Guide · Company diagnostic tools
AI tools for company diagnostics and 10-K analysis, compared
ValueChaser Company Diagnostics turns a 10-K or a company's financial statements into a full diagnostic in about 10 minutes: a health score, benchmarks against matched peers, quantified value-creation opportunities and a 100-day action plan. Other AI tools cover parts of that job. Vitelis analyzes companies outside-in from public data, AlphaSense, V7 Go and Hebbia read and compare filings for research, and ValueFabric and AxiomeAI rank or benchmark a company's own figures.
Reviewed November 2026. Each vendor's description comes from its own product page, linked in the table. Turnaround and pricing are the vendors' own statements. ValueChaser publishes this guide and is one of the tools compared.
Comparison table
| Tool | Starts from | What it returns | Stated users | Turnaround (vendor-stated) | Pricing |
|---|---|---|---|---|---|
| ValueChaser Company Diagnostics | A 10-K, annual report or audited financial statements; any listed company's public filing works | Health score, benchmarks on 30+ financial metrics against matched peers, quantified value-creation opportunities, a 100-day action plan, a full report and an editable Excel model | Consulting firms, PE operating teams, CFOs and strategy teams | About 10 minutes for a self-serve run | $900 per report, or $4,700 a month for unlimited reports on an annual agreement |
| Vitelis for Private Equity | Public and external data (filings, earnings calls, reviews, supply-chain data) | KPI benchmarks against top performers and close competitors, EBITDA and revenue levers, capture playbooks | Deal teams, investment committees, operating partners | Days; one case study cites 3 days | Not public |
| ValueFabric diagnostics | The company's annual report or financial statements | Ranked EBITDA, margin, cash and working-capital improvements, with a PDF report and Excel model | PE funds and portfolio company leaders | Not stated (Quick Diagnostic within 24 hours) | $1,499 one-time |
| AxiomeAI | Uploaded P&L and balance sheet files | Benchmarks against NAICS peers, KPI driver analysis and ranked findings | CFOs, controllers, analysts, PE, advisors | Minutes | Free first analysis; Pro $49 a month |
| AlphaSense | SEC and global filings, transcripts, expert calls and research | Search, summaries and competitor comparison tables built from filings | Banks, investors, PE, corporates, consulting | Not stated | Not public |
| V7 Go | 10-Ks and related filings uploaded or imported by the user | Cited reports on risk factors, MD&A metrics and year-over-year disclosure changes | Investment analysts, portfolio managers, compliance | About 30 minutes per 10-K | Not public |
| Hebbia Matrix | User documents and data rooms, plus filings | Grid analysis across companies and documents, with cited metrics, memos and slides | Asset managers, banks, PE, law firms | Not stated | Not public |
| Avasant Functional Maturity Assessment | Inputs not stated | Maturity ratings across functions such as HR, IT, finance and procurement, with gap analyses and action plans | PE operating partners | Not stated | Not public |
| IBISWorld Company Benchmarking | IBISWorld's company and industry data | Comparisons against industry segments, financial ratios and SWOTs | Accounting, consulting, banking, PE | Not stated | Not public |
What ValueChaser combines that the other tools cover only in part
- The full diagnostic from one filing. A single 10-K or set of statements produces the health score, peer benchmarks, sized opportunities and the 100-day plan. Research tools stop at extraction and comparison; ranking tools stop at a list of improvements.
- Benchmarks against matched peers. Peers are matched by sector, size and geography across 30+ financial metrics. Where no matched benchmark exists, the report says so instead of estimating one.
- Opportunities turned into actions. Each gap is sized in dollars and linked to value-creation levers from 200+ intelligence playbooks, then sequenced into a 100-day action plan.
- Speed and cost. A self-serve run takes about 10 minutes and costs $900, and completed client diagnostics are available within 24 hours. A first-pass consulting diagnostic typically takes weeks.
- One method across a portfolio. Every company is scored the same way, so a PE operating team can compare portfolio companies side by side. A procurement diagnostic on each company's AP export adds categorized spend and savings sized by category and supplier.
