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FiscalNote Expands and Upgrades Reporting Suite within PolicyNote Platform

1. FiscalNote upgrades PolicyNote platform with enhanced reporting capabilities. 2. New features increase user engagement and report generation significantly. 3. Customers experience 92% rise in weekly activity with revamped tools. 4. These updates aim to improve long-term customer retention and growth. 5. FiscalNote focuses on AI solutions to cater to complex policy landscapes.

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FAQ

Why Bullish?

The upgrade's positive user engagement suggests increased demand for NOTE's services, similar to historical instances of software enhancements leading to stock price appreciation.

How important is it?

The enhancements align with FiscalNote's strategic focus, likely impacting investor perception and future earnings positively.

Why Long Term?

Sustained increase in engagement indicates long-term customer loyalty, akin to cases in SaaS markets where enhancements drive prolonged growth.

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Revamped Capabilities Enhance Customization, Visibility, and Workflow Efficiency, Driving Increased Customer Engagement and Adoption

FiscalNote Holdings, Inc. (NYSE:NOTE), the leading provider of AI-driven policy and regulatory intelligence solutions, today announced a major upgrade to the reporting capabilities within its flagship PolicyNote platform, significantly expanding functionality, customization, and usability for customers managing complex policy landscapes.

This comprehensive update includes dozens of improvements that make it easier for users to tailor, create, and share reports that align closely with their organizational needs. Notable enhancements include fully customizable export fields, improved sponsor and committee data, resizable visualizations, drag-and-drop report editing, a redesigned report UI for clarity and insight, and new options such as social media analytics and dynamic date filtering. Together, these updates provide more actionable intelligence and a more intuitive, streamlined reporting workflow.

The enhanced reporting experience empowers public affairs, legal, and policy teams to better communicate insights internally and externally, increasing the speed and effectiveness of stakeholder engagement. Customers now have more control over what their reports include, how those reports are formatted and scheduled, and how policy insights are distributed across their organizations.

Early results indicate significant improvements in usage and impact, with the number of reports generated per user more than doubling since the upgrade. In addition, users are leveraging these important features more often, with weekly activity levels up 92%, indicating that customers are increasingly integrating PolicyNote into their daily workflows.

"We're making fast, meaningful progress in evolving PolicyNote to meet the real-world needs of our customers," said Josh Resnik, CEO and President of FiscalNote. "The latest enhancements to reporting are already driving increased adoption and more frequent use. By delivering value and driving engagement, we're strengthening the foundation for improved retention, expansion, and long-term growth."

FiscalNote remains focused on delivering market-leading intelligence products that combine AI capabilities with trusted data and expert curation. The reporting updates within PolicyNote represent another step in the company's commitment to continuous improvement, platform consolidation, and long-term customer retention and expansion.

About FiscalNote

FiscalNote (NYSE:NOTE) is the leading provider of AI-driven policy and regulatory intelligence solutions. By uniquely combining proprietary AI technology, comprehensive data, and decades of trusted analysis, FiscalNote helps customers efficiently manage political and business risk. Since 2013, FiscalNote has pioneered solutions that deliver critical insights, enabling effective decision-making and giving organizations the competitive edge they need. Home to PolicyNote, CQ, Roll Call, VoterVoice, and many other industry-leading products and brands, FiscalNote serves thousands of customers worldwide with global offices in North America, Europe, and Asia. To learn more about FiscalNote and its suite of solutions, visit fiscalnote.com and follow @FiscalNote.

Media

Yojin Yoon

press@fiscalnote.com

Investor Relations

Bob Burrows

ir@fiscalnote.com

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