Solutions for Private Companies
SUMAQ brings Intelligize technology to Brazil, a global reference in regulatory research and intelligent comparisons that help private companies structure reporting, understand competitors, and prepare the path toward a potential IPO.
More clarity, less uncertainty, and much more speed in decision-making.
Discover how the market communicates before you get there
For private companies, competing requires understanding peer positioning, tracking regulatory evolution, and mastering the language used by the market. Having a specialized partner is decisive for supporting SEC disclosures, managing relevant events, and ensuring Sarbanes-Oxley (SOX) compliance.
Intelligize makes this process easier by bringing together millions of documents, such as 10-K, 10-Q, 8-K, proxy statements, S-1, and F-1, in a single, fast, fully connected environment.
With specialized implementation and Portuguese-language support, SUMAQ adapts this global technology to your business's specific needs.
More than 16 million SEC documents available
Intelligent planning for companies considering going public
If your company is evaluating an IPO, Intelligize lets you review recent S-1 filings, subsequent documents, and regulatory disclosures to turn market insights into clear actions.
Solid preparation helps private companies align internal processes, governance, and disclosures with public-company standards, reducing regulatory risks and increasing investor and stakeholder confidence.
Guide your compliance strategy
Support due diligence processes
Interpret sector trends
Understand emerging investor and regulator requirements, especially in ESG
Identify market patterns used by comparable companies
You see how other companies have faced similar challenges and prepare to do better.
Discover how companies in your sector communicate risks, results, and strategies
With universal topic searches, you access documents from similar companies, including filings, contracts, exhibits, governance materials, SEC comment letters, and corporate responses. Intelligize enables year-over-year comparative variations and AI-assisted comparison of specific sections, especially in the MD&A matrix. This helps your company understand:
How the sector describes its challenges
Which risk factors are prioritized
How competitors structure financial analyses
What language is considered market standard
How regulators and investors expect certain topics to be communicated
Complete Support
Precision and security for your accounting routine
The platform connects FASB, AICPA, PCAOB, and IFRS standards to real disclosure examples, helping align your reporting with market best practices. It also makes it easier to understand:
Clearer, more complete, and more compliant financial reports with much less manual effort.
A new way to research, compare, and understand the market
With Intelligize+ AI, private companies gain speed and accuracy by turning questions into grounded answers. Protégé, the center of the AI experience, enables:
Ask questions in natural language
Find relevant precedents in seconds
Compare documents clearly
Generate precise summaries of complex sections
Quickly identify regulatory trends and disclosure patterns
AI is responsible, explainable, and secure, built on a private model that protects data and supports decisions based on verifiable sources.
Intelligize+ AI
Intelligent assistant
"How do technology companies describe cybersecurity risks in their 10-K filings?"
I found 847 relevant examples. The main patterns include disclosures about security policies, prior incidents, and mitigation measures...
Powerful technology with human guidance where it really matters
SUMAQ ensures an implementation that respects your company's reality. More than providing technology, SUMAQ acts as a strategic partner in interpreting regulatory trends, disclosure benchmarking, and structuring corporate communication workflows.
You are never alone: our team and the Intelligize team work together to ensure security, clarity, and efficiency at every stage.
Portuguese-language support
Ongoing follow-up
Strategic guidance on platform use
Specialized support for regulatory analysis and benchmarking
Team prepared for complex demands
That is the power of an Intelligize API
With the Intelligize API, you can integrate SEC compliance data into your own systems and internal workflows. Go beyond regulatory compliance and use Intelligize data for trend monitoring, competitive intelligence, sector benchmarking, business development, and automation of analyses and internal processes.
With SUMAQ + Intelligize, your company advances with clarity, preparation, and intelligence
Whether to compete in the sector, strengthen disclosure practices, structure corporate governance, or begin the journey toward an IPO, Intelligize offers the intelligence your company needs, and SUMAQ turns that intelligence into real results.
Discover how we can help you succeed with our compliance and regulatory intelligence solutions. Because we are in this together.