Compliance Tools

Compliance is operational infrastructure, not a marketing claim. Our compliance tools enforce the framework on every call — pre-call attestation, conflict screening, exclusion-list checks and a 7-year audit trail produced on request for regulators or internal compliance.

Module
COMPLIANCE TOOLS
Status
Shipping + roadmap
Last updated
Q1 2026
01/Shipping Today6 live capabilities
02/On The Roadmap4 planned

Honest disclosure: not yet shipping. Tracked publicly so buyers know what to expect.

03/Frequently Asked3 questions
Q.01

How is your compliance framework different from GLG's?

Structurally similar — both implement MNPI screening, cooling-off, NDA disclosure, conflict screening, audit trail. Procedural detail and integration depth differ. For most institutional use cases, the buyer-side compliance team approves both at parity.

Q.02

Can I see a sample audit-trail record before signing the MSA?

Yes. Anonymised sample records available within 48 hours of request. We recommend institutional buyers request this — it's the operational artifact that proves the framework actually operates.

Q.03

How do you handle sector-specific compliance overlays?

Healthcare KOL work follows ABPI/PhRMA standards. Financial services follows MAR/insider-list rules. Defense work follows ITAR. The overlay is applied automatically based on brief category and surfaced to the expert in the per-call attestation.

04/Other Platform Modules3 more
01
EXPERT DATABASE

Searchable database of 50,000+ vetted operators across 80+ sectors.

02
TRANSCRIPT LIBRARY

5,000+ anonymised expert transcripts, indexed by company, topic and industry.

03
SEARCH & DISCOVERY

Natural-language and faceted search across the expert database.

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