Circle-ups,
supercharged.

Create circle-ups on EDGAR filings and export to PDF and Excel to fit your workflow.
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Auto-circle with AI

Use AI to create provisional circles or to identify duplicated instances of the same fact or figure.

Integrated tracker

Every circle you create is automatically added to an easy-to-use tracker. Use a single source of truth for both backup and comfort and easily update statuses.

Export to PDF & Excel

Export circle-ups to PDF and the tracker to Excel to easily integrate Statera with your team's workflow.

Security first.

End to end encryption

Enterprise-grade AES-256 encryption ensures nobody, including our team, can see what you're working on.

Your data is never shared

We eliminate the risk of data leakage or crossover by never training our AI models on customer data.

Full-stack protection

We implement best-practice security features across our entire tech stack, so you can work with confidence.

Real-time backups

Automated backup and recovery systems mean you'll never lose work to a crash again.

Make the most of your legal talent.

Circling documents and updating Excel sheets isn't legal work – so why are lawyers still doing it?

We help you manage the non-legal elements of securities diligence and reporting, so lawyers can focus on what they do best.

Over 1,500,000 hours are spent on comfort and backup every year.

How do we make diligence better?

Securities disclosure requires uncompromising attention to detail. How do we help you do it better, faster, and cheaper?

It's simple.

Our AI-powered tool turns the work you're already doing into a central source of truth, so everyone stays on the same page from Day 1.

Statements are linked directly to sources and communication is saved in context.

We believe adopting new tools should be painless, so we consulted with lawyers at leading firms and issuers to ensure Statera fits seamlessly into existing workflows.

The right  tool

Built to make comfort and backup better, faster, and cheaper.

The right  team

Our tool takes the pain out of managing collaboration with internal and external stakeholders.

The right  tech

AI that's actually helpful, not just cool - no prompt engineering or coaxing required.

The right  process

Statera is to diligence what redlining software was to drafting; once you try it, you can't go back.

We're happy to help.

Submit the form below and our team will reach out with further information.
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