This page contains a full list of all insight types generated from 10ks. When a generate-content or generate-insights API request is made, our engine determines which insights to leverage based on salience to the prospect's job title and user's value prop.

Each category below represents distinct challenges or initiatives that could signal sales opportunities.

At the bottom of this doc is a list of all subtypes that can be used in the API.

Customer Relations (16 types)

Summary: Tracks customer satisfaction, retention, and acquisition metrics

Key Signals:

Customer Health: Feedback issues, churn rates, loyalty metrics
Digital Experience: E-commerce performance, channel consistency
Growth Challenges: Rising CAC, youth market penetration
Success Initiatives: Customer success investments, loyalty programs

Cybersecurity & Risk Management (7 types)

Summary: Monitors security incidents and risk mitigation efforts

Key Signals:

Active Incidents: Recent breaches, security violations
Program Status: Risk management maturity, crisis readiness
Infrastructure: Disaster recovery, counterfeit protection
Investment Areas: Cyber risk program enhancements

Digital Transformation & Technology (12 types)

Summary: Tracks technology modernization and digital initiatives

Key Signals:

Infrastructure: Cloud adoption, data center expansion
Data Strategy: Analytics capabilities, data monetization
Performance: IT productivity, app performance
Innovation: Digital transformation progress, integration challenges

Financial Performance (20 types)

Summary: Tracks financial health and operational metrics

Key Signals:

Revenue Health: Profit trends, revenue goals, margins
Cost Management: COGS changes, expense variations across departments
Capital Structure: Debt levels, share buybacks, bond issuance
Investment Areas: Accounting team growth, operational spending

HR & People Management (16 types)

Summary: Monitors workforce management and culture initiatives

Key Signals:

Talent Management: Recruitment challenges, turnover rates, skill gaps
Work Environment: Remote work adaptation, office transitions
Culture: D&I programs, engagement scores, workplace recognition
Operational: HR process efficiency, leadership development

Industry & Competition (14 types)

Summary: Tracks market position and competitive dynamics

Key Signals:

Market Position: Share trends, competitive pressures
Growth Strategy: Market expansion, acquisition activity
Target Market: Enterprise/SMB focus shifts
Industry Context: Market trends, startup competition

Leadership & Governance (15 types)

Summary: Monitors organizational leadership and management

Key Signals:

Executive Changes: New C-suite appointments across functions
Operational Efficiency: Decision-making, change management
Communication: Internal collaboration, knowledge sharing
Board Activity: Composition changes, governance updates

Regulatory & Compliance (7 types)

Summary: Tracks compliance status and regulatory challenges

Key Signals:

Violations: Data privacy, GDPR/CCPA penalties
Audit Status: Internal controls, financial reporting
Compliance Costs: Regulatory burden, industry standards
Certifications: Security and compliance achievements

Sales & Marketing (9 types)

Summary: Monitors go-to-market effectiveness

Key Signals:

Performance Metrics: Sales efficiency, marketing ROI
Channel Health: Marketing effectiveness, social media presence
Strategy: Pricing approaches, sales processes
Investment Areas: Sales and marketing productivity

Sustainability & Corporate Responsibility (6 types)

Summary: Tracks ESG initiatives and social impact

Key Signals:

ESG Progress: Sustainability goals, reporting compliance
Social Impact: Philanthropic initiatives, education support
Environmental: Circular economy adoption
Community: Local engagement and support programs

