Built for investor relations teams at public and pre-IPO companies
The CRM that knows an analyst is not a lead, and Reg FD is non-negotiable.
Investor relations work is coverage-driven, fund-aware, earnings-cadenced, and disclosure-sensitive. Strkr ships a CRM shaped around analysts, funds, holdings, earnings events, and briefing books with AI drafting that respects Reg FD and matches the IR voice.
A generic sales CRM treats every contact like a sales lead with a conversion funnel. Investor relations does not work that way. The IR team manages analyst coverage, fund holdings, earnings call logistics, roadshow scheduling, and material non-public information handling. The pain points below are what Strkr onboarding hears on every IR intake call, from the pre-IPO company building the first IR function to the Russell 2000 team coordinating 24 covering analysts and 180 institutional holders.
The coverage map
A spreadsheet of 24 analysts does not surface the right one.
An IR team at a mid-cap public company tracks 11 to 24 covering sell-side analysts across firms, plus 180 to 400 buy-side funds with position disclosures that update quarterly. The coverage map lives in a shared spreadsheet that drifts within weeks. Strkr makes Analyst, Fund, and Position first-class objects with firm, tier, coverage status, latest note, and position size. The IR director sees the full coverage picture on one card.
The earnings cadence
A 90-day cycle with 11 moving parts.
Every quarter the IR team runs preannouncement planning, draft script review, Q and A prep, pre-call briefings, the earnings call, post-call analyst outreach, and the write-up for the board packet. Legacy stacks run this on calendar invites and shared docs with no systematic view. Strkr seeds the earnings cadence as a workflow with each milestone, owner, and dependency tracked.
The briefing book
A 42-page document assembled from six systems.
An IR director prepping the CEO for an analyst meeting assembles a briefing book from the covering analyst note, the fund 13F position change, the stock performance snapshot, the peer comp table, the macro backdrop, and the Q and A refresh. The assembly runs 6 to 11 hours per briefing. Strkr briefing book workflow pulls from the linked records and uses Strkr AI to draft section narratives in the IR voice.
Reg FD discipline
Material non-public information cannot slip into one-on-one calls.
SEC Reg FD requires material non-public information disclosed selectively to be publicly disclosed broadly within 24 hours. The IR team runs analyst one-on-ones, buyside calls, and conference meetings where MNPI pressure is real. Strkr tracks every analyst touchpoint with a non-public topic flag the IR director reviews pre-call and post-call. The audit trail covers who was in the room and what was discussed.
Shareholder outreach
Pre-vote outreach to 180 institutional holders.
In the 60 days before an annual meeting, a proxy fight, or a say-on-pay vote the IR team runs outreach to institutional holders with proxy voting power. The target list is the 42 to 180 institutional funds that hold meaningful positions. Strkr tracks each outreach touchpoint, the holder vote intent, and the proxy advisor recommendation with cadence reminders through the vote window.
Audit trail for disclosure
Reg FD, SOX, and SEC enforcement posture.
An SEC enforcement review examines IR disclosure records. A CRM that cannot produce the full disclosure trail puts the SOX posture at risk. Strkr audit log captures every record read, every record write, every email, every analyst meeting log, every AI call with 90-day default retention tunable per tenant up to SOX-mandated ceilings.
The IR schema
Custom objects shaped like IR work.
The default CRM schema does not map to IR work. Strkr ships a tunable IR schema with Analyst, Fund, Position, Earnings Event, Analyst Meeting, and Briefing Book as first-class objects. The IR director can rename or extend anything. The default lands close to where most IR teams eventually settle.
Analyst object
Firm, tier, coverage status, latest note.
An analyst carries firm (Goldman, Morgan Stanley, Barclays, boutique house), tier (bulge bracket, mid-tier, boutique, independent), coverage status (initiated, maintained, dropped, under review), rating (Buy, Hold, Sell, equivalent), price target, and latest note publish date. The IR director sees the covering roster on one card ranked by last touch.
Fund object
Firm, AUM, strategy, portfolio manager.
A fund carries firm, AUM band, strategy (value, growth, GARP, index, hedge, pension, sovereign), lead portfolio manager, generalist versus specialist coverage, and holding period posture. The IR director tracks top 25 holders by position size and the longer tail by rotation activity.
Position object
13F snapshot with quarter-over-quarter delta.
A position ties the fund to the issuer with position size, position change since prior quarter (added, trimmed, exited, initiated), percent of float, and relative weight versus benchmark. The 13F ingest runs on the standard webhook spec from the proxy data vendor. The IR director sees position changes within hours of the 13F public release.
