FiscalNote (NOTE) Corporate presentation summary

Business and market

• Delivers political and policy data, insights, and workflow tools using proprietary and third-party platforms.

• Estimated TAM: $314B for enterprise information solutions and $40B for legal and regulatory information; estimates date to 2020 and December 2024, respectively.

• Customer base: 3,100+ customers, including 30 Fortune 100 organizations; legislative and regulatory monitoring spans 100+ countries.

• Subscription revenue was 97% of total revenue in Q3 2026.

Products and differentiation

• Combines fragmented public data with proprietary analysis, AI-enabled insights, and workflow automation to help customers manage policy and business risk.

• PolicyNote unifies policy data, CQ content, curated news, social media, research, and analysis in an AI-powered platform for policy management and advocacy.

• PolicyNote features AI summaries, chat-based search and alerts, dashboards, reporting, bill Q&A, and forecasts.

• Differentiation centers on verified data, policy expertise, personalization, workflow tools, and expert services; AI responses are grounded in maintained or proprietary sources.

Agentic API opportunity

• Agentic PolicyNote API supports Model Context Protocol, enabling AI agents to discover, query, and integrate policy intelligence across Claude, OpenAI, Google Gemini, and Microsoft ecosystems.

• Programmatic access covers Congress, all 50 states, and 100+ countries; self-serve API onboarding and consumption-based or hybrid pricing are intended to broaden access.

• Lumen Technologies and ICE Data Services are using APIs in production; existing infrastructure is positioned to support low incremental delivery cost.