Partner with Disclose IQ
Prepare filings for many registrants? Talk to us about partnering. Each registrant you bring in is its own organization, with reviewers of its own, in the workspace where the filings are prepared.
What a partnership offers
Your organization, and every registrant you bring in
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Your logo and colour
Your logo and colour beside your organization's name
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Registrant onboarding
Registrant onboarding: each registrant joins as its own organization
How a partnership starts
A conversation first
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A conversation
Tell us about the filings you prepare and the registrants you serve, and what you want a partnership to cover.
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A demo on a fictional filing
We walk through one section, end to end, on a fictional filing shaped like the ones you prepare.
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Agree the scope
Agree where to start, by filing type and by registrant, before anyone is invited into the workspace.
What your teams work with
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Section workflows
Route the section, not the email.
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Engagement controls
Engagements, independence checks, ethical walls, and embargo and insider lists.
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Review and validation
Fact-level review, blocking errors and warnings, and one view of what is left.
Read more
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Information barriers in disclosure work
Independence checks, ethical walls, and embargo and insider lists around an SEC filing: what each control protects, and how teams apply them across their work.
See one section, end to end.
We'll take one note from a filing like yours from spreadsheet to reviewed, tagged disclosure in 20 minutes.