Earnings event
Date, script, press release, call deck.
An earnings event ties to the quarter with the earnings release date, the pre-market or after-market call time, the earnings script, the press release draft, the call deck, the Q and A refresh, and the post-call analyst note tracker. The IR coordinator sees the full event timeline with milestone owners and dependencies.
Analyst meeting
Attendees, topics, non-public flag.
An analyst meeting ties to the analyst and the issuer executives with meeting date, meeting format (one-on-one, group, conference, roadshow), topics covered, non-public topic flag, meeting notes, and follow-up actions. The IR director reviews the non-public flag before and after every meeting for Reg FD discipline.
Briefing book
Covering analyst note, position snapshot, Q and A.
A briefing book ties to a analyst or buyside meeting with pulled content from the covering analyst note, the latest fund position change, the stock performance snapshot, the peer comp table, the recent Q and A refresh, and the macro backdrop. Strkr AI drafts section narratives in the IR voice.
How Strkr AI drafts in an IR voice
The AI jobs that fit investor relations.
IR AI cannot sound like a sales chatbot and cannot leak non-public information. Strkr AI drafts in a professional IR voice with retrieval scope strictly bound to the publicly disclosed record. The buyer never picks a model, never configures a provider. Strkr AI is an opt-in add-on at $49 per month with 5,000 calls included and $0.012 per call overage.
Analyst note summary
The two-paragraph read on the latest report.
Strkr AI drafts a two-paragraph summary of each covering analyst note (thesis, rating change if any, price target change if any, key risks called out). The IR director reads the summaries in minutes rather than hours and arrives at the Monday team sync with the full coverage view.
Fund position change narrative
What the 13F move actually means.
Strkr AI drafts a narrative explaining meaningful fund position changes (initiated at 1.2 percent, trimmed by half, exited). The narrative pulls from the fund strategy, the prior holdings pattern, and the broader rotation context. The IR director uses the narrative in the Monday team sync and in the briefing book.
Earnings script draft
The prepared remarks grounded in financials.
For the earnings call Strkr AI drafts prepared remarks grounded in the current quarter financials, the prior quarter transcript, the covering analyst questions, and the public guidance. The IR team and the CEO review and tune. The draft runs in the company voice because Strkr AI learns from the first few quarters of approved transcripts.
Q and A refresh
Likely questions with suggested answers.
Before the earnings call Strkr AI drafts a Q and A refresh with likely questions from the covering roster and suggested answers grounded in the public record. The IR director reviews and tunes with the CFO. The refresh covers the top 24 to 42 likely questions, which lifts call prep time dramatically.
Analyst outreach email
The post-earnings follow-up.
After the earnings call Strkr AI drafts individualized analyst outreach emails with the key message from the call, the clarifying detail each analyst asked about, and the next-touch suggestion. The IR director approves and sends in a batch of 11 to 24 analyst emails in 20 minutes.
Board packet summary
The IR section for the quarterly board book.
For the quarterly board book Strkr AI drafts the IR section summarizing analyst coverage changes, major holder changes, earnings-call tone from analyst notes, and roadshow activity. The IR director reviews and tunes. The board gets a readable IR update in two pages rather than a stack of raw data.
The earnings cadence view
The workflow board that runs the 90-day cycle.
Strkr pipeline view ships with an earnings cadence mode that organizes the 90-day cycle into tracked milestones. The IR coordinator opens the view in the morning and sees the full cadence with milestone owners, dependencies, and due dates. The cards below show what the cadence view surfaces.
Preannouncement planning
Day minus 45 through day minus 30.
Preannouncement planning runs the preliminary number review, the key message framing, the covering analyst alignment check, and the earnings date confirmation. Strkr tracks each milestone with owner, due date, and dependency. The CFO signs off on the preliminary numbers before the next phase advances.
Script and deck
Day minus 21 through day minus 7.
The earnings script draft, the press release draft, and the call deck move through legal and executive review. Strkr runs the review workflow with the full comment trail captured. The script and deck lock on day minus 7 with executive sign-off recorded in the audit log.
Q and A prep
Day minus 7 through day minus 2.
The Q and A refresh runs through CFO prep, CEO prep, and dry run with the mock analyst panel. Strkr tracks the top likely questions, the approved answers, and the sensitivity callouts. The CEO walks into the earnings call with a prep binder.
