Videos

Agreements & Other Exhibits

In less than 7 minutes, you’ll be a pro at our Agreements & Other Exhibits module.

No-Action Letters

This riveting video takes you through the exciting world of No-Action Letters.

SEC Filings

Watch this video to learn how to use Intelligize for SEC Filings.

Section Analysis & Trends

In this exciting 5 min. video, you’ll learn all about the Intelligize Section Analysis & Trends module.

All Videos

Quick Start Guides

Setting up an Alert on Intellgize

Set alerts and keep track of what is important to you.

Accessing Merger & Acquisition Information on Intellgize

Find specific deal points dealing with M&A activity.

Reviewing SEC Comment Letters on Intelligize

Review Comment Letters to gain insights into the evolving regulatory stance of the SEC.

Benchmarking on Intelligize

Use Intelligize for peer analysis and benchmarking.

Using the Redline Tool on Intelligize

Use Redline to see changes when comparing documents.

All Guides

Blog

Issuers Pushed to Stand Up on Social Issues

If you streamed Hamilton last weekend, you saw opposing sides of a question facing today’s public companies personified by two 1...

The State of COVID-19 Disclosure, Part II: Going Concern

Two weeks ago, the SEC urged public companies to speak frankly to investors about how the pandemic is impacting their financial he...

Federal Reserve Forces Banks to Stock Up on Capital

Just when it felt like we were getting past the coronavirus, the resurgent disease is forcing government officials to tighten thei...
All Blog Posts

White Papers

Proof of concept: an Intelligize report on virtual annual shareholder meetings

This proxy season, an unprecedented number of public companies adopted a virtual format for their annual shareholder meetings. They had no choice. But was the shift to virtual meetings, like the pandemic itself, a one-time event with limited relevance for the future? Or will the fears of holding a virtual meeting never loom as large […]

Analysis of 2019 unicorn IPOs

See the offering trends and other important developments in unicorn IPOs from last year. Between successful IPOs like Beyond Meat, and the IPO that never was from WeWork, Alyson Clabaugh, Erin Connors and Rob Peters examine offering trends, ESG disclosure and accounting standards across unicorn IPOs from 2019 in our second unicorn IPO report.

2020 playbook on ESG shareholder proposals: Evaluating last year’s proxy vote results

Carry last year’s proxy vote results into this season with our 2020 playbook on ESG shareholder proposals. Here, Intelligize’s Alyson Clabaugh, Erin Connors and Rob Peters examine nine 2019 ESG proposals that received strong shareholder support in order to develop a “playbook” of sorts for companies facing similar pressures going forward. Given new uncertainty over […]

All White Papers