AI Sandbox — Select documents, choose a prompt, and generate a custom IR analysis grounded in your data.
IR Intelligence Platform
A purpose-built platform that transforms how public company IR teams manage documents, track analysts, monitor competitors, and generate investor communications, all all grounded in your own data.
The Problem
Building the press release, call script, Q&A prep, and board materials from scratch every quarter.
No centralized intelligence. Research gets lost, price targets go untracked, coverage gaps go unnoticed.
Staying current on peer filings, presentations, and messaging requires hours of manual monitoring.
Documents, data, analyst views, and ownership data live in disconnected systems, or nowhere.
The Solution
AI-generated draft grounded in your own filings, past releases, and uploaded financials.
Upload reports once. Ask any question and get answers drawn from your specific analyst coverage universe.
Track peer filings, releases, and coverage changes without lifting a finger.
Everything in one place. No patchwork of tools. No manual coordination between systems.
Platform Modules
Each module works independently, and together they create a unified IR intelligence layer that compounds over time as your document library grows.
Centralized, searchable library for all IR materials. Full-text extraction makes every document AI-queryable, including press releases, transcripts, filings, research, presentations.
Track price targets, EPS estimates, and ratings across your coverage universe. Automatically surfaces divergence between analyst models and your guidance.
Real-time monitoring of competitor filings, earnings releases, investor presentations, and coverage changes. Stay informed without the manual effort.
Track institutional ownership changes across 13F cycles. Generate investor targeting memos for roadshow outreach and new shareholder acquisition.
17 structured prompts for IR analysis and deliverable generation, grounded in your uploaded documents, not generic templates. From earnings drafts to activist defense prep.
Full transparency into token usage, storage, and seat utilization. Manage your subscription, add-ons, and usage forecasting in one dashboard.
AI Sandbox
Not a generic AI interface. Structured prompts built specifically for investor relations, all grounded in your documents, calibrated for IR practitioners, tiered by subscription level.
Every prompt operates on the documents you upload, including your filings, your transcripts, your research. The AI doesn't make things up. It works from your source material.
AI Sandbox — Select documents, choose a prompt, and generate a custom IR analysis grounded in your data.
AI Output by Tier
The same prompts produce progressively richer, more actionable outputs at higher subscription tiers. Here's what that means in practice.
"Know what's there. Know what matters."
"Understand the gaps. Know what to do."
"Multi-period. Multi-stakeholder. Decision-grade."
Return on Investment
IR labor is expensive. The platform replaces hours of manual work with AI-generated output in minutes, returning multiples on the subscription cost from month one.
Earnings prep, research synthesis, board reporting, and investor prep — automated or dramatically accelerated.
At a fully-loaded IR staff cost of $75/hr, the Starter plan delivers 2.6× payback on labor savings — before measuring perception or coverage impact.
Whether your IR budget is $200K or $2M, the platform represents a fraction — while delivering capabilities that previously required a full team.
Pricing
All plans include the core platform. Tiers differ by usage limits, AI prompt access, and support level, all scaled to your company size and IR program complexity.
Add our Managed Document Service ($499–$1,499/month) and Global IR Group maintains your Document Repository, keeping your AI platform fully populated and current without your team lifting a finger.
Common Questions
These are the questions and concerns we hear most often, answered directly, with the architecture and data behind each response.
The platform only generates content from explicitly uploaded documents and it cannot fabricate numbers that aren't in your source material. Every output cites the documents it drew from. Human review is built into every workflow.
The question isn't whether AI is accurate, it's whether you've built it on the right foundation.
The platform is a closed environment with full audit trails, role-based permission controls, and consistent messaging enforcement. There is no pathway for AI output to be transmitted directly to any external party.
The compliance risk isn't AI, it's unstructured communication.
Upload your existing documents. The platform is operational within hours. No IT integration is required. Our Managed Document Service handles ongoing repository maintenance so your team doesn't have to.
Implementation takes hours, not months.
