IR is too important to measure
in meetings attended.

A platform built for IR teams that want to know if their story is landing, whether their outreach is producing shareholder outcomes, and exactly where analysts are getting the narrative wrong.

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IR teams have data.
What they're missing is signal.

You have the filings. You have the transcripts. You have the ownership reports. You run the roadshows. What you don't have is a continuous loop between what you're saying and how the market is actually hearing it — or any systematic way to know whether any of it is working.

The gap isn't effort. Most IR programs are doing the right things. The gap is measurement. Which investors are actually moving after you meet them? Is your narrative landing differently than you think? Are your analysts modeling you correctly, or are there specific divergences costing you on price targets and consensus? Is the perception study you ran two years ago still accurate?

Those aren't data questions. They're signal questions. And existing tools — data terminals, CRM platforms, annual studies, generic AI — aren't built to answer them.

Where does your IR program need to be stronger?

Each use case addresses a distinct problem. Find yours.

01 · IR Effectiveness

You're meeting investors.
But are you moving them?

"We had a great roadshow. 28 meetings, strong conversations." That's activity. What actually changed?

Most IR teams report what they do — meetings attended, conferences participated in, investors contacted. Almost none can answer the board's real question: which of those relationships resulted in an investor actually buying shares?

This platform logs every investor touchpoint and auto-correlates each investor's meeting history against their ownership position, quarter over quarter. You can aggregate results by bank, by event type, by outreach channel, and show exactly which parts of the program are producing outcomes and which aren't.

  • Correlate each investor relationship to QoQ ownership changes, automatically
  • Rank banks and conferences by which produce the most new buyers
  • Transform your board IR report from activity metrics to outcome metrics
  • Identify which investor segments are engaging but not converting, and why
Capability gap
0 of 10
IR platforms that connect CRM touchpoint history to 13F ownership changes by investor, by bank, by event. This is the only one.
Without this platform
With this platform
Count meetings and calls in a spreadsheet
Every touchpoint linked to investor ownership records
Guess which banks and events are producing results
See exactly which channels moved ownership
Board report: "We attended 6 conferences this quarter"
Board report: "Conference X drove 4 new institutional positions"
What you're replacing
$50–75K
Annual perception study cost with a traditional IR advisory firm. Delivered once a year. Already stale when it arrives.
Traditional perception study
This platform
Annual. Static. Snapshot in time.
Continuous. Tied to your messaging history.
Generic questions from a research template
AI-designed questions built from your actual filings, transcripts, and narrative
No way to connect results to message changes
Track perception change against specific narrative adjustments over time
02 · Perception Gap

You don't know what investors actually believe about your company.

By the time a misperception shows up in the stock, it's already cost you. Annual studies are expensive, infrequent, and stale on arrival.

Investor perception is one of the highest-leverage variables in IR — and one of the least continuously monitored. Most IR teams run a perception study once a year if they're fortunate, then operate on anecdote and instinct for the other 11 months.

This platform makes perception measurement continuous, on-demand, and genuinely intelligent. Survey questions are designed by AI from your own documents, not templated by a research firm. Results track over time, so you can see whether narrative changes are actually improving how investors hear your story.

  • AI-designed survey questions grounded in your actual filings, transcripts, and messaging history
  • Identify which specific themes investors are misunderstanding or underweighting
  • Compare perception results over time against changes in narrative and messaging
  • Replace a $50–75K annual line item with continuous measurement
03 · Narrative Refinement

Your narrative needs to sound different to a growth fund than it does to a value manager.

The gap between your story and the right version of your story for each audience is where the valuation discount lives.

Most IR teams have one narrative. Sophisticated investors — long-only growth funds, value managers, GARP strategies, activists — evaluate companies through fundamentally different lenses. A single undifferentiated message leaves money on the table.

The platform's 6-stage narrative builder synthesizes your company documents and management interviews into a full institutional narrative, then generates tailored talking points by investor type. The adversarial pressure testing stage — where AI challenges your story with the toughest likely investor questions — finds the weak points before investors do.

  • AI-synthesized narrative built from your filings, presentations, and management answers — not a template
  • Tailored talking points by investor style: growth, value, GARP, ESG, activist-aware
  • Adversarial pressure testing: find where your story breaks before the roadshow does
  • Outputs: institutional narrative, investor FAQ, earnings call prep, board brief — all from one workflow

The 6-Stage Workflow

1
Source analysis across all company documents
2
AI-generated interview questions tailored to your gaps
3
Management captures answers and narrative clarity
4
AI builds full 8-section institutional narrative
5
Adversarial pressure testing — AI challenges your story
6
Outputs: talking points, FAQ, earnings prep, board brief
Where it matters most
Analyst models
When a price target is below where it should be, it's often not a valuation multiple problem — it's a modeling problem. AI finds exactly where.

What the platform surfaces

Per-analyst EPS divergence vs. company guidance
Margin assumption differences by analyst
Narrative tone analysis across coverage universe
Suggested outreach actions per analyst
04 · Analyst Intelligence

Some of your analysts are modeling you wrong. You probably don't know exactly where.

You find out at the roadshow when they ask a question that reveals a model assumption you didn't know was wrong. That's too late.

