Beaumont OS · Platform

The operating system for capital markets.

One platform. One data model. Six modules. Built by Beaumont, owned by Beaumont, deployed to every client.

Request Platform Demo → Explore the modules ↓
99.982%
UPTIME · 90D
SOC 2
TYPE II · TARGET
ISO 27001
TARGET Q3
< 180KB
INITIAL JS
EDGE
CA · US · EU · JP
GDPR
PIPEDA · CCPA

Six modules. One data model. Click to explore.

Every module writes to — and reads from — the same investor / counterparty / mandate graph. No sync jobs. No CSV exports. No data lost between tools.

◉ CORE
BEAUMONT
OS
UNIFIED DATA MODEL
MODULE 01

IR Platform

Every investor touch. One platform. Targeting, segmentation, outreach orchestration, meeting intelligence, issuer-facing portals — unified.

KEY CAPABILITIES
◉ Investor CRM · 8.3M records
◉ 12-track segmentation
◉ Meeting intelligence + sentiment
◉ Issuer-facing portal (white-label)
◉ EDGAR · SEDAR+ · 13F feed
◉ Roadshow scheduler
INTEGRATIONS
◉ Lead Engine◉ Compliance Gate◉ xAI Voice◉ Sector Personas
MODULE 02

Deal Engine

Every counterparty gets a pipeline. Strategic acquirers, targets, capital partners, commercial partners — managed as one system.

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KEY CAPABILITIES
◉ 7-track counterparty graph
◉ Strategic-fit scoring
◉ 10-stage deal spine
◉ NDA scope + MNPI handling
◉ Data-room integration (Intralinks · Datasite)
◉ Precedent-transaction DB
MODULE 03

xAI Voice Agent

Always-on voice — inbound 24/7, outbound coordinated with the catalyst calendar. Transcript + sentiment auto-logged.

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KEY CAPABILITIES
◉ 24/7 inbound handling
◉ Outbound roadshow follow-up
◉ Real-time transcript + sentiment
◉ TCPA · CASL consent
◉ Zero raw-voice retention
◉ Next-best-action routing
MODULE 04

Sector Personas

Five AI-driven editorial brands — Mining, Technology, Energy, Hard Assets, Defense — publishing daily, converting distribution into opt-in pipeline.

See the brands →
KEY CAPABILITIES
◉ 5 sector editorial brands
◉ Daily publishing cadence
◉ Principal editorial overlay
◉ Compliance Gate scan pre-publish
◉ Email · X · LinkedIn distribution
◉ Opt-in routing → Lead Engine
MODULE 05

Compliance Gate

No message leaves without clearance. Every outbound — email, SMS, voice, social — passes through jurisdictional, disclosure, and MNPI rule checks.

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RULES COVERED
◉ NI 51-102 (CA)
◉ Rule 10b-5 (US)
◉ MAR (EU)
◉ DTR 2 (UK)
◉ FIEA (JP)
◉ CASL · GDPR · TCPA
MODULE 06

Lead Engine

Continuous discovery. Ethical by design. Scraping, enrichment, and fit-scoring across filings, registries, and public professional data.

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DATA SOURCES
◉ EDGAR · SEDAR+ filings
◉ 13F / 13D / 13G
◉ DTR 5 / TR-1 notifications
◉ AFM · BaFin registries
◉ Conference attendee lists
◉ LinkedIn (public)

Every touch, every message, every outcome — in one graph.

ENTITY 01

Issuer

1 client · n mandates

ENTITY 02

Counterparty

Investor · Acquirer · Partner

ENTITY 03

Touch

Email · Call · Meeting · Post

ENTITY 04

Message

Drafted · Gated · Sent · Logged

ENTITY 05

Outcome

Position · Deal · Follow-up

Best-in-class partners, behind a unified experience.

Voice AI

xAI

Disclosure

SAP / Workiva

Data

Snowflake

Data

Databricks

Data rooms

Intralinks

Market data

LSEG

Institutional-grade by default.

◉ STANDARD

SOC 2 Type II

Target Q4 2026
◉ STANDARD

ISO 27001

Target Q3 2026
◉ STANDARD

GDPR · PIPEDA · CCPA

Live
◉ STANDARD

Regional data residency

CA · US · EU · JP

What's shipping next.

Q2 2026

Voice Agent · multi-lingual

DE · JA coverage for inbound + outbound

Q3 2026

Sector Personas · 2 new brands

Healthcare · Agriculture pilots

Q4 2026

Deal Engine · auto-diligence

Automated data-room Q&A drafting

Q1 2027

Platform v2

Issuer-side public portals · API marketplace