Investor communications memory

Know what you've said, what analysts have asked, and how to answer with cited sources.

  • Unify memory of all past statements, filings, transcripts, metrics, and call notes.
  • Automate drafts to answer analyst questions that cite all metrics
  • Automate drafts of earning call slides, talking points and press releases
The cost of the current workflow

Manual prep works until the pressure rises.

The negative consequences show up as time drain, review friction, stale facts, and executive prep gaps.

Stale numbers reach executives

Teams catch metric changes late, or worse, after a call, meeting, or board discussion.

Disclosure consistency is hard to prove

Prior language, declined answers, and recurring metrics are scattered across old materials.

IR spends cycles chasing validation

The hardest work becomes finding the right source, owner, and approved framing.

Prep resets every quarter

Institutional memory lives in people, folders, and decks instead of compounding in one system.

Estimate the prep hours hiding in the current process

Move the sliders to model the recurring manual work behind quarterly investor prep. Use the result as a baseline to compare against the next earnings cycle.

54 hours per quarter
How MyEarnings solves it

One workspace for the memory, evidence, numbers, and finished prep.

MyEarnings turns quarter-by-quarter preparation into a compounding source of truth. It brings company-specific context together, drafts from that context, and keeps humans in control of the final message.

Company memory

Ask against the source documents your team already trusts.

Indexed filings, transcripts, prior questions, and company notes become a searchable prep memory that carries forward each quarter.

  • Source-backed answers with citations
  • Prior statements and filings in one workflow
  • Context preserved across quarters
Insights workspace showing an indexed source-document answer with citation markers
Source-backed Q&A

Draft answers from the question, the metrics, and the executive voice.

MyEarnings helps turn analyst questions into reviewable draft responses grounded in company numbers and speaker style.

  • Drafts tied to analyst questions
  • Metric context kept near the answer
  • Reviewable before executives use it
Question workspace showing an analyst question, selected executive voice, and generated draft answer
Story-impact queue

Assign the prep work that can change the quarter narrative first.

The dashboard highlights the review items that need sharper talking points, deeper analyst preparation, or disclosure consistency before lower-impact work.

  • Highest-impact review items surfaced first
  • Open actions kept close to the underlying issue
  • Prep work prioritized before final review
Dashboard work queue showing story-impact review items that need talking points, analyst preparation, and disclosure consistency
Metrics and disclosure prep

See which numbers have been disclosed and what changed.

Recurring metrics, disclosed topics, and quarter-by-quarter changes stay visible before the next review cycle.

  • Disclosed metrics grouped by theme
  • Quarter coverage and dropped items surfaced
  • Talking-point prep tied to current values
Disclosure inventory showing disclosed metrics grouped by theme and quarter coverage
Competitor question themes

Prepare around the themes analysts are already pressing.

Clustered peer-call questions help the team focus on the topics most likely to create follow-up work.

  • Questions grouped by theme
  • Counts show where analyst attention clusters
  • Preparation starts from actual questions
Questions workspace showing analyst questions grouped by preparation theme
Analyst context

Analyst context

Analyst notes, repeated themes, and cited question history sit beside the prep work they inform.

  • Analyst-specific themes and notes
  • Question history with cited context
  • Coverage context available before meetings
Analyst workspace showing themes, notes, and cited question history
Executive outputs

Package approved context for the next audience.

Use the same source-backed context to prepare talking points, shareholder letters, board materials, and roadshow prep.

  • Style guidance from prior materials
  • Drafts grounded in company metrics
  • Approved by your team before use
Shareholder letters workspace showing historical examples and style guide preparation
Year-round value

Built for more than earnings week.

The same source-backed memory supports the recurring moments where CFOs and IR leaders need a precise, consistent story.

Earnings call prep

Build a source-backed Q&A bible from prior calls, peer questions, filings, metrics, and executive voice.

Investor and analyst meetings

Refresh the context before 1:1s, roadshows, conferences, and follow-up conversations.

Board and roadshow materials

Package the same vetted narrative for executives, directors, and event-specific audiences.

Letters and post-call review

Draft consistent shareholder communications and capture what needs to improve next quarter.

Why MyEarnings is better

A prompt answers one task. MyEarnings preserves the whole communications record.

Ad hoc AI chats are useful for a quick draft, but every prompt starts from the context you paste into it. MyEarnings keeps the evidence, prior statements, metrics, owners, and outputs connected so the workflow compounds.

Ad hoc AI chat Context resets
Paste transcript excerpt
Ask for a draft answer
Copy into a deck or Q&A file
Rebuild the context next quarter
MyEarnings Memory compounds
Company memory and source documents
Cited Q&A and metric context
Review status, owners, and changes
Executive-ready packaging
Evaluation path

Run MyEarnings beside the existing process for one quarter.

Compare prep hours, source lookups, review rounds, stale metrics caught late, and off-script follow-ups against the actual call and meeting workload.

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