Platform Sets a New Standard and Delivers Results for Customers with Purpose-Built AI Tools, Unmatched Policy Information, Improved Workflow, Reporting and Stakeholder Management Capabilities, and Expert-Led Insights

PolicyNote Unifies Data Sets, Proactively Offers AI-Generated Insights, and Empowers Organizations to Navigate Regulatory Landscapes and Impact Business Outcomes with Confidence

Marking a Pivotal Moment in FiscalNote’s Evolution, PolicyNote Reflects Strategic Product Investments to Drive Innovation, Customer Engagement and Retention, Platform Consolidation, and Long-Term Growth

FiscalNote Holdings, Inc. (NYSE: NOTE) ("FiscalNote"), a leading AI-driven enterprise SaaS technology provider of policy and global intelligence, today announced the launch of PolicyNote, a breakthrough policy management solution that empowers global organizations to more efficiently and effectively identify, analyze, and act on legislative, policy, and regulatory developments.

Today’s policy, legal, and public affairs professionals face mounting challenges when managing policy and regulatory developments. What are often unexpected or material policy shifts have the potential to create significant risks and opportunities for organizations of all sizes, impacting entire lines of business and global supply chains. Teams responsible for managing policy are tasked with protecting their organization's interests by anticipating critical developments. Leveraging FiscalNote’s breadth and depth of data, proprietary AI technology, and expert-led policy analysis, PolicyNote takes policy management to a new level of effectiveness and excellence.

The AI-powered platform accelerates and optimizes the tasks of tracking, summarizing, briefing, and acting on policy. As a result, decision makers across enterprises can respond to policy changes faster and with more impact — thereby influencing outcomes aligned to business goals.

PolicyNote’s purpose-built features redefine what’s possible and help users expand beyond policy monitoring. PolicyNote builds on the success of FiscalNote's existing functionality and its policy discovery capabilities, now also enabling organizations to more quickly assess relevance, synthesize bill information, and determine the potential impacts to their organization. The new AI features leverage and combine FiscalNote’s deep experience with both policy management workflows and AI tools and innovation, delivering the time savings of generative AI, while drawing from FiscalNote’s best-in-class, up-to-date, verified policy data and globally renowned expert analysis — producing reliable, credible results customers and trust. This allows users to spend less time reading and interpreting lengthy legislation, and instead shift their focus to meaningful and strategic deliverables.

With a holistic set of capabilities and unified data sets that are unmatched in the industry, customers can use PolicyNote to not only track hundreds of bills across multiple jurisdictions, but also:

  • Find immediate, relevant, and trusted insights about the impact of global legislation, policy, or regulations — using only verified data sources and FiscalNote’s proprietary expert analysis
  • Develop policy briefings in just minutes instead of taking hours to prepare
  • Analyze and summarize policy trends and potential impacts for effective ‘horizon scanning’
  • Set custom alerts for priority issues using natural language, chat-based features that leverage FiscalNote’s proprietary AI to identify not only directly relevant legislation, but also related bills that may have an indirect impact
  • Report and share policy insights, activity, and results with key stakeholders
  • Prioritize tasks and effortlessly collaborate with teams across the organization.
  • See around the corner to discover proposed policies earlier in the legislative or regulatory process

Customers already using and benefitting from PolicyNote have responded with strong and positive feedback, specifically calling out the tremendous value, efficiencies, and results the platform has already generated for business outcomes:

“PolicyNote is increasingly becoming a critical tool for our policy work. Recently, we uncovered an important element of a bill that has a significant business impact for us. Without PolicyNote, we had overlooked this legislation as irrelevant. By thoroughly analyzing the bill and flagging it promptly, PolicyNote not only safeguarded our interests but also attracted our co-CEO’s attention. He personally requested PolicyNote access to chat with its AI assistant for insights on legislative matters crucial to our business. This tool has transformed our small policy team into a key player in contributing to revenue opportunities and helps us demonstrate tangible business impact,” said Lauren Glickman, Vice President of Policy and Communications, Encore Renewable Energy.

