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AI agent for investor relations managers

Management Presentation Rehearsal Agent

Each executive can answer the top hard questions accurately and consistently before the meeting

LearningFinance
See how it worksGet access
Management Presentation Rehearsal Agent: what goes in, what the agent does and what you get

What it does

Management teams often present well but stumble on tough questions about customer churn, margins or the forecast. This agent prepares them. It reads the deck, the data room and any buyer or investor feedback, then builds a list of likely hard questions ranked by how much they could hurt. It runs practice rounds with each executive, scores the answers against the facts in the data room, and flags answers that are vague, wrong or inconsistent with another executive's answer. It then re-asks the weak ones after the executive revises them and scores again, until each answer is accurate and consistent. The banker or IR lead approves final materials and the answer sheet. Edge case: the CEO and CFO give different churn numbers, so the agent stops the round and reconciles them first.

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
Yes, continueYes, continueApprovedNoNo 1 STARTS WHEN A management presentation is scheduled 2 USES A TOOL Read the deck, data room and past questions 3 DOES Build and rank a list of likely hard questions 4 DOES Assign each question to the executive who wouldanswer it 5 DOES Run a practice round and record the answers 6 USES A TOOL Check each answer against data room figures 7 CHECKS THE RESULT Is each answer accurate and consistent with theothers? If not: mark the weak answers, give the correct factsand re-ask after the executive revises. Back to step 4. 8 DOES Score answers for clarity and length 9 CHECKS THE RESULT Do all top questions score at least 8 of 10? If not: run another round on the lowest scoringquestions. Back to step 4. 10 YOU APPROVE Banker or IR lead approves the answer sheet andfinal deck 11 RESULT Rehearsal report and approved answer sheet
Read the steps as a list
  1. A management presentation is scheduled
  2. Read the deck, data room and past questions
  3. Build and rank a list of likely hard questions
  4. Assign each question to the executive who would answer it
  5. Run a practice round and record the answers
  6. Check each answer against data room figures
  7. Is each answer accurate and consistent with the others?If not: mark the weak answers, give the correct facts and re-ask after the executive revises. Back to step 4.
  8. Score answers for clarity and length
  9. Do all top questions score at least 8 of 10?If not: run another round on the lowest scoring questions. Back to step 4.
  10. Banker or IR lead approves the answer sheet and final deckThe agent waits here for your OK.
  11. Rehearsal report and approved answer sheet

How it decides

It scores an answer on accuracy against documents, consistency across speakers and clarity, and it repeats the question until the score passes a set bar.

  • Rank questions by deal impact and likelihood
  • Stop the round if two executives give different figures
  • Require a score of 8 out of 10 for the top 10 questions
  • Mark answers over 90 seconds as too long

Make it yours

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

  • Number of top questions (default 10)
  • Score needed to pass (default 8)
  • Maximum answer length (default 90 seconds)
  • Question sources used

What keeps you in control

It always asks you first

  • Final deck and answer sheet

Hard limits

  • Never invents facts, only uses documents
  • Does not share rehearsal notes outside the team
  • Never contacts buyers

It stops when

  • Done: all top questions pass
  • Stop: executives are unavailable or key data is missing from the data room

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 Thursday meeting the agent listed 22 questions. In round one, the CFO gave 91% net revenue retention while the CEO said 94%. The check failed. The agent paused, found 92.6% in the data room, and both executives revised. Two other answers scored 6 for vagueness. The second round brought all ten top questions to 8 or higher. The banker approved the answer sheet.

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