Investor Perception Study
Most companies fly blind between quarterly calls. The Perception Study closes that gap — AI-designed surveys built from your actual communication gaps, deployed to investors in days, and packaged into board-ready analysis reports the same week field closes.
The Problem
Investor perception shifts continuously, but most IR teams have no mechanism to detect it between quarterly calls.
In-depth interview programs are expensive, slow, and not designed for regular repetition or period-over-period comparison.
Undetected narrative failures become visible during proxy season, activist campaigns, or disappointing investor meetings.
By the time a traditional study concludes, the data reflects a perception environment that no longer exists.
The Solution
Questions are generated from analysis of your actual earnings calls, releases, and investor materials — not generic templates.
Deploy anonymously to targeted institutional investors and receive a board-ready analysis report the same week the field period closes.
Built-in period-over-period comparison shows exactly how perception is shifting — and why — across each study cycle.
AI synthesizes every response into structured findings with sentiment scores and direct recommendations — formatted for distribution to your board.
How It Works
Four steps, built into the platform. No external vendors, no manual coordination, no waiting months for a deliverable.
The platform analyzes your recent earnings calls, press releases, and investor materials to surface the themes investors are not engaging with.
Questions are generated from real intelligence gaps, not generic templates. All questions are fully editable and support multiple choice, ranking, and free-text response formats.
Distribute an anonymous, mobile-friendly survey to targeted institutional holders and contacts. Real-time tracking keeps you informed throughout the field period.
AI synthesizes all responses into structured findings with sentiment scores, key themes, and direct recommendations, packaged for board distribution the same week field closes.
What's Inside Every Study
Every Perception Study — whether purchased standalone or included in your subscription — delivers the same full-featured experience.
Questions derived from actual gaps in your investor communications, not generic templates. Every survey reflects your company's specific narrative and risk themes. All questions are fully editable before deployment.
Institutional-grade anonymity drives higher response rates and more candid feedback. Investors share what they won't say on a recorded earnings call or in a one-on-one meeting.
Monitor completion rates, response velocity, and emerging sentiment themes as the survey runs, with no waiting for a final data dump. Close the field period when you have the data you need.
AI synthesizes all responses into structured findings with sentiment scores, key themes, and direct recommendations. Formatted for executive and board distribution — ready to share the same week field closes.
Re-run studies quarterly, semi-annually, or annually. The platform overlays results across periods to show exactly how institutional perception is shifting and why — study over study.
AI-generated questions support multiple choice, ranked preference, and free-text response formats. Mix and match response types within a single survey to capture both structured data and qualitative depth.
A Different Kind of Research
Traditional 50–75 investor in-depth interview programs produce invaluable qualitative depth. The Perception Study is built for a different need: speed, repeatability, and structured intelligence at regular intervals.
Traditional Investor Research
50–75 in-depth interviews, 6–12 week timelines
High cost, low repeatability; typically once per year
Analyst interpretation introduces subjectivity and variability
Findings arrive after the market has already moved
Not designed for regular cadence or period comparison
IR Intelligence Perception Study
AI-designed surveys fielded in hours or days
Structured for quarterly or custom-interval repetition
Objective AI analysis with consistent scoring methodology
Board-ready output delivered the same week as field closure
Built-in period comparison tracks narrative evolution over time
Available Standalone or Included in Pro & Enterprise
Pro and Enterprise subscribers receive surveys included in their plan at no additional cost within plan limits. All tiers receive the same full-featured study: AI-generated questions, anonymous collection, real-time tracking, and a board-ready analysis report.
Get Started
Schedule a demo and we'll walk through how the Perception Study works with your company's specific investor base and communications history.
Schedule a Demo