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Issuers

Issuer Copilot

AI for investor relations teams

AI for investor relations means software that reads filings, transcripts and your investor history and drafts the work an IR team repeats: meeting briefs, earnings scripts, likely analyst questions and call summaries. Issuer Copilot does this inside your workspace, with a source on every figure and an approval before anything leaves.

01 Before and after

The brief that took an evening now takes a review

Ask any IR lead where the week goes and the answer is preparation. A one-on-one with a fund means opening the latest 10-Q, finding the fund's position in the last 13F, scrolling back through emails for what was promised last time, and rewriting the same talking points in a new template. Multiply that by a roadshow of twelve meetings.

Without AI
  • 45 minPull holdings history for the fund from filings or a vendor PDF
  • 30 minSearch the inbox for the last three conversations
  • 40 minRe-read the quarter and write what changed
  • 30 minGuess the questions and draft answers

Illustrative manual effort per meeting. No source trail.

With Issuer Copilot
  • Holdings by quarter, read from 13F and 13D/13G, with chips
  • Last interactions pulled from the CRM log
  • What changed this quarter, from your filings
  • Likely questions and talking points from approved answers

One brief, one AI action, ready for a 10 minute review.

02 What it does

Five jobs the Copilot does, each one tied to a module

Issuer Copilot is not a chat window bolted onto a CRM. Each task it performs reads from a specific part of the workspace and writes into another, so the output lands where the team already works.

01

Meeting briefs

Investor profile, holdings history, last interactions, what changed since the last meeting, likely questions, talking points and topics to avoid under Regulation FD. Exported as a one page PDF for the CEO.

02

Earnings scripts

A first draft of the prepared remarks from approved results and last quarter's script, with every figure marked to its source document.

03

Likely analyst questions

Questions ranked by how often they came up on your last four calls and on peer calls, matched to answers already approved in your Q&A library.

04

Announcement drafts

First drafts of press releases and 8-K text from your inputs, routed into the disclosure approval chain. Nothing publishes without sign-off.

05

Targeting rationale

A plain explanation of why each fund on a target list fits, built from mandate, sector exposure and past participation in public filings.

The script and question work is covered in detail under earnings call preparation. Fit scores and target lists are explained under investor targeting.

03 Guardrails

The Copilot is built for a team that answers to Regulation FD and MAR

An issuer cannot use AI the way a marketing team does. Selective disclosure of material non-public information to a fund is a Regulation FD problem in the US, and under the EU Market Abuse Regulation inside information has to be published as soon as possible, with delays documented under article 17 and insider lists kept under article 18.

Issuer Copilot works with these rules rather than around them. It only cites published documents in material meant for investors. Drafts that mention figures from unpublished documents in the workspace are flagged before sending. Answers respect workspace roles, so the Copilot cannot surface a data room or a draft release to a user who has no access to it. Every request and every draft is written to the audit trail.

AI runs only for paying workspaces and only within the monthly limit of the plan. Nothing is sent to an investor automatically. A named user approves each brief, script or message, and your team remains responsible for what is published or sent.

04 Limits per plan

Every plan has a clear monthly AI allowance

One action is one Copilot request or one generated document. A meeting brief counts against its own monthly brief limit. Usage is counted per billing period, so deleting a draft does not return the action. At 80 percent you see a notice in the workspace, and you can move to a higher plan at any time.

Growth

300

Copilot actions a month, daily ceiling 40

25

Meeting briefs a month

$499 a month billed yearly

Public

1,200

Copilot actions a month, daily ceiling 150

120

Meeting briefs a month

$1,499 a month billed yearly

Enterprise

3,500

Copilot actions a month, daily ceiling 400

400

Meeting briefs a month

$3,999 a month billed yearly

05 Sources

The Copilot only works from data you can check

Three kinds of input feed every answer. Your own filings and exhibits come from SEC EDGAR: 10-K, 10-Q, 8-K and proxy statements. Holdings come from 13F reports and Schedule 13D and 13G. Your private context comes from the workspace: CRM notes, the approved Q&A library, the disclosure calendar and the documents you upload.

Market prices, peer multiples and debt comparables come from licensed data and show their provider record and date. The peer view, with multiples and coverage lists, is explained under comparable company analysis.

Issuers is software for issuers. It does not give investment advice and does not act as a broker dealer or adviser.

CFO and investor relations lead reading a printed meeting brief together at a desk before a roadshow meeting

Questions

Questions issuers ask before they start

How is AI used in investor relations?
The useful applications are the ones that remove reading and rewriting. AI reads your 10-Q, the last call transcript and the CRM history and drafts a one page brief before an investor meeting. It drafts the first version of the earnings call script from approved results, lists the questions analysts are likely to ask based on past calls and peers, and summarises the call afterwards. In investor targeting it explains why a fund fits. In every case a person on your team reviews and approves the output before it reaches an investor.
Can AI write an earnings call script?
It can write a solid first draft, which is where most of the hours go. Issuers builds the draft from your approved results, the prior quarter script and your guidance language, and marks every figure with the document it came from. The CFO and IR lead then edit tone and emphasis, and legal reviews forward looking statements. The script goes through the same approval chain as a press release. Script drafting, the Q&A library and call summaries are part of earnings call preparation on the Public and Enterprise plans.
Is it safe to use AI around material non-public information?
It is safe when the system is designed for it. In Issuers, AI runs only inside your paid workspace, on your documents and on public data, and every request is logged with the user and time. Drafts for outgoing messages are checked for figures and topics that are not yet in a published document, and flagged before anything is sent, which supports Regulation FD in the US and MAR in the EU. Access follows your roles, so a user who cannot see a data room cannot ask the Copilot about it. Your team stays responsible for what is published or sent.
Does the AI show where each figure comes from?
Yes. Every figure in a brief, a script draft or a Copilot answer carries a source chip with the document type and date, for example a 10-Q for the quarter or a 13F for the holdings period, and links to the filing on SEC EDGAR or to the licensed data record. If the Copilot cannot find a source for a number, it says so instead of producing one. This is what makes a draft reviewable in minutes: the reviewer checks the chip, not the whole filing. Peer figures in comparable company analysis follow the same rule.

Related

Related tools in the same workspace

Read a brief the Copilot wrote from your filings

Type your ticker and get a sample investor meeting brief built from public SEC filings. Copilot with 300 AI actions a month starts at $499 a month billed yearly.

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