IR Playbooks
How we approach investor relations
The methodology behind Capient's IQ copilot, in the open. When IQ drafts a board update or answers a methodology question, it cites these playbooks — section by section.
Analyst Q&A Defense Pack
Professional Board Update
Capital Allocation Communication Memo
Capital Markets Strategy
Competitor Analysis Report
Consensus Bridge Report
Crisis and Special Situation IR Pack
Deep Market/Financial Research
Disclosure Section Editor
Revise one section inside an existing disclosure document so it becomes clearer, tighter, and more investor-grade without drifting away from the approved facts, section purpose, or company voice.
Earnings Call Script Package
Equity Story Refresh Brief
Guidance Recommendation Memo
Investor Day Content Pack
Investor Meeting Preparation
Target Investor Outreach
Perception Study Synthesis
Post-Meeting Follow-Up Pack
Stock Exchange Release (SER)
Shareholder Register Movement Analysis
Target Investor Identification
Targeting and Roadshow Plan