Marketing Review
SEC Marketing Rule compliance at the speed of fundraising
SEC Marketing Rule (206(4)-1) compliance review for fund GP pitch decks. Vision-based slide analysis with bounding box highlights and approved language matching.
Capabilities
How it works
Upload a pitch deck — vision AI reads every slide in batches of five, identifying performance claims, testimonials, hypothetical scenarios, and missing disclosures.
Each finding is pinpointed with a bounding box on the original slide. The system checks against your approved language library for pre-cleared phrasing.
Your compliance team reviews findings by severity, adds annotations, and exports an annotated PDF. Multi-round tracking keeps the conversation organized across drafts.
Why it matters
Fund managers need materials reviewed fast — fundraising timelines don't wait. Firms that turn reviews around quickly without missing SEC issues become the default compliance counsel.
Ready to see Marketing Review in action?
We'll walk you through the platform with your own documents.