COMPLIANT. CONVENIENT. CLEAR.
Investor Relations Done Right:
Every Filing On Time, Every Investor Informed.
Arcata is a municipal investor relations firm and dissemination agent for bond issuers and conduit borrowers. We read your bond documents, build your filing calendar, and file everything your CDA requires, on time and with proof. And when investors have questions, they call us, not you.
Why disclosure slips, even at well-run organizations
I.
The obligations are buried
Your deadlines live across hundreds of pages: the CDA, the indenture, the loan agreement, the lease. Some run to EMMA, others to your trustee or authorizer, each on its own clock.
II.
Turnover erases memory
The finance director who knew the deadlines moves on, and the calendar leaves with them. Disclosure compliance shouldn’t depend on any one person’s tenure.
III.
Misses are public — and permanent
A failure-to-file notice is posted to EMMA for the market to see, and must be disclosed in your next official statement, right where your next underwriter will look.
How it works
1
We read your documents
Every filing obligation in your Official Statement, CDA, indenture, and lease is extracted into a single calendar, with the source section cited so you can see exactly where each duty comes from.
2
We manage the calendar
You get reminders well ahead of each deadline, keyed to your fiscal year and each obligation’s own terms. When the documents are ready, you send them to us. That’s your whole job.
3
We file and confirm
EMMA filings are submitted and confirmed, with acceptance records kept for every document. Items owed to your trustee or authorizer get reminders and ready-to-send forms.
Three levels of engagement
Every tier covers every filing your documents require; the tiers differ in how much we manage around the filings.
Essential
Complete dissemination. Every EMMA and trustee obligation extracted, calendared, reminded, filed, and confirmed. Portal access included.
Professional
Compliance management. Everything in Essential, plus pre-filing review, a rolling 60-day lookahead, written disclosure policies for your board, annual training, and an annual compliance summary.
Investor Relations
Disclosure plus the investor relationship. Investor calls on a cadence scoped to your engagement, bondholder communications, and a single point of contact for investor inquiries.
Who we serve
Charter schools
Deep experience across GASB and FASB reporters.
Hospitals & senior housing
Health-system, senior living, and long-term care conduit borrowers.
Issuers & nonprofits
Municipal issuers and other obligated persons with disclosure undertakings.
Find out what your CDA actually requires.
Send us your Official Statement and we’ll map your obligations before you commit to anything.
Start the conversation