Investor Targeting & Fit Score
A transparent six-component score ranks every prospective institution out of 100 — Peer Conviction, New-Buyer Signal, Comparability Fit, Turnover Style, Purchasing Power, and Contactability — rolling up to a priority tier.
- Purchasing Power is a real number, computed from actual 13F filings — not a guess
- Every component score is visible; the ranking is never a black box
- Re-weights from your own logged meeting outcomes over time
Guidance & Outlook Decision Engine
The highest-stakes paragraph on any earnings call, drafted from real math instead of gut feel. The engine reads YTD revenue against a seasonally-weighted pace, computes what H2 needs to hit guidance, and recommends an action.
- Recommends raise, reiterate, or narrow — with plain-English reasoning
- Every forward-looking claim auto-tagged for legal review before the script
- Management always makes the final call — the engine recommends, it doesn’t decide
IR Risk Dashboard
A 24-indicator scorecard across six risk categories — consensus dispersion, narrative risk, ownership shifts, disclosure compliance, and more — computed from real data wherever a real source exists.
- No fabricated benchmarks: where no real source exists, it says “not tracked”
- A real logged investor objection moves the dashboard automatically
- Every colored indicator is trustworthy because the gray ones are honest
AI-Classified Inbox
Every inbound analyst or investor email is read and classified — an updated model, a research note, a meeting request, a conference invite — and routed to the right person, pre-filled with the fields that matter.
- Research notes get a structured extraction: rating/PT change, valuation method, thesis vs. consensus, catalysts and risks
- Marked Internal Use Only — never external redistribution of licensed research
- Turns “reviewed / not reviewed” into a decision the Head of IR makes in seconds