Investor Relations

Elevate Investor Relations Research

With the Sentieo Corporate and Financial Research Platform, investor relations professionals get to what matters quickly: useful information, high-impact data, and valuable, enriched insights. Now they can confidently move investor relations strategies and consistent messaging forward, while providing the best insights to the C-suite.


Drive better IR strategy with faster insights

Investor Relations professionals are drowning in data, with the peers and analysts they track producing hundreds of pieces of data, documents, and news every week that could inform a change in strategy or response to ad hoc management and investor requests. Material information can easily be missed while hundreds of hours a month are wasted searching for benchmark messaging, peer moves, and market trends.

With Sentieo, IR teams save hundreds of hours researching peer and analyst messaging, never miss a material insight from a peer or analyst, and deliver more complete research and strategy recommendations.

Read our guide to learn how investor relations teams use Sentieo to stay ahead of peers and analysts during earnings season

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Fast, Relevant Competitive Document Search and Sentiment Analysis

Save hundreds of hours researching peer and analyst activity

Find relevant, actionable data and insights fast with:

  • AI-driven Document Search that is optimized for financial data, documents, and corporate roles
  • NLP Smart Summary™ transcript and sentiment analysis to quickly identify role-based commentary and sentiment shifts
  • NLP Topic & Sector Heatmap to understand performance, business drivers, and language across a set of peers or sector
  • Table Explorer to easily extract and visualize data directly from filings with a few clicks using—no need to copy/paste thousands of data points
  • Customizable Dashboards that let you do many things “at-a-glance” using a library of widgets and dashboard templates for key use cases and sectors

Data-Driven Competitor Alerts and Dashboards

Never miss a material insight or change in strategy from a peer or analyst

Track peer strategy and communications with:

  • Instant Alerts when new documents or data are published for specific peers or company watchlists
  • Saved searches of peer mentions, analysts comments, or industry trends
  • Configurable Dashboards that track peer strategy, communications, and news

Access to Public Company Documents and Data in One Research Platform

Deliver more completeIR strategy

Make confident decisions to support your strategy and outcomes with:

  • A single, integrated platform to search, retrieve, analyze, and tag text and financial data from millions of public company documents
  • Integration of third-party and internal proprietary content into the investor relations analysis workflow, including Broker Research
  • Research notes and an integrated Notebook to track, share, and collaborate on insights and messaging recommendations

Customer Stories

“Sentieo is a powerful platform that enables me to track my competitors and peer group companies. It saves me hours of research time that was previously spent on manual tracking and modeling. And it enables me to sound a little smarter, since so much of the data that I need is at my fingertips in Sentieo.”

Mark Lewis


View the Case Study



On-Demand Webinar: Earnings Call Perfected: Deliver Any News Perfectly—Every Time

In this roundtable discussion, we’ll look at all parts of earnings season prep: from pre-call cross-functional coordination and call execution, to post-call analysis. Our panel of experts will discuss how to make earnings season a little less painful and a whole lot more successful.


Market Report: Top 4 Critical Themes for H2 2020 Software Investor Relations

We’ve been tracking the trends and signals and have identified four topics Software IR teams should be looking to address in reporting.


Guide for Investor Relations Teams: Eliminate Blindspots with an Alert-Driven Research Workflow

A guide to automating market research for investor relations professionals.

Learn what Sentieo can do for you

Sentieo’s Financial and Corporate Research Platform empowers investors and corporations to rapidly discover insights so they can make smarter investments and execute winning strategies.