Insights & Evidence
Regulatory state, audit-ready outcomes, and decision evidence for investment teamsMarch 13, 2026
SEC Compliance Data: Where to Find It and How to Use It
SEC compliance data is technically free. It's all public, sitting on EDGAR, available to anyone with a browser. In practice, getting from…March 13, 2026
Is Data Lineage Required for Compliance? What Regulators Actually Expect
The short answer is no — most regulators don't use the words "data lineage" in their rules. The practical answer is try getting through…March 13, 2026
How to Get Your Data Ready for AI — A Practical Guide
Every AI project starts with the same assumption: we have data, we have a model, let's go. And most of them stall in the same place — not…March 13, 2026
BCBS 239 Data Lineage: What the Standard Actually Requires
BCBS 239 has been around since 2013. Most banks have a compliance program for it. Very few have actually solved it. The standard…March 13, 2026
AI Readiness Assessment: How to Know If Your Data Is Ready
Every firm we talk to is "doing AI." Most of them are stuck in the same place — the model works fine, but nobody trusts the outputs…March 07, 2026
How to Query SEC EDGAR Filings with an MCP Server
The Model Context Protocol (MCP) is an open standard that lets AI assistants connect to external data sources through a unified interface…January 25, 2026
Why Outcome Delivery Isn't Enough
Outcome delivery is necessary. It is not sufficient. When decisions are reviewed—by an investment committee, a risk officer, or a…January 25, 2026
Data Reconciliation in Finance: When Two Correct Numbers Don't Match
The most frustrating disagreements in finance aren’t between right and wrong. They’re between two correct numbers that don’t match. Same…January 22, 2026
CMBS Deal Tracking with Guaranteed Delivery
CMBS deals are complicated. A single transaction might involve: Monthly servicer reports with collateral performance Quarterly trustee…January 20, 2026