Key PolicyNote features and benefits include:

  • Comprehensive U.S. Federal and State Data Sets: Legislative and regulatory policy data from U.S. state and federal jurisdictions, combined with up-to-date congressional news and analysis from the award-winning CQ team, all in a single, one-stop platform.
  • AI-powered Policy Summaries, AI Assistant, and AI Search Capabilities: Auto-generated summaries for every legislative and regulatory document; a chat assistant to generate answers about policy details or create additional materials like briefings and position statements — only pulling from verified sources; and a chat-driven search tool to find relevant policies with plain language rather than complicated search terms.
  • Issue Management Workflow: Built-in, customizable workflow tools equip customers with end-to-end capabilities for complete project management.
  • Customizable Dashboards: PolicyNote users can tailor their dashboard to reflect key data sets and project priorities to optimize their workflows.
  • Expansive Stakeholder Database: A single database resource for comprehensive stakeholder and key influencer management related to specific policy and regulatory initiatives important to an organization, including key staffer relationship management.
  • Reporting Tools: PolicyNote ensures team alignment with objectives through in-depth reporting tools that track information sharing, policy data, stakeholder engagement, actions taken, and team performance.

“In today’s fast-paced policy environment, staying ahead of legislative developments on a global scale is more critical — and challenging — than ever,” said Josh Resnik, Chief Executive Officer and President, FiscalNote. “A single policy shift can alter market dynamics, impose new compliance requirements, open opportunities for growth, or introduce risks that demand swift adaptation. Our best-in-class solutions have always positioned our customers for rapid and effective policy discovery, but PolicyNote now takes this to a new level of effectiveness and impact by giving users a deeper and broader understanding of policy implications using our integrated data sets, purpose-built AI capabilities, expert-led analysis, and an intuitive design for complete, comprehensive workflow support. PolicyNote gives our customers the tools they can trust to simplify their work, enhance their impact, and keep them focused on what matters most: influence, strategy, and results. This is a significant milestone for FiscalNote’s new product-led strategy, designed to drive deeper customer engagement, strengthen customer retention, and expand long-term growth opportunities.”

For more information about how PolicyNote can help customers manage, analyze, and take action on critical policy developments, please visit fiscalnote.com/policynote.

About FiscalNote

FiscalNote (NYSE: NOTE) is a leader in policy and global intelligence. By uniquely combining data, technology, and insights, FiscalNote empowers customers to manage political and business risk. Since 2013, FiscalNote has pioneered technology that delivers critical insights and the tools to turn them into action. Home to CQ, Roll Call, VoterVoice, and many other industry-leading brands, FiscalNote serves thousands of customers worldwide with global offices in North America, Europe, Asia, and Australia. To learn more about FiscalNote and its family of brands, visit FiscalNote.com and follow @FiscalNote.

Safe Harbor Statement

Certain statements in this press release may be considered forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Forward-looking statements generally relate to future events or FiscalNote’s future financial or operating performance. In some cases, you can identify forward-looking statements by terminology such as “pro forma,” “may,” “should,” “could,” “might,” “plan,” “possible,” “project,” “strive,” “budget,” “forecast,” “expect,” “intend,” “will,” “estimate,” “anticipate,” “believe,” “predict,” “potential” or “continue,” or the negatives of these terms or variations of them or similar terminology. Such forward-looking statements are subject to risks, uncertainties, and other important factors that could cause actual results to differ materially from those expressed or implied by such forward-looking statements. These factors are discussed in FiscalNote’s SEC filings, including its most recent reports on Forms 10-K and 10-Q, particularly the "Risk Factors" sections of those reports. Any forward-looking statements are based upon estimates and assumptions that, while considered reasonable by FiscalNote and its management, are inherently uncertain. Nothing in this press release should be regarded as a representation by any person that the forward-looking statements set forth herein will be achieved or that any of the contemplated results of such forward-looking statements will be achieved. You should not place undue reliance on forward-looking statements, which speak only as of the date they are made. FiscalNote undertakes no obligation to update or revise any forward-looking statements, whether as a result of new information, future events or otherwise, except as may be required under applicable securities laws.

Media Nicholas Graham FiscalNote press@fiscalnote.com Investor Relations Bob Burrows FiscalNote IR@fiscalnote.com

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