AI applied to
Authoritative Sources

The only all-in-one platform for shareholder communication, corporate governance and compliance.

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For in-house legal teams

Build

Build your Proxy Roadmap

See how peers structure and justify their compensation packages, and better align your Company’s practices with market norms and shareholder expectations

Craft a roadmap for your proxy statement including relevant dates, required items utilizing relevant precedent

Build

Benchmark
by Industry

DEF14a
10-K
8-K

Determine Impact of Risk Factors: See the correlation between the acknowledgment of specific risks in disclosures and their impact on Shareholder retention

Benchmark by Industry

Draft
Disclosures

Cybersecurity
Executive Compensation
Risk Factors
105b.1 Trading & more

Use AI to draft an 8-K Item 1.05 to disclose a material cybersecurity event

Draft Disclosures

Align With Voting Guidelines

ISS
Executive Compensation
Risk Factors

Compare your governance policies to guidelines in anticipation of a 14a-8 Shareholder proposal

Align With Voting Guidelines

Review

SEC Rules
Interpretations
Forms & Requirements

Assess your draft disclosure against legal requirements and precedent examples by topic

Review

Research

8K triggers
Precedent Examples

You’re shutting down a division of the company —  Examine how peers have disclosed complex cost-cutting initiatives that also involve Executive changes in management

Research

Mitigate Risk

Shareholder Proposals & Challenges
Enforcement
No Action Letters

Discover the new risk factor that Microsoft added to its 10-Q after being sued by shareholders for a cybersecurity incident

Mitigate Risk

Communicate

Board
CEO
Shareholders
Employees
Regulators & Other Stakeholders

Keep the Board and C-Suite abreast of trends in compensation clawback policies, including how companies are exceeding necessary requirements

Communicate

Insights

What General
Counsels are saying

Your tool would’ve replaced a couple weeks of work

GC
Public Automotive Company

We just filed an 8-K and 4 Form 4s, so it was great being able to go directly to the right references in preparing those two types of documents

GC
NYSE-listed Company

Our general counsel said it was one of the best applications of AI he has seen

AGC
Fortune 500 Food Company

The right repositories, categorized immaculately

GC
Nasdaq-listed Emerging Tech Company

In the Media