Investor relations is the process of growing and engaging an investor network. Tier1/AI manages that entire process with the push of a button.

More Engaged Investors. A Single Platform.

Tier1/AI automatically runs your communications, content creation, network outreach, shareholder relationships, and email follow-ups required to grow your investor network.

Built for IR teams · Agencies · Funds

Two Choices

Multiple platforms and you do the work

One platform and the work gets done

Your live snapshot

Enter a symbol. Score, mentions, and news appear as a live indicator.

Company -
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1D 5D 1M 3M 1Y
52-WEEK HIGH - 52-WEEK LOW -

Friday performance report

The pack after the week. Receipts, not a dashboard you live in.

Sample week · illustrative · not a client case study

10Contacted
5Responses
2Meetings
31Score

The same story went out. Coverage names stayed in the thread. Follow-up is queued. Content sends after approval.

10 5 0 Mon Wed Fri Sun
  • Opens
  • Replies

Outreach scanned for policy and regulatory compliance. 0 exceptions.

See what it writes

Engagement Score Matters. Here’s why.

The system reads every post and comment from your investors and your peers’ investors, then turns that intelligence into content and a distribution strategy.

The Intelligence and Insights layers work together to turn live market data into smarter, more relevant content.

50 Score

Insights reads every post and comment from your investors and your peers’ investors. Mentions tracks live volume. Together they produce your Engagement Score in realtime.

Investor Focused Content Written From Live Insights

  • Produce high-quality, investor-ready content
  • Create press, blogs, emails, newsletters, and social schedules with talk-to-text.
  • Approve once, then automatically distribute across every channel.
  • Turn live analytics and investor behavior into smarter next-step strategies.

Here are examples of content we produce…

Tier1/AI for Investor Relations

Content Drives Traffic.

Once content goes out, Tier1/AI tracks the sessions and pageviews it generates across your owned properties in realtime.

That traffic is matched to real people—identified visitors and engaged contacts—turning content into shareholder opportunities that feed your CRM.

  • LinkedIn
  • Blog
  • Email
  • Press
  • Articles
  • Digital Ads
  • IR

Traffic Engine

Live

Unified tracking across your properties. From content distribution to CRM enrichment.

Traffic Becomes Contacts and Response Compounds

Every session resolves to a contact record and opens become responses and responses become meetings

Sample match · illustrative

198.51.100.42 → online profile matched

Elena Voss Portfolio Manager · Northstar Capital
92

Traffic Converted Into 860 New CRM Contacts

Relationship Pipeline

Investor Relationships

Identified visitors land in CRM, scored, and queued for the next approved action

Sample metrics and CRM · illustrative

4 contacts

EV Elena VossPortfolio Manager · Northstar Capital IR Page2h ago 92 Engaged
NB Noah BergFund Associate · Redwood Funds Email Click1d ago 88 Reply
SO Sam OrtizSenior Analyst · Harbor Research IR Page2d ago 81
JH Jon HaleInvestment Director · Hale Family Office Newsletter3d ago 79 Meeting

Sample funnel · illustrative path from traffic to meetings

12,480Traffic
3,140Contacts
860Identified
210Shareholders
318Responses
12Meetings

Every response updates the CRM and improves the next action.

Pipeline depth & sample sequence

Pipeline depth

You use it
Pick the path. Approve the send. Get the report.
We do it
Sequences, personalization, follow-up that does not die in a CRM tab. Agents assign. You gate outbound.

Sample sequence

Then You Talk To Them.

  • Day 0CEO note from the IR-page visit. Language they already used.
  • Day 3If no open: one-line bump. Same fact. New ask.
  • Day 8If open, no reply: Friday PR + calendar hold.
  • Day 14Move to newsletter only, or book. Your gate.

Sample email

FromCEO
ToElena Voss
SubjectYou looked at the investor page

Elena, you spent time on the IR page Tuesday. Same week the boards asked about timing. Short version, in the language they used, plus a time if you want the longer one.

