Pennant
Pennant provides an AI‑driven platform that centralizes proxy voting analysis, policy alignment, and execution for institutional investors.
- Artificial Intelligence
- Data & Analytics
- Enterprise Software
- Financial Technology
Funding
Raised to date
$500KRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
Founders
Founder details are not available yet.
Product
Problem
Institutional investors must manually analyze large volumes of proxy statements, coordinate voting across multiple funds, and ensure compliance with SEC filing requirements, which is time‑consuming, error‑prone, and limits the ability to align voting with fund strategies at scale.
Solution
Pennant offers an AI‑driven platform that centralizes proxy voting analysis, policy alignment, and execution for institutional portfolios. The system automatically extracts governance data from AGM materials, flags risks, and generates vote recommendations that match each fund’s mandate. Integrated workflow tools provide real‑time engagement tracking, audit‑ready N‑PX filing exports, and seamless custodian integration, enabling stewardship, portfolio, and compliance teams to act confidently and efficiently across the entire portfolio.
Target Audience
Primary users are governance and stewardship teams, portfolio managers, and compliance officers at institutional asset managers and pension funds who need scalable, policy‑aligned proxy voting solutions.
Features
- AI-powered extraction and analysis of proxy statements to surface governance risks and actionable insights
- Customizable voting policies that align recommendations with individual fund strategies and client mandates
- Automated generation of SEC‑ready N‑PX filing exports with complete audit trails
- Real‑time engagement tracking and deadline alerts for all proxy events
- Integration with custodial platforms to synchronize vote execution and record keeping
- Dashboard reporting for board and governance insights, including activism alerts