AI for investor relations
Working from the close package, transcripts and analysts’ models already in your IR folder, it drafts the earnings release and call script, builds the Q&A book and ties every figure in the deck back to the release and the 10-Q.
Q3-earnings-release-draft.docxExampleBrightmoor Systems Reports Third Quarter 2026 Financial Results
Third quarter highlights
Total revenue was $142.6 million, up 18% from $120.8 million in the third quarter of 2025. GAAP operating loss was $6.1 million, compared with a loss of $11.4 million a year ago. Non-GAAP operating income was $15.8 million, or 11% of revenue.
Non-GAAP financial measures
Non-GAAP operating income excludes stock-based compensation of $18.4 million, amortization of acquired intangibles of $2.9 million and restructuring costs of $0.6 million. Table 4 reconciles GAAP operating loss of $6.1 million to non-GAAP operating income of $15.8 million.
CheckedEvery figure ties to the close package, tab IS-Q3, and the Table 4 bridge foots.
How it works
- 1
Open the IR folder
You bring the close package, the 10-Q draft, last quarter’s release and transcript, the covering analysts’ models, peer decks and this year’s proxy calendar, in whatever structure your team keeps them.
- 2
Ask for the deliverable
The Q&A book comes back with questions ranked by likelihood, each answered from the public record or the final release draft. The consensus grid flags outlier models. Every figure cites the file it came from.
- 3
Review, then disclose
Anything it could not reconcile is called out, with nothing guessed to fill the gap. Finance checks the numbers, disclosure counsel reads for the record, and you decide what ships, in what order, and on what day.
Ask it for
“Draft the Q3 earnings release from the final close package, reconcile every non-GAAP measure to GAAP, and add the safe-harbor paragraph.”
Q3-earnings-release-draft.docx“Start the Q&A book for Thursday’s call: rank likely analyst questions from our last four transcripts and peer calls, and draft answers from the public record.”
Q3-QA-book.docx“Compare each covering analyst’s model to our FY guidance line by line, and flag every model that still shows the old three-segment split.”
Consensus-vs-guidance.xlsx“Update the Q3 earnings deck with the final release, and add the ARR and net revenue retention slides with the footnotes from our metric dictionary.”
Q3-earnings-deck.pptx“Tie out the deck against the final release and the 10-Q draft, and mark any figure that disagrees with them or has no source.”
Q3-deck-tieout.pdf“Back into the annual meeting timeline from June 11, with the record date, broker search, D&O questionnaire dates and the insider window.”
2026-annual-meeting-timeline.xlsx
Inside the Investor Relations mode
Investor presentation
Keeps the earnings deck, conference decks and investor day slides consistent with what the filings say, and builds the non-GAAP appendix.
Earnings guidance and consensus
Builds your consensus from the analysts’ own models, flags outliers, shows dispersion and tests meeting talking points against what you have disclosed.
Earnings release and call script
Drafts the release, the prepared remarks and the Q&A book from the final close package, with each non-GAAP measure reconciled and safe-harbor language in place.
Corporate governance administration
Builds the proxy calendar, tracks D&O questionnaire responses, drafts the annual meeting script and chair Q&A, and lays out the insider window dates.
Tie-out and page-turn review
Ties every figure in the release, script and deck to its source with tickmarks, and page-turns the final document the way you would before filing.
Close variance and forecasting
Writes the flux commentary and the guidance bridge you take into the call, with the reasons each line moved and the analyst questions those moves will raise.
Valuation
Maintains the peer trading comps and the equity story bridge for the deck, and footnotes every multiple with its source and date.
- Office skills
- Excel, Word, PowerPoint, PDF
- Tools
- Read, edit and write files, Search files, Run code, Search and read the web, View images
- Connectors
- SharePoint, Google Drive, Gmail, and additional custom connectors
- House style
- Your fonts, layouts and rules, on every file
Who it’s for
Investor relations officers, IR teams at listed and pre-IPO companies, and IR consultants.
Questions
Can we put unreleased results and guidance into it?
Yes, draft results and guidance can sit in the folder. Ultramarine Work changes files only in the project’s folder. When a request needs it, it can read files elsewhere on your computer, never passwords, keys or app data, and you can turn that off in settings. The model runs on Paper Instruments’ servers, so the content it works on is sent there to be processed. Paper Instruments is SOC 2 Type II, and our security and compliance details are on our compliance page.
Will the deck, script and 10-Q agree with each other?
Yes, because it works from one folder. The release, script and deck all draw on the same numbers, and each figure shows which file it came from. When it cannot trace a figure, it flags that instead of guessing. You still review every file it touched before the numbers go out, because analysts will read them against the 10-Q.
Can an AI draft the Q&A without creating Reg FD exposure?
Yes, though your compliance team makes that call. The drafts are for you and management to review before anyone speaks or shares them, and the Q&A book is an internal prep document that stays inside the company until the call. Nothing it writes goes to analysts or onto the website by itself. The selective-disclosure call belongs to you and your disclosure counsel, and so does any decision to say something new.
Does it keep our KPI definitions consistent quarter to quarter?
Yes, if the definitions are in the folder. Put the metric dictionary or last quarter’s deck there, and it uses those definitions and the same footnotes in every file it touches. When a definition changes, the affected files are marked, so you decide whether to recast prior periods or show a bridge.