Proxywise provides an AI‑driven platform that automatically extracts key disclosures from proxy statements, aligns them with user‑defined or industry‑standard voting policies, and delivers real‑time, citation‑backed voting recommendations. The system offers plain‑language explanations for each vote, allows automatic delegation with optional analyst overrides, and continuously improves through feedback, delivering cost‑effective, high‑quality proxy voting for institutional investors and stewardship teams.
Funding
Funding not disclosed
Founders
Product
Problem
Institutional investors and stewardship teams must manually review extensive proxy statements and apply voting policies, a process that is time‑consuming, costly, and prone to inconsistency across large portfolios.
Solution
Proxywise offers an AI‑driven platform that automatically extracts relevant disclosures from proxy materials, maps them to user‑defined voting policies, and generates citation‑backed voting recommendations in real time. Users can create or adopt standard voting principles, let the system vote automatically, and intervene only when desired, ensuring both efficiency and control. Each recommendation includes a plain‑language explanation of the vote and the supporting facts, providing full transparency. The platform continuously learns from user overrides and feedback, improving recommendation quality over time. By delivering high‑quality analysis at scale, Proxywise reduces the cost and effort compared with traditional proxy advisory services.
Target Audience
Primary customers are institutional investors, asset managers, and corporate stewardship teams that need to vote on proxy proposals across large, diversified portfolios.
Features
- AI-powered extraction of key disclosures from proxy statements and automatic alignment with custom or industry‑standard voting policies
- Real‑time analysis and recommendation generation as soon as proxy materials are published
- Plain‑language explanations with citation links to source disclosures for every vote
- Delegation workflow that defaults to automatic voting but allows easy review and override by analysts
- Continuous learning loop that incorporates user overrides and feedback to refine future recommendations
- Coverage of 100% of U.S. public companies with a turnaround time fast enough for timely voting decisions
- Integration of voting templates and policy libraries to streamline setup for stewardship teams