AI-powered stewardship assistant
Tumelo ProxyBeacon

Get custom research reports and governance alerts across company disclosures — delivered the same day a meeting is announced.
 

 

What ProxyBeacon does

Same-day research, built around your priorities. ProxyBeacon reads relevant company disclosures automatically and produces:

 

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Custom research reports
tailored to your focus areas
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Governance flags that alert you when thresholds are triggered
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Fully sourced outputs you can trust and trace back to underlying documents
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All generated as soon as a meeting is announced — so you have time to engage and decide how to vote

 

How it works

Three simple steps:

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1. ProxyBeacon reads disclosures continuously
SEC filings and other public company documents are ingested and structured automatically.

 

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2. You define what matters
Create a report template or flag in minutes — in your own words.

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3. ProxyBeacon delivers instantly
When a meeting is announced, ProxyBeacon generates the report and triggers relevant alerts the same day.

 

Use cases

Built for real stewardship workflows

Triage meetings instantly
ProxyBeacon helps you quickly understand whether a meeting requires engagement or deeper manual analysis — so you can allocate it to the right analyst immediately.

Auto-complete engagement templates
ProxyBeacon fills in your engagement or escalation templates automatically by pulling the required data points from filings and public disclosures.

No more hunting through documents for individual facts.
This can save hours of work per meeting cycle.

Decide earlier, engage earlier
With same-day reports and flags, teams can form a view sooner, engage companies earlier, and avoid last-minute decision pressure.

 

Product features

Custom research reports

Research reports built for your team, not a generic template. ProxyBeacon lets you create and edit your own reports without back-and-forth.

Use ProxyBeacon to build reports on topics like: 

  • Board quality and independence
  • Executive remuneration outcomes
  • Shareholder proposals
  • Audit, risk and governance flags

Update the template any time. ProxyBeacon regenerates the report automatically.

Save hours per meeting cycle, without sacrificing depth.

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Governance flags 

Create flags like:

  • “Alert me if director overboarding exceeds our threshold.”
  • “Flag any pay plan with excessive discretion.”
  • “Notify me if targets aren’t tied to measurable progress.”
  • “Raise an alert if governance practices diverge from our expectations.”

ProxyBeacon monitors disclosures and notifies you immediately when your conditions are met. 

No more manual scanning for hard-to-spot triggers.

Bring your own data

Add your internal context.

ProxyBeacon can incorporate:

  • Engagement notes
  • Internal research
  • Third-party datasets
  • Proprietary scoring frameworks

So your reports and alerts reflect the full picture of how your team evaluates companies.

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Speed advantage

Reports and flags delivered the same day.

Traditional research workflows often deliver too close to the deadline. ProxyBeacon gives you time back — time to engage, escalate, and make confident decisions.

 

Expert vote policies
Transparency you can defend

Every insight is traceable.

ProxyBeacon outputs include clear sourcing to underlying company documents, so analysts and committee members can see:
source → extracted fact → flag/report conclusion

 

Cost effective
Where ProxyBeacon fits

ProxyBeacon modernises stewardship research today. It is a standalone research and alert engine for stewardship teams that want to:

  • Scale coverage without adding headcount

  • Move faster without lowering standards

  • Create a truly internal research workflow

Cost effective
Who it’s for

Built for stewardship teams who want to lead. ProxyBeacon is designed for:

  • Heads of Stewardship driving differentiated approaches

  • Analysts managing high meeting volume

  • Teams building internal viewpoints and auditability

See ProxyBeacon on a company you care about.

Book a 30-minute demo and we’ll build a live report and flag set around your priorities.

Contact us
Speak to one of our team

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Edd Micklem

Head of Strategic Partnerships
LinkedIn 

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William Goodwin

Head of Sales
LinkedIn 
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