Whether you’re preparing for an IPO or strengthening governance and financial reporting as a private company, preparation defines long-term success. Intelligize+ AI™ supports private company legal, finance and executive teams, including general counsel, as they benchmark against public peers, evaluate disclosure practices and build reporting discipline suited for heightened investor, lender and regulatory scrutiny. Access authoritative SEC filings, accounting standards and regulatory guidance in one web-based platform—with AI-powered research and analysis enabled by Protégé™ in Intelligize+ AI™—designed to inform strategy and support confident, well-supported decisions.
Preparing for public markets?
Benchmark recent S-1 filings and subsequent Forms 10-K, 10-Q, 8-K and proxy statements to understand market expectations before you file. Use AI to analyze peer disclosures, assess industry trends and perform targeted due diligence to strengthen your IPO strategy and future SEC compliance framework, with workflows that adapt as your reporting requirements evolve.
Operate with public-company discipline
Even if you intend to remain private, investors, lenders, boards and general counsel expect transparency and rigor. Compare governance documents, agreements and disclosures against public peers to identify market-standard language and evolving expectations, including ESG and related disclosures. Use AI-powered analysis to summarize trends, evaluate peer approaches and support defensible internal decisions with clear citations. Establish more consistent reporting practices with role-based checklists that align teams around what matters most.
Build a stronger financial reporting foundation
Prepare for greater scrutiny by connecting FASB, AICPA, PCAOB and IFRS accounting standards to disclosure documents and regulatory guidance. Use dynamically-scoped GAAP checklists tailored to your company’s structure and reporting needs to focus only on relevant disclosures—reducing noise, improving accuracy and helping ensure consistency across teams. Evaluate accounting interpretations, anticipate reporting expectations and support a scalable private company financial reporting and disclosure workflow aligned with public company and SEC requirements—whether ahead of IPO or as part of long-term private company growth.
Ongoing support when you need it
Preparation is ongoing. Intelligize provides expert research support and tailored product training to help private companies navigate IPO readiness, governance and disclosure expectations and evolving regulatory requirements with confidence.
Case Study:
Financial Compliance for Cohen & Company
Financial services company improves efficiency in peer companies analysis and financial reporting compliance using Intelligize.
Challenge:
Researching in various places to locate and review language in peer company filings and statements, tracking new accounting standards, and drafting language for financial reporting is cumbersome. It involves referencing multiples sources, and requires a great deal of manual effort.
Solution:
Intelligize makes it easy for Cohen & Company to benchmark output from a range of peer companies to identify market standard language and optimize disclosures and financial reporting language.
2,000+
Filters to quickly pinpoint examples of market standard language
17.9M+
SEC Filings
88,000+
S-1s & S1/As
Professionals We Serve
Serving nearly 60% of the Fortune 500, 87% of the Am Law 100 and 100% of the Big Four accounting firms.
Testimonials
Product Information
CUSTOMER RESEARCH SUPPORT
Expert support for detailed SEC filing searches and complex research needs.
Intelligize+ AI supports IPO preparation by enabling analysis of IPO-related filings, including Form S-1, prospectuses and other registration statements, as well as post-IPO filings such as Forms 10-K, 10-Q, 8-K and proxy statements. By benchmarking against recent IPO filings, private companies can make more informed decisions and establish a stronger foundation for IPO and post-IPO reporting obligations.
Yes. Intelligize+ AI allows you to analyze IPO-related filings, including Form S-1, to understand how companies address specific disclosure topics, from risk factors to financial reporting. Disclosure approaches can be compared across peer companies to identify common practices and variations in structure and language. This supports IPO preparation and helps inform SEC disclosure strategy ahead of filing.
Private companies use Intelligize+ AI to analyze public company filings and understand how disclosure practices evolve across companies and reporting periods. By comparing disclosures across peers, they can benchmark reporting approaches, evaluate emerging practices and gain insight into expectations from investors, lenders, boards and other stakeholders.
Private companies use Intelligize+ AI to review public company filings and assess how governance frameworks, committee structures and disclosures are presented across organizations. AI-powered analysis within Protégé™ supports multi-document review and analysis of public peer company filings, helping identify common disclosure practices and gain insight into evolving governance, SEC disclosure and compliance obligations.