Blog
Investor relations, rebuilt around AI
Practical perspectives on what changes when investors research your company through AI, and how to keep your equity story sourced, cited and yours.
What Is a Source-Grounded IR Assistant, and Why Now?
A source-grounded IR assistant answers investor questions using only a company's own approved, published company information, citing each point back to the source. Here is what that means, how it works, and why it matters now that investors research through AI.
Read the pieceWhy Does AI Give an Incomplete Picture of Smaller Listed Companies?
General AI tools depend on the quality and volume of public material about a company. For small and less-covered listed companies there is little of it, so the tools tend to produce a tidy but incomplete narrative and can miss material facts. A source-grounded IR assistant works only from the company's own approved company information, so it can surface those facts and cite them.
Read the pieceDo Investors Actually Use AI to Research Companies? What the Surveys Show
Survey data from 2026 shows AI has become a normal part of retail investment research: an Investing.com survey found 62% of US retail investors have used AI tools to inform investment decisions. Here are the verified numbers, what investors use AI for, how much they trust it, and what it means for IR.
Read the pieceHow Do You Keep Investors Updated After a Raise Without Drowning in Emails?
What actually costs time after a round closes: the scheduled update, or the questions that land in between it. A practical way to handle both without living in your inbox.
Read the pieceHow investors research a company they've never heard of
Before an investor ever emails you, they have already searched your name, asked an AI chatbot, and formed a view, here is what that early research path often looks like.
Read the pieceAI Visibility for Your Equity Story: What IR Teams Should Check
Investors increasingly research listed companies through AI tools. This guide covers the three questions every IR team should ask: which sources the models use, how far the answer can be steered, and what happens to the investor questions IR no longer sees.
Read the pieceWhat to Prepare Before You Raise, So Every Investor Gets the Same Answer
Raise preparation covers far more than communication, but one part founders can fix before the first call is making sure the questions that repeat throughout a raise have one current, agreed answer behind them.
Read the pieceWhy a Static IR Page Is No Longer Enough for a Growing Company
A small company does not need an elaborate investor relations platform, but an IR website that mainly stores reports and releases leaves too much of the research process to the investor.
Read the pieceHow to Build an Equity Story Before Any Analyst Covers You
Before an analyst ever interprets your numbers, the investment case only exists if you have made it legible yourself: how the business creates value, what is changing the economics, and what evidence backs it up.
Read the pieceInvestor Questions Are Coming Whether You Have an IR Team or Not
How founders and CFOs at small listed companies keep investor answers consistent when there is no dedicated IR person to give them.
Read the pieceWhy Do REITs Trade Below NAV, and What Can AI Miss?
Many REITs and SOCIMIs trade for less than their published net asset value, for reasons that can include real company risk, sector conditions, or limited market visibility, and an AI tool researching the gap can miss the difference.
Read the pieceWhat Does AI Know About a Private Company? Almost Nothing, and That Cuts Both Ways
Private, non-listed companies barely exist in what general AI systems have learned, which is one more reason to keep a clear, current public record of what your company actually does.
Read the pieceHow to Research a Non-Listed Property Fund: What AI Can and Cannot Tell You
Non-listed property funds are harder to research than listed companies, and an AI tool can help with parts of that research while missing the parts that matter most for evaluating a fund's risks.
Read the pieceWhat investors are asking about your company, and why IR stopped seeing it
Investor questions used to reach IR because every one of them passed through a person. Many are now typed into a chatbot instead, where IR never sees them, and here is how to get that signal back.
Read the pieceWhat Belongs on an IR Homepage? A Checklist for Getting It Right
A practical checklist for what an IR homepage should show above the fold, from financial highlights to the one gap almost every IR site still has.
Read the pieceWhen investors ask an AI about your company, where do the answers come from?
When an investor asks a general AI model about your company, you cannot choose which sources it draws from or whether it reaches your own corporate information. A source-grounded IR assistant answers only from approved company content and always cites each point.
Read the pieceIf General AI Already Answers Well About Your Company, Why Use a Source-Grounded Assistant?
For a large, well-covered company a general AI often answers reasonably, so the case for a source-grounded IR assistant is not accuracy. It is control and provenance: answering only from your own approved company information, cited, so you can stand behind the answer and an investor can verify it.
Read the piece