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

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

Build

Benchmark
by Industry

DEF14a
10-K
8-K

Keep your risk factors current for market developments using on-point precedent examples delivered wtih AI-enable DragonFind

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 ISS recommendations in anticipation of a 14a-8 Shareholder proposal

Align With Voting Guidelines

Assess

SEC Rules
Interpretations
Forms & Requirements

Review 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

Reduce exposure to litigation by adding novel risk factor from Microsoft’s disclosure unfortunate cybersecurity attack and subsequent shareholder litigation

Mitigate Risk

Communicate

Board
CEO
Shareholders
Employees
Regulators & Other Stakeholders

Keep the Board and C-Suite abreast of  trends in Challenges to Shareholder Proposals, including the rise of successful (i)(7) arguments and "getting back to business" theme

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 four 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