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A day-by-day plan to take Market Fortress from sign-up to first filing.

A high-level orientation across the 12 modules and how they connect.

Pull four years of EDGAR history and pre-populate the Vault.

Promote facts from a draft into the Vault so they are reused everywhere.

Invite officers, counsel, auditors, and IR with the right roles.

The SKUs, who reads the reports, and how every report is signed and verifiable.

Confirm any forwarded MF Research report is the authentic, unaltered version we published.

How registers work, when to add entries, and how facts flow into filings.

Drop PDFs and DOCX files and have the system extract structured facts.

Backfill 12 registers in 10 minutes from a single 10-K upload.

Every change is logged and signed. How to view and export the trail.

SEC, OTC, and Reg A filings, what we support, and how the wizards work.

Step-by-step walkthrough of the 8-K wizard from event picker to EDGAR.

How the 10-Q wizard pulls from Financials, Vault, and prior 10-Q.

How AI Assist drafts disclosures and what it will not touch.

Pre-flight, packet build, submission, retry queue, and confirmation.

When and how to file an NT 10-K or NT 10-Q to extend your deadline.

AI-powered drafting partner for Reg A, S-1, and F-1 offerings.

Cost / time tradeoffs against pure-counsel and DIY approaches.

How counsel, auditors, CFO, and you work in the same draft simultaneously.

How to invite counsel as a reviewer, what they can do, and how to roll back unwanted edits.

How deadlines are auto-computed and surfaced.

How Market Fortress enforces blackout periods for officer and director trading.

How to set up, modify, and terminate 10b5-1 trading plans.

How the system tracks Form 3, 4, and 5 deadlines.

How the cap table is structured and how Carta sync works.

Connect Carta and keep the cap table live.

Model the cap-table impact of an offering before you file.

How to give the assistant the right inputs for a clean MD&A.

What we connect to and where the data flows.

Pipe filing reminders, deadline alerts, and submission confirmations into Slack.

Connect QuickBooks for live financial statements.

How to connect EDGAR for direct submission.

Add TOTP, generate backup codes, manage WebAuthn passkeys.

Full permissions matrix for every role.

How billing works and how to change tier.

How to reach the team, what we respond to, and how to escalate a deadline-at-risk issue.