The Product

Every module runs on real, computed data.

Live market feeds, SEC filings, and your own logged investor activity — not slideware. Illustrative figures shown; your instance runs on your numbers.

See It On Your Data
Investor Targeting

Investor Targeting & Fit Score

A transparent six-component score ranks every prospective institution out of 100 — Peer Conviction, New-Buyer Signal, Comparability Fit, Turnover Style, Purchasing Power, and Contactability — rolling up to a priority tier.

  • Purchasing Power is a real number, computed from actual 13F filings — not a guess
  • Every component score is visible; the ranking is never a black box
  • Re-weights from your own logged meeting outcomes over time
app.praxispointir.com
Ranked targets · Illustrative
Universe screened on style, ownership, flow, and coverage · four signal families
Small-cap growth · owns 3 of your peers, no position in youFit 92
GARP manager · rotating into your sector, cash to deployFit 88
Regional value · long-hold mandate, sector-alignedFit 81
Every score sourced to 13F, flow, and coverage dataAuditable
app.praxispointir.com
Investors by metro · Illustrative
42
New York
28
Boston
19
San Francisco
14
Chicago
11
Los Angeles
9
Minneapolis
Holder concentration by metro — plan your NDR route around it
How the score is built

Four families of signal — every one of them sourced.

The Engagement Score is a weighted model. We publish what it reads, not the weights — but in the platform every component shows its own contribution, so a ranking can always be taken apart.

Peer ownership overlap

Which of your comparables an institution already owns, from their own 13F filings. A manager who holds three of your peers already understands the model.

Position materiality & direction

How much of the holder’s own book the position represents, and whether they are adding, trimming, newly in, or out — quarter over quarter.

Logged interaction outcomes

What actually happened in your meetings and calls. A flagged possible-exit moves a fund differently than a CFO escalation, and the model learns from your log.

Earnings-call engagement

Who listened, and for how long — available when you connect your webcast provider. Until then it stays unscored rather than guessed, and the score says so.

A component with no data source is omitted, never zeroed. That is why a score reads “3 of 4 components scored” instead of quietly counting an absence as evidence — the distinction matters when you are deciding who to fly to.

Guidance Engine

Guidance & Outlook Decision Engine

The highest-stakes paragraph on any earnings call, drafted from real math instead of gut feel. The engine reads YTD revenue against a seasonally-weighted pace, computes what H2 needs to hit guidance, and recommends an action.

  • Calendar-aware — it knows the days to your print and your quiet-period windows, and times the call to them
  • Recommends raise, reiterate, or narrow — with plain-English reasoning
  • Every forward-looking claim auto-tagged for legal review before the script
  • Management always makes the final call — the engine recommends, it doesn’t decide
app.praxispointir.com
H2 pace vs guidance · Illustrative
YTD revenue $58.4M · seasonally-weighted H2 pace · FY implied $118.9M
FY guidance midpoint $117.0M · pace $1.9M aheadOn track
Engine recommendation · narrow to $118–$120MRecommend
3 forward-looking claims flagged before the scriptLegal review
Final call stays with managementAdvisory
Post Script · Post-earnings outreach

The callback plan, built the moment the call ends.

The hour after the earnings call is when access matters most — and it is usually run off a hand-built spreadsheet. Post Script turns it into timed reminders: at each scheduled callback, the right person is nudged to call the right name — with the context already attached. For a sell-side analyst, their last model and note are one tap away; for a buy-side holder, their latest 13F holdings. No digging, and no one important missed on the first day.

  • Timed callback reminders — at the callback time you set, the CFO is nudged to call their Tier-1 analyst, the CEO and IR their key buyside
  • Context in the reminder — one tap opens the analyst’s last model and note, or the holder’s latest 13F position — no hunting before the call
  • Tiered and sequenced from your own data — coverage list, top holders, and recent inbound interest set the order
  • Every call logged, so the post-earnings sweep is auditable, not anecdotal
app.praxispointir.com
Post Script — Callback reminders · Illustrative
2:30 PM · CFO → call Tier-1 analystLast model + note
3:15 PM · CEO + IR → call top holderLatest 13F
4:00 PM · IR → call Tier-2 analystLast note
15 callbacks scheduled · each with contextLogged
For illustrative purposes only.
Board & earnings reporting

The reports your board and CFO actually ask for.

