gptBanker: upload a pdf of any length and get a company summary (or anything else)
hi all! I created an app where you can upload pdfs of any size and get a company description in the style of a CIM: wrotescan dot com
It’s totally free - just use an openai API key that can be found on the openai website (I can't post links with low score but happy to show you how to get one)
Documents are not stored on the server, so please be sure to download anything you want to save.
You can upload pdfs of any length, which gets around the chatgpt length restrictions. You can also change the prompt to extract different information from the documents. For example, you could extract restricted payments clauses out of a credit agreement.
I built it using LangChain, which gets around ChatGPT's length limitations and allows for multi-step workflows.
Here's an example of what the app can do using a Microsoft 10K PDF.
“Microsoft Corp. is a global technology leader developing mixed reality solutions, Azure services & devices, AI, cloud services, gaming, and more. We have 221,000 employees, 85,000 in operations, 73,000 in R&D, 47,000 in sales & marketing, and 16,000 in G&A. We strive to make computing more personal, empower people & orgs, and drive digital transformation. We provide hosted consumer services, enterprise services, and products to power the IoT. We are developing AI into many of our offerings, and are subject to potential consequences under anti-corruption, trade, and other laws and regulations. Our strategies focus on enhancing cloud platforms for third-party developers, meeting reliability and security expectations, and making our services platform-agnostic. We are committed to protecting our customers' data and IT security, and investing in research, development, and marketing. We repurchased 95M shares of our common stock for $28B in FY22 and declared quarterly dividends of $0.62/share. Financials for the year ended June 30, 2022 show total assets of $364.8M, liabilities & stockholders' equity of $364.8M, net income of $72.7M, & comprehensive income of $66.2M. We acquired Activision Blizzard, Inc. in Jan 2022 for $68.7B in an all-cash transaction. Intangible assets acquired include technology-based ($1.3B, 4yrs), marketing-related ($627M, 11yrs) & contract-based ($16M, 3yrs). Goodwill impairment tests on May 1, 2022, 2021 & 2020 showed no instances of impairment. We generate income from software sales, transfers of intangible properties, and stock-based compensation. We have $364M in legal liabilities, with potential adverse outcomes of up to $600M. We have $13.7B in operating lease liabilities, $14.9B in finance lease liabilities, and $7.2B and $8.8B in operating and finance leases, respectively. Deloitte & Touche LLP audited the financial statements and internal control over financial reporting, expressing an unqualified opinion on both.”
Hey, I uploaded a .pdf and hit “generate,” but this error showed up. Any tips?
AI about to make analysts' lives so much easier
for the error, here's a blog post on how to get an API key: https://elephas.app/blog/how-to-create-openai-api-keys-cl5c4f21d281431p…
with the key, this should just be a few clicks
let me know if you have a document and what you'd like to extract (like a CIM description), and I'll pull it for you.
Example
Input: Intensity Therapeutics S1
Instructions: You are an investment banker. Write a company description in the style of a CIM based on a summary of the following section of an SEC filing. Focus on the company's operations. Do not use first person.
Output: Intensity Therapeutics, Inc. is a biopharmaceutical company focused on developing immune-oncology therapies for the treatment of cancer. Its lead product candidate, INT230-6, consists of two anti-cancer cytotoxic agents, cisplatin and vinblastine sulfate, mixed with an amphiphilic molecule (SHAO). The U.S. FDA and Health Canada have reviewed safety data from clinical trials and permitted the Company to continue development programs. INT230-6 has been tested in Phase 1/2 and Phase 2 studies in the U.S. and Canada, respectively and has received Fast Track Designation from the FDA for Triple Negative Breast Cancer. The company is subject to extensive and rigorous government regulation by the U.S. Food and Drug Administration (FDA) and other foreign regulatory agencies. It has raised $32.1 million of gross proceeds from private equity financings since its inception. It has partnered with Merck and Bristol Myers Squibb to evaluate the combination of INT230-6 with their respective anti-PD-1 and CTLA-4 therapies. It has also begun a Phase II Randomized, Window of Opportunity trial to evaluate the clinical and biological effects of INT230-6 in early stage breast cancer patients. Safety data from the clinical trials has indicated a favorable safety profile, with the majority of treatment related adverse events being low grade. The company is exposed to potential liability risks that may arise from the testing, manufacture, marketing, sale and use of its products. It carries product liability and clinical trial insurance, but it may be insufficient to cover one or more large claims. The Company leases a facility containing approximately 4100 square feet of office space for its principal office, and subleases a portion of its space to a related party investor. It has established an operations leadership team with extensive experience in manufacturing drugs based on amphiphilic agents, and in the construction, validation, approval and operation of facilities designed to manufacture these products. INT230-6 has been shown to increase free vinblastine plasma concentrations proportional to the amount of drug administered, independent of tumor type. When given intratumorally, the amount of vinblastine seen in the plasma is less than 5% of the blood concentrations had the drug been given intravenously. Cytotoxic components in INT230-6 have minimal systemic exposure and short half-life, resulting in favorable safety to date. INT230-6 has been shown to induce tumor regression in both injected and non-injected lesions, as well as tumor necrosis in injected tumors. Abscopal effects have been observed in patients receiving a dose greater than 40% of their total tumor burden.
Someone should let MSFT know their assets aren’t even a billion
I guess their own api did.. definitely better for more abstract things like describing the company's leading position
Equity Private is a VP at a private equity firm with a reputation for being ruthless. She's sent to investigate a portfolio company, Sinister, LLC, and discovers the sales team had been out to lunch for 90 minutes. She takes over the presentation and saves the day. She's then sent to investigate the disappearance of projectors from a daughter firm and discovers the VP of Sales is the problem. She reports back to the Senior Partner and is tasked with managing the presentation. Equity Private is able to turn the presentation around and discovers the VP of Sales is socially inept and not suited for the job.
