Proxy statements aren’t just a compliance requirement anymore—they’re a vital way to engage shareholders, promote transparency, and encourage voting. Designed to prepare shareholders for upcoming annual meetings, proxy statements have evolved from dull mailings to essential, interactive assets for public companies.

Rapidly popularized in recent years, the latest trend is proxy microsites: traditional proxy statements reimagined as native, intuitive web experiences, featuring everything from video and interactive graphs to custom notation tools and online voting.

Tangelo is the first and only platform that enables companies to produce stylized proxy statements in PDF, EDGAR, and microsite formats from a single source.

 

CONTACT TANGELO SOFTWARE TODAY TO LEARN MORE, OR SCHEDULE A DEMO»

Tangelo is the first and only platform that enables companies
to produce stylized proxy statements in PDF, EDGAR, and microsite formats from a single source.

Write, edit, and publish proxy microsites easily with Tangelo—now it’s simple to create these disclosure documents in-house or outsource them to one partner for all formats. Our platform empowers you to create a single, shared source for generating designed proxy statements as online microsites, PDFs, and EDGAR files.

CONTACT TANGELO SOFTWARE TODAY TO LEARN MORE, OR SCHEDULE A DEMO»

Produce All Three Formats From a Single Source

Online Microsites

Responsive, interactive, and intuitive web experiences

  • Engage shareholders with video content and dynamic charts
  • Let shareholders easily navigate proposals, board candidates, compensation figures, and more
  • Host your proxy microsite on your own subdomain (e.g., proxy2017.yourcompany.com)
  • Integrate with proxyvote.com for online shareholder voting
  • Offer customizable PDFs and Excel files for download
  • Present your proxy microsite perfectly with responsive design that automatically adapts for tablets, smartphones, and screens of any size
  • Configure your microsite to your own design or apply one of our comprehensive templates

CONTACT TANGELO SOFTWARE TODAY TO LEARN MORE, OR SCHEDULE A DEMO »

PDFs

Print-ready, downloadable, and even interactive

  • Create multiple versions optimized for high-quality prints, eco-friendly prints, and user-friendly downloads
  • Apply enforced layouts according to your designs or a template
  • Offer downloadable PDFs with interactive bookmarks and clickable links for table of contents, notes, and page references
  • Produce printable PDFs with high-resolution images, crop marks, and a cover and spine—ready to send to your financial printer

CONTACT TANGELO SOFTWARE TODAY TO LEARN MORE, OR SCHEDULE A DEMO »

EDGAR

Complete set of EDGAR files, ready to file

  • Produce EDGAR format ready to file with SEC
  • Match the column and page breaks of your PDF style
  • Present a more vibrant web experience while remaining SEC-compliant
  • Preview your EDGAR filing at any time during editing4
  • Export as a Zip file with all graphics and charts included5

CONTACT TANGELO SOFTWARE TODAY TO LEARN MORE, OR SCHEDULE A DEMO »

 

Tangelo offers the easiest, most comprehensive solution

 

Boost productivity by producing three formats at once and saving time with Tangelo’s easy-to-use, secure, cloud-based platform.

Collaborate online on our web-based platform. Grant role-based privileges to everyone involved and work better together.

Sync Excel files to automatically update figures and charts in your proxy statements and microsites.

Rollover last year’s statement by effortlessly updating your content—and dramatically cut down on production time and effort.

Apply automatic layouts from design guidelines established with Tangelo and your designer.

CONTACT TANGELO SOFTWARE TODAY TO LEARN MORE, OR SCHEDULE A DEMO »

How to Work with Tangelo on Your Proxy Microsite

– 3 Ways to Engage

In-House

Use our intuitive platform to build your microsite, PDF, and EDGAR formats completely in-house.

Outsourced

Let Tangelo or one of our trusted partners produce your proxy documents from beginning to end.

Hybrid

Allow us to get things started, producing an initial draft of your proxy microsite and statement before handing you control to make any changes as you see fit.

 

Contact Tangelo Software to Learn More & Get Started

 

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Collaborate

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Publish

With Tangelo, your team can easily write, manage, and publish:

  • Proxy Statements
  • Annual Reports, Interim Reports, & Quarterly Statements
  • Form 10-K, Form 20-F, Form 40-F, & Other SEC Disclosures
  • Financial Reports, & More
get in touch to schedule a free demo and learn more»