Delivera

All documents about one company, produced and uploaded, in two blocks with their counts, each with its id and, for deliverables, a link to open it in Delivera.

documents_of_company

Explains the change in a company's accounts between two years as a banker would: drivers (growth, margins, leverage, one-offs), magnitude and interpretation. Defaults to the last two available years. Uses a language model.

bilancio_explain_change

Line items already extracted from the filed annual accounts of an Italian company, each with page and quoted source. A group returns one breakdown (revenue by geography and business line, financial debt detail, personnel, subsidiaries, related parties, remuneration and more); without a group, the whole extracted KPI tree. When the organization has not acquired the filing, the result says so with status purchase_needed; it makes no purchase.

bilancio_get_kpi

Finds Italian companies by name with a fuzzy search on the registered legal name. Returns candidate companies with VAT number (vat_code), ATECO sector, registered office, founding year, latest filed revenue with its fiscal year and accounting basis, and a link to the company page in Delivera.

identify_company

Searches listed companies on any exchange by name (prefix match on the legal name) and returns ticker symbol, exchange and currency.

cerca_quotate

Profile of a French private company from the national registry, by SIREN: overview, financials (all filings with reclassified statements), full statements for one year, officers, group, shareholders read from filed deeds, corporate events, M&A, news, filed documents and the text of one document. Companies outside our coverage are read from the public registry (identity, officers, revenue and net income, filed documents).

fr_company_lookup

The thread of emails, calls, meetings and notes with a company or a person, synced from the team's mailboxes, grouped by thread with the last sender, a recap and the sync freshness. Bulk newsletters are excluded by default.

crm_timeline

Annual KPIs (revenue, EBITDA, EBITDA margin in percentage points, net financial position, net debt to EBITDA) for several Italian companies in one call, identified by VAT number, with the accounting basis of each series.

financials_batch

Lists the documents of the organization's library, or of one deal workspace, with indexing status, folder and size.

knowledge_list_documents

Profile of a listed company, one section at a time: delayed market price with its date, filed and standardized financials, valuation bridge and multiples (also over time), segments, holders, people, peers, consensus and transcripts. Identified by LEI, CIK or ticker symbol.

quotata_lookup

M&A history of one Italian company from Delivera's deal index: transactions where it was buyer, target or seller, with date, disclosed amount, enterprise value, stake and whether the deal was private-equity backed. Uses a language model to read target names.

deals_lookup

Management's narrative from the filed accounts (notes and directors' report): drivers, one-offs and outlook by KPI family, with page-level citations. Falls back to a ratio-based reading when no narrative was extracted, and states it. Uses a language model.

bilancio_get_commentary

The people the organization (or only the signed-in user) exchanged the most emails with over a period, ranked by email volume. Every recipient counts (To and Cc); `direction` says whether sent, received or all emails are counted.

crm_contacted_people

Properties found in uploaded reporting files that are not yet in the registry, with the uploads they appear in.

hospitality_new_structures

Opens one document of the organization by id: answers a question from the relevant passages, reads the document in page windows, or returns the text from an offset. For Excel workbooks, returns sheets and formulas.

read

Full text of one section of extracted annual accounts, tables included, identified by its section_path.

bilancio_get_section

Open alerts and checks (pulse) of the organization, with a summary by severity; filters by status, severity and entity.

list_pulse_inbox

Registry profile of one named person in Italy: registered corporate roles with dates, shareholdings with percentages and the operating companies held through holdings. An optional VAT number disambiguates namesakes. Covers registered Italian roles and holdings only; an empty holdings list is explained in the coverage field.

get_person_detail

Quality of Earnings for an Italian company: a deterministic bridge from reported EBITDA to adjusted EBITDA (one-offs, normalizations, adjusted margin) with an independent check. Requires access to the company's filed documents.

quality_of_earnings

Quality of Net Debt for an Italian company: a deterministic bridge from reported to adjusted net financial position (debt-like and cash-like adjustments) with an independent check. Requires access to the company's filed documents.

quality_of_net_debt

State of a Matrix screening already started in Delivera: the first rows, the columns and the progress.

matrix_read

Deliverables recently produced across the organization (decks, profiles, due diligence, Excel files, screenings), each with its id and a link to open it in Delivera.

documents_recent

Reclassified income statement, ratios, trends and reclassified cash flow (capex, operating cash flow, free cash flow, cash conversion) of an Italian company, or of a few, from the filed accounts. Consolidated and statutory accounts are two different perimeters: the result states the basis used (basis_used), the bases available by year and a note on the difference. EBITDA margin is returned as a fraction.

reclassify_bilancio

Compares a list of names with all the cards of a board and returns what is missing from the board. Changes nothing.

board_reconcile

Figures of the reporting dataset uploaded by the organization, as a table: KPIs, income statement lines and margins by group, property, line or month, with budget and prior-year comparisons and rankings.

dataset_query

Uploads of the reporting dataset: file, month, outcome, warnings and adjustments applied.

dataset_uploads

Searches the organization's documents (semantic and keyword) within a scope: the whole library, one company, one deal workspace or the deliverables produced. Returns passages with file and page.

search

Keyword search in the narrative sections of extracted annual accounts (notes, directors' report, governance, accounting policies, significant events). Returns section titles, pages and the section_path of each match.

bilancio_search_sections

People in the organization's CRM matching a name or email (fuzzy), optionally within one company, with their company and role.

crm_search_people

Searches the organization's CRM companies by name or VAT number, with filters for owner, industry, recent contact and size. Returns company ids.

crm_v2_search_companies

Searches the documents uploaded by the organization (data rooms, CIMs, contracts) and returns cited passages (file and page) ranked by relevance, within what the signed-in user can see: the organization's documents, the user's own and the restricted rooms the user belongs to.

knowledge_search

Semantic search in the narrative sections of extracted annual accounts, matching concepts and paraphrases. Returns sections with similarity, pages and section_path. When the semantic index is not available for a filing, the result says so.

bilancio_semantic_search

Run history of one task handled by an automated agent, with the status of each run.

task_runs

Members of the user's organization, with name and email; an optional query matches name or email prefixes.

org_list_members

The signed-in user's daily digest: tasks overdue, due today and this week, deal-flow entries with no open next step, and recent board movements.

tasks_today

Tracker boards (deal flow, pipelines, work boards): without a board, the boards the user can see; with a board, a view, filters or a text query, its items together with the board schema. Filter values accept @me, @today, @open and @done.

board_query

Listed comparables of a company and the multiples the market pays for them (EV/Sales, EV/EBITDA, EV/EBIT, P/E, net debt/EBITDA) with mean, median and adjusted mean, plus the implied valuation of an Italian company. For a listed company, its own multiples against its peers.

trading_comps

Files uploaded to one deal workspace or to the whole library, with folder, size and indexing status.

documents_uploaded

Warm-introduction paths from the organization's team to a person, through shared contacts recorded in the CRM.

crm_path_to

Live web search returning a synthesis with numbered citations to source URLs: news, ownership, people, market context. Ratios inside a synthesis may be estimates of the cited source.

web_search