Investor story readiness

MyEarnings ensures busy investor relations teams are always prepared.

Automatically turn scattered filings, transcripts, and metrics into actionable insights that help tell the most compelling story to the Street.

  • Turn scattered filings, transcripts, and metrics into actionable insights.
  • Surface likely analyst questions, peer themes, and answer patterns before the call.
  • Create executive-ready talking points, Q&A drafts, scripts, and slides with review workflows.
The cost of the current workflow

Earnings prep breaks down when the story, the numbers, and the history live in different places.

When context is scattered, teams spend the quarter revalidating facts instead of sharpening the story.

Surprises reach the call

Analysts ask questions the team should have seen coming from peer calls, research notes, or prior investor conversations.

Messaging drifts over time

Prior language, declined answers, disclosed metrics, and conference commentary are hard to track across quarters.

IR loses time to manual validation

The real work becomes finding the right source, owner, number, and approved framing instead of sharpening the story.

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

MyEarnings turns investor communications prep into leverage for lean IR teams.

It connects company history, peer intelligence, analyst context, metrics, and review status so teams can prepare the right answer before the question lands.

Company history

Search what the company has said before.

Find prior answers across filings, transcripts, presentations, notes, metrics, and Q&A before the next draft starts.

  • Past answers and public statements in one place
  • Filings, transcripts, and notes kept close to the work
  • Quarterly prep starts from what the team already knows
Research workspace showing an indexed source-document answer with citation markers
Analyst question prep

See what analysts are likely to ask.

Track peer questions, emerging themes, and answer patterns so the team can prepare before the pressure hits.

  • Likely questions surfaced before the call
  • Peer themes and answer patterns summarized
  • Review-ready Q&A drafts for executive prep
Question workspace showing an analyst question, selected executive voice, and generated draft answer
Review workflow

Keep the right people aligned before anything goes live.

Give business owners, finance, legal, IR, and executives a shared view of what is approved, what changed, and who owns the source.

  • Approval status visible next to the work
  • Owners and changes kept attached to each draft
  • Review loops built for high-pressure prep
Dashboard work queue showing story-impact review items that need talking points, analyst preparation, and disclosure consistency
Disclosure consistency

Know which metrics and topics are already on the record.

Track disclosed metrics, changes, and prior commentary so a new answer does not box the company in later.

  • Disclosed topics tracked across quarters
  • Metric changes visible before review
  • Consistency risks surfaced while there is time to fix them
Disclosure inventory showing disclosed metrics grouped by theme and quarter coverage
Executive prep

Package the story for the next audience.

Create concise briefs, talking points, Q&A drafts, scripts, and slides that executives can review before they use them.

  • Talking points tied to current metrics
  • Draft scripts and slides for review
  • Prep materials shaped for the executive audience
Questions workspace showing analyst questions grouped by preparation theme
Investor and analyst context

Prepare for the person in the room.

Bring investor history, holdings context, prior questions, themes, and relationship notes into the same prep flow.

  • Prior questions and meeting context
  • Investor themes available before 1:1s
  • Relationship notes connected to prep materials
Analyst workspace showing themes, notes, and cited question history
Communications record

Carry the lessons forward every quarter.

Preserve what was said, what was asked, what changed, what was approved, and what the team learned from the market reaction.

  • Prior outputs available for the next draft
  • Approved language and changes retained
  • Post-call learnings feed future preparation
Shareholder letters workspace showing historical examples and style guide preparation
Year-round value

Built for more than earnings week.

The same preparation layer supports the recurring moments where CFOs and IR leaders need a precise, consistent story.

Earnings call prep

Build a Q&A pack from prior calls, peer questions, filings, metrics, and executive voice.

Investor and analyst meetings

Refresh investor 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 generic AI prompt can draft a paragraph. MyEarnings preserves the communications record that matters.

Every quarter adds to the record: what was said, what was asked, what changed, what was approved, and what the team learned from the market reaction.

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 Record compounds
Company history and current metrics
Likely questions and answer context
Review status, owners, and changes
Executive-ready packaging
Evaluation path

Run MyEarnings beside the existing process for one quarter.

Compare the time spent finding sources, updating Q&A, validating metrics, preparing executives, and catching consistency risks before the next call.

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