Initial product · D&O and proxy
D&O questionnaires that actually feed the proxy
Every proxy season, legal, finance, and officers reassemble the same D&O answers into a DEF 14A. CorpTeam keeps that questionnaire record live — so the proxy is a view of what is already true, not a last-minute reconstruction.
D&O questionnaires and proxy is our initial product. This page is a public look; a live demo is how you see it work. If that is your problem, request a demo.
Watch a demo as featured on Maven:
Show and Tell: M&A and Public Company AI Applications
Free Maven lesson (60 min). Trevor walks the annual D&O questionnaire and proxy prep loop — what rolls forward, where legal judgment still steps in, and how filing-status and DEF 14A draft work stay on one governed record. With Wei Chen (Infoblox / The Atticus Project) on M&A AI workflows.
Watch on MavenLearn more
Three beats from questionnaire to proxy. From the Meridian demo.
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D&O questionnaires, once
Officers and directors answer in one place. Those answers become governed facts — not a spreadsheet that drifts between legal, finance, and the printer.
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Review and Track
Legal ops sees every officer questionnaire in one place — who has been sent, who has answered, and what still needs review before the proxy.
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Proxy (DEF 14A) from the same record
The working draft of the proxy pulls from those D&O facts. Beneficial ownership, related-person, and compensation tables stop being a scramble at print time.
If you think this could streamline your own work, book a demo below.
See D&O and proxy in a live walkthrough
Request a private demo focused on your company, your filers and your upcoming proxy season.