Circle-Up
Prospectus verification and comfort letter coordination
Prospectus verification and comfort letter coordination for capital markets offerings. Manage tick marks, auditor procedures, and bring-down verification.
Capabilities
How it works
Create an offering and upload the prospectus. The system organizes verification by section, linking each factual claim to its source document.
Track comfort letter negotiations — scope requests, auditor responses, draft rounds, and final sign-off — in a structured workflow.
Manage tick marks per number, coordinate with auditors on procedures, and verify bring-down accuracy before pricing.
Why it matters
Underwriters and issuers choose counsel who run a tight verification process. A clean comfort letter and thorough tick marks signal professionalism that wins repeat mandates.
Ready to see Circle-Up in action?
We'll walk you through the platform with your own documents.