List of Subtypes for Programatic Filtering

10-K: Customer Relations_Dealing with negative feedback
10-K: Customer Relations_Decreasing brand loyalty
10-K: Customer Relations_Difficulty attracting younger customer segments
10-K: Customer Relations_Inadequate customer feedback mechanisms
10-K: Customer Relations_Inconsistent customer experience across channels
10-K: Customer Relations_Increasing customer churn rate
10-K: Customer Relations_Inefficient customer success processes
10-K: Customer Relations_Inefficient customer support processes
10-K: Customer Relations_Investing in customer success
10-K: Customer Relations_Low adoption of customer loyalty programs
10-K: Customer Relations_Low conversion rates on e-commerce platform
10-K: Customer Relations_Low net retention rate indicating customer dissatisfaction
10-K: Customer Relations_Negative online reviews and ratings
10-K: Customer Relations_Rapid change in customer preferences
10-K: Customer Relations_Rising customer acquisition costs
10-K: Customer Relations_Strengthened customer relationships and loyalty
10-K: Cybersecurity & Risk Management_Cybersecurity breaches
10-K: Cybersecurity & Risk Management_Focused on enhancing cyber risk program
10-K: Cybersecurity & Risk Management_Inadequate disaster recovery plans
10-K: Cybersecurity & Risk Management_Inadequate protection against counterfeiting
10-K: Cybersecurity & Risk Management_Inadequate risk management practices
10-K: Cybersecurity & Risk Management_Ineffective crisis management procedures
10-K: Cybersecurity & Risk Management_Recently experienced a data breach
10-K: Digital Transformation & Technology_Decreasing IT productivity
10-K: Digital Transformation & Technology_Difficulty managing and leveraging big data
10-K: Digital Transformation & Technology_Difficulty monetizing data assets
10-K: Digital Transformation & Technology_Inadequate data analytics capabilities
10-K: Digital Transformation & Technology_Inadequate mobile app performance
10-K: Digital Transformation & Technology_Investing in IT productivity
10-K: Digital Transformation & Technology_Low utilization of cloud technologies
10-K: Digital Transformation & Technology_Opened new data centers
10-K: Digital Transformation & Technology_Outdated IT infrastructure
10-K: Digital Transformation & Technology_Significant progress in digital transformation
10-K: Digital Transformation & Technology_Slow adoption of digital transformation initiatives
10-K: Digital Transformation & Technology_Software integration challenges
10-K: Financial Performance_Announced share repurchase program
10-K: Financial Performance_Cash flow problems
10-K: Financial Performance_Cost of goods sold is climbing
10-K: Financial Performance_Decreasing profit
10-K: Financial Performance_Decreasing profit margins
10-K: Financial Performance_Failed to meet quarterly revenue goals
10-K: Financial Performance_High levels of debt
10-K: Financial Performance_Increasing profit
10-K: Financial Performance_Inefficient accounting processes
10-K: Financial Performance_Investing in accounting team
10-K: Financial Performance_Issued corporate bonds
10-K: Financial Performance_Major balance sheet changes
10-K: Financial Performance_Record financial performance
10-K: Financial Performance_Significant change in COGS from last year
10-K: Financial Performance_Significant change in engineering expenses from last year
10-K: Financial Performance_Significant change in legal expenses from last year
10-K: Financial Performance_Significant change in marketing expenses from last year
10-K: Financial Performance_Significant change in operational expenses from last year
10-K: Financial Performance_Significant change in product expenses from last year
10-K: Financial Performance_Significant change in sales expenses from last year
10-K: Financial Performance_Significant change in security expenses from last year
10-K: HR & People Management_Difficulty adapting to remote work
10-K: HR & People Management_Difficulty attracting top talent
10-K: HR & People Management_Difficulty managing remote teams
10-K: HR & People Management_Facing significant staff churn
10-K: HR & People Management_Grew headcount significantly
10-K: HR & People Management_High employee turnover rate
10-K: HR & People Management_Ineffective diversity and inclusion initiatives
10-K: HR & People Management_Ineffective leadership development programs
10-K: HR & People Management_Inefficient HR processes
10-K: HR & People Management_Investing in HR productivity
10-K: HR & People Management_Launched major D&I program
10-K: HR & People Management_Low employee engagement scores
10-K: HR & People Management_Made substantial shift back into the office from being remote
10-K: HR & People Management_Made substantial shift to remote work
10-K: HR & People Management_Named a top place to work
10-K: HR & People Management_Skill gaps in workforce
10-K: Industry & Competition_Declining market share
10-K: Industry & Competition_Difficulty entering new markets
10-K: Industry & Competition_Difficulty keeping up with competitive landscape
10-K: Industry & Competition_Engaged in price war with rivals
10-K: Industry & Competition_Executed notable acquisitions