Earnings call day
Pre-market or after-market execution.
On the day of the call Strkr tracks the pre-market or after-market execution with the press release wire time, the SEC filing confirmation, the call start time, the analyst attendance roster, and the live Q and A transcript capture. The IR director runs the day from a single operational view.
Post-call outreach
Day plus 1 through day plus 7.
After the call the analyst outreach runs for 7 days with individualized follow-ups to the covering roster, the top-25 holders, and the key sell-side relationships. Strkr tracks each touchpoint and surfaces outreach gaps for the IR coordinator to close before the week ends.
Post-cycle retrospective
What ran well, what missed, what to change.
After the earnings cycle closes Strkr runs a retrospective tying the actual results to the preannouncement planning. Which analysts came in ahead or behind guidance? Which fund rotations followed the call? What did the top-3 covering analyst notes say? The IR team feeds the retrospective into the next cycle planning.
Head-to-head
Strkr vs an IR workflow built on sell-side-aggregator plus generic CRM.
Most mid-cap IR teams run an IR workflow on a sell-side aggregator (IHS, Nasdaq IR Insight, Street Account) plus a generic CRM (Salesforce, HubSpot) plus a tangle of Google Docs. The comparison below is Strkr IR posture versus that stitched stack.
Feature
Strkr
Sell-side aggregator + generic CRM + Google Docs
Analyst as first-class object
Firm, tier, rating, coverage status.
Contact field workaround.
Fund with 13F position ingest
Standard webhook from proxy data vendor.
CSV from aggregator typical.
Earnings event workflow
90-day cadence with milestone tracking.
Calendar invites and Google Docs.
Briefing book workflow
Pulled from linked records with AI draft.
Manual 6-11 hour assembly.
Analyst meeting log with Reg FD flag
First-class with non-public topic flag.
Note field typical.
Reg FD and SOX audit trail
Record-read and record-write with retention.
Partial write-only typical.
AI drafting in IR voice
Trained on approved transcripts.
Generic chatbot tone.
Proxy outreach tracking
Pre-vote cadence with holder intent.
Spreadsheet typical.
Flat per-seat pricing
$29/$59/$119 with 14-day trial.
Enterprise contract required.
HIPAA and SOC 2 posture
BAA on request, SOC 2 Type II in progress 2026-Q4.
Varies by stack component.
How teams use Strkr
Five investor-relations playbooks.
The playbooks below are patterns Strkr onboarding sees across IR team deployments, from pre-IPO companies building the first IR function to Russell 2000 teams coordinating 24 covering analysts.
Pattern A
The pre-IPO company building IR from scratch.
A pre-IPO SaaS company 11 months out from IPO built the IR function from scratch. The CFO brought on the first IR director in month minus eight. Strkr onboarding ran a 12-business-day setup configuring the analyst, fund, and earnings event schema. The team walked into the IPO roadshow with the covering roster pre-built, the fund target list pre-researched, and the earnings cadence pre-planned. The first earnings call post-IPO ran clean with a Strkr-drafted script and Q and A refresh.
Pattern B
The small-cap industrial company with 11 analysts.
A small-cap industrial company with 11 covering analysts and 180 institutional holders ran IR on a shared Google Sheet and manual email outreach. The IR director spent 14 hours per week on administrative chase. Strkr onboarding ran a 14-business-day migration consolidating the coverage, fund, and earnings workflow. The IR director reclaimed about 11 hours per week. The post-earnings analyst outreach cadence lifted from 42 percent of covering roster to 100 percent for the first time in six quarters.
Pattern C
The mid-cap SaaS with activist exposure.
A mid-cap SaaS company with 24 covering analysts and recent activist exposure needed a tight shareholder outreach cadence through the proxy season. Strkr onboarding configured the pre-vote outreach workflow with the top-25 holders, the proxy advisor relationships, and the vote intent tracking. The IR team ran 180 outreach touchpoints through the 60-day proxy window with the full audit trail captured. The management proposal passed with 71 percent support.
Pattern D
The large-cap retail with buy-side specialist coverage.
A large-cap retail company with 32 covering sell-side analysts and 220 institutional holders ran IR on a Salesforce legacy instance with 180 custom fields and a Nasdaq IR Insight integration that drifted. Strkr onboarding ran a 32-business-day migration consolidating the Salesforce workflow into Strkr with the Nasdaq data staying through the standard webhook spec. The team reclaimed about 180 hours per quarter on briefing book assembly through the AI-drafted section narratives.
