Investor Relations · Service

Every investor touch.
Logged, timed, and compounding.

Targeting, outreach, roadshows, disclosure, inbound — run by principals, powered by Beaumont IR Platform and xAI Voice Agent.

Book a Discovery Call → See the IR Platform
ACTIVE PIPELINES 312
MEETINGS / 30D 184
VOICE CALLS / 24H 182
HOLDERS ADDED / QTR 27
JURISDICTIONS 6
§ 01 / THE PROBLEM

IR in growth-stage issuers is reactive, fragmented, and inconsistent — when timing matters most.

Disconnected tools. Missed follow-ups. Disclosure that lags the catalyst calendar by weeks. We fixed the workflow, not just the firm.

§ 02 / WHAT'S INCLUDED

Four workstreams. One cadence.

01

Investor Targeting & Segmentation

12 tracks. Fit-scored. Jurisdictionally filtered.

02

Roadshow & Engagement

Non-deal and deal roadshows coordinated across 6 jurisdictions.

03

Earnings, Disclosure & Market Intel

Compliance-gated releases. Perception tracking.

04

AI-Enabled Inbound (Voice Agent)

24/7 coverage. Sentiment + intent logged.

§ 03 / THE IR AUDIT

7 domains. One IR Readiness Scorecard.

Delivered in 10–15 business days, alongside a 90-day execution plan.

Core thesis, positioning, talking-point discipline. Output: messaging kit, rebuttal library, analyst Q&A.
Holder map, concentration, churn. Output: segmented holder universe in IR Platform with track assignment.
Continuous disclosure cadence, MD&A quality, forward-looking statements. Output: disclosure calendar + gap memo.
Existing CRM, IR site, data feeds. Output: migration plan to Beaumont OS.
Opt-in capture, investor portal. Output: conversion map + redesign scope.
Sell-side, buy-side, retail sentiment. Output: perception study with quotes.
12-month catalyst map aligned to trading windows and disclosure events.
§ 04 / AUTOMATED WORKFLOW

Five stages. One data model. Principals at every decision point.

STAGE 01

Audit

10–15 days
STAGE 02

Lead Gen

Lead Engine
STAGE 03

Enrichment

Fit-scored
STAGE 04

Multi-Channel

12 tracks
STAGE 05

Intelligence

Compounding
§ 05 / PIPELINE SPINE

Ten stages. Every investor relationship, tracked.

01
Identified
02
Qualified
03
Engaged
04
Introduced
05
Meeting Booked
06
Meeting Held
07
Follow-Up
08
Position Initiated
09
Nurture
010
Advocate
§ 06 / MULTI-CHANNEL OUTREACH

Right channel. Right cadence. Compliance built in.

ChannelUse CaseAI LayerGate Rule
EmailPrincipal-led intros · post-meeting follow-upDraft assist · tone checkCASL · CAN-SPAM · GDPR
Phone / xAI Voice Agent24/7 inbound · roadshow remindersReal-time transcript · sentimentTCPA · CASL · recording consent
SMSUrgent catalyst alerts · meeting confirmsRate-limitedTCPA · carrier rules
LinkedInWarm intros · analyst outreachFit-score routingPlatform ToS · MAR
Direct MailAnnual report · proxyAddress enrichmentJurisdictional disclosure
§ 07 / 12 INVESTOR TRACKS

Every investor gets the right track.

TRACK 01

Tier 1 Institutional

TRACK 02

Tier 2 Institutional

TRACK 03

Family Office

TRACK 04

HNW / Accredited

TRACK 05

Retail Broker Network

TRACK 06

Sell-Side Analyst

TRACK 07

Buy-Side Analyst

TRACK 08

Strategic / Corporate

TRACK 09

Sector Specialist Fund

TRACK 10

Generalist Fund

TRACK 11

Passive / Index

TRACK 12

Former Holder

§ 08 / COMPLIANCE GATE

No message leaves without clearance.

Every outbound passes through the Gate before dispatch. Full audit trail by default.

CA

NI 51-102

Continuous disclosure

US

Rule 10b-5

Anti-fraud · Reg FD

EU

MAR

Market abuse

UK

DTR 2

Disclosure rules

JP

FIEA

Financial instruments

§ 09 / PLATFORM MODULES USED

Four modules. One mandate.

MODULE

IR Platform

Investor CRM · Targeting · Meeting intelligence

OPEN →
MODULE

Lead Engine

Continuous discovery and enrichment

OPEN →
MODULE

Compliance Gate

Jurisdictional rule checks on every outbound

OPEN →
MODULE

xAI Voice Agent

Always-on inbound + outbound voice

OPEN →
§ 10 / PRINCIPALS LEADING IR

Two principals. One client. Every conversation.

[ PORTRAIT ]
Managing Principal · IR + Corp Dev

Jed Beaumont

Former IR lead at two TSX-listed resource issuers. Operator-turned-advisor.

[ PORTRAIT ]
Principal · IR Operations

[Principal 04]

Runs the IR Platform, voice workflows, and jurisdictional compliance.