Resource Center

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

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

Blog

Potential Cybersecurity Strategies Taking Shape, Including Disclosure Rules

Last month, we detailed the emerging threats posed by cyberattacks to companies and the public at large. We also discussed the abs...

Comments Reveal Concerns with ESG Reporting

Commissioner Hester Peirce has developed a reputation for marching to the beat of her own drum since former President Trump appoin...

Crypto Confusion Wears on U.S. Authorities

It’s the middle of the day and you have a big project due tomorrow. You know you should be working on it, but first you need a s...
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White Papers

Human Capital Disclosure Report: Learning on the Job

The SEC’s new rule on human capital disclosure leaves a whole lot of room for interpretation. Instead of requiring public companies to reveal hard numbers about their workforces (on compensation, racial composition or a host of other metrics), it asked them only to provide “a description of the registrant’s human capital.” So in this first […]

2021 Playbook on ESG Shareholder Proposals

Black Lives Matter. Raging wildfires. A deadly pandemic. A bitter election. The issues dominating American life in 2020 related closely to environmental, social, and governance topics. The same could be said of the 2020 proxy season, during which shareholder proposals on ESG topics received record levels of support. In Intelligize’s latest report, we take a […]

Only fools rush in: A study of SEC comment letters on lease accounting

Nearly two years after the implementation of a radical change to the rules governing how companies must account for all leases (ASC 842), data indicates that the SEC has yet to make strict enforcement a priority. So our experts decided to take a look at the SEC’s enforcement through related SEC comment letters. Leveraging the […]

All White Papers