Resource Center


Risk Factor Matrix – Understanding & Analyzing Results

Take a deeper look at the Intelligize Risk Factor Matrix.

Risk Factor Matrix

Learn about Intelligize’s Risk Factor Matrix in our Disclosure Benchmarking application.

Redline functionality

See how to use Intelligize’s redline functionality

Law Firm Relationships

Identify the relationships between public entities and the law firms they work with.


Conduct, track and monitor investigation related research in Intelligize

SEC Filings

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

No-Action Letters

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

Agreements & Other Exhibits

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

All Videos

Quick Start Guides

Contracts as Model Doc – Pulling Material Agreements

Contracts as Model Doc – Pulling Material Agreements

Customizing your Company Insights homescreen

Learn how to customize Company Insights by choosing up to 10 miniboxes to display on your home page.

Compare Companies in Company Insights

In this guide we are going to start out by looking at Microsoft (MSFT) in Company Insights. We want to take a closer look at not only MSFT, but also some of its peers.

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


FASB Endorses New Disclosures for Supply-Chain Financing

Since the onset of the COVID-19 pandemic in 2020, companies and their vendors have needed creative solutions to keep supply chains...

2022 Proxy Season in Review: More Shareholder Proposals, Less Support

Legendary UCLA basketball coach John Wooden had a famous saying that summed up his approach to management: “Don’t mistake acti...

Coinbase Case Raises Questions About SEC’s Crypto Authority

The Securities and Exchange Commission is continuing to break new ground in the regulation of the cryptocurrency market. Whether t...
All Blog Posts

White Papers

Five Takeaways from the SEC’s 2022 Regulatory Agenda

Get a rundown of the SEC’s top priorities for the year, including controversial rules, which has drawn criticism from key stakeholders.

Climate Change Disclosure Report: From Omission to Commission

This winter, we examined comment letters addressing public companies’ disclosure obligations related to the topic of climate change and reviewed the SEC’s history of guidance on environmental disclosure. And now, we’re ready to share the results. For trends, key takeaways and analysis, download the full report today.

The Conscience of Corporations: Public Company ESG Adoption

This summer, we surveyed a broad spectrum of individuals, including compliance professionals, members of the C-suite, and professional advisors like accountants, lawyers, and investor relations professionals about a topic of increasing concern: the reporting of information relating to their companies’ ESG efforts. We asked a broad spectrum of companies, across a broad spectrum of industries, […]

All White Papers