Everyone who prepares, oversees or relies on the filing.
One reading, delivered to the people entitled to it.
Public companies
Large accelerated, accelerated and smaller reporting companies, before the 10-K and 10-Qs are filed.
Companies preparing to list
A reading of the registration statement and the first annual filings.
Audit committees
An independent reading of the filing the board will approve, released to the chair at the same time as the CFO.
Lenders and private credit
Published-filing reviews of borrowers, built from EDGAR and delivered only to you.
Diligence teams
The target’s filings, read the way the SEC staff would read them.
Advisory firms
The engine behind your own service, for clients you do not audit, under your own engagement.
Family offices and private owners
For companies the family owns or controls: their filings and reports reviewed before they go out.
Family offices and HNWIs as investors
Reporting quality of public holdings, for informed engagement. Investor-facing work only through an appropriately registered partner.
Your next 10-K will be in draft before the audit is done.
Have it read before you file.
US engagements start with a paid scoping study and a pilot. Under NDA, inside your insider trading policy.