It’s Not Complicated. Talk To Text Commands.

Speak the objective on your phone. The loop runs while you approve what goes out.

QR code to open Talk on your phone

OPEN TALK ON YOUR PHONE

Open Talk on your phone

Tier1/AI

Orcho · Live

InboxNew emails12 waiting
CalendarAppointments3 today
WorkTasks7 open
MissionCampaign in progress3
Talk Tell me what you want done

Open Talk On Your Phone

Desktop talk is weak. Scan the code, speak one objective, and approve what goes out while Orcho directs the work.

  1. Scan to open Talk on your phone - Status and Command stay one tap away
  2. Speak or type the objective. You gate every outbound send
  3. 43 agents assign the chain. You get the report when it lands
  4. Live loop · 0 exceptions · same knowledge base as the desk

Direct-To-Action

Command examples

Summarize investor sentiment, draft the update, and route follow-up.

  • Email updatesDrafts ready for your gate
  • Assignments and routingAgents take the chain
  • Calendar schedulingHolds and follow-ups set
  • Social postingSame story, each channel
  • Notes and summariesLive market read captured
  • One coordinated workflowIntent to receipt
See It In Action

Results From Active Clients

See how live issuers are turning investor activity into measurable engagement

Client results · illustrative packaging on this page · confirm live numbers in-platform

Direct-To-Action™ With Tier1/AI: Push Of A Button Control.

Intent is the interface. Speak one objective. Orcho runs the work. You approve what goes out.

See Orcho on the phone

Talk. Approve. Done.

Talk. Approve. Done.

Real Commands. Direct To Action. Speak the objective. Orcho turns intent into organized follow-up across your investor workflow.

OPEN TALK ON YOUR PHONE

Tap Status, Command, or a tile on the phone.

Tier1/AI

Orcho · Live

Talk Tell me what you want done

Command

43 agents · counting

  • Reasoning
  • Logic
  • Knowledge
  • Control
  • Orchestration
  • Coverage
  • Compliance
  • Calendar
  • CRM
  • Content
  • Traffic
  • Identify

31 more assigned. You approve outbound.

Inbox

  • Elena VossYou looked at the investor page
  • Priya ShahFriday hold confirmed
  • Coverage deskSame facts as the note

Calendar

  • Elena VossThu 10:00
  • Priya ShahFri 14:00
  • Friday packQueued

Work

  • Approve Friday PRHold
  • Investor follow-upStaged
  • Score in the packOpen

Mission

  • Announcement analyzed
  • 10 names identified
  • Compliance passed
  • 8 emails prepared
  • Campaign launched

You: Drop a press release Friday. Align social, the blog, and investor follow-up from the same thought.

Orcho: Assigning. Receipts land as each step completes.

Appointment

Book a demo. Discuss the platform.

Company from $500/mo. Platform included. We confirm by email.

Appointments and Pipeline

Tier1 turns activity into booked conversations and keeps your team focused on the next action.

53 Open opportunities
$48.2M Weighted pipeline
19 Meetings booked
71% Appointment conversion

Month board

September 2026

19 meetings booked

8 demos 7 calls 4 follow-ups
  • Demos
  • Calls
  • Follow-ups

Today’s focus

Live next

Demo

Northstar Capital walkthrough

IR-page visit converted. Deck queued. Brief ready for your gate.

Elena Voss Portfolio Manager · Northstar Capital
92 Score
  • IR page2h ago
  • Deck sentApproved
  • Meeting queuedBooked

Prep Elena brief: Friday notes, latest deck, three ask lines.

Open prep Engaged · Gate ready

Day board

5 live

Wednesday, September 16

9:00 AM – 5:00 PM

  1. Investor intro call Westbridge AM · 30m
    Call
  2. Demo · Northstar Capital Elena Voss · Priority
    Focus
  3. Harbor Research follow-up Sam Ortiz · Coverage
    Follow
  4. Proposal review Meridian Partners
    Review
  5. CEO prep Internal · Brief sync
    Prep