Greenshoe
Category: AI in Fintech
AI-native platform for automating SEC disclosure processes using agentic retrieval-augmented generation (RAG), domain-specific benchmarking, and structured reasoning over SEC requirements Greenshoe was founded in 2024. The company is led by Payton McCoy. Based in Chicago, Illinois, USA. Team size: 5. Total funding raised: $3 million. Latest round: Seed. Key investors include AIX Ventures, Hearst Level Up Ventures, Blueprint FTC, Service Provider Capital.
- Founded
- 2024
- Headquarters
- Chicago, Illinois, USA
- Team size
- 5
- Total funding
- $3 million
Value proposition
Reduces manual workflows by 70-90% through autonomous AI systems that draft, validate, and review SEC filings in real time, enhancing accuracy and compliance efficiency
Products and solutions
SEC Disclosure Automation Suite, Regulatory Reporting Compliance Module, Real-Time Document Validation Engine, AI Chat Agents for Deep Research
Unique value
First AI-native platform specifically designed for SEC disclosure automation, integrating legal domain expertise with advanced NLP for regulatory text generation. Connects to entire SEC disclosure record and every public issuer for real-time analysis
Target customer
Publicly traded companies, law firms, and financial institutions requiring SEC compliance and disclosure management
Industries served
Financial Services, Legal Compliance, Corporate Governance, Regulatory Technology (RegTech)
Technology advantage
Proprietary agentic RAG system combines SEC regulatory knowledge graphs with dynamic document reasoning to handle complex, context-sensitive filings. Uses retrieval-augmented generation with structured reasoning and continuous model refinement via human feedback
How they differentiate
Greenshoe differentiates through AI-native automation tailored specifically for SEC disclosure workflows, leveraging regulatory precedent and real-time market data to generate compliance-grade outputs. Competitors often rely on manual processes or generic document management systems
Main competitors
CapLinked, Conga, Trulioo, Workiva, Donnelley Financial Solutions
Key partnerships
AIX Ventures (lead investor), Hearst Level Up Ventures, Blueprint FTC, Service Provider Capital
Notable customers
Not disclosed publicly
Major milestones
Launched AI-native platform for SEC disclosure automation (2024), Secured $3M seed funding (November 2025), Onboarded early adopters in legal and capital markets teams, Achieved SOC 2 compliance certification
Growth metrics
Not publicly disclosed. Early adopters report up to 90% time savings in SEC disclosure workflows
Market positioning
Positioned as an innovative, AI-first solution for large enterprises needing to streamline SEC filings and compliance, targeting legal and financial teams with efficiency gains of up to 90% in task reduction
Geographic focus
Primarily focused on U.S.-based public companies, given the SEC's jurisdiction and regulatory requirements
Patents and IP
Information not publicly disclosed as of December 2025
About Payton McCoy
Former attorney at Kirkland & Ellis, specializing in technology, M&A, and capital markets transactions. Advised companies on SEC disclosure preparation and corporate transactions.
Official website: https://www.greenshoe.ai