Analyst model divergence from management guidance is one of the most undermonitored risks in IR. EPS estimates miss. Margin assumptions differ. Capital allocation gets modeled incorrectly. Most IR teams know divergence exists — they just don't have a systematic way to identify exactly where, by analyst, before it affects price targets and consensus.

The platform extracts EPS estimates and key line items from every uploaded analyst report, compares them automatically against your guidance, and surfaces per-analyst divergence with recommended outreach actions. It also analyzes narrative tone across your coverage universe, so you know which analysts are constructive, which are skeptical, and which are misunderstanding the core story.

  • AI automatically extracts estimates from every analyst report — no manual reading required
  • Per-analyst divergence flagged against company guidance with specific line items identified
  • Narrative tone scored across coverage universe — know who's drifting before it becomes a downgrade
  • Suggested outreach actions tied directly to the specific gap identified
05 · Meeting Intelligence

Your investor meetings are your most valuable IR asset. Most of it gets lost.

A 45-minute conversation with a long-only fund manager contains signal that should be shaping your next earnings script and roadshow prep. Instead, it lives in a notes file no one reads again.

IROs and management teams have hundreds of investor conversations every year. Notes get taken sometimes. Recordings get stored occasionally. Themes, repeated objections, and evolving investor concerns never get synthesized. The next roadshow prep starts from scratch because institutional memory doesn't compound — it disappears.

The platform logs every investor touchpoint, transcribes and summarizes meetings with AI, and identifies repeated questions, emerging objections, and narrative gaps across the full meeting history. Every roadshow prep starts with an actual brief built from real investor conversations.

  • Log any meeting with notes or audio — AI transcribes and structures every conversation
  • Surfaces repeated investor questions, objections, and message gaps across all meetings
  • Each roadshow prep brief is generated from actual investor conversations, not memory
  • IR institutional knowledge survives personnel changes — it's captured, not carried
The compounding problem
0%
Of investor meeting signal typically converted into institutional learning. Every roadshow starts from scratch. This platform changes that.

What gets captured per meeting

AI-structured summary of every conversation
Questions asked, objections raised, themes flagged
Investor-specific sentiment and follow-up signals
Feed into next roadshow prep automatically

Every IR team already has tools.
None of them are built for this.

The gap isn't data. It's connected intelligence — grounded in your specific company, measuring outcomes, and improving over time.

Tool
What It Does
What It Misses
Bloomberg / FactSet / Refinitiv
Market data, comps, ownership snapshots
Signal. What investors actually believe about your story. No connection between data and narrative.
Annual Perception Studies
Periodic investor sentiment snapshot
Continuous measurement. Connection to your actual messaging changes. $50–75K for data that's stale on delivery.
IR CRM Platforms
Track investor contacts and meeting logs
Outcome correlation. Can't tell you which meetings moved ownership. Activity tracking without effectiveness measurement.
Earnings Templates / Writing Tools
Formatting and drafting efficiency
Quality grounded in your actual numbers, history, and narrative. Generic output not connected to your specific story.
General-Purpose AI
Fast text generation on any topic
IR context. Grounding in your filings, transcripts, and investor history. Output without accountability to your specific situation.
The real gap: IR teams need a platform that connects activity to outcomes, perception to messaging, and analyst models to company guidance — grounded entirely in their own data, not generic market intelligence. That platform didn't exist. Now it does.

Four things no other platform does.

01
Built on your data, not generic market intelligence.
Every analysis, every narrative output, every perception question is grounded in your own filings, transcripts, analyst reports, and meeting history. Nothing fabricated. No templates that don't know your company.
02
It measures outcomes, not just activity.
The CRM is designed to answer one specific question: which investor relationships, outreach channels, and events are actually moving ownership? That answer doesn't exist in any other platform. This one was built around it.
03
Perception measurement that's continuous, not annual.
Institutional perception studies are one of the highest-leverage tools in IR. This platform makes them available on-demand, at a fraction of the cost, and connected to your narrative changes over time — not delivered once a year from a research firm.
04
Purpose-built for IR, not adapted from something else.
This isn't a general-purpose AI tool adapted for investor relations. It's built entirely around the specific workflows, documents, decision patterns, and stakeholders of a public company IR team. The difference is visible in every output.

Simple model. Serious output.

1
Import your documents and data

Upload your filings, earnings transcripts, analyst reports, ownership data, and meeting notes. The platform indexes everything and uses it as the grounding layer for every analysis. Your data stays yours.

2
AI synthesizes signal across all of it

The platform surfaces perception gaps, narrative misalignments, analyst model divergence, investor engagement patterns, and meeting intelligence — connecting threads across your entire IR program.

3
Make better decisions with measured results

Every output is actionable: tailored talking points, effectiveness reports, perception results, analyst outreach recommendations, board-ready analytics. Built to be used, not just read.

Ready to know if your IR program is working?

Most IR teams are doing the right things. What they're missing is a measurement layer that connects activity to outcomes, perception to messaging, and analyst models to company guidance. That's what this platform is built for.

Schedule a Demo
Enterprise and mid-cap IR teams. Dedicated onboarding. No long-term contract required to start.