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Intelligize

Make insightful compliance decisions with data, analytics and expert support.

Features

CONTENT + CONTEXT

Discover meaningful relationships with Intelligize. We’re the only provider that collects, analyzes and connects related documents like SEC filings and associated exhibits, comment letters and responses, deal summaries and underlying agreements, and much more—giving you context to go with our content, and enabling you to see the bigger picture.

Mitigate risks by identifying precedents and adopting market standard language. Optimize your disclosure strategy in response to evolving regulatory positions. Build stronger deals and agreements, and strengthen your negotiations. Make informed decisions, faster and easier. That’s the power of Intelligize.

  • SEC Filings
  • Agreements and Other Exhibits
  • Analysis and Trends
  • Regulatory Materials
  • Comment Letters
  • No-Action Letters
  • Mergers and Acquisitions
  • Registered Offerings
  • Exempt Offerings
  • Form D Exempt Offerings
  • Corporate Governance Materials
  • Firm Memos

INSIGHTS INTO ACTIONS

Whether you work in a law firm, a corporation or somewhere else, people rely on you to turn raw data into powerful insights. But you’ve got better things to do than spend hours researching and analyzing information that’s meaningless to your work. Intelligize puts an end to that challenge, with advanced search and analysis tools that deliver everything you need in less time, and with more accuracy. So you can quickly turn insights into actions that optimize your compliance strategy.

  • Identify “What’s Market” with proprietary technology and algorithms that calculate frequency of disclosure topics
  • View a graphical breakdown of topics commented on by SEC examiners with robust visualization tools
  • Quickly compare amendments or SEC Comments made to previously searched filings with redline capability
  • Search nearly 2,000 sections and topics with proprietary data tagging
  • See how others in your industry are reporting on disclosure topics with unmatched benchmarking capabilities
  • Precise alerting capability brings your immediate attention to relevant disclosures from companies of interest
  • Instantly hear of relevant disclosures from companies of interest with precise alerting capability

YOUR SUCCESS IS A TEAM EFFORT

Just because Intelligize is easy to use doesn’t mean you won’t need our help from time to time. Tap into the expertise of our teams made up of knowledgeable subject matter experts.

  • Research Team – Get help with your most complex search requirements. Our experts are ready to dig deep on your behalf.
  • Account Management and Knowledge Management Teams – Improve your research techniques with custom training. Sign up for online or in-person training and our experts will show you how it’s done.

Better Together

Successfully navigating the complex, rapidly changing regulatory environment takes knowledge, insight and expertise. You’ll get all that and more when you harness the combined power of Intelligize and Lexis Securities Mosaic to manage your unique compliance challenges.

More content – search millions of securities-related documents, including regulatory material from more than 50 agencies

More efficient analysis – spend less time searching and more time gaining insight with powerful, proprietary analytical tools

More awareness – stay current with daily securities news including SEC updates, blog posts and memos, plus follow the latest federal rulemaking releases

More support – tap into deep expertise with research support and training from the industry’s most trusted and experienced compliance professionals

Ready to see what more looks like?

Professionals We Serve

Intelligize is both intuitive and expansive, making it easy to find that one precedent you know is out there, or to identify the risk factor that is missing from an issuer’s disclosure document. Other platforms we tried seemed to require on-going training or constant use in order to be utilized efficiently. Intelligize was clearly designed with the practitioner in mind.

Practice Chair / Law Firm: Am Law 200 firm

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