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

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

Intelligize Podcast Examines Future of the CFO

In the debut episode of our “Forward-Looking Statements” podcast, we delved into the lasting impact of COVID-19 on the work en...

Biden Administration to Bring More Climate Disclosures

Out on the campaign trail, President-elect Joe Biden declared climate change to be “the number one issue facing humanity.” The...

First Wave of Companies File Under Revised Reg S-K

One of the big stories in corporate governance in 2020 has been the changes to Regulation S-K. In an effort to reduce the complian...
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White Papers

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 […]

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.

All White Papers