Proposal Pilot
PennantShareholder Governance Intelligence for this Proxy Season and Beyond
Track proposals, no-action letters, exempt solicitations, reincorporations, and exclusion litigation in one place — with reporting, precedent search, and proposal-drafting tools powered by the leading frontier AI models. Built by former institutional proxy voters for the teams that need it most.
Live Proposal Tracking
740+ shareholder proposals this season with vote outcomes refreshed twice daily, filterable by company, proponent, category, and status
SEC Correspondence & Litigation
190+ no-action letters with extracted defending law firms, Rule 14a-8 exclusion litigation with court rulings and settlement data, plus the latest Notices of Exempt Solicitation (PX14A6G)
Reincorporation Proposal Tracking
60+ state-of-incorporation moves tracked with origin/destination, AGM dates, vote support, and linked DEF 14A and 8-K filings
Proponent Intelligence
65+ enriched profiles with success rates, settlement patterns, and negotiating style across institutional investors, advocacy groups, religious orders, and pension funds
Company Intelligence
Board profiles, vote outcomes, governance structure & practices, executive compensation metrics, and peer benchmarking data
Precedent Search & Analysis
Search every tracked proposal, no-action letter, and litigation case in one place; compare similar fact patterns and exclusion outcomes side-by-side to inform strategy
Proposal Review Checklists & Drafting
Procedural review checklists across the full Rule 14a-8 lifecycle (ownership, deficiency notices, representative documentation, resubmission thresholds) with drafting assistance for both company and proponent perspectives
Custom Reporting & Exports
Build cuts of any tracked dataset across companies, proponents, categories, and time — supporting both recurring official deliverables (board packs, season-end recaps, client newsletters) and ad-hoc one-off requests, with exports to CSV, PowerPoint, or Word
AI-Native Deliverables
Bring your own frontier model — Claude, GPT, Gemini, and other leading models power our research assistant, natural-language search, and drafting tools to accelerate both internal work product (memos, briefing books, board materials) and external audience deliverables (client reports, regulator-facing letters, public commentary)
Alerts & Watchlists
Customized email and Slack/messaging alerts with personalized watchlists to stay ahead of developments that matter to you
Dedicated Live Support
Direct access to our team of former institutional proxy voters for hands-on guidance throughout the season
Built to be trusted by corporate secretaries, governance counsel, and institutional investors.
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