Greenshoe raises $3m to launch AI SEC reporting platform

Greenshoe bags $3m to transform SEC reporting with AI

Greenshoe, a RegTech company specialising in AI-driven automation for U.S. Securities and Exchange Commission (SEC) disclosures, has secured new backing to advance its platform for public company reporting.

The company has raised $3m in a seed round led by AIX Ventures, with participation from Hearst Level Up Ventures, Blueprint FTC, Service Provider Capital, and several strategic angels.

Greenshoe builds an AI-native system designed to modernise the way public firms prepare and manage SEC filings. The platform replaces time-consuming manual work with automated drafting, validation, and real-time compliance checks, using regulatory precedent, peer data, and live company information to produce consistent and accurate disclosures.

The new funds will be used to expand engineering capacity and support go-to-market efforts.

Greenshoe emphasises that SEC reporting is often laborious and expensive, with a single 10-Q taking around 180 hours to complete and costing tens of thousands of dollars. Its technology aims to streamline this process by automating research, benchmarking, structured reasoning, and document generation in line with regulatory expectations.

The platform also supports tasks such as SEC comment analysis, response drafting, and peer-based comparisons. Its architecture incorporates retrieval-augmented generation and continuous model refinement to improve accuracy over time, combining human feedback with automated intelligence.

Greenshoe CEO and co-founder Payton McCoy said, “SEC filings are the foundation of market transparency, but the workflows powering them are stuck in a pre-AI world.

“As a lawyer, I spent hundreds of hours manually preparing SEC disclosures, including 10-Ks, 8-Ks, and IPO filings. That said, Greenshoe is about more than just saving time. It’s about improving disclosure quality and making this work easier to do. We’re laying the rails for a smarter, faster capital markets ecosystem.”

Greenshoe CTO and co-founder Dr Yi Zhang said, “We’re building the infrastructure layer for AI-native disclosure intelligence. Our deep-research agent fuses reasoning, evaluation, reflection, and human feedback into a continuous improvement loop. Every interaction sharpens the system, compounding domain expertise into an advantage that makes the platform more intelligent.”

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