Faster, more defensible analysis — to hand to your clients.
Proxy solicitors, law firms, and investment banks deliver governance work to their own clients on a deadline. Run a board, a peer set, or a deal universe through the same scored dataset the investors read — comprehensive, comparable, and traceable to the source on every line.
7 days free · no credit card · an analyst sets you up
Every U.S. public company, every governance event, every business day.
Your clients buy thoroughness and defensibility — by Friday.
Every engagement is hand-cranked.
Building a board comparison or a governance read from raw filings, per deal, doesn't scale — and the deadline never moves.
"Where did this come from?" has to have an answer.
Work you deliver to a client gets scrutinized. A number without a traceable source filing behind it is a liability, not an insight.
Comparability is the hard part.
A defensible peer comparison needs the same rubric applied across every company — not a bespoke table assembled by a different associate each time.
Comprehensive, comparable, defensible.
One rubric across the whole market
A–F scorecards and governance metrics computed the same way on 6,000+ companies and 300K+ people — so peer comparisons are consistent and defensible, not hand-rolled.
- Board tenure, independence, comp, and committee structure side by side
- Per-director track records across every board they've held
- Pay-for-performance and vote-history benchmarking built in
Traceable to the filing, every line
Every extract and flag links back to its source SEC filing — defensible in an IC memo, a board deck, or a client deliverable. No proprietary black box.
- Red flags categorized, scored, and linked to the source 8-K
- Full filing record behind every metric
- Export to your own templates by API or SFTP
What you'll lean on most.
Common questions.
- Can I redistribute the analysis to clients?
- Yes, under an Enterprise agreement — REST for live queries, SFTP for nightly snapshots, with predictable schemas you can build a client-facing deliverable on.
- Is every figure auditable?
- Yes. Every extract, score, and red flag links back to the source SEC filing, so anything you deliver can be traced and defended line by line.
- How broad is coverage?
- Every U.S. public company — 6,000+ issuers and 300K+ executives and directors, with 25 years of filings history.
Put it on your own names.
Screen your real book this week.
Start a trial and run your actual portfolio through it — or bring a ticker to a 20-minute analyst demo first.
7 days free · no credit card · an analyst sets you up