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AI for public-company investor relations

Investor answers. IR control.

Turn IR-approved disclosures into source-linked answers,
clear financial charts, and transparent ROI calculations.
Guided by your team’s response policies.

Request a demo Explore the example

For IR teams and their financial communications partners.

IR customers in South KoreaCelltrion · Dongkuk CM · Yujin Technology

Explore the experience Illustrative interface · sample data
planee IR Investor Q&A

Choose an example question

How did revenue change year over year?
Planee IR
$400M. Up 25%.

FY2025 revenue increased from $320 million in FY2024.

Revenue USD millions · sample data

YoY: (400 − 320) ÷ 320 × 100 = 25%

Sample annual report · p.42
Example issuer · consolidated revenue
Sample revenue data
USD millionsFY2023FY2024FY2025
Revenue280320400

Fictional disclosure excerpt for this example, not an actual filing.

For informational purposes only. AI responses may contain errors. Verify important information against the sources shown. Not investment advice or a recommendation to buy or sell securities.

Approved materials. Visible sources. Powered by Planee IR

Interactive product example with sample data and user-entered assumptions. This page is not connected to a live AI service.

20

Paying IR customers
in Korea, as of October 2026

20+

Years of enterprise delivery
at PLANI, the team behind Planee IR

planee IR
Built around your disclosures

More useful answers.
A clear path to the source.

Turn the reports and presentations you already publish
into a more accessible investor experience.

1Approved sources

Work from the materials your team approves.

Bring published reports, earnings materials, and IR presentations into a defined knowledge base.

Select the public materials the assistant can use and review content coverage before deployment.

  • Published financial reports

    Annual and quarterly reports your team has released.

  • Earnings materials & IR decks

    Earnings releases and investor presentations.

  • Reviewed with your team

    Formats, coverage, and update requirements.

2Financial charts

Turn financial results into clear charts.

Visualize disclosed financial figures with reporting periods, units, and source references kept in view.

  • Reporting periods in view

    Every chart shows the fiscal periods it compares.

  • Units kept visible

    Currency and scale stay next to the figures.

  • Linked to the source

    Open the disclosure page behind each figure.

3ROI calculations

Make complex ROI calculations transparent.

Show the inputs, assumptions, and formulas behind ROI scenarios.

Distinguish scenario results from company guidance.

  • Inputs shown

    Investment, cash flows, horizon, and discount rate.

  • Formulas explained

    Cash ROI, payback, and NPV with the math written out.

  • Scenario, not guidance

    Results are labeled as hypothetical scenarios.

4Response policy

Keep every answer within scope.

Configure boundaries for investment recommendations, share-price forecasts, and questions outside the approved scope.

Published company guidance can be discussed within the approved source scope.

  • Investment recommendations

    Restricted by your response policy.

  • Share-price forecasts

    Restricted, with a reply that stays within scope.

  • A disclaimer on every answer

    Shown beneath each response.

Your team sets the boundaries

Public answers.
Company-defined controls.

Investor communications need a defined scope. Planee IR gives your team ways to manage
the materials, calculations, and response policies behind the experience.

Set the source scope.

Select the public materials the assistant can use and review content coverage before deployment.

Define response policies.

Configure boundaries for investment recommendations, share-price forecasts, and questions outside the approved scope.

Review answers. Keep disclaimers visible.

Review answers and sources through the operator console. Apply your response guidelines and keep a disclaimer beneath each answer.

Designed to support your IR, legal, and security review process.

Contracted IR customers in Korea

Grounded in real IR work.

Experience from Korean public-company programs informs how we approach each U.S. evaluation:
the source, the calculation, and the review process.

Biopharmaceuticals · IR customer

Celltrion

901pilot conversations evaluated

No policy violations were observed within the evaluated pilot conversations.

PLANI-reported pilot result, limited to the evaluated conversations.

About this reference

Celltrion is a contracted Planee IR customer. The cited 901-conversation result relates to a company-reported pilot and does not establish U.S. regulatory compliance. Each deployment has its own source scope, test questions, and review criteria.

Steel manufacturing · IR customer

Dongkuk CM

IR in operation.financial questions and response controls

Deployment experience connecting financial-question answering with source material and company-defined response policies.

Korean customer deployment. Implementation scope varies by customer.