Investor Relations

Purpose-built generative AI for investor relations

Transform investor relations with intelligent automation that preserves the human touch essential to investor relationships.

Gen AI for investor relations Teams

Intelligent automation.
Enhanced human expertise.

EclipseIQ AI doesn’t replace the human element of investor relations – it enhances it. By
automating routine tasks, your team can focus on what technology can’t replace: building
meaningful relationships and making strategic decisions that drive value for your firm.

Handle more LPs without adding more staff

Scale IR operations efficiently with automated preparation and communication tools.

Improve LP communications

Deliver consistent, accurate responses to LP requests with automated workflows and content creation.

Strengthen LP relationships

Focus on personal interactions while automation handles routine tasks and research.

AI Use cases for investor relations teams

How EclipseIQ AI supports investor
relations teams

LP meeting preparation

Stay prepared and informed for every investor interaction while reducing preparation time:

• Automatic calendar scanning identifies upcoming LP meetings
• Intelligent aggregation of LP information from emails, CRM, and market data
• Comprehensive meeting briefs delivered directly to your inbox

Investor communications

Simplify LP communication and content to maintain consistency while reducing preparation time:

• Automatic compilation of quarterly investor letters
• Template-based content gathering and aggregation
• Draft, schedule, and send mass emails for investor communications

Conference preparation & research

Maximize the impact of your conference meetings by streamlining conference preparation and follow-up::

• Generate meeting lists
• Draft personalized outreach emails
• Create detailed briefing documents
• Identify potential synergies and talking points

DDQ management

Reduce DDQ completion time while enhancing accuracy and consistency:

•Auto-generated DDQ responses
• Flexible review and approval workflows
• Template-matching output format

Bidirectional CRM interaction

Interact with your CRM from within the EclipseIQ AI platform:

• Read/write CRM access
• Search and retrieve CRM records
• Log meeting notes in CRM records

Proactive LP intelligence

Stay in the know on your LPs with automatically generated email digests that include::

• News mentions
• LP developments
• Management changes
• Industry movement

Investor Relations