Proxy advisory built around your policy—not ours

Proxy advisory built around your policy—not ours

Proxy advisory built around your policy—not ours

Proxify delivers customized, policy-driven recommendations that you can explain, defend, and own across every shareholder meeting you vote

Proxify delivers customized, policy-driven recommendations that you can explain, defend, and own across every shareholder meeting you vote

Built for Stewardship & Governance Teams

Enterprise-grade controls

Explainable design

The traditional proxy workflow is broken

The traditional proxy workflow is broken

Generic research

Opaque rationale

Manual policy application

Proxy-season spikes

Proxify flips the model: 

you control the policy. 

The platform scales the research

Proxify flips the model: 

you control the policy. 

The platform scales the research

Proxify's AI-powered platform delivers

Proxify's AI-powered platform delivers

Policy-aligned recommendations you can trust

Specific policy principle it triggered

Supporting source materials

Reasoning chain in plain English

So when someone asks "why did we vote that way?" you have a good answer.

Policy Alignment Analysis

Board Independence

67% independent directors (policy requires 60%)

Director Expertise

All directors have relevant industry experience

Board Diversity

33% gender diversity meets minimum threshold

Policy Alignment Analysis

1

The board composition was analyzed against your governance policy requirements for board independence, diversity, and expertise.

2

All nominees meet the independence criteria with 67% of the board being independent directors.

3

Directors possess relevant experience in technology, finance, and operations critical to Tesla's business model.

4

The board includes adequate gender and ethnic diversity meeting institutional investor expectations.

Faster coverage without proxy-season chaos

Research delivered as filings become available.

So you’re never behind.

Research delivered as filings become

available. So you’re never behind.

Research your team owns

You’re not renting opinions. You’re building institutional memory.

How it works

01

Import your policy

Import your policy

Upload CSV/XLSX or add manually.

02

Sync your holdings

Sync your holdings

Proxify maps to issuers and meetings.

03

Review meetings and recommendations

Review meetings & recommendations

Proposal-by-proposal research and recommendations.

Built for Stewardship

Heads of Stewardship use Proxify to:

Standardize policy execution across the team

Improve defensibility and audit-readiness

Reduce time chasing filings and context

Scale custom research without scaling headcount

Stewardship Analysts use Proxify to:

Analyze meetings the moment filings are released

Stay ahead of season peaks with early research

Apply firm’s policies accurately and consistently

Share custom research with everyone that needs it

Built for environments where
mistakes are unacceptable

Zero-error policy

Citations required for all research

Traceability from output to score

User-controlled policies (no hidden logic)

All interpretations explained and sourced

Built by Experts

See how Proxify works with your portfolio

See how Proxify works with your portfolio

Book a personalized demo with our team.