TransactIQ Documentation
Comprehensive guides, tutorials, and references for getting the most out of TransactIQ. Learn how to analyze SEC filings, track M&A deals, and leverage our AI-powered intelligence platform.
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Check our documentation and FAQ for quick answers to common questions before reaching out to support.
Overview
TransactIQ is a next-generation merger intelligence and SEC filing analysis platform built for financial analysts, corporate development teams, lawyers, and event-driven investors.
It transforms raw regulatory filings into structured, AI-enhanced deal intelligence using advanced language models and a high-accuracy parsing engine.
Whether you're tracking live merger activity, conducting due diligence, or monitoring insider filings, TransactIQ automates the tedious work — extracting key details, surfacing risks, and summarizing insights in seconds.
How It Works
TransactIQ connects directly to the U.S. Securities and Exchange Commission's (SEC) EDGAR system to retrieve the latest filings across public companies. Our pipeline then performs three key functions:
1. Ingestion & Detection
- •Detects new 8-Ks, 10-Ks, S-4s, and related M&A filings in real time
- •Automatically classifies each document by type (e.g., merger agreement, proxy, annual report)
- •Identifies key entities, tickers, and deal relationships
2. Intelligent Parsing
- •Extracts essential deal terms (consideration, structure, ratio, closing conditions, etc.)
- •Identifies references to legal provisions, risk factors, and termination clauses
- •Normalizes numerical data for comparison across filings
3. AI Summarization & Insights
- •Uses Grok-4-fast-reasoning to produce actionable executive summaries tailored to your perspective
- •Integrates real-time news context and regulatory commentary
- •Generates citation-backed summaries that link to original filing sections
Product Tiers
Free Tier
Get started with basic features
- ✓Monitor up to 3 companies
- ✓3 AI summaries (lifetime)
- ✓Read-only dashboard
- ✓Email alerts
Pro Tier
$39/month
Everything in Free, plus:
- ✓Interactive Q&A - Ask questions about filings and get instant answers with citations
- ✓100 AI summaries per month
- ✓Track up to 25 companies
- ✓Real-time filing alerts
- ✓Data export capabilities
- ✓Advanced search
Credit Packs Available:
Team Tier
Contact sales for pricing
- ✓Shared workspace collaboration
- ✓Unlimited tracked tickers
- ✓Bulk uploads & API access
- ✓Compliance archives
- ✓Custom AI model training
Interactive Q&A
Ask Questions, Get Instant Answers
TransactIQ's Interactive Q&A feature transforms how you analyze SEC filings. Instead of manually searching through hundreds of pages, simply ask questions in natural language and receive AI-powered answers with precise citations.
Natural Language Questions
Ask questions just like you would to a colleague: "What is the break-up fee?", "When is the expected closing date?", "What are the key regulatory conditions?"
Page-Specific Citations
Every answer includes exact page references and section citations, so you can verify the information directly in the source document.
Conversation History
Build on previous questions in a conversation. The AI remembers context from your earlier questions, enabling deeper analysis and follow-ups.
Web Search Integration
When needed, the AI automatically searches the web for additional context, providing comprehensive answers that combine filing data with real-world information.
Example Questions You Can Ask:
Perfect for Due Diligence
The Q&A feature is ideal for due diligence workflows. Ask specific questions about deal terms, conditions, and risks, and get instant answers with citations. No more scrolling through hundreds of pages—just ask and get the information you need.