10-K: Industry & Competition_Expansion into new market segments or product categories
10-K: Industry & Competition_Expansion of customer base
10-K: Industry & Competition_Global expansion of market presence
10-K: Industry & Competition_Increasing competition from startups
10-K: Industry & Competition_Industry facing downturn
10-K: Industry & Competition_Losing ground to key competitors
10-K: Industry & Competition_Moving downmarket from enterprise to SMB clients
10-K: Industry & Competition_Moving upmarket from SMB to enterprise clients
10-K: Industry & Competition_Slow response to market trends
10-K: Leadership & Governance_Ineffective change management processes
10-K: Leadership & Governance_Ineffective knowledge management systems
10-K: Leadership & Governance_Inefficient internal communication
10-K: Leadership & Governance_Lack of cross-functional collaboration
10-K: Leadership & Governance_Major changes in board composition
10-K: Leadership & Governance_New CEO
10-K: Leadership & Governance_New CFO
10-K: Leadership & Governance_New CHRO
10-K: Leadership & Governance_New CISO
10-K: Leadership & Governance_New CMO
10-K: Leadership & Governance_New CRO
10-K: Leadership & Governance_New CSO
10-K: Leadership & Governance_New CTO
10-K: Leadership & Governance_New General Counsel
10-K: Leadership & Governance_Slow decision-making processes
10-K: Operational Efficiency_Cultural misalignment in international operations
10-K: Operational Efficiency_Difficulty managing global supply chains
10-K: Operational Efficiency_Difficulty scaling operations
10-K: Operational Efficiency_Increasing raw material prices
10-K: Operational Efficiency_Inefficient legal processes
10-K: Operational Efficiency_Inefficient operations processes
10-K: Operational Efficiency_Inefficient order fulfillment processes
10-K: Operational Efficiency_Inefficient procurement processes
10-K: Operational Efficiency_Inefficient project management practices
10-K: Operational Efficiency_Inefficient supply chain
10-K: Operational Efficiency_Inventory management inefficiencies
10-K: Operational Efficiency_Investing in legal department
10-K: Operational Efficiency_Investing in operations productivity
10-K: Operational Efficiency_Investing in supply chain productivity
10-K: Operational Efficiency_Productivity gains from restructuring
10-K: Operational Efficiency_Significant improvement to operational efficiency and cost management
10-K: Operational Efficiency_Supply chain bottlenecks
10-K: Operational Efficiency_Underutilized production capacity
10-K: Product & Innovation_Awarded key technology patent
10-K: Product & Innovation_Delayed product launches
10-K: Product & Innovation_Difficulty maintaining consistent product quality
10-K: Product & Innovation_Had to recall a key product
10-K: Product & Innovation_High rate of product defects or bugginess
10-K: Product & Innovation_Incorporated blockchain for security
10-K: Product & Innovation_Inefficient product development processes
10-K: Product & Innovation_Inefficient software engineering processes
10-K: Product & Innovation_Investing in product development productivity
10-K: Product & Innovation_Investing in software engineering
10-K: Product & Innovation_Launched open API for integrations
10-K: Product & Innovation_Noteworthy product innovation or significant product launches
10-K: Product & Innovation_Quality control issues
10-K: Product & Innovation_Shifted product to cloud-based service
10-K: Product & Innovation_Slow adoption of new product features
10-K: Product & Innovation_Slow innovation cycles
10-K: Product & Innovation_Successful AI-driven product innovation
10-K: Product & Innovation_Won awards
10-K: Regulatory & Compliance_Audit concerns around internal controls for financial reporting
10-K: Regulatory & Compliance_Data privacy violations
10-K: Regulatory & Compliance_Difficulty complying with industry standards
10-K: Regulatory & Compliance_Hit with GDPR or CCPA penalty
10-K: Regulatory & Compliance_Increasing regulatory compliance costs
10-K: Regulatory & Compliance_Intellectual property infringement claims
10-K: Regulatory & Compliance_Obtained new security certs
10-K: Sales & Marketing_Ineffective marketing campaigns
10-K: Sales & Marketing_Ineffective pricing strategies
10-K: Sales & Marketing_Ineffective social media presence
10-K: Sales & Marketing_Inefficient sales processes
10-K: Sales & Marketing_Investing in marketing productivity
10-K: Sales & Marketing_Investing in sales productivity
10-K: Sales & Marketing_Low return on advertising spend
10-K: Sales & Marketing_Underperforming marketing channels
10-K: Sales & Marketing_Underperforming sales team
10-K: Sustainability & Corporate Responsibility_Difficulty adapting to circular economy principles
10-K: Sustainability & Corporate Responsibility_Difficulty complying with ESG reporting requirements
10-K: Sustainability & Corporate Responsibility_Difficulty meeting sustainability goals
10-K: Sustainability & Corporate Responsibility_Launched successful sustainability and ESG initiatives
10-K: Sustainability & Corporate Responsibility_Notable philanthropic initiatives
10-K: Sustainability & Corporate Responsibility_Supporting local education