Your backoffice for CVM and SEC regulatory routines. Focus on your content, and let we take care of the operational procedures and protocols for you. From material facts, quarterly and annual earnings releases to Form 20-F, from EmpresasNet and IPE to EDGAR and iXBRL.
Simplify complex work. SUMAQ is a partner, in Brazil and Latin America, of the Workiva platform — the place where data, people, narratives and documents meet, in the cloud. Consistency and transparency in communication, for regulatory and managerial purposes.
Identify risks and opportunities in the face of ESG demands. Incorporate sustainability into the business strategy by adopting action plans, governance and socio-environmental management systems, and guidelines and result indicators.
For any kind of offer or operation, SUMAQ has solutions for all stages of preparation and distribution of documents, prospectuses, slides, announcements and CVM or SEC filings
Prospects and regulatory documents for CVM and SEC public offers.Your regulatory document needs in IPOs and other stock and bond offerings handled by the most reliable and experienced team. Integrity, security and consistency, on time.
The dataroom choice of 99% of Fortune 1000 companies. SUMAQ offers SS&C Intralinks’ Virtual Dataroom (VDR) solution, used in more than 8,000 M&A operations each year. Efficiency, speed and security for your due diligences.
Specialized translations for financial, legal and investor relations documents. In partnership with RWS, the global leader in language services and technologies, we provide a wide range of translation, authoring, transcription and interpreting solutions.
The most important tool to increase IR efficiency. Track shareholder movement with automatic daily reports, build custom analysis, log meetings and manage activities — a complete Investor Relations management platform, for all your day-to-day needs.
Improved quality and productivity on IR websites. Cut down the time spent on maintaining your Investor Relations website, while increasing its quality, speed and consistency. Automate document publishing and edit complex content with ease.
Comprehensive Investor Relations experience, at your disposal. Executive training, perception studies, process auditing and review — to improve your IR performance, or to create a Investor Relations department from scratch.
Corporate Access in the digital age. Corporate Access solution ingeniously situated at the intersection of capital markets and digital marketing, with a video communication platform for one-on-ones and roadshows.
Experience and ability to help your company overcome the challenges of the financial market
Experience
Led by professionals with over 20 years of experience, the SUMAQ team develops and follows processes that ensure high quality, agility and efficiency in all projects.
Security
High standard of information security and integrity in processes, technologies and platforms, at all stages of the projects, ensuring confidentiality and protection of customer data.
Technology
Proprietary and always-evolving software, using the most modern technologies and development practices, in addition to partnerships with major global players.
100+
projects
in the first year of operations
20+
offers
between IPOs and follow-ons
Our partners
Financial Communications Tailor-Made for your Initiatives