The command center
for public-company issuers.
Material events, SEC filings, equity, governance, and the audit trail tying them together. Built for the layer of public markets that institutional infrastructure left behind.
Two minutes. The whole fortress.
Why issuers switch: the ticker-scan onboarding, 80+ filings in minutes, Astra executing for you, and the sealed vault everyone works from.
Playing silently. Press play-with-sound for the full cut.
Built for OTC, NASDAQ, NYSE & foreign issuers
Listed-issuer and OTC-issuer counts vary by quarter. See SEC.gov and OTC Markets for current totals.
Public-company compliance is still held together by spreadsheets.
A late 8-K, a stale cap table, an unreconciled equity grant. Any one of them costs more than the technology stack that would have caught it.
Cap-table drift
Equity records live in a spreadsheet. The 10-K cites a different share count. The auditor finds the discrepancy first.
Late material-event detection
The 8-K four-day clock runs from the moment of materiality, not from when counsel hears about it. Most teams discover the gap on a comment letter.
Disconnected disclosure stack
DocuSign, Slack, spreadsheets, Word, three different filing services. Every quarter someone re-keys the same numbers across all of them.
We find what is wrong before you file.
The Compliance Physical reconstructs your complete public filing history, reconciles it against the obligations of your actual reporting regime, and flags the gaps with rule citations and evidence, before the first filing is ever drafted. We do not just prepare your filings. We find what is wrong first.
Full-history reconstruction
The platform rebuilds the issuer's complete EDGAR record, including archives and former names: the regulatory biography. Findings are anchored to the actual filing timeline, not to a questionnaire.
Five anomaly classes
- Missing filings. An obligation came due and no filing answers it.
- Wrong-vehicle filings. The disclosure was made on the wrong form for the regime.
- Late filings. The filing exists, but landed outside its window.
- Contradictory filings. Two filings on the record assert facts that cannot both hold.
- Dangling lifecycles. An offering or reporting thread was opened and never closed.
Decisions, not directives
Every gap becomes a documented decision with branched remediation paths and a recorded rationale. The governance trail reads the same way to the board, counsel, and an examiner: identified, decided, acted.
Counsel in the loop
Every finding is classified as objective fact or counsel judgment, and the classification is visible on the finding itself. Market Fortress flags; counsel decides. The platform does not provide legal advice.
Runs automatically at onboarding. Re-reconciles every six hours.
One platform that reshapes itself to your filing reality.
An OTC issuer and a Nasdaq issuer do not live the same compliance life. Market Fortress curates the navigation, the filing catalog, and the deadlines to your reporting regime. Everything else stays one click away, and the exchange-tier suite is waiting the day you graduate.
OTC, Alternative Reporting
You trade OTC and file no SEC reports. Your world is OTC Markets disclosures, capital raises, and press.
Curated for you: Quarterly and annual OTC disclosures, current reports, Form D and Reg A raises, press releases. The SEC-reporting suite stays out of your way until you need it.
OTC, SEC Reporting
You trade OTC and file real SEC reports: 10-K, 10-Q, 8-K. The most underserved tier in public markets.
Curated for you: The full domestic SEC engine plus OTC Markets disclosures in one place: periodic reports, current reports, Section 16, proxy, registration.
National Exchange
Nasdaq or NYSE listed, with the complete reporting calendar and the scrutiny that comes with it.
Curated for you: The complete suite: periodic and current reports, Section 16 and beneficial ownership, proxy season, registration statements, tender offers, governance.
Also built in: Foreign Private Issuers (20-F / 40-F / 6-K) · Regulation A issuers (1-A / 1-K / 1-SA) · Reg CF companies · de-SPACs · Pre-IPO (S-1 track)
Graduating from OTC to a national exchange is the plan. When you make the move, your record, your history, and the full exchange-tier suite are already here.
One certified, immutable
corporate memory.
Filings, press releases, financial statements, equity records. Pulled from 15 sources, parsed by AI, certified by your team. Every other module reads from this single source.
From ticker to certified baseline. End to end.
