01
Reconcile Ownership
Combine beneficial, institutional, insider and class-level ownership into one historical record.
Trace a company through to the people and funds behind it — parents, subsidiaries, stakes, and the counsel on record.
Combine beneficial, institutional, insider and class-level ownership into one historical record.
Detect new positions, accumulation, reductions, exits, insider transactions and changes in ownership concentration over time.
Separate economic ownership from voting power and identify controlling shareholders, groups, dual-class rights and other sources of influence.
Connect shareholders, directors, executives, subsidiaries, lenders, counterparties, agreements and legal entities.
Surface approvals, consents, covenants, voting requirements, change-of-control provisions, transfer restrictions and other legal obstacles affecting a transaction.
Extract and compare rights and obligations across merger agreements, credit agreements, shareholder agreements, charters, bylaws and material contracts.