Investor Relations Features

Investor Relations Officers

You may already understand the way to talk to your investors about your company, but there's a whole world of data that you can use to sell your story even more effectively.

Unlock the power of deeply technical analysts to give you insights to share with your investors that would have taken you weeks to find.

• Automate the pre-work for your investor meetings
• Use real ownership data to see how your company fits each investor's portfolio and what actually drives their valuations
• Generate novel insights for investor calls- no matter how deep you'd have to dig into your company's financials before
• Create new, valuable benchmarks that highlight your company's unique strengths across a set of dynamic peer groups - or mitigate your weaknesses

Chief Financial Officers

You already know your business's finances forward and backward, but you have way too much on your hands to handle all of the external-facing stuff yourself. It's time to take the IR management off of your plate.

Automatically pick through public sentiment, understand your investors' priorities, and snap your fingers to finish planning for investor meetings.

• Understand your investors' priorities, so you know what to say, and when
• Come up to speed on public news and sentiment with one click
• Have high quality research on all of your comparables at your fingertips
• Integrate with your existing systems so you don't have to learn a new platform

Startup CEOs

You know your business better than anyone, but you aren't completely comfortable with a three-statement model, let alone talking to people that eat, sleep, and breathe finance.

Demonstrate traction, compare performance, and communicate your vision effectively to investors in the way they expect to hear it - even if you don't have a finance background.

• Understand how your company should be valued, and how you can alter perceptions to get the best valuation
• Pull from expert-vetted scripts that let you communicate your vision and sound like you belong in the room
• Influence outsiders with KPIs that are meaningful to them, rather than re-inventing the wheel
• Automatically generate financial projections using industry best-practices - even without a finance team

Consolidate your financial history in one place. Instantly pinpoint significant financial shifts and understand the drivers. Generate explanations for deviations against budget, forecast, or peers.

• Automated data aggregation and analysis
• Three statement comparison vs. budget/forecast/peers
• Instant KPI visualization & history

Issue guidance, track it against actuals and analyst expectations, and run scenarios. Plus a running record of your historical accuracy.

• Guidance input & tracking
• Real-time analyst consensus comparison
• Historical accuracy analysis

Dynamically compare performance against customizable peer groups. Identify relative strengths and weaknesses across key financial and operating metrics.

• Dynamic peer group analysis
• Relative favorable performance identification
• Competitor news & analyst view tracking

Centralize investor data, track ownership and interactions, and identify key targets. Understand investor profiles and sentiment at a glance.

• Investor profiling & targeting
• Ownership & institutional tracking
• High value contact & interaction identification

Keep up with all of the news and Wall Street research about your company in one place, summarized at your convenience.

• Compiles and summarizes hundreds of business news sources and bank analyst research reports
• Sentiment Analysis and trends
• Generates your critical talking points based on the news

Craft compelling investor narratives using AI-powered insights and industry templates, saving you time on drafting.

• Customized writeups for any discussion, financial or qualitative
• Smart algorithms to highlight the most critical points in investor-friendly language
• AI-augmented content based on current news and financials

Fundraising Deck Building

Let our experts craft a compelling, data-driven fundraising deck tailored to resonate with investors and secure the capital you need.

Seed round or Series D, we make sure you walk away with the most cash possible.

Strategic IR Consulting

While we believe that our software is more than enough, we recognize that sometimes it can be helpful to have a human touch for confirmation.

Tap into our team's deep finance and IR expertise for strategic guidance on messaging, investor targeting, valuation, and navigating complex market dynamics.

Event & Roadshow Support

End-to-end planning and execution support for your investor events and roadshows. Logistics handled, messaging tight.

We'll help you plan, execute, and follow up on your events, ensuring that you make the most of your time and resources, and that your investors leave with the right message.