What Shipped
We have been heads-down building for the last few months, and we wanted to share what shipped, what we learned, and what is coming next.
Speed Improvements
The biggest change you will notice is speed. > Analysis that used to take a couple of minutes now typically completes in under thirty seconds for most documents. We reworked the processing pipeline to handle documents more efficiently, and the difference is noticeable — especially if you are reviewing a batch of materials before a campaign launch or a quarterly update.
Better Performance Advertising Analysis
We also improved how we handle performance advertising claims. This was our most-requested improvement, and honestly, it needed work. The original version was too aggressive about flagging performance-related language, which meant reviewers were spending time dismissing false positives on things like general market commentary. The updated engine is much better at distinguishing between an actual performance claim that needs disclosures and a factual statement about market conditions.
What We Learned
The Superlative Claims Problem
Here is something we did not expect: after reviewing over a thousand marketing materials from real advisory firms, the single most common issue we flag is not performance advertising or missing disclosures. It is unsubstantiated superlative claims. Phrases like "best-in-class service" or "industry-leading returns" or "top-ranked advisory firm" show up constantly, and most firms have no documentation to back them up. If an SEC examiner asks you to substantiate a claim like that, you need to have something to point to.
What is Coming Next
On the roadmap side, we are working on a few things we are pretty excited about:
- Better handling of social media content is at the top of the list — the compliance challenges with LinkedIn posts and Twitter threads are different from a traditional PDF, and our analysis should reflect that
- Building out support for tracking review history so you can see how a document has changed over time and maintain a complete audit trail
Stay in Touch
As always, if you run into issues or have ideas for what we should build next, let us know. A lot of what we have shipped so far came directly from user feedback, and we want to keep it that way.