Pennant

Pennant is a proxy voting and corporate governance platform that brings meetings, filings, proposals, proponents, and vote results into a single review-ready workspace. It helps teams apply their own voting guidelines at scale, track proposals and related activity as they change, and maintain a defensible record of decisions from intake through final vote.

Core capabilities include source-linked intelligence, custom policy execution that translates guidelines into recommendations with rationale and human review, a proposal ontology covering no-action activity, litigation, proponents, and outcomes, and audit trails capturing sources, comments, approvals, and overrides. The platform monitors live filings such as DEF14A, 8-K, and exempt solicitations, supports policy and precedent analysis, and coordinates team review. AI-powered proposal and AGM analysis, precedent and proponent intelligence, custom reporting and exports, alerts, and watchlists are included across plans.

Pennant is packaged for three audiences: corporate advisors, institutional investors, and public companies, each with custom pricing tailored to data footprint, team model, and workflows. Institutional offerings include policy-aligned vote recommendations, governance risk insight, N-PX exports, and audit trails; advisors get multi-client research workspaces and client-ready reports; public companies get proposal tracking, no-action precedent search, peer benchmarking, and AGM prep tooling.