By the time setup is complete, every other module already has data in it. The platform never opens onto an empty state on day one.
Onboard & Connect
Create your issuer profile. Link to SEC EDGAR and OTC Markets. Platform identifies your company and queues the last 24 months of filings.
Sync & Deep Parse
AI ingests every filing and press release from 15+ sources. Gemini extracts financials, events, officers, equity, risk factors into structured records.
Sync Review Wizard
Human-in-the-loop verification of all AI-extracted data. Adjust classifications and confidence scores before anything enters the Vault.
Publish to Vault
Certified data becomes your immutable corporate baseline. The single source of truth for every downstream module and filing wizard.
Load Equity Records
Upload or sync your shareholder register, debt table, options schedule, 2-year issuance history. AI cross-references with filed disclosures.
Sync Material Events
Historical events classified and timestamped. New events auto-detected from filings and press releases the moment they publish.
Connect & Verify
Connect QuickBooks or Xero and your other integrations. Load your cap table and debt table. Confirm classified material events. Your operational baseline is certified.
Operational. SSOT Live
Vault is live as the certified baseline. Every module reads from one verified, source-linked truth.
Result: a certified Vault that every wizard reads from.
Live in your first session.
No multi-week implementation. The Vault seeds itself off your ticker, your team certifies in the same session, and the platform is operational the moment you log out. Counsel and the audit firm are invited as scoped portal users at the steps that need them.
Connect EDGAR + OTC
Enter your CIK or ticker. The platform attaches EDGAR, OTC Markets, and 15 wire feeds to the issuer profile in the first session. Auto-pulls the last 24 months of filings.
Certify the Vault
AI extracts financials, events, officers, and equity records. Your team certifies through the Sync Review Wizard. The Vault becomes the source of truth before you log out.
Reconcile the cap table
Convertibles, options, warrants, ATM tranches modeled against your last filing. Counsel can be invited at this step with a one-click scoped portal.
Draft your next filing
The Concierge interviews you section by section, drafts in your voice against the certified Vault, and exits the workflow EDGAR-ready for counsel sign-off.
Why this exists.
I spent twenty years inside public markets watching small-cap issuers drown in fragmented compliance vendors. The infrastructure was always built for the Fortune 500. Market Fortress is the institutional command center every issuer deserves, regardless of market cap.
An OTC quarterly disclosure cycle used to take a month of my life. Pulling historical filings, re-keying financials, formatting iXBRL, chasing counsel redlines. The platform is built to collapse the same workflow into a working session, with the same rigor and EDGAR-ready output, by reading from a certified Vault instead of starting fresh every quarter.
Material non-public information never touches a public model. Period. The router enforces it on every call. That is not a marketing claim, that is a load-bearing system invariant. I sleep at night because of it.
Every operation a public company runs, in one place.
Each module reads from the certified Vault. The filing wizards pre-populate with verified, source-linked data, so no team re-keys numbers across modules. And every output is framed to the forms your company actually files, whether that is Exchange Act reporting, Regulation A, OTC alternative reporting, or a foreign-private-issuer regime.
A registration statement,
drafted with you.
The Concierge interviews you section by section, pulls the relevant Vault registers as context, and drafts in your issuer voice. Output streams in. Counsel reviews and comments inline. What ends up in your inbox is a polished draft ready for outside-counsel sign-off, not a template you still have to fill in.
AI-drafted, Vault-cited, counsel-collaborative. Wizard-assisted forms cover the long tail. Every form ships with the same Vault audit trail and counsel handoff.
- 10-KAnnual report
- 10-QQuarterly report
- 8-KMaterial events (6 most-filed Items, Phase 1)
- S-1IPO registration
- DEF-14ADefinitive proxy
- F-1FPI IPO
- 40-FCanadian annual (MJDS)
- 6-KFPI furnished current report
- 1-AReg A offering statement
- 1-KReg A annual report
- 1-SAReg A semiannual
- 1-UReg A current event
- OTC AnnualOTC alternative annual disclosure
- OTC QuarterlyOTC alternative quarterly disclosure
- OTC CurrentOTC current report (8-K analogue)
- NT 12b-25Late-filing notification
- Press ReleaseMaterial-event press release
Vault-grounded
Every paragraph cites the Vault register it pulled from. The reviewer can click through to the source filing on every claim.
