
Spencer turns SEC filings into review-ready peer studies and cited Excel exhibits, so your firm spends its time on committee advice rather than first-pass assembly.
Built for compensation advisory, not adapted to it.Your firm is hired for judgment: what a committee will accept, what proxy advisors will flag, where the peer group stands. Delegate first-pass proxy review and exhibit assembly to Spencer, so senior time stays on the client.
Define a client’s peer group once. Spencer pulls the latest DEF 14A, 10-K, and 8-K filings directly from the SEC as soon as they are filed.
Request a board demographics or director compensation study across any peer group. Spencer normalizes retainers, equity grants, and committee premiums across the filings and delivers a formatted Excel workbook with every figure linked to its source.
Pre-built databases fall short the moment a Chair asks a question they didn’t index. Ask any plain-English question across an entire peer group at once and get a sourced column back in seconds, with the verbatim proxy excerpt pinned to every cell.
When a committee drops two peers and adds three after the first draft, you don’t lose two days rebuilding the workbook. Revise the peer list in a sentence and issue the updated exhibit with a complete version history.
Spencer retains your saved peer groups, your percentile conventions, and your prior workbooks. When proxy season opens, refresh last year’s client study against the new filings instead of building it twice.
Saved peer groups
Prior deliverables
Compare director age, tenure distributions, independence, mandatory retirement policies, and full committee rosters across any peer group in a single matrix.
Benchmark cash retainers, per-meeting fees, initial and annual equity grants, vesting terms, and stock ownership guidelines at your firm’s percentile cuts.
Isolate Chair and member retainers for Audit, Comp, and Nom/Gov, alongside Non-Executive Chair and Lead Independent Director stipends with peer prevalence math.
Where a proxy is silent, Spencer writes "Not disclosed" rather than guessing. Every populated cell carries the verbatim filing excerpt so review takes minutes.
SECURITY
Your client rosters, peer groups, and deliverables are never used to train or improve models for anyone else.
Every analysis runs in an isolated environment that can reach SEC EDGAR and nowhere else on the open internet.
Workspaces are tenant-isolated. Your saved peer groups, studies, and prior workbooks are visible to your firm and no one else.
All firm data and deliverables are encrypted on the wire and at rest, with access strictly scoped to your organization.