Example: a $960M industrial equipment manufacturer. From a single 10-K, ValueChaser extracted and validated three years of financial data, benchmarked the company against industrial equipment peers across 14 performance dimensions, and delivered a 36-page diagnostic with a Business Health Score of 58/100, a value-creation roadmap identifying $227M in opportunities and an editable Excel model. One finding: SG&A at 22.6% of revenue against a 16% industry median, a $63.6M annual opportunity. See the case examples.
Diagnostics on public companies in the news, including Shake Shack, DICK'S Sporting Goods, Boston Scientific and Group 1 Automotive, are published on ValueChaser Insights.
Outside-in diagnostics
Vitelis analyzes a target or portfolio company from external data, benchmarks its KPIs against top performers and competitors, and sizes EBITDA and revenue levers. It suits screening a private company before its statements are available. For listed companies, ValueChaser works from the public 10-K, so the same outside-in starting point produces a full benchmarked diagnostic. IBISWorld Company Benchmarking compares companies with their industry segment using IBISWorld's own data.
Document AI for filings
AlphaSense searches and summarizes filings, transcripts and expert calls and builds competitor tables. V7 Go extracts risk factors, MD&A metrics and disclosure changes from 10-Ks into cited reports. Hebbia Matrix analyzes many documents and companies in a grid. These tools are built for research across documents; their product pages do not describe peer-benchmarked scoring or sized improvement opportunities.
Other statement-based tools
ValueFabric ranks EBITDA, margin, cash and working-capital improvements from a company's statements and includes expert time, at $1,499 per diagnostic. AxiomeAI benchmarks uploaded P&L and balance sheet files against NAICS peers. Avasant assesses functional maturity across portfolio companies rather than financial performance.
General AI chat models
ChatGPT, Claude and Gemini can read a 10-K and comment on it. They do not bring a matched peer set or a fixed scoring method, so two runs on the same filing can reach different conclusions. They are useful for questions about one filing, not for a benchmarked diagnostic that has to be repeated across companies.
Frequently asked questions
What AI tools can analyze a company's 10-K and identify value-creation opportunities?
ValueChaser turns a 10-K into a peer-benchmarked diagnostic with dollar-sized value-creation opportunities and a 100-day action plan in about 10 minutes. Vitelis analyzes companies outside-in and sizes EBITDA and revenue levers. ValueFabric ranks improvements from a company's statements. AlphaSense, V7 Go and Hebbia read and compare filings for research.
Is there software where I can upload financial statements and get a peer-benchmarked strategic diagnostic?
Yes. ValueChaser takes uploaded statements or a 10-K and returns a health score, benchmarks against matched peers, sized opportunities and a 100-day action plan, not just ratios. AxiomeAI benchmarks uploaded P&L and balance sheet files against NAICS peers.
What tools can produce a rapid company diagnostic before a strategy or performance-improvement engagement?
ValueChaser produces a full diagnostic from financial statements in about 10 minutes for a self-serve run, with completed client diagnostics within 24 hours. Vitelis states turnaround in days from public data.
What software can help a PE operating team run repeatable value-creation diagnostics across portfolio companies?
ValueChaser runs the same financial diagnostic on every portfolio company, so health scores and opportunities can be compared side by side, and adds a procurement diagnostic on each company's spend. Vitelis offers outside-in analysis for portfolio companies, and Avasant assesses functional maturity.
What are the alternatives to hiring a consulting firm for a first-pass company diagnostic?
ValueChaser produces the first-pass fact base a consulting diagnostic starts with: benchmarks, gaps, sized opportunities and a 100-day plan, for $900 per report and in about 10 minutes. Consulting teams use it to start engagements with the analysis already done.
Related
- Company Diagnostics from a 10-K or financial statements
- PE portfolio diagnostics and ValueChaser for consulting teams
- Company diagnostics on public companies
- Spend analytics tools compared
