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AI agent for investor relations managers

Investor Meeting and Roadshow Planning Agent

A full, well-targeted meeting schedule with briefings

Investor Meeting and Roadshow Planning Agent: what goes in, what the agent does and what you get

What it does

Roadshows are hard to plan: the right investors, open slots, travel time and briefings all have to fit together. This agent plans investor meetings. It ranks target investors using holdings data, style fit and whether they own peers but not the company. The IR manager approves the target list. It drafts invitations, tracks replies and builds a schedule with travel time. It checks the schedule for conflicts and gaps. Two requests for one slot get a proposed group meeting, and gaps over two hours are filled from the waitlist. It rebuilds the schedule as replies come in and checks again. It prepares a briefing on each investor's holdings and past questions. The IR manager approves invitations and the final schedule. Edge case: two investors request the same slot, so the agent proposes a group meeting.

How it works

Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.

Start and resultWhat it doesA check on its own workWaits for your OKGoes back and retries
ApprovedYes, continueNo 1 STARTS WHEN Roadshow planned 2 USES A TOOL Rank target investors 3 YOU APPROVE IR manager approves target list 4 USES A TOOL Draft invitations and track replies 5 DOES Build schedule 6 CHECKS THE RESULT Is the schedule free of conflicts and gaps? If not: rebuild with new replies or propose groupmeetings. Back to step 4. 7 USES A TOOL Prepare investor briefings 8 RESULT Final schedule and briefings
Read the steps as a list
  1. Roadshow planned
  2. Rank target investors
  3. IR manager approves target listThe agent waits here for your OK.
  4. Draft invitations and track replies
  5. Build schedule
  6. Is the schedule free of conflicts and gaps?If not: rebuild with new replies or propose group meetings. Back to step 4.
  7. Prepare investor briefings
  8. Final schedule and briefings

How it decides

It ranks investors by fit and holdings change, and builds the schedule to fit travel and executive time.

  • Holds peers but not the company: high priority
  • Two requests for one slot: propose group
  • Gap over 2 hours: fill from waitlist

Make it yours

Every agent is a starting point. You choose these settings for your own situation.

  • Ranking factors
  • Meeting length
  • Travel buffers
  • Briefing format

What keeps you in control

It always asks you first

  • Target list
  • Invitations
  • Final schedule

Hard limits

  • Never sends invitations without approval
  • Never shares briefings externally

It stops when

  • Done: schedule final
  • Stop: dates change

Set it up

We guide you through the set-up, step by step

Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.

10 minto set it up in your AI
5 AIsChatGPT, Claude, Copilot, Gemini, Grok
  • One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
  • The agent then walks you through connecting your own data, one source at a time
  • A downloadable copy with the flow chart, the rules and the full guide
Get access to this agent

An example run

What happensFor a two-city trip in May, the agent ranked 40 investors and the IR manager approved inviting 22. Fourteen accepted. The schedule check failed: two wanted the same Boston slot and there was a three-hour gap in Chicago. The agent proposed a group lunch and filled the gap from the waitlist. The IR manager approved 13 meetings and the briefings.

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