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

Peer Company Search Quick Start Guide

Quickly and efficiently find peers as listed in a company’s proxy.

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

New Intelligize Podcast Tackles Return-to-Work Issues

Dust off those AirPods, everyone. That’s right, Intelligize is getting into the podcast game with “Forward-Looking Statements,...

Corporate Boards Get Wake-Up Call on Climate Change

The National Association of Corporate Directors (NACD) just issued a report stating that only 13% of public company directors plac...

Employers on Payroll-Tax Deferral: Thanks, But No Thanks

No payments till 2021! It sounds like a great deal in some contexts—perhaps, say, if you are a consumer looking for a new sec...
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