Bring your disclosures into real time.

Continuously monitor and align your disclosures to peers, SEC guidance, and live market events, with updates drafted instantly.

Peer alignment

Peer alignment

Peer alignment

FOR PUBLIC COMPANIES

FOR PUBLIC
COMPANIES

Built for SEC reporting, legal,
and investor relations teams.

FOR LAW & accounting FIRMS

Custom workflows and pilot programs built for capital markets teams.

$4T+

In market cap across disclosure workflows

$4T+

In market cap across disclosure workflows

100+

Public companies supported

100+

Public companies supported

2,000+

SEC filings & transaction disclosures analyzed

2,000+

SEC filings & transaction disclosures analyzed

10-K

10-K

424B

424B

8-K

8-K

THE PROBLEM

Marketsmoveinhours.Peerfilingsshiftovernight.SECguidancecompounds.Greenshoecollapsesthecycle,witheveryoutputtraceabletoarule,apeerfiling,oryourownprecedent.

Marketsmoveinhours.Peerfilingsshiftovernight.SECguidancecompounds.Greenshoecollapsesthecycle,witheveryoutputtraceabletoarule,apeerfiling,oryourownprecedent.

how it works

One workspace for the entire disclosure cycle.

Upload

01

Upload your disclosure into Greenshoe.

Run

02

Run automated form checks and validation reviews.

Align

03

Align with relevant peer filings and SEC guidance in real time.

Draft

04

Watch Greenshoe draft updates directly into the disclosure.

Export

05

Export, print, or share markups and analysis outputs.

Upload

01

Upload your disclosure into Greenshoe.

Run

02

Run automated form checks and validation reviews.

Align

03

Align with relevant peer filings and SEC guidance in real time.

Draft

04

Watch Greenshoe draft updates directly into the disclosure.

Export

05

Export, print, or share markups and analysis outputs.

THE GREENSHOE PLATFORM

A continuously
refreshed knowledge base.

Greenshoe runs on several layers of intelligence, refreshed against EDGAR and the rule library in real time.

340K+ filings · 10-K · 10-Q · 8-K · S-1 · DEF 14A · continuous EDGAR sync.

Public SEC Corpus

340K+ filings · 10-K · 10-Q · 8-K · S-1 · DEF 14A · continuous EDGAR sync.

Public SEC Corpus

340K+ filings · 10-K · 10-Q · 8-K · S-1 · DEF 14A · continuous EDGAR sync.

Public SEC Corpus

12K+ issuers · 30+ industry sets · ranked and clustered benchmarks.

Peer Universe

12K+ issuers · 30+ industry sets · ranked and clustered benchmarks.

Peer Universe

12K+ issuers · 30+ industry sets · ranked and clustered benchmarks.

Peer Universe

Reg S-K · Reg S-X · staff guidance · CDIs · current effective dates.

Rule Library

Reg S-K · Reg S-X · staff guidance · CDIs · current effective dates.

Rule Library

Reg S-K · Reg S-X · staff guidance · CDIs · current effective dates.

Rule Library

Disclosure history, precedent bank, checklists, and team context.

Your Knowledge

Disclosure history, precedent bank, checklists, and team context.

Your Knowledge

Disclosure history, precedent bank, checklists, and team context.

Your Knowledge

WORKFLOWS AND DELIVERABLES

Intelligence That Compounds

Turn every disclosure decision into institutional intelligence that grows over time.

Real-time Peer Alignment

Compare language, structure, and emphasis against ranked peer cohorts.

Continuous Form Checks

Complete form checks across every filing type, with a fully auditable report.

Rule and Cite Engine

Every disclosure section mapped to its governing SEC rule and required elements.

Complete Markups

Export Word documents with redlines and comment bubbles, ready for review.

WHO IT'S FOR

Built for the teams doing the work.

For public companies

Reporting, legal, and investor relations teams use Greenshoe to:

Reduce reliance on outside advisors.

Help existing teams do more with the expertise they already have.

Cut manual review cycles.

Replace precedent search and line-by-line review with analyses that run in minutes.

Stay ahead of peers and the market.

Continuous monitoring against peer filings and real-time events, not quarterly catch-up.

Reduce SEC risk.

Form-checked, rule-cited, and peer-aligned before the document leaves the building.

For law & accounting firms

Capital markets teams use Greenshoe to:

Produce better client work product, faster.

Stronger completeness, consistency, and defensibility across every periodic filing.

Improve economics on every engagement.

Protect margins on fixed-fee and capped capital markets work. Redeploy senior hours to judgment and strategy.

Build proprietary knowledge.

Firm precedent, checklists, and institutional context compound inside the platform, not on individual laptops.

comparison

Purpose-built, not repurposed.

General AI tools are designed for general text. Greenshoe is built for the structure, rules, and stakes of SEC disclosure.

Embedded SEC rules, structure, and peer data.

End-to-end workflows that produce filing-ready documents.

Grounded, auditable outputs teams can rely on.

Generic AI tools

Designed for general text generation.

Ineffective for long, structured form checks.

Requires manual validation and hallucination review.

Security & compliance

Built for the demands of capital markets workflows.

Greenshoe maintains a robust security and privacy program for the requirements of public companies and law firms.

CERTIFICATIONS

01

SOC 2 Type I

Independent review confirming our security controls are properly designed to protect customer data.

01

SOC 2 Type I

Independent review confirming our security controls are properly designed to protect customer data.

01

SOC 2 Type I

Independent review confirming our security controls are properly designed to protect customer data.

02

SOC 2 Type II

Independent audit confirming our security controls operate effectively over an extended period of time.

02

SOC 2 Type II

Independent audit confirming our security controls operate effectively over an extended period of time.

02

SOC 2 Type II

Independent audit confirming our security controls operate effectively over an extended period of time.

03

ISO 27001

IN PROGRESS

Globally recognized standard for information security management. Certification currently underway.

03

ISO 27001

IN PROGRESS

Globally recognized standard for information security management. Certification currently underway.

03

ISO 27001

IN PROGRESS

Globally recognized standard for information security management. Certification currently underway.

Encryption at rest

Data stored in Greenshoe is encrypted at rest using industry-standard algorithms.

Encryption in transit

TLS encryption protects data moving between your device and our servers.

Penetration testing

Regular third-party penetration testing across the platform.

Software supply chain security

We track our software dependencies and scan for known vulnerabilities.

Two-factor authentication

Required across all Greenshoe accounts.

Pricing

Two paths in.

Choose your team.

For public companies

Simple issuer pricing

$2,000

/month

Full platform access for public company reporting teams.

INCLUDES

Form checks across all filing types

Peer alignment and benchmarking

Real-time monitoring

Research-infused drafting

Complete word markups

Full SEC corpus access

For law & accounting firms

custom workflows and pilot programs

Let's talk.

Tailored deployment for law firms and accounting firms.

Tailored deployment for law firms and accounting firms.

Includes the full platform, plus custom Firm solutions

Agent integration

Bespoke pilot program

Dedicated implementation support

Pricing

Two paths in.

Choose your team.

For public companies

Simple issuer pricing

$2,000

/month

Full platform access for public company reporting teams.

INCLUDES

Form checks across all filing types

Peer alignment and benchmarking

Real-time monitoring

Research-infused drafting

Complete word markups

Full SEC corpus access

For law & accounting firms

custom workflows and pilot programs

Let's talk.

Tailored deployment for law firms and accounting firms.

Includes the full platform, plus custom Firm solutions

Agent integration

Bespoke pilot program

Dedicated implementation support