Pattern E
The PE-backed company preparing for IPO exit.
A PE-backed healthcare company preparing for an IPO exit in 14 months built the IR function from scratch. Strkr onboarding configured the pre-IPO roadshow planning workflow with the target buyside list, the testing-the-waters cadence, and the covering sell-side relationship development track. The company walked into the IPO with a pre-built covering roster and a buyside target list ranked by fit. The first earnings call post-IPO ran clean on the Strkr workflow.
Run IR on a CRM shaped for analyst and fund work.
Book a 30 minute call. We will walk through the IR schema, the earnings cadence workflow, and the briefing book pattern with your actual covering roster and institutional holders.
Does Strkr integrate with the sell-side aggregators like Nasdaq IR Insight or IHS?
Strkr integrates with the major sell-side aggregators through its REST and GraphQL API, outbound webhooks with HMAC signing, and the standard CSV import. Nasdaq IR Insight, IHS, and Street Account all ingest cleanly through the webhook spec. The typical setup pulls covering analyst notes, buyside position changes, and conference schedule data into Strkr while the aggregator stays as the production research source. For a mid-cap IR team the integration lands in an engineering sprint of one to two weeks.
How does Strkr handle Reg FD and material non-public information discipline?
Every analyst meeting record carries a non-public topic flag the IR director reviews pre-meeting and post-meeting. Strkr AI retrieval scope limits to publicly disclosed records by default, which means the AI drafts cannot inadvertently surface non-public context. The audit log captures every analyst meeting, every email, every record read, and every AI call for Reg FD and SOX posture review. If an inadvertent selective disclosure occurs the IR team can produce the full timeline for the 24-hour broad disclosure requirement.
Can Strkr handle proxy outreach and vote intent tracking through an annual meeting?
Yes. The shareholder outreach workflow tracks each institutional holder, the proxy advisor recommendation (ISS, Glass Lewis), the holder vote intent as reported in outreach calls, and the final vote tally where available. The IR coordinator sees the full outreach board with aging context (last touch date, vote intent, follow-up owner). For contested votes (activist proxy fight, say-on-pay, say-on-climate) the workflow extends to the 60-day pre-vote cadence with daily status.
What does Strkr cost compared to Q4 Mobile, IHS IR, or Nasdaq IR Insight?
Strkr runs flat per seat at $29 on Starter, $59 on Pro, and $119 on Scale per user per month, with a 14-day trial. For a 6-person IR team on Pro the monthly spend runs $354 for seats. The AI Enhancement add-on runs $49 per month with 5,000 Strkr AI calls included. Q4 Mobile prices around $25,000 to $75,000 per year depending on tier. IHS Markit IR runs annual contracts around $18,000 to $45,000. Nasdaq IR Insight runs similar. Strkr sits well below the sell-side-aggregator pricing and overlaps on 70 to 80 percent of the IR workflow. For deep sell-side research the aggregator stays as the production source.
How does Strkr handle the 13F ingest and position tracking?
Strkr ingests 13F data through the standard webhook spec from the proxy data vendor (any major vendor works, IHS, FactSet, Bloomberg Investor Analytics). The ingest runs quarterly on 13F public release date and surfaces position changes (initiated, added, trimmed, exited) with quarter-over-quarter delta. The IR director sees meaningful position changes within hours of release. For teams that need faster signal (daily position estimates, 13F forecasting) the integration surface supports third-party position estimation vendors through the standard webhook.
Can Strkr handle a pre-IPO IR workflow with the testing-the-waters cadence?
Yes. The pre-IPO workflow configures the testing-the-waters cadence (SEC Rule 163B), the target buyside list, the covering sell-side relationship development track, and the IPO roadshow planning. The audit trail captures every testing-the-waters conversation with the attendee list and topic coverage for the IPO prospectus S-1 disclosure. Post-IPO the workflow flips to the standard earnings cadence with the pre-built covering roster and buyside target list carried forward.
What is the compliance posture for an IR team using Strkr?
Strkr is GDPR and CCPA compliant today, HIPAA compliant with a BAA available on request (relevant for healthcare IR teams), and SOC 2 Type II is in progress with target completion 2026-Q4. The audit log captures every record read, every record write, every email, every analyst meeting log, every AI call with 90-day default retention tunable per tenant up to SOX-mandated ceilings. SSO (SAML and OIDC) is live on Scale tier through Clerk, MFA with TOTP and text-based verification is live, and Verified Domains are live on Scale.
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