Use Cases
For Financial Analysts
- •Track target and acquirer filings to identify deal terms and pricing changes
- •Detect spread anomalies and deal-risk disclosures early
- •Use summarized SEC data and interactive Q&A for faster trading decisions
- •Ask specific questions about deal terms and get instant answers with citations
For Lawyers & Legal Teams
- •Review deal documents for termination clauses, fiduciary outs, and covenants
- •Generate summaries and redlines for internal memos
- •Maintain audit-ready records with compliance archives
For Merger Arbitrage Investors
- •Automate monitoring of merger filings, tender offers, and activist disclosures
- •Quantify deal spreads and implied probabilities using extracted data
- •Stay ahead of deal progression with AI-enhanced summaries and news hooks
AI Summarization Engine
TransactIQ leverages Grok's large language models (via xAI API) for deep contextual understanding. The summarizer dynamically adjusts prompts depending on the filing type:
Focus on risk factors, financial trends, and M&A disclosures
Focus on deal terms, merger rationale, and closing conditions
Focus on activist intent and ownership structures
Focus on insider behavior and timing relative to corporate events
Every Summary Contains:
- ✓Key facts and figures – deal value, dates, termination fees
- ✓Direct quotes from the source filing with page references
- ✓Contextual commentary for financial, legal, and arbitrage audiences
- ✓Citation references for full transparency and audit trails
Important Disclaimers: All analysis and summaries are for informational purposes only and do not constitute investment advice. AI-generated content may contain inaccuracies and should be independently verified. Users should conduct their own due diligence and consult qualified professionals before making investment decisions.
Billing & Account Management
- 💳Secure Payment Processing
TransactIQ uses Stripe Checkout for all payments and account management
- 🔄Flexible Subscriptions
Subscriptions renew monthly with no long-term contracts
- ➕Credit Packs
Usage beyond plan limits is available via credit packs ($5-$25)
- ⬆️Easy Upgrades
Pro tier users can upgrade or downgrade anytime from the dashboard
- 📧Automated Receipts
Invoices and receipts are emailed automatically after each payment
- 🚪Cancel Anytime
Your data and usage credits remain accessible until the end of your billing period
Data Security & Compliance
We take data privacy and security seriously. Your data is protected with enterprise-grade security measures using industry-standard cloud infrastructure and best practices.
Encryption
All communications use HTTPS/TLS 1.3 encryption. Data is encrypted both in transit and at rest using industry-standard AES-256 encryption methods.
Cloud Infrastructure
Hosted on enterprise-grade cloud infrastructure with SOC 2 Type II compliant providers. High availability architecture with automated backups and disaster recovery.
Payment Security
PCI DSS Level 1 compliant payment processing through Stripe. No payment card data is stored on our systems—all transactions are handled securely by our payment provider.
Public Data Processing
We process publicly available SEC filings and financial data. No private or confidential information is accessed without explicit authorization.
Data Minimization
Only essential data is collected and retained. Logs contain no sensitive information and are automatically purged according to our data retention policy.
Compliance & Auditing
Enterprise clients can request Data Processing Agreements, security questionnaires, and compliance documentation. We maintain comprehensive audit trails for all data access.
Security Best Practices
We continuously monitor and improve our security posture. Our infrastructure follows industry best practices including regular security audits, automated vulnerability scanning, and incident response procedures. For detailed security information or compliance documentation, please contact our team.
API Access (Teams Tier)
TransactIQ provides a REST API endpoint for programmatic access to filing data, summaries, and deal terms. API access is available on the Team tier.
API Capabilities
Data Access
- • Filings and metadata
- • AI-generated summaries
- • Extracted deal terms
- • Stock price data
Operations
- • Trigger filing ingestion
- • Generate summaries
- • Export data (CSV/JSON)
- • Track usage metrics
API documentation and keys are provided upon activation of the Team plan. Contact arbitragedge@proton.me to discuss API access and rate limits.
Support & Resources
Need help getting started or troubleshooting an issue? We're here to support you.
📧Email Support
Send questions to arbitragedge@proton.me
💬Common Topics
- • How to connect tickers or filings
- • How to export summaries
- • Billing and usage credits
- • Troubleshooting SEC ingestion
- • API integration support
Pro Tip
Use the in-app Help button (bottom right corner) for context-specific guidance and quick answers to common questions.
Getting Started
TransactIQ turns complex SEC filings into instant deal intelligence — built for professionals who value clarity, speed, and insight.
From a single 8-K to a full merger proxy, you'll always know what matters most, without reading 200 pages.
Ready to Get Started?
Sign up for free or explore our Pro features with a 14-day trial.