Streamline SEC Filings









Trusted by leading firms
Our platform
Generative AI for precedent-based workflows.
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SEC filings / EDGAR
workflow

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We use AI to extract, analyze, and prepare precedent data, but not to generate text.
Our workflows are based on public filings, which we structure for you.
We produce precedent-based results that you can depend on, with no risk of hallucination.
Streamline and automate
Capital Markets
Automatically draft 424(b) for follow-on debt and equity offerings.

Registered Funds
Automate the drafting and review process for annual reports

Review
Verify and accept/reject changes. Everything is cited.

Security
Core principles
Ensuring client data is not shared or used to train external models
Best practice authentication for users
Limit the client information needed to produce workflows
Extract, process, and present data verbatim, with traceable sources, rather than generating via LLMs
Enterprise standard security
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