IR Playbooks

How we approach investor relations

The methodology behind Capient's IQ copilot, in the open. Each one is a deliverable IQ can produce — when it does, it cites the exact section here.

Investor acquisition — Strategy (Phase 1)

Understand the company, translate its equity story into investor language, assess the current

Investor acquisition — Targeting (Phase 2)

Build a broad but relevant investor universe, systematically qualify and score it, and

Investor acquisition — Engagement (Phase 3)

Translate the approved investor target list into a structured, executable outreach plan.

Investor acquisition — Intelligence (Phase 4)

Convert every investor interaction into structured, reusable intelligence. Track whether

Pre-interim assessment

Identify expectation and performance gaps, and the actions that close them, before any

Storyline: highlights and CEO quote

Decide the quarter's narrative deliberately: the 5-7 highlights and the CEO quote that

Interim report narrative

Write the complete report body: every prose section the interim report carries beyond the

Investor presentation assessment

Assess an existing investor presentation as an investment case: not whether the

Q&A book

Produce the company's Q&A book: the key questions capital-market stakeholders will

Stock exchange release

Produce a stock exchange release (SER) or press release: a company news update with