Overview
AI-powered analyst for SEC filings, financial models, and biotech valuations. Upload 10-K/10-Q documents, Excel models, or investor relations URLs to get instant analysis of burn rate, runway, and investment risks. Built with Gemini 2.0 Flash featuring massive context windows (1M+ tokens) for processing entire filings.
Data Sources: 📊 SEC EDGAR API • 💹 Alpha Vantage • 💼 Financial Data APIs
Key Features
SEC Filing Analysis
Extract financial metrics, revenue trends, burn rate, and risk factors from 10-K/10-Q documents automatically. Direct EDGAR API access for real-time filing retrieval.
Valuation & DCF Models
Perform DCF analysis, comparable company valuations, and precedent transaction analysis. Calculate NPV for licensing deals with customizable discount rates and assumptions.
Financial Model Review
Upload Excel models and get analysis of assumptions, sensitivities, and improvement recommendations. Vision AI reads complex spreadsheets and validates formulas.
Deal & Transaction Analysis
Evaluate M&A transactions, licensing deals, and partnerships. Analyze terms, multiples, strategic rationale, and financial impact compared to industry benchmarks.
Market Data Integration
Real-time stock quotes, historical price data, market cap, and trading volume via Alpha Vantage API. Track biotech sector trends and peer comparisons.
Citation Tracking
Every financial metric references its source with page numbers [Source: 10-K FY2024, Page 42]. Transparent calculation methodology for all valuations.
🤖 NEW: Sonny Multi-Agent Collaboration System
Now available: Combine the Financial Analyst with Clinical Data Analyst and Patent Expert for comprehensive biotech investment analysis.
Perfect for:
- M&A Due Diligence - Financial modeling + clinical validation + IP assessment
- Investment Decisions - Valuation + pipeline analysis + competitive positioning
- Licensing Deals - Deal structure + technology assessment + IP strength
- Portfolio Management - Financial health + clinical progress + patent landscape
Coordinated by Sonny, the agents work together, with the Financial Analyst integrating clinical and IP insights into valuation models and deal recommendations.
✨ Try Sonny Multi-Agent Collaboration
Experience how Sonny orchestrates specialized AI agents for strategic financial analysis.
Launch Multi-Agent Demo →Example Questions
Financial Analysis:
- "What's the quarterly burn rate and estimated cash runway from this 10-Q?"
- "Compare Q3 vs Q4 operating expenses—identify areas of spending increase and analyze efficiency."
Valuation & Deals:
- "Perform DCF valuation with 12% discount rate using management's revenue guidance assumptions."
- "Analyze this $2B acquisition deal—is the multiple favorable compared to recent biotech M&A?"
Ask the agent for a comprehensive list of financial metrics, valuation methodologies, and analysis capabilities.
Future Enhancements
Live Now ✅
- ✅ Citation Tracking - Every insight references its source document
- ✅ Sonny Multi-Agent Collaboration - Combine Financial + Clinical + Patent experts for comprehensive biotech investment analysis (Try it now)
Coming Soon
- 📊 Financial Visualization Export - Auto-generate charts from financial data
- 📁 Batch Company Analysis - Compare up to 4 companies simultaneously
- 💾 Structured Export - Download financial models and analyses as Excel
- 📈 Integration with Bloomberg/CapIQ - Pull live market data and comps
Roadmap
- 📉 Historical Performance Database - Compare to 500+ biotech company financials
- 🔔 Deal Alert Monitoring - Track new M&A and financing announcements
- 💼 Portfolio Tracking - Monitor multiple investments with automated updates
- 🎯 AI-Powered DCF Builder - Automated discounted cash flow modeling
Technical Details
Click to expand technical implementation details
AI Model
- Gemini 2.0 Flash (gemini-2.0-flash-exp)
- Vision API for financial charts and graphs
- 1M+ token context window - processes entire 10-K filings
Document Processing
- PDF parsing via pdf-parse library
- Excel/CSV processing with xlsx and papaparse
- PowerPoint extraction for investor presentations
- Base64 encoding for image analysis
API Integrations
- SEC EDGAR API (real-time filing retrieval)
- Alpha Vantage (stock data and market metrics)
- Financial Data APIs (valuation multiples, benchmarking)
Architecture
- Next.js 14 with App Router
- TypeScript for type safety
- Server-side API routes for document processing
- Client-side React components for interactive UI
Security
- Session-based authentication
- Environment variable configuration
- No document storage (privacy-preserving)
- All processing happens in real-time