The AI kit for Investor Relations Managers

Drafts earnings briefings, filings, newsletters and event plans, such as a Q3 shareholder update with cover note.

Builds an evidence-linked slide register after intake, so each investor deck claim points to a source document and owner.

Runs a finance presentation end to end, from outline to speaker notes, for example a full-year results deck for the board.

Keeps a report register of stakeholder, period, metrics, preparer, approver and send date, such as the quarterly investor pack log.

Like "Draft Quarterly Earnings Release Sections"

Like "Outline Investor Presentation Narrative"

Like "Draft Shareholder Inquiry Replies"

Like "Draft Earnings Call Opening And Closing"

An approved outline that fits the audience, setting and time before design begins

Assemble a complete, correctly formatted meeting pack on time.

Produce disclosure tables where every figure ties to a source record.

Keep investor meetings from falling inside quiet or blackout periods.

Let your AI search your Box files, answer questions about them, and pull out details for you.

Let your AI edit Word, PowerPoint and Excel files, with changes you can review before saving.

Let your AI read, search, and pull attachments from your Apple Mail, right from the chat.

Lets your AI read, search, send, and organise your Outlook email, calendar, and contacts from the chat.

Researcher & Analyst in M365 Copilot conducts comprehensive research across work and web sources and performs advanced data analysis, delivering expert insights

Zero is an AI tool that generates concise summaries of long documents, articles, and reports. It is intended for professionals and students who need to quickly

ChatPDF lets you interact with documents in various formats, quickly extracting answers from cited sources. Select specific tables or text, ask targeted questio

Doclime lets you quickly find answers within your documents. Upload files and ask questions to receive instant, accurate responses with citations, saving time a

So you can answer an analyst question fast with every claim traceable to a filing or transcript.

So narrative numbers in the release and deck trace back to approved records before you send them.

So investor decks stay on brand and on message, with named reviewers cutting rework cycles.

So repeated shareholder and analyst questions get replies linked to approved sources every time.

Generates professional board meeting presentation content with executive summary, financials, and strategic updates.

Generate investor-ready business case documents for startup fundraising and strategic planning.

Review drafts, calibrate tone, roleplay conversations, and improve presentations using proven frameworks.

Monitors competitors and market trends to produce structured intelligence reports.