Independent corporate intelligence
The public record shows the facts. Signal finds the pattern.
Signal monitors public companies, analyzes proxy ballots, and investigates the patterns that may become governance, regulatory, or litigation events. Our work begins before consensus.
No issuer revenue by design
48-hour proxy publication clock
Named analysis on the record
The Signal system
One intelligence platform. Three levels of conviction.
Signal operates as an interconnected intelligence ecosystem. We continuously monitor the public record, take definitive positions on the ballot, and deploy deep-dive investigations when the evidence demands it.
01 / MONITOR
Company Intelligence
Filings, governance events, shareholder pressure, market reaction and emerging claims flow into a living company record.
02 / DECIDE
Signal Proxy Intelligence
SPI publishes FOR, AGAINST or WITHHOLD on each ballot item within 48 hours of the definitive proxy filing.
03 / INVESTIGATE
Signal Research
High-density signals move into structured reviews of disclosure, capital structure, consumer practices, governance or control failures.
Upstream intelligence
Every filing is a screening event. Every vote can reveal a trajectory.
SPI gives Signal a recurring, high-frequency view of public-company governance. Most matters remain routine. Some become elevated. A few become investigations.
01 / INGEST
Public record enters
Proxy filings, 8-Ks, ownership reports, market data and public complaints.
02 / DECOMPOSE
Signals become atomic
Ballot items, compensation features, board changes and disclosure events.
03 / SCORE
Patterns gain weight
Signal density, momentum, divergence and time horizon update continuously.
04 / PUBLISH
The view goes on record
Recommendations, profiles and briefs publish with sources and timestamps.
05 / ESCALATE
Research goes deeper
Material patterns move from monitoring into a structured investigation.
Independent corporate intelligence
Every ballot item. A clear view. A permanent record.
SPI reads the definitive proxy statement from the common shareholder’s seat. Each item gets a position, the reasoning behind it and a timestamp that does not move after the vote.
- FOR, AGAINST or WITHHOLD on every covered ballot item
- Publication within 48 hours of EDGAR acceptance
- Divergence mapped against incumbent advisory positions
- Outcome reconciliation after the company reports the vote
Company intelligence
Company pages, not disconnected articles.
Isolated articles are obsolete. Signal maintains a living, dynamic dossier for every covered issuer, mapping proxy history, active signals, and source evidence onto a single, real-time timeline.
The Signal Ledger
Anyone can explain the result after the meeting. Signal publishes before it.
Every SPI recommendation is fingerprinted at publication. Corrections remain visible. Misses remain visible. Each call is reconciled against the company’s reported vote under published rules.
48h
Publication window
The clock starts when EDGAR accepts the filing.
100%
Timestamped
Every covered position enters the permanent record.
SHA
Fingerprint
Each publication receives a tamper-evident identifier.
8-K
Reconciliation
Reported vote outcomes close the loop.
Signal Research
When the record raises a question, Signal follows it.
Research profiles are living dossiers, not blog posts. Each page shows the thesis, the source record, a timeline, risk indicators, ongoing updates — and what would change Signal’s view.
Redwire Corporation – Securities Disclosure Risk Research Review
SoFi Technologies, Inc. – Securities Disclosure Risk Research Review
TruGolf Capital Structure & Disclosure Practices
Core Scientific, Inc. – Securities Disclosure Risk Research Review
Super Micro Computer, Inc. – Securities Disclosure Risk Research Review
DoorDash Pricing & Fee Transparency
Consumer practices · Active
DoorDash Pricing & Fee Transparency
Structured review of pricing transparency, service-fee disclosures, subscription representations and related platform practices.
AI disclosure · Active
AI Revenue Representation Investigation
Public-record review of revenue representations, disclosure consistency and the relationship between market narrative and reported performance.
Capital formation · Monitoring
Biotech Capital Formation & Disclosure
Research into capital formation, disclosure sequencing and investor-risk signals in a development-stage biotechnology context.
Why Signal
Built to take a view early, then show the work.
Structural independence
No issuer revenue in SPI. The core conflict is removed by business design, not softened by disclosure.
Speed with accountability
Signal publishes before the event and keeps the original position visible after the outcome.
Named analysis
Research carries a responsible byline, source record and methodology version.
Investigations depth
When a proxy or filing leaves material questions unanswered, Signal has a deeper research capability.
Leadership
Experience on both sides of the public-company table.
Lou Schwartz
Chief Forensics Officer
Operating judgment meets forensic discipline.
Lou Schwartz leads Signal’s investigative methodology, company-signaling frameworks and research on emerging corporate, governance and disclosure risk.
His background spans trailblazing work in streaming video technology, corporate securities, M&A, and public company leadership. That operating experience shapes Signal’s central question: not only what a company disclosed, but what incentives, structures and sequencing suggest may happen next.
The Signal Wire
Get the next signal before consensus catches up.
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