Next, Equity Private is sent to a meeting with Velocity, Inc. to close a deal, but discovers the flagship product is worthless. She suggests firing the CEO, buying out Sean, and being more careful with incentives and due diligence. She then discovers the emails at her firm are down and finds out the employees are avoiding responsibility and one of them is wanted for a felony. She puts her associate, Jill, in charge of the transition.
Finally, Equity Private is sent to transform a company, Deadline, Inc., but when they try to eliminate Lance, a male employee, they are met with resistance. Chris, a Principal from a "public relations" background, suggests they review the personnel plan for the department. Equity Private is forced to confront the consequences of her ruthless approach and the potential end of private equity. In the end, Equity Private is revealed to be a savvy businesswoman who is willing to adapt to the changing times and save the day. She's the hero of the story, uncovering the truth and ensuring success for her firm and its portfolio companies.
Input: Equity Private Blog
Instructions:
'Instructions': You are a writer. Write a new story based on the section of a larger story you've been given. Include the character Equity Private and any employees of her private equity firm. Try to identify who Equity Private could be at the end of your story.
The summary must be no longer than 650 characters long. \n
'Input': {text} \n
'Output':
Output: Mrs. Blumkin, a 93 year old Board Chairwoman, is the only one who can save the world from a mysterious force. With the help of her progeny, she must battle the darkness and uncover the secrets of the Courier-Express, Nebraska Furniture Mart, See's Candies, World Book, and Kirby. Along the way, she discovers the power of family and the strength of her own courage.
Charlie and Warren stumble upon a mysterious collection of Warren Buffet's shareholder letters. After reading the letters, they discover the existence of a supernatural being, Mr. Market, who offers them mouth-watering opportunities in exchange for their souls. They must battle against Mr. Market and his minions to save their lives and the world.
The group soon discovers that the company is using dark magic to gain immense wealth and power. With the help of Mrs. B, the 96-year-old founder of the Nebraska Furniture Mart, they must stop the company before it's too late. Along the way, they must battle a ruthless businessman and his henchmen.
When a hurricane causes massive losses, primary insurers and reinsurers are left with financial stakes in each loss settlement. Enter Berkshire Hathaway, who offers to write up to $250 million of catastrophe coverage. When rates become attractive, they book a substantial amount of business. But when losses exceed the retained amount, the reinsurers pay 95% of the excess up to its contractual limit, leaving the primary insurer with a financial stake in each loss. With a huge sum on the line, the stakes are high and the horror begins.
The group soon realizes that the letters contain clues to a mysterious and powerful force that has been manipulating the world's economy for centuries. As they investigate further, they come face to face with a terrifying supernatural entity that will stop at nothing to protect its secrets. With the help of Roberto Goizueta, the former CEO of Coca-Cola, they must find a way to stop the evil before it's too late. Rich Santulli, the CEO of NetJets, is a brilliant executive but also a mysterious figure. When his Aunt Alice asks him if she can afford a fur coat, he replies with a cryptic answer that sets the stage for a horror story.
The group must decipher the clues and battle the dark forces to save the town and themselves. Along the way, they must face off against Tony, a ruthless businessman who is determined to keep the power for himself. With the help of The Washington Post Company, Wells Fargo & Company, and American Express Company, the group must unravel the mystery and save the town.
Tony and Rod, two insurance executives, are tasked with increasing their policy count. When they discover a series of underreported losses, they uncover a sinister plot involving embezzlement and product liability. As they investigate further, they realize the losses are connected to a mysterious figure from the past. With the help of John, Tom, Michael, Don, and Don, they must unravel the secrets of the past before it's too late.
Finally, the group discovers that their investments have unleashed a supernatural force. As they try to stop the force, they must battle the mysterious entity and its minions in a race against time to save the world from destruction. With the help of Jim Kilts, the former CEO of Gillette, they must find a way to stop the evil before it destroys them all. With twists and turns that keep viewers in suspense until the end, this horror film will captivate its audience. Will they be able to save the world before it's too late? With their lives on the line, they must fight to uncover the truth and save the world from the dark force. Will they make it out alive?
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Input: Search a Medium Post with All of Warren Buffet's Shareholder Letters in a pdf from 1979-2019.
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Prompts:
Map Prompt
'Instructions': I want you to act as a screenwriter. You will develop an engaging and creative story outline for a horror feature length film that can captivate its viewers. You have been given an except of a collection of Warren Buffet’s shareholder letters that you must use as source material. The film’s genre must be horror. Start with coming up with interesting characters from the excerpt, the setting of the story, dialogues between the characters etc. Once your character development is complete, create an exciting storyline filled with twists and turns that keeps the viewers in suspense until the end. Note the full names of characters every time they are mentioned. Note location names.
The summary must be no longer than 650 characters long. \n
'Input': {text} \n
'Output':
Reduce Prompt
'Instructions': You are a copyeditor. Combine the below summaries into one cohesive narrative. The combined output must be a story less than 4,000 characters long. Keep the content and context preserved. \n
'Input': {text} \n
'Output':
-
Quidem velit accusantium rerum temporibus. Inventore ipsa molestiae aut et illo quisquam. Voluptatem hic fugit corrupti ut neque. Magni doloribus quidem explicabo eos labore suscipit eaque.
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