AI Meeting Intelligence for Investor Relations
Turn every investor conversation into actionable insights and build stronger relationships with data-driven intelligence.
The Challenge
Managing dozens of investor meetings per week across different time zones
Tracking investor sentiment and concerns across multiple touchpoints
Manual CRM updates after every call consuming valuable time
Difficult to spot trends and patterns across investor conversations
Challenging to prepare comprehensive reports for management
Risk of missing critical investor feedback or concerns
The Theseus Solution
Instant Meeting Summaries
Auto-generate comprehensive summaries for every investor call with key questions, concerns, and sentiment analysis per topic. Never miss important details again.
CRM Automation
Automatically update investor records with conversation insights, track engagement history, and flag important follow-ups to maintain strong relationships.
Sentiment Tracking
Monitor investor confidence over time, identify concerns early, and perform trend analysis across your entire investor portfolio for proactive relationship management.
Investor Intelligence Dashboard
Get a unified view of all investor interactions with sentiment scoring, engagement metrics, and actionable insights to optimize your IR strategy.
Real-World Scenario
An IR team at a publicly traded company uses Theseus to manage 50+ investor meetings per quarter. During earnings season, Theseus automatically tracks sentiment across all calls, identifies recurring concerns about market conditions, and generates a comprehensive report for the CFO. The team proactively addresses concerns in the next earnings call, resulting in improved investor confidence.
"Theseus identified a 30% increase in questions about supply chain resilience across 23 investor calls. The IR team prepared detailed responses and saw a 15% improvement in investor sentiment in follow-up calls."
Measurable Benefits
per week on manual note-taking and CRM updates
in investor relationship quality scores
response time to investor concerns
in tracking investor sentiment trends
Ready to Transform Your AI Operations?
Join leading capital markets firms using Theseus to capture every insight and drive better decisions.