Nolan AI transforms SEC filings into deal-ready deliverables. Purpose-built for lawyers, auditors, and banking teams who move billion-dollar transactions.
| Revenue | $1,234,567 | $1,102,340 | 12.0% |
| Operating Income | $340,122 | $298,410 | 14.0% |
| Net Income | $89,340 | $76,120 | 17.4% |
Nolan AI ships two purpose-built products — one for comfort letter preparation, one for backup verification. Same platform, same security, different workflows.
Upload a 10-Q and Claude identifies every financial figure — dollar amounts, percentages, ratios, share counts — with precise PDF coordinates.
Each figure is classified as CIRCLE or EXCLUDE with 15 exclusion codes: forward-looking, flash numbers, market data, approximate language, and more.
Chat with your document. Ask to hide forward-looking statements, keep only dollar amounts, or apply deal-specific instructions — all in natural language.
Upload a marked-up PDF from a previous deal and Nolan learns your firm's comfort approach — which figures to circle, which to exclude, and why.
Export a fully marked-up PDF with circled figures, ready for the auditor. Every circle has precise positioning that matches the original filing.
Different SEC filings require different analysis. Nolan ships dedicated prompt registries for 10-Qs, 10-Ks, S-1s, and prospectuses — not a generic one-size-fits-all.
Claude reads every in-scope section and identifies statements of fact: headcount claims, facility counts, regulatory statements, contract terms — anything the company must prove.
Every identified statement is automatically exported to a structured Excel tracker with request numbers, page references, categories, and status columns.
Unlike comfort where individual figures are circled, backup boxes entire sentences because the auditor and client need the full context of each factual claim.
A live interactive grid linked to the PDF viewer. Click any request row and the filing scrolls to that exact statement. Track status, add notes, filter by category.
Give clients scoped access to upload evidence documents against specific requests. Both sides see the same live tracker — no more emailing spreadsheets back and forth.
Claude reads the evidence documents and pre-verifies whether they support the claims. Lawyers shift from manual review to exception-based review.
A hybrid AI pipeline combines Azure Document Intelligence for pixel-perfect text extraction with Claude for financial reasoning. Two layers, zero hallucinations.
Drop an SEC filing into Nolan. Attach a precedent deal for context, or provide deal-specific instructions.
Azure Document Intelligence reads every page — text, tables, positions. Every word gets a precise bounding box.
Claude classifies each element using filing-specific prompts and your deal preferences. Circle or exclude. Include or skip.
Review the marked-up filing, refine with the Review Assistant, and export a deal-ready PDF in one click.
Comfort and Backup share the same extraction pipeline, security model, and review tools — but diverge where the workflows diverge.
| Dimension | NolanComfort | NolanBackup |
|---|---|---|
| Unit of work | Individual financial figure ($, %, ratio) | Full sentence containing a factual claim |
| Highlight shape | Small box around a number | Box around an entire sentence or multi-line statement |
| Purpose | Auditor verifies figures tie to the books | Client provides evidence that statements are true |
| Output | Marked-up PDF with circles | Marked-up PDF + Excel tracker |
| Lifecycle | One-directional: lawyer to auditor | Back-and-forth: lawyer, client, lawyer |
| Parties | Lawyer + Auditor | Lawyer + Client + Auditor |
Law firms audit vendors before signing. Nolan is built to pass. Every architectural decision prioritizes data isolation, encryption, and auditability.
All data encrypted at rest and in transit. TLS 1.2+ for all connections, AES-256-GCM for stored data. No exceptions.
Your documents are never used to train AI models. We enforce this contractually with every AI provider. Inference only.
SOC 2 Type I certification targeted within 12 months of launch. Type II follows. Annual pen testing from day one.
RS256 JWT signing with 15-minute access tokens. Refresh token rotation, account lockout, and SSO hooks for enterprise identity providers.
Every action logged with full audit trail — who accessed what, when, and from where. Append-only, 7-year retention, ADMIN-only access.
Every database query filters by organization. No cross-tenant data access is physically possible. Your data is yours alone.
Transparent about where we are. Comfort is in active development. Backup follows immediately after.
Upload a 10-Q, AI identifies and classifies every financial figure, export a marked-up PDF. Hybrid pipeline with Azure DI + Claude. Filing-specific prompts with 15 exclusion codes.
Chat-based review with quick filter and full reanalysis modes. Upload precedent PDFs to teach Nolan your firm's approach to comfort.
Statement-of-fact identification across all in-scope sections. Auto-generated Excel tracker with request numbers, categories, and page references. Sentence-level highlighting.
Interactive tracker grid linked to the PDF viewer. Click a row, see the statement. Update status, add notes, filter by category. Bidirectional sync.
Scoped client login for evidence upload. AI reads evidence and pre-verifies whether it supports the claims. Lawyers shift to exception-based review.
Independent audit of security, availability, and confidentiality controls. The checkpoint that unlocks enterprise law firm procurement.
We're onboarding design partners for early access. Get in touch to learn more.