Those platforms surface what happened. The IR Intelligence Platform synthesizes across your internal documents, interprets implications, and generates communications. It is the intelligence layer that sits above data — not a data platform itself.
Data is not insight.
The platform trains on your documents including, 10-Ks, transcripts, presentations, releases, analyst coverage. Every historical context you upload improves accuracy. The AI provides a grounded first draft; your IR team brings the judgment that closes the gap.
AI gives you a historically-grounded first draft. Your team makes it yours.
At a fully-loaded IR staff cost of $200K/year, 30 saved monthly hours equals $29,000 in annual labor savings. The Starter tier at $11,990/year delivers a 2.1× minimum ROI from labor savings alone, before measuring any perception or coverage impact. The Starter tier pays for itself saving just 5 hours monthly.
AI cannot build relationship capital, read a room, or sense activist sentiment. What it eliminates is processing work, leaving your team free to focus on judgment, relationships, and strategic influence. The IRO of the future uses AI to operate at 3× capacity.
The IRO of the future uses AI to operate at 3× capacity.
Complete documentation is available immediately — MSA, Data Processing Agreement, security overview, and architecture diagrams. Most concerns are addressed by design. Typical legal approval takes 2–3 weeks. SOC 2 compliance is provided via Google Cloud infrastructure.
Most legal teams clear it in one review cycle.
Data Security & Privacy
Public companies trust us with sensitive non-public materials including, earnings transcripts, board materials, investor communications, and proprietary financial data. Here's how we protect it.
Each client has its own separate Firebase project, including its own Firestore database and Storage bucket. There is no shared database across clients. One client cannot access another's data by design, not just by policy.
AES-256 encryption for all data at rest via Google Cloud KMS. TLS 1.2+ for all data in transit. HTTPS enforced for all connections and unencrypted requests are rejected at the infrastructure level.
API usage is explicitly excluded from Anthropic's model training programs. Data submitted through the API is processed to generate a response and not retained beyond the immediate processing window. Each client has a dedicated API key and usage pool.
The Source Documents panel shows every document included in a generation request before it's submitted. Users review and control what's sent. No hidden data enrichment, no external supplementation — what you see is what's transmitted.
All access is logged by Firebase and can be audited. Generated outputs are saved with full history. Role-based access controls with three tiers: GlobalIR platform administrator, client administrator, and client user all enforced at both application and database rule levels.
Built on Google Cloud with SOC 2 Type II and ISO 27001 certification. Option to host under your own Google Cloud account for full client data ownership. Enterprise Data Processing Agreements available upon request.
The platform is designed for the categories of information IROs manage, including unpublished earnings materials, board presentations, and investor meeting notes. Access controls, encryption, and client isolation are built specifically to support appropriate handling of sensitive pre-disclosure materials.
The Anthropic API key is stored server-side via a Firebase Cloud Function proxy and it is never transmitted to or visible in a user's browser. This is the configuration for all client deployments and eliminates the risk of key exposure through browser inspection tools.
Any compromised account can be disabled or deleted from the Firebase Authentication console within minutes, invalidating all active sessions. Clients are encouraged to notify us immediately if a credential is suspected compromised.
Upon engagement termination, the client's Firebase project is deleted in its entirety and all Firestore data, Storage files, and authentication records. Google Cloud does not retain deleted project data after the standard 30-day grace period. Clients who host under their own Google Cloud account retain full control at all times.
The platform stores only information that clients and Global IR Group personnel upload and generate, it does not collect personal data beyond login credentials managed by Firebase Authentication, which operates under Google's GDPR-compliant privacy policies. Data Processing Agreements are available for clients with specific regulatory obligations.
Each client's AI usage is governed by a dedicated monthly token limit enforced at the application layer, independent of the Anthropic-level spending cap. Both layers operate separately, ensuring no software error or API anomaly can result in uncontrolled usage or cross-client impact.
MSA, DPA, security overview, and architecture diagrams available immediately.
See It Live
Schedule a demo and we'll walk through the platform with your company's context in mind.
Schedule a Demo