SEC-reporting standards, PCAOB-level diligence, and AI-enhanced enterprise processes.
As an SEC-reporting public company, GlideLogic brings institutional-grade compliance frameworks to every advisory engagement. We help businesses meet rigorous regulatory standards, optimize financial reporting processes, and prepare for the scrutiny of public market investors—all while leveraging AI tools to reduce costs and accelerate timelines.
Advisory support for preparing disclosure documents that meet SEC standards for private placements and public company reporting. Key deliverables include PPM, Subscription Agreements, Form 8-K, 10-Q, 10-K, and MD&A. Our AI-enhanced document preparation reduces drafting time by 40-60%.
We guide companies to meet Public Company Accounting Oversight Board (PCAOB) audit standards. Focus areas include internal control design, revenue recognition compliance (ASC 606), financial statement preparation (GAAP/IFRS), and remediation of material weaknesses.
Comprehensive Know Your Customer (KYC) and Anti-Money Laundering (AML) processes. Our AI tools automate 80% of KYC/AML workflows, reducing manual review time from days to hours while maintaining comprehensive audit trails.
AI-powered tools to streamline financial reporting, compliance workflows, and capital readiness processes.
Beyond regulatory compliance, we help businesses optimize the operational processes that underpin successful capital raising and public company readiness.
Proprietary and integrated tools that accelerate compliance while reducing human error.
Contract analysis and key term extraction, financial statement anomaly detection, disclosure gap identification, comparative filing analysis, and automated redline and change tracking.
SEC filing deadline tracking, material event disclosure triggers, regulatory change notifications, insider trading blackout periods, and board meeting and consent deadlines.
Identity verification workflows, accreditation status confirmation, sanctions and PEP screening, beneficial ownership analysis, and risk scoring and monitoring.
Version control for all documents, user activity and approval workflows, timestamped decision records, evidence collection for audits, and regulatory examination readiness.
Schedule a compliance assessment to identify gaps, reduce risks, and prepare your business for institutional-grade capital raising.