Research, Review, and Intelligence for Public Company Teams.
Sentiment, compliance vetting, and dual-source research across SEDAR, EDGAR, and the open web.
Compliance Review
On-demand securities-law review for disclosure-sensitive materials before they are sent, published, filed, or circulated.
Upload anything.
Submit draft news releases, investor letters, board materials, presentations, website copy, shareholder communications, or other documents that need a disclosure and compliance check.
Findings tied to regulation.
Potential issues are flagged with references to applicable requirements, including NI 51-102, NI 43-101, NI 52-109, Reg FD, and Section 21E, with practical recommendations for revision.
Available where the work happens.
Use Compliance Review in the Versance platform or through the Workflow Suite Chrome extension while the document is open in your browser.
Analytics & Sentiment Tracking
Structured analytics across every IR Agent and Investor Research Agent conversation.
Sentiment,
tracked over time
Track shifts in investor tone after releases, filings, events, or market moves, with filters by topic and timeframe.
Themes and recurring questions.
Surface the questions, confusion points, and discussion topics investors keep returning to.
Real investor signal.
Use actual investor conversations — not website traffic — to inform follow-up messaging, disclosure priorities, and IR strategy.
Talk to EDGAR
AI research across SEC filings and U.S. public-company disclosure, with citations on every response.
Search the US disclosure record. Review 10-Ks, 10-Qs, 8-Ks, proxy statements, registration statements, exhibits, 20-Fs, 6-Ks, earnings materials, and filed news releases. Drill into MD&A, risk factors, footnotes, executive compensation, governance, and material event disclosure, then trace how language changes over time.
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In context, while you browse. Available through the Workflow Suite Chrome extension, so you can analyze, compare, and summarize filings without leaving the EDGAR page you’re reviewing.
Talk to SEDAR
AI research across Canadian public-company disclosure, with citations on every response.
Search the Canadian disclosure record. Review AIFs, MD&A, financial statements, material change reports, information circulars, technical reports, news releases, and earnings materials. Drill into risk factors, outlook, liquidity, mineral project disclosure, governance, and material event disclosure, then track changes over time.
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In context, while you browse. Use the Workflow Suite Chrome extension to analyze, compare, and summarize filings without leaving the SEDAR+ page you’re on.
Coworker (Research)
Research that connects your disclosure record with current market context.
Company record and live web in one answer.
Ask questions that need both your filings, releases, presentations, and approved content, plus current news, peer activity, regulatory updates, market data, or analyst commentary.
Sources included.
Research outputs identify the company documents, disclosure dates, web sources, and retrieval dates used to support the answer.
Research while you work.
Available through the Workflow Suite Chrome extension to summarize pages, compare information to your disclosures, extract key points, and carry findings into the next draft.