The exec-facing deliverables come out of the same live data as every module above — so board and earnings reporting is generated, not a week of copy-paste. A growing library, including:

Earnings Preparation Briefing

Everything management needs before the print — consensus, the guidance call, likely Q&A, and the talking points — in one pack.

IR Quarterly Board Report

The board-ready read on ownership, the stock, coverage, and outreach — generated each quarter, not rebuilt by hand.

90-Day Plan Report

The forward IR plan — targeting priorities, coverage goals, and the outreach calendar for the quarter ahead.

Peer Benchmarking

You against your revealed peer set on valuation, growth, and margins — the powerful one that turns comps into a defensible number.

Lighthouse · Market Intelligence

Why is the stock moving today?

The question every CEO asks on a red day — answered with capital-markets rigor instead of a shrug. Lighthouse breaks the day’s move down against a multi-factor risk model, isolates the part of the move that’s genuinely specific to your stock, and reports whether it is statistically abnormal and what most likely caused it.

  • A seven-factor risk model — market, size, value, momentum, sector, industry, and rates — so the residual is what remains after every priced factor is stripped out, not a two-stock leftover
  • Abnormality is standardized by today’s volatility regime and passed through a multiple-testing gate, so alerts stay precise — the genuinely rare days, not the tail noise you get from scanning every session
  • “How unusual” stays separate from “do we know why” — a move can be highly abnormal with an unknown cause, and the read says so rather than inventing one
app.praxispointir.com
Lighthouse — Recent session · Illustrative
−6.4%  vs an expected −0.2%Abnormality: moderate
Residual −5.1% · −0.97σ, volatility-adjustedExplanation: low
Multiple-testing gateNo phone alert
No 8-K / 10-Q / Form 4 in window (checked EDGAR)Not found
Holder lens: no fundamental holder reducingFlow, not a seller
For illustrative purposes only.
Consensus Intelligence · Consensus you own

Consensus you build — not consensus you rent.

Every other platform pipes in a third-party consensus — a whole-Street number, updated on someone else’s clock, that you can’t see inside. IRconnect builds yours from the source: it goes to the analysts who actually cover you, collects their estimates, and composes the consensus and price target itself — point-in-time, transparent, and reconciled to your peer and factor framework. The same pipeline reads their published notes for a shift in tone before it shows up in a rating.

  • First-party consensus — estimates gathered directly from your covering analysts, not licensed from an aggregator, so you see every contributor, every revision, and every outlier
  • A price target and estimate spread you can defend line by line — who is high, who is low, and how the mean has moved since last quarter
  • Sentiment-shift detection — the tone of each analyst’s notes and reports is tracked in the inbound-parsing phase, flagging a souring analyst before the downgrade prints
  • A coverage universe that keeps every analyst’s estimates, tone trend, and history in one place
app.praxispointir.com
Consensus Intelligence — Consensus panel · Illustrative
Consensus EPS $0.42 · composed from 6 of 7 analystsFirst-party
Price target $42.70 · range $36–$49+38% upside
Analyst tone · 1 note softening QoQWatch
Coverage · 7 analysts tracked1 stale estimate
For illustrative purposes only.
Peer Intelligence

Three ways the market defines your peers.

Most platforms use the comp list you typed in. IRconnect also asks the market who your peers actually are — and they rarely match. It reads three independent signals off public data, reconciles them against your defined set, and shows you where they diverge.

  • Trading peers — the names your stock genuinely co-moves with, surfaced from a broad candidate universe by how they actually trade, not by reputation
  • Ownership peers — what your own concentrated 13F holders also hold
  • Narrative peers — who the sell-side analysts covering you also cover, often surfacing comps you never defined
  • Then it benchmarks you against that set — valuation, growth, and margins side by side, so the peer read produces a defensible number, not just a corrected list
  • A live health check flags a comp that is delisted, in a pending merger, oversized, or trading on bank accounting — before it quietly distorts your valuation median
app.praxispointir.com
Market-revealed peers · Illustrative
Co-moves with your small-cap sector complexTrading
Held alongside by your top institutionsOwnership
Two covered comps you hadn’t definedNarrative
Two names in your comp set: delisted / in mergerHealth: remove
For illustrative purposes only.
Risk Dashboard

IR Risk Dashboard

A 24-indicator scorecard across six risk categories — consensus dispersion, narrative risk, ownership shifts, disclosure compliance, and more — computed from real data wherever a real source exists.

