5 Features That Make Quartr Pro the Best Software for IR

Quartr Pro introduces a revolutionary suite of features, redefining the way investor relations departments handle their daily tasks. From 'Topics' – our state-of-the-art AI tool that delivers condensed insights from Q&A sessions – to 'Mentioned By', which is a real-time tracking tool capturing unbiased external mentions of companies, Quartr Pro stands at the forefront of transforming investor relations and industry analysis.

Moreover, tools like 'Slide Search' and 'History Mode' empower investor relations professionals to scan the public markets for specific mentions and track corporate narratives over time. These groundbreaking features are housed within an intuitive interface, allowing users to seamlessly navigate a vast and continuously updated archive of first-party information from 11,000+ public companies. Join us as we explore these features in-depth and demonstrate why Quartr Pro is the top choice for investor relations professionals.

• Revolutionary AI-Powered Features: Quartr Pro introduces advanced tools like 'Topics', an AI summary feature that extracts key talking points from Q&A sessions, categorizing them into distinct topics.

• Real-Time External Mention Tracking: The 'Mentioned By' feature is essential for monitoring unbiased mentions of companies by external parties. It filters out company-published content, ensuring an unbiased stream of external mentions, and provides direct access to the original sources of these mentions.

• Comprehensive Slide Search Tool: 'Slide Search' allows users to scan mentions in slide presentations from 11,000+ public companies. This feature is useful for research and as a source of inspiration for investor relations materials.

• History Mode for Tracking Corporate Narratives: The 'History Mode' feature enables users to track the evolution of specific companies' slides over time. This helps in analyzing changes in a company's key performance indicators (KPIs) and focus areas.

• Comprehensive Investor Relations Solution: Quartr Pro stands out as a top-tier solution for investor relations professionals, combining AI-driven insights, real-time external mention tracking, a vast searchable database, and tools for tracking corporate narratives.

We understand the significance of preparing effective answers for Q&As. That's why we've developed an AI summary feature that identifies frequently asked questions posed to your chosen peers and categorizes them into distinct topics. This tool not only enables you to anticipate questions that might arise during earnings calls and other events but also helps you convey your message clearly to investors and other stakeholders.

Overview of Topics

At the heart of Topics lies an advanced AI engine. This engine doesn't just scan through Q&A sessions – it deeply analyzes them, and then serves users with the most relevant and debated talking points for specific companies and industries from these sessions. These can range from forward-looking statements and industry challenges to strategic shifts and insights into operational efficiencies. This aggregation not only offers an overview but also paints a comparative picture, allowing users to discern patterns, similarities, or deviations across companies.

While the aggregated insights are valuable in themselves, Topics understands that investors, financial analysts, journalists, and other stakeholders might sometimes want to delve deeper. To facilitate this, every talking point is accompanied by the underlying timestamped transcript excerpt from each company. This feature ensures that users can trace back to the original context, making the process transparent and allowing for further exploration if needed.

Overview of Mentioned By

Keep track of comments, perceptions, and decisions from external stakeholders that can significantly influence any company's trajectory. In today's interconnected world, no company operates in a vacuum. For investor relations professionals, monitoring discussions about their company is one of the most essential tasks – understanding who's talking, how often, and in what context. This is where 'Mentioned by' comes into play.

Mentioned By is not just another tracking tool. It's an essential asset for those seeking real-time, unbiased data. It ensures that you stay updated when your company – or any other you wish to track or analyze – is mentioned by customers, suppliers, competitors, or any other participant in the public markets.

While many tools can give you a list of mentions, Mentioned By goes a step further. It accurately filters out any content that a company itself publishes, ensuring you receive an unbiased stream of external mentions.

Mentioned By does more than just notify you. It ensures that you have direct access to the original sources of these mentions, such as slide presentations and transcripts, covering 11,000+ public companies. This allows you to delve directly into additional details and context, whether it's an earnings call, capital market day, or investor conference.

Overview of Slide Search

In today's age of information overload, you've likely noticed how challenging it can be to find genuine facts and meaningful insights. Turning directly to first-party data can offer greater confidence and yield more accurate findings. With this challenge in mind, we developed our Slide Search feature, which allows you to scan mentions in slide presentations from over 11,000 public companies. This tool is not only valuable for research but also serves as an effective source of inspiration for your own investor relations materials, as you can effortlessly access presentations from the public markets around the world.

Our database contains slide presentations, earnings calls, audio-connected transcripts, and earnings reports. We've extracted slides from the PDFs of roughly 11,000 public companies, making each mention on every slide in our database – spanning millions of slides – individually searchable. We've also tagged each slide based on its content, allowing you to search for terms like “Financial Target” and access all slides on this topic across the public markets in seconds.

For added precision and ease in pinpointing topics related to specific markets, industries, or companies, filtering options are available. For instance, you can search for "Outlook" and then filter results by "Airlines" or any other chosen industry, and filter for content published within the last 90 days. This facilitates effortless analysis of recent trends, presenting an incredibly efficient way to stay updated on any company, industry, or topic.

The comprehensive searchability also applies to earnings reports and audio-connected transcripts from company events such as earnings calls, capital market days, and investor conferences, which are simultaneously searchable along with the slides. These are key sources of information where corporate executives often provide valuable insights into future outlooks and strategic decisions. This enables you to determine when and by whom a specific topic was mentioned and seamlessly switch between text and audio, with direct access to the sources for every search term for additional context.

Overview of History Mode

This Quartr Pro feature allows users to track the evolution of specific companies' most commonly used slides. But why is this feature gaining traction within investor relations, and how can it provide valuable insights?

One of the primary benefits of History Mode is its ability to easily trace and analyze changes in both your company's and competitors' core materials and KPIs over time. Businesses frequently set various projections and promises in their annual or quarterly reports. These targets, often depicted in graphical slides, give stakeholders insight into the company's ambitions and growth trajectory.

By observing how these slides evolve, you can discern shifts in the displayed KPIs. This provides insight into the narrative a company aims to convey to the market, its primary focal points, and how these have developed over time. Such a tool is invaluable for investor relations professionals eager to review both their own and their peers' materials across multiple quarters or years. This eliminates the need to juggle multiple tabs with reports and slide decks.

Quartr Pro presents a groundbreaking suite of features designed to revolutionize investor relations departments' operations. With advanced AI tools like 'Topics', users gain condensed insights from Q&A sessions and benefit from the deep analysis of talking points across industries. 'Mentioned By' provides real-time tracking of unbiased external mentions, ensuring that professionals stay updated on vital conversations involving their companies. 'Slide Search' offers unparalleled searchability across presentations, earnings reports, and transcripts from over 11,000 public companies, enabling users to access accurate and relevant data with ease. Lastly, the 'History Mode' feature allows for meticulous tracking of evolving corporate narratives and KPIs, proving indispensable for professionals aiming to understand shifts in company narratives over time. Together, these features solidify Quartr Pro's position as the premier choice for investor relations professionals.

• 8 Leading Companies in Investor Relations Practices 2024 – updated January 2024

• Quartr IR Awards 2023 – January 2023