Investor Relations
IR teams live in a world of deadlines, compliance requirements, and diverse stakeholders who all want different things. Analysts want granular data. Retail investors want the big picture. Regulators want everything documented correctly. And it all needs to be consistent.
What ExCom.ai Does Here
ExCom.ai helps IR teams prepare communications faster by connecting to your financial systems, previous filings, and market data. Ask questions like "What were our key messages in last quarter's earnings call?" or "How did we explain the margin compression in Q2?"
The platform tracks your messaging over time, helping you stay consistent. It can also flag potential compliance issues before they become problems.
The Real Challenges
Consistency across channels. Your earnings call, press release, 10-Q, and investor presentations all need to tell the same story. Small inconsistencies create big questions.
Compliance complexity. Reg FD, quiet periods, material information - there's a lot that can go wrong. Most IR teams have war stories about close calls.
Different audiences, same message. Institutional investors want different details than retail shareholders, but the core story must match.
Time pressure. Earnings season is brutal. You're preparing materials while numbers are still being finalized.
How It Helps
Faster prep. Pull historical messaging, financials, and market context into your current materials. Less time gathering, more time refining.
Consistency checking. Compare current drafts against previous communications to catch contradictions or messaging drift.
Compliance support. Flag potential disclosure issues. Track quiet periods. Document what was said when.
Stakeholder intelligence. Before investor meetings, pull relevant context about who you're meeting and what they've asked before.
What You Can Build
- Earnings call scripts with Q&A preparation
- Press releases with compliance checking
- Investor meeting briefing documents
- Quarterly and annual report sections
- Shareholder letters
- Investor day presentations
The Practical Stuff
Setup usually starts with your earnings process - that's where most IR teams feel the most pain. Connect your financial systems, import historical communications, and configure your templates.
From there, expand to investor meetings, annual reports, and ongoing shareholder communications.
Want to talk about IR workflows? Reach out.