Live counsel collaboration
Outside counsel reviews, comments, and approves in the same session. The PDF round trip goes away.
EDGAR-ready handoff
Once sections are locked, the Concierge packages the filing as EDGAR-ready iXBRL with a one-click handoff to counsel for submission. Direct EDGAR transmission is in active development.
Research that institutional investors can verify, line by line.
Each report is anchored to your certified Vault, cryptographically signed, and distributed from a Market Fortress wire account rather than your IR firm. The institutional reader does not have to trust the analyst, the firm, or the issuer. They can verify the underlying data themselves.
Sponsored research has a structural credibility problem.
Sell-side analysts work inside investment banks with named conflicts. Sponsored research is paid for by the issuer and treated as marketing. Independent firms have stayed out of the small-cap and OTC universe almost entirely.
None of it is verifiable at the data layer. The reader is asked to trust the analyst, the firm, and the underlying numbers in a single transaction.
Every claim cites a Vault entry the reader can verify.
Each numerical claim links to its source in the issuer's certified Vault. Each report carries an Ed25519 signature and posts a public verification page.
Distribution flows from our wire account rather than the issuer's, so the version on Bloomberg, Reuters, and Yahoo Finance is byte-identical to the version on the verification portal. No other firm covering the small-cap layer has this stack.
Five layers that make every report defensible.
Every numerical claim cites a specific entry in the issuer's certified Vault.
Each report carries a cryptographic signature anchored to the Vault snapshot hash at draft time.
IBN / GlobeNewswire wire flows from MF accounts. Issuer cannot modify mid-distribution.
A public verification portal lets anyone confirm the hash, signature, and distribution receipt.
Factual analysis only. No buy/sell/hold or price targets. Stays out of Investment Advisers Act territory.
Pricing, product lineup, and the integrity workflow at marketfortress.app/research
Four layers of defense.
MNPI never crosses the line.
SOC 2 architecture from day one. Every layer enforced server-side. Actions logged to an immutable ledger. Keys isolated per issuer with the production KEK backed by a FIPS 140-2 validated cloud KMS. And every Market Fortress signature can be checked against a public verification endpoint, without trusting Market Fortress.
Hand it off to counsel, the auditor, or the SEC.
The same Vault that powers the dashboard is the dataset the auditor walks through, the same record counsel signs off on, and the same evidence the SEC sees in a comment-letter response. One source. Read-scoped per audience. Workpaper grade.
Outside-counsel portal.
Counsel logs into a scoped view with comment, redline, and approval rights on the active draft. Comments are stored in a privilege-protected partition. Section sign-off is recorded in the append-only audit log alongside the Vault snapshot the AI used at draft time.
Auditor handoff packet.
The audit firm receives a read-scoped view of the Vault registers, every supporting document, every mutation log, and a hash chain that ties the filed numbers back to the source filings the AI extracted them from. Workpaper grade. PCAOB-friendly.
Comment-letter response routing.
Inbound SEC correspondence is parsed, comments are classified, and prior responses across all your filings surface as precedent. The General Counsel queue tracks every response deadline. The full thread exports as a single audit-ready PDF.
Read-only data export.
Accounting partners get scoped read access to the financial statements, segment registers, and supporting reconciliations. The same data set is extractable as JSON or CSV at any time, or on contract termination, with no re-keying.
One Vault. Four reviewer audiences. Same audit trail.
Free for the first twenty-five issuers.
Market Fortress is live in beta. We are accepting twenty-five issuers to run the platform in real time, at no cost, through a six-month beta ahead of our full production launch. Test it alongside your current process and help shape the system before it ships.
Run the public-company stack
from one console.
Access is by invitation while we onboard the founding cohort. The Vault is live the moment your ticker is recognized; the rest of the platform follows in the same session.
Institutional-Grade Compliance Platform