Root provides automated proxy analysis tools that gather and structure data on annual general meetings, resolutions, and ESG performance for thousands of companies. This enables investors to engage effectively and make informed voting decisions with tailored reports and near real-time insights.
Funding
Funding not disclosed
Founders
Product
Problem
Investors face challenges in efficiently analyzing vast amounts of data related to annual general meetings (AGMs), resolutions, and environmental, social, and governance (ESG) performance of numerous companies. Gathering and structuring this information manually is time-consuming and costly, hindering effective engagement and informed voting decisions.
Solution
Root offers automated proxy analysis tools that streamline the process of gathering and structuring data on AGMs, resolutions, and ESG performance for thousands of companies. The platform provides investors with tailored reports and near real-time insights, enabling them to engage effectively and make informed voting decisions. Root's solutions align with specific voting policies, offering customized research and voting recommendations on complex topics. By leveraging large language models (LLMs), Root delivers cost-effective data extraction compared to manual collection methods.
Target Audience
Root's primary customers are investors seeking to enhance their stewardship activities with fast, transparent, and customized proxy season analysis.
Features
- Automated gathering of intelligence concerning AGMs, resolutions, and ESG performance.
- Structured information presented in reports, datasets, or custom analyses.
- ESG analysis aligned with standard frameworks, covering climate, nature, social, and governance performance.
- Instant generation of proxy reports for UK and US companies upon AGM announcement.
- Customization of reports and analyses to align with specific voting policies.
- Transparent data sourcing, allowing users to verify the origin of information.
- Near real-time processing of documents as they are published.