  • No fabricated benchmarks: where no real source exists, it says “not tracked”
  • A real logged investor objection moves the dashboard automatically
  • Every colored indicator is trustworthy because the gray ones are honest
app.praxispointir.com
24-indicator scorecard · Illustrative
21 days to earnings · Consensus PT $5.25 · Last $2.84 · 3 of 5 models ingested
2 of 5 analyst models missing — no consensus from models on handNot tracked
Street $29.6M vs your $29.0M guidance midpointWatch
+85% upside to consensus PT · $5.25 vs $2.84 lastOpportunity
Analyst & Buy-Side Mail

AI-Classified Inbox

Every inbound analyst or investor email is read and classified by IRconnect — an updated model, a research note, a meeting request, a conference invite, a retail request — and routed to the right person, pre-filled with the fields that matter.

  • Research notes get a structured extraction: rating/PT change, valuation method, thesis vs. consensus, catalysts and risks
  • Marked Internal Use Only — never external redistribution of licensed research
  • Turns “reviewed / not reviewed” into a decision the Head of IR makes in seconds
app.praxispointir.com
Pending Inbox — Illustrative
Updated financial modelModel
PT raised to $XX, Buy reiteratedResearch Note
Request: NDR meeting, BostonNDR Request
Invitation: Sector ConferenceConference
For illustrative purposes only.
Mobile & Alerts

The desk in your pocket.

Install IRconnect to your phone’s home screen and the whole platform travels with you — a verdict-first mobile app built for the road, not a shrunken desktop. When the stock makes a genuinely abnormal move after the close, your phone buzzes.

  • Installable app for iOS & Android with push alerts — and they fire only for moves that clear both the abnormality and multiple-testing gates, so the channel never cries wolf
  • A daily executive digest by email — the move, its market context against the indices and peers, and the one-line read a CEO can absorb in thirty seconds
  • An on-the-road home screen: today’s stock read, your NDR schedule, and meeting prep — pull up any holder and capture a note between meetings
app.praxispointir.com
Phone alert · Illustrative
−6.2% — abnormal, no confirmed causeCritical
~35% explained by market & sector peersContext
Elevated selling volume, unexplainedWatch
Tap to open the full readDeep link
For illustrative purposes only.
Sell-Side Targeting · Grow your coverage

Target the sell-side — not just the buy-side.

Coverage is capacity: more of the right analysts means more consensus contributors, more roadshow reach, and more voices carrying your story. Most IR tools target investors only. IRconnect also targets the sell-side — it maps who covers your peers but not you, scores each analyst for fit, and flags coverage that is going dormant so you can act before it lapses.

  • Coverage-gap analysis — the analysts covering your revealed peers and comps who do not yet cover you, ranked by fit
  • Dormancy alerts — an analyst whose notes and estimate updates have gone quiet, surfaced before the coverage quietly drops
  • Fit scoring on sector, market-cap, and coverage-list overlap, so outreach goes to analysts who would actually pick you up
  • Feeds the same coverage universe that builds your consensus — win an analyst, and their estimate joins the panel
app.praxispointir.com
Sell-Side Targeting — Coverage gaps · Illustrative
Covers 3 of your peers · not youHigh fit
Sector + cap match · initiating candidateTarget
Current analyst · no note in 2 quartersDormant
Coverage universe · 7 active, 4 prospectsTracked
For illustrative purposes only.
Built to prove out ROI

Every automated action, logged and queryable.

IRconnect tracks what it actually did — every resolved signal, routed email, and classified model — tagged by page and section. When leadership asks “what did we get for this,” there’s a real answer, not an estimate.

See it running on your numbers.

Every module above runs on your company’s real market data, filings, and investor activity from day one.

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