Harness the power of Intelligize™ and Lexis® Securities Mosaic®, combined with our industry experts to optimize clients’ disclosure strategy, improve efficiency in searching and drafting, and deliver value to clients and prospects.

Periodic Reporting Preparation

Finding precedents & market standard language

  • Reduce unbillable time spent searching
  • Quickly find relevant precedents and SEC responses for preparing disclosures
  • Inform your guidance to clients around strategy related to shareholder proposals
  • Incorporate a global perspective around compliance precedents

  • Connected content across SEC filings and exhibits, SEC Comment Letters, Interpretations and no-action letters
  • Intuitive user interface to limit searches by peer group, market cap, industry, etc.
  • “What’s Market” calculated by frequency of clauses that meet specified criteria Precedents and market standards
    from international filings
  • Research support from subject matter experts

Following SEC Comment Letter discussions

  • Demonstrate greater value add to clients in an aggressive enforcement environment
  • Determine how the SEC’s position is evolving and perform trends analysis
  • Track individual SEC Comment Letter threads with subsequent responses in the chain
  • Look across multiple companies and see how they have answered a specific question

  • SEC Comment Letters and responses between issuers and SEC examiners
  • Normalized content for search across SEC Comment Letters by topic and individual SEC examiners to analyze
    topics that they tend to raise
  • View graphical analysis around trends associated with SEC Comment Letter correspondences

Risk factor & MD&A disclosures

  • Gather insights from filings for risk factors, MD&A and Notes to Financials Reduce the effort required to analyze specific disclosures Help clients mitigate the risk of regulatory scrutiny and potential litigation

  • Ranking of risk factors disclosed by companies
  • Risk factors categorized into 455 subjects
  • MD&A disclosures and Notes to Financials broken down into industry practice sub-sections
  • Searches at the subject and sub-section levels with a wide range of filters

Compliance Research

Growing maze of rules & regulations

  • Stay on top of the latest regulatory changes and interpretive guidance from numerous governmental agencies and regulatory bodies
  • Mitigate the risk of SEC Comment Letters for your clients
  • Access expansive coverage of output from regulatory organizations
  • Track the latest rulemaking initiatives that carry compliance implications

  • Intelligize captures and categorizes Interpretative Guidance, SEC Comment Letters, no-action letters, and firm memos/articles
  • Intuitive interface for searching across statutes, rules, regulations, etc.
  • Securities Mosaic broadens your coverage to more than 53 different regulatory bodies
  • Alerting to track when new SEC releases or firm memos/articles are published
  • Securities Mosaic Dodd-Frank and ACA trackers position you to react to the most recent rule changes

Responding to external events

  • Quickly develop valuable insights based on disclosures from a broad set of peer companies
  • Advise clients on public disclosures in response to political and macro events (e.g., Brexit)
  • Maintain awareness of relevant news reports, blogs and publications

  • Intelligize captures and categorizes Interpretative Guidance, SEC Comment Letters, no-action letters, and firm memos/articles
  • Intuitive interface for searching across statutes, rules, regulations, etc.
  • Securities Mosaic broadens your coverage to more than 53 different regulatory bodies
  • Alerting to track when new SEC releases or firm memos/articles are published
  • Securities Mosaic Dodd-Frank and ACA trackers position you to react to the most recent rule changes

Responding to external events

  • Quickly develop valuable insights based on disclosures from a broad set of peer companies
  • Advise clients on public disclosures in response to political and macro events (e.g., Brexit)
  • Maintain awareness of relevant news reports, blogs and publications

  • Breadth of the content across SEC Filings, SEC Comment Letters, SEC guidance and firm memos delivers a rich source of insights
  • Break down and categorization of disclosures enables search by topics
  • Securities Mosaic News & Blogs provides access to critical capital markets intelligence

Drafting agreements, exhibits & governance

  • Reduce the time spent drafting agreements, exhibits and governance documents
  • Identify market standard clause language to support drafting
  • Inform the drafting bylaws, board charters, articles, codes of ethics and other governance material

  • Search for filing exhibits by number, title, type or using universal topic searching for specific terms
  • View underlying exhibits to see the standard language being used for different types of agreements
  • Market standard models of corporate governance materials pulled from S&P 500 entities

Business Development

Targeting prospects & developing pitches

  • Identify prospects at target companies
  • Uncover regulatory developments and risks to engage prospects and customers
  • Benchmark the prospect’s disclosures to identify some quick wins
  • Quickly identify rainmakers with the right target profile to build new business

  • Related parties tagged and included in transactional summaries for streamlined review
  • Content and advanced search tools to gather insights quickly across filings, SEC Comment Letters and guidance
  • Alerts based on topics, transaction types and keywords

Benchmarking & Peer Analysis

Disclosure benchmarking

  • Broaden the scope of benchmarking exercises to include more companies
  • Effortless comparison of disclosure language to identify the market standard and track changes in disclosure approaches
  • Mitigate risks by adopting language sourced from a wide universe
  • Easily compare language by peer companies on specific disclosure topics

  • Universal topic searching for peer companies across filings, agreements and exhibits, corporate governance documents, SEC Comment Letters, etc.
  • Compare tool automatically redlines your language for a specific clause against multiple peer companies

Professionals We Serve

  • Corporate Attorney
  • M&A Attorney
  • Securities Law Attorney
  • Capital Markets Accountant
  • Assurance Team
  • Business Development Professional
  • Research Professional

Contact Us To Learn More

www.intelligize.com
info@intelligize.com
888-925-8627