Mitigate Risk & Save Time
Mitigate risk by staying abreast of regulatory changes and understanding trends in SEC disclosures on hot topics. Save time in drafting agreements and gathering due diligence.
Leverage the robust technology of Kaleidoscope for SEC/securities and regulatory research, language from precedent agreements and forms of agreements, company research and fast, easy document retrieval.
____
Save Time with Specialized Features
- Agreements Database (1994-present)
- KS Library of pre-formed search templates
- 360º Company Profiles (past and present)
- Company Due Diligence Report
- Executive/Director Profiles with compensation data and affiliations.
- Peer Group Creation and Search
- 10-K, 10-Q, 8-K and 20-F Section Searching
- Multiple Export Options
- Blackline Comparison
- Regulatory Resource Links – CFR, SEC, PCAOB, FINRA, PTAB
- Searchable Regulatory Content
____
Surfacing Relevant News
Home Page Dashboard – Hot topics such as the latest SEC proposed rules, SEC litigation, IPOs, SPACs, M&As, leadership changes, activist shareholder proposals, ESG initiatives, and more are presented on Kaleidoscope’s home page. Views: graphic, metric, company list or launch the search for an expanded time frame.
Earnings Call Calendar – Prepare with a 5-week forward view of anticipated company earnings calls. (drop down list)
Alerts – on filings types, people, industry, full text searches or any combination.
Alert Management – chose delivery, Real-time, Daily or Weekly batches