IR Integration Layer

Investor targeting · roadshow automation · materials personalization · sentiment tracking · post-listing IR

Investors

10

Anchors

5

Total AUM

$17.0T

Meetings

20

AI IR Strategy Recommender

profile the IPO → target investors, roadshow, messages, cadence

Investor Registry

5 anchors · 6 positive

Fidelity Investments

anchor
Long-Only·North America$4.30T
TechHealthcare
positiveinterest: high2d ago

BlackRock

anchor
Long-Only·Global$10.00T
IndexActive
positiveinterest: high3d ago

T. Rowe Price

anchor
Long-Only·North America$1.40T
GrowthTech
positiveinterest: high1d ago

Mubadala

anchor
Sovereign Wealth·MENA$0.29T
TechFintechUAE
positiveinterest: high4d ago

ADIA

anchor
Sovereign Wealth·MENA$0.85T
DiversifiedFintech
neutralinterest: medium5d ago

Sequoia Capital

strategic
VC/Growth·Global$0.06T
TechFintech
positiveinterest: high6d ago

Tiger Global

institutional
Hedge Fund·Global$0.06T
TechEmerging
neutralinterest: medium2d ago

Citadel

institutional
Hedge Fund·Global$0.06T
QuantMulti-strat
neutralinterest: medium3d ago

Shuaa Arabain

regional
Family Office·MENA$0.01T
UAEReal Estate
positiveinterest: high7d ago

Almarai Pension

regional
Pension·GCC$0.01T
SAFood
neutralinterest: low5d ago

Autonomous IR Pipeline

1/8 complete
1

Investor Targeting

AI-match issuer to investor universe by AUM, coverage, mandate, sentiment

complete
2

Outreach & Scheduling

Auto-distribute meeting invites, sync calendars, confirm attendance

active
3

Materials Personalization

Generate per-investor deck variants: emphasis, financials, risk sections

active
4

Meeting Execution

Run roadshow meetings, capture notes, log sentiment signals

active
5

Indication Collection

Collect indications of interest, price sensitivity, share count

queued
6

Book-Build

Aggregate demand, compute oversubscription, recommend price band

queued
7

Allocation Recommendation

AI-recommend allocation across investor tiers, anchor locking

queued
8

Post-Listing IR

Schedule earnings calls, analyst coverage, ongoing reporting cadence

queued

Roadshow Schedule

20 meetings · 5 cities
New York2026-08-14 · 09:00high demand
FidelityBlackRockT. Rowe PriceCitadelTiger Global
5 meetingsscheduled
Boston2026-08-14 · 14:00high demand
Fidelity (HQ)WellingtonState Street
3 meetingsscheduled
London2026-08-15 · 10:00medium demand
SchrodersBaillie GiffordAberdeenL&G
4 meetingsscheduled
Dubai2026-08-16 · 10:00high demand
MubadalaADIAShuaa ArabainEmirates NBD AMADQ
5 meetingsscheduled
Singapore2026-08-17 · 09:00medium demand
GICTemasekSea Capital
3 meetingsqueued

Personalized Materials

5 ready

Roadshow Deck (Anchor)

ready
v3.2·42 slides2h ago

→ Fidelity, BlackRock

Roadshow Deck (Hedge Fund)

ready
v3.2-hf·28 slides2h ago

→ Citadel, Tiger

Roadshow Deck (Sovereign)

ready
v3.2-swf·38 slides3h ago

→ Mubadala, ADIA

Management Bio Pack

ready
v1.4·8 slides1d ago

→ All

Financial Supplement

ready
v2.1·18 slides5h ago

→ Long-Only

Risk Factor Q&A

generating
v1.0·12 slides4h ago

→ All

Meeting Sentiment Tracking

6 positive · 4 other

Fidelity

positive

Liked unit economics + expansion plan

price: $11–$12Anchor candidate

2d ago

BlackRock

positive

Index inclusion question — passive flow

price: $10–$11Index track

3d ago

Mubadala

positive

UAE strategic fit, co-invest interest

price: $10–$12Anchor lock

4d ago

Tiger Global

neutral

Wants more growth proof, margin path

price: $9–$10Follow-up deck

2d ago

ADIA

neutral

Cautious on valuation, wants comps

price: $9–$11Send comps

5d ago

Citadel

neutral

Quant screen, neutral book

price: —Monitor

3d ago

AEON Governance Enforced

All investor communications pass Reg FD compliance · selective disclosure prevention · sentiment signals audit-logged · materials version-controlled · post-listing IR cadence enforced per exchange rules.