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Step by step instructions
to reimagine your proxy

Our expert-supported, consultative approach and digital proxy statement solutions help streamline the financial proxy process and deliver a more effective shareholder communication.

Get the Guide for US or Canadian Proxies

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Yield superior results with value-driven, intelligently-designed shareholder materials

Did you know your proxy could help you do this?

  • Identify, understand and avoid risks
  • Create communication strategies
  • Put the spotlight on corporate strengths
  • Make data-driven decisions about content
  • Create custom designs for compelling storytelling
  • Tap into industry trends and best practices

Elevating your shareholder communications design

Our design experts can help you amplify your company story and define what sets your company apart.

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Proxy

2

Annual Report

3

Sustainability Report

4

Investor Communications

5

IR Website Services

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Get in touch with us to talk affordable proxy solutions​

Super-charge your proxy process with our award-winning tools

ActiveDisclosure by DFIN

A fast, affordable SEC filing platform

The new ActiveDisclosure is the collaborative, purpose-built filing software that takes the complexities out of regulatory reporting. With seamless integration, simple onboarding, Microsoft Office compatible, and all the tools you need for fast, secure ESG reporting, your team can collaborate quickly and effectively so you can focus on strategy, analytics and the tasks you value.

Venue by DFIN

Accelerate your deal process with our award-winning virtual data room

Our quick set up and intuitive VDR platform leverages AI technology and machine learning to accelerate deal closing. Continually optimized for security, productivity and usability, our VDRs are reinforced by our regional experts — an extension of your deal team.

Get ahead of regulatory momentum

New regulations for SEC climate reporting are now a reality. Align your business to easily capture ESG value and data from legal, finance, IR, corporate sustainability, HR and more. Our ESG reporting and data management platform enables ESG opportunities.

eBrevia by DFIN

Accelerate the review process with AI by your side

Increase efficiency and accuracy of contracts and vendors to discover ESG data associated with ESG emerging topics by leveraging our AI-powered document analytics software.

Automate data extraction and analysis in agreements for carbon emissions, diversity and inclusion & climate risk.

Celebrating 2022 IR Magazine award winning client partnerships

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One in three North American filers are DFIN proxy clients

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More findings, right this way

Blog

The M&A Market Was Expected to Rebound in 2025. Here’s a Reality Check.

Craig Clay
View blog

Video Podcast

How DFIN Transformed PropertyGuru’s Financial Reporting Processes to Enable Better Control and Drive Cost Efficiencies

Watch replay

Case Study

How We Helped a Private Biotech Company Prepare for Fundraising & Growth

Read case study

Resources

Improving Compliance with Audit Trails

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Report

DFIN's IPO & Public Listing Report - Q1 2025 Edition

Read report

Resources

Technical Due Diligence

View resource

Resources

SEC Cryptocurrency Regulations

View resource

Resources

SEC Cybersecurity and Incident Disclosure Rules

View resource

Resources

SEC Requirements for Chief Compliance Officer

View resource

Video Podcast

Primed for the Reopening of the Next IPO Window

Meaghan Miller
Watch replay

Resources

Predictive Analytics in Corporate Finance

View resource

Video Podcast

Standard Business Reporting and Improving Reporting Efficiencies

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Video Podcast

Easily Comply with EDGAR Next using DFIN's New Enrollment Portal

Watch replay

Guide

Proxy Season Field Guide - 12th Edition

View guide

Blog

Enrolling in EDGAR Next Using the DFIN Enrollment Portal

View blog

White Paper

The Importance of IPO Readiness: An Essential Framework for Success

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Video Podcast

Webinar Replay: IPO Readiness: Q32 Bio's Journey with DFIN

Watch replay

Press Release

Donnelley Financial Solutions appoints Ayman Sayed to Board of Directors


What Is The Financial
Read press release

Blog

SEC Issues New Guidance Accommodating Nonpublic Draft Submissions—What it Means for You

View blog

Press Release

DFIN Announces EDGAR Next Enrollment Portal to Ease Compliance with New SEC Rules

Read press release