Account Plan Pro reads a public company’s latest 10-K or 10-Q and hands you the enterprise sales plan it implies — priorities, pressure points, and talk tracks — before your first call.
Built on public SEC filings · No spreadsheet wrangling
Opening talk track
“Your last filing flags supply concentration as a top risk — how is the team de-risking capacity for the next ramp?”
Type any U.S.-listed symbol — AAPL, CRM, SNOW. We pull the most recent 10-K or 10-Q straight from SEC EDGAR, no copy-paste required.
The app parses risk factors, MD&A, segment results, and the balance sheet, then maps what actually matters to a seller against your offering.
In about a minute you have a structured plan: where to lead, who to call, what pressure to lean on, and the language that lands in the boardroom.
No dashboards to configure and no research rabbit holes. Each plan is a tight, sourced brief you can read on the walk from the parking lot to the lobby.
The initiatives leadership committed to in writing — growth bets, restructurings, and stated goals you can attach your pitch to.
Margin compression, rising costs, segment softness. The numbers that create urgency, quoted from the filing with the page they came from.
Disclosed reorganizations, headcount shifts, and named risk areas that point you to the budget holder and the trigger event.
Discovery questions and value framing written around this company’s own words — so a first call sounds like you already did the homework.
Monthly billing. Cancel anytime — every plan you’ve generated stays yours.
For the individual rep working a focused list.
For full-cycle AEs and sales engineers in the field.
Every plan is built from the company’s official 10-K or 10-Q as filed with the U.S. Securities and Exchange Commission via the EDGAR system. We cite the filing so you can trace any claim back to the source.
Any company that files reports with the SEC — effectively all U.S. publicly traded companies. Private companies and most foreign issuers that don’t file 10-K/10-Q reports aren’t supported.
No. Account Plan Pro is a sales-preparation tool for B2B sellers. It summarizes public disclosures to help you plan conversations, not to inform trading or investment decisions.
Plans reflect the most recent annual or quarterly report on file at the moment you run them. Re-run any ticker after a new filing posts to refresh the plan.
Generate your first account plan from a ticker and a filing — and never open another company before you read it.
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