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How to find company financials and 10-K data
Paste your target account list into Sculptor
Drop in your list of target accounts. Claygent browses each company's SEC filings and investor relations pages to extract 10-K data.
Claygent reads and extracts 10-K financial data
Claygent locates each company's most recent 10-K, reads the filing, and extracts the top three strategic initiatives, revenue highlights, and key risk factors, returning structured data per account.
Review strategic initiatives, revenue, and risk highlights
The finished table has company name, top three strategic initiatives, revenue context, and risk highlights. Sync to HubSpot or Salesforce, or deliver each brief to Slack for rep review.
Why Clay for finding company financials (10-K / statements)
Claygent reads SEC filings at scale
Get strategic initiatives, revenue highlights, and risk factors for each account in minutes. Claygent browses each company's SEC filings and investor relations pages to extract structured 10-K data row by row.
Waterfall enrichment fills contact gaps on matched rows
Pair 10-K research with verified contacts for the accounts that matter. Clay waterfalls through 150+ providers and charges credits only when a provider returns a hit.
Auto-refresh keeps financial research current
Annual reports and investor filings change every cycle. Set a scheduled refresh cadence in Clay so each account row re-runs Claygent automatically, keeping strategic initiatives and risk highlights current without manual updates.
Push finished briefs to Salesforce or Slack
Structured 10-K data syncs directly to Salesforce or HubSpot account records, or routes to Slack so reps get deal-ready financial context before every discovery call.
Our most successful campaigns are built on data that doesn’t exist in off-the-shelf tools. Clay helps us find those signals — and transform ambitious ideas into executable, high-performing campaigns.
Frequently asked questions
How does Sculptor find company financials and CFO emails?
Sculptor takes your target industry or company list and builds a table of matching publicly traded companies. It points Claygent at each company to locate and extract financial data from their 10-K filings, including financial statements, operational risks, and strategic initiatives. Then it runs waterfall enrichment across multiple contact-data providers to return a verified CFO email alongside each row.
How accurate are the financial data and CFO emails returned?
Financial data comes directly from SEC 10-K filings, so the numbers match what the company reported. For CFO emails, Clay's waterfall enrichment queries 150+ databases in sequence, which Clay reports lifts coverage from roughly 30% with a single provider to around 80%. Oakie.ai adds 10-Q and earnings call data for a fuller financial picture per account.
Can I pull financials and CFO contacts for a whole list at once?
Yes. Paste a list of company names, upload a CSV, or pipe rows from an existing Clay table. Sculptor processes every row in parallel, extracting 10-K data via Claygent and enriching CFO emails for the full list. Export the finished table to your CRM or download as a CSV for outreach.
Is it legal to email CFOs found through financial data research?
In the US, the CAN-SPAM Act permits unsolicited B2B email as long as you include a physical address, a clear opt-out mechanism, and honest subject lines. Penalties reach up to $53,088 per non-compliant email. In the EU, GDPR allows B2B outreach under a legitimate-interest basis, but you must document your interest assessment and honor opt-out requests promptly.
Always check the rules for your jurisdiction before launching outreach, especially if you contact recipients in Canada (CASL) or other regions with stricter consent requirements.