Claygent to research company info at scale.
Before you begin
10-K reports are required by the U.S. Securities and Exchange Commission (SEC) to ensure that publicly traded companies provide a comprehensive and transparent overview so that investors can make informed decisions. They include detailed financial statements, management’s discussion of the company’s results, information about its operations, risks, and future outlook.
They offer a gold mine of information about enterprise companies. However, because it's such a tedious process, most SDRs and AEs don't take the time to do it ... until now. ✨
In this Claybook, you'll be able to extract 10-K details such as financial statements, operational risks, and future outlook from any publicly traded company in minutes. This can help you:
- Find good fit prospects who have problems you can solve
- Understand your prospect’s risks and challenges
- Align your messaging with their strategic initiatives
- Identify key decision makers and potential blockers
- Prepare for objections and questions
Steps
Copy this template
First, copy this template in Clay.
If you’re already a user, you’ll be directed to your workspace. If not, you’ll be prompted to create a free Clay account.
The interactive demos on the right will guide you through just how simple this is to use.
Step 2:
Type company name
Type the name of any publicly traded company into the first column.
Claygent will automatically research the name of the company, find the website, then extract information from that company's 10-K.
Step 3:
Read the 10-K summary
Click the company name and read the full 10-K report summary.
You’ll find a summary of their top three initiatives, top three tech investments, and explanations for each company in the table.
Step 4:
Add hundreds of other companies
You can add an unlimited number of new rows as you add more publicly-traded companies.
And that's all there is to it. Enjoy!
Copy the template
You can extract data from hundreds of 10-K reports in minutes.
Simply copy this template, add domains of the prospects you want to explore, and viola—Clay does everything for you.
Need help?
If you have any issue, you can ask for help in Slack or schedule time with a Clay expert.
I'm also personally available to help troubleshoot. You can send me, Alex Lindahl, a message on LinkedIn. I also share advice on how to use Clay in my free Claymation newsletter.
Learn with our resources
Check out Clay University, read our GTM blog, or try out our top templates to transform your growth ideas into outreach in minutes.
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