Streamline SEC Filings

Draft and review filings quickly, accurately, and securely.

Trusted by leading firms

Our platform

Generative AI for precedent-based workflows.

Graphic with two stacked, transparent layers with neon green outlines. The top layer has the text 'Verbatim extraction from SEC filings / EDGAR,' and the bottom layer has 'AI / ML analysis and workflow.' This represents the layered process of data extraction and analysis.

Verbatim extraction from
SEC filings / EDGAR

AI / ML analysis and
workflow

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.

Automatically draft SECdocuments

Zero hallucination, due to our fine-tunedprecedent-based approach

Auditable - easily see whereeverything came from

Accelerates drafting andreview

Streamline and automate

Capital Markets

Automatically draft 424(b) for follow-on debt and equity offerings.

10+ hours Saves 10+ hours per transaction.

Document screenshot titled '424B2 - NKE (NIKE, Inc.) - 2020' with a section for 'CALCULATION OF REGISTRATION FEE.' It lists securities to be registered: '1.600% Notes due 2024' and '2.150% Notes due 2028' with their respective amounts to be registered, offering prices, aggregate offering prices, and registration fees.

Registered Funds

Automate the drafting and review process for annual reports

15+ hours Saves 15+ hours per annual report.

Screenshot of a document named 'update_aetos_n2_2020.docx' with an 'Export' button on the top right. The document section visible on the screen is titled 'New Sections' with a subsection titled 'Market Discount Risk.' It contains a paragraph discussing the trading of the Fund's Common Shares at a premium and a discount to its NAV, details of the NAV per share, and the percentage discount to NAV as of June 30, 2021.

Review

Verify and accept/reject changes. Everything is cited.

Screenshot of a legal document comparison tool highlighting changes in the 'Risk Factors' section related to market discount risk for Fund's Common Shares.

Precedent -based approach simplifies review

Built-in tools to easily compare and accept/reject updates

Security

Core principles

Confidentiality

Ensuring client data is not shared or used to train external models

Best practice authentication for users

Precedent-based

Limit the client information needed to produce workflows

Extract, process, and present data verbatim, with traceable sources, rather than generating via LLMs

Compliance via Azure

Enterprise standard security

Azure Private Cloud

Azure Public Cloud

PRO

More Control

Lowest Cost

CON

Higher Cost

Less Control

Apply for the Private Beta

Sign up for a Free Trial and streamline your workflows today!