alerts and citation links.
Pre-board catch Pending a real board-pack dry-run on a live model.

Verified workflows are reproducible against the index hash listed in each run. Pending workflows are a written commitment, not a customer quote — we publish numbers only when we have measured them.

Business bundle · from€499/ seat / month· deal-team licenses · macro-series add-on
III · Also useful
LAW · LegalSupervisory textEUR-Lex · CourtListener · SEC EDGAR enforcement. RFP · ProcurementPublic pipelineTED · SAM.gov · BOAMP. CIV · CivicPublic-sector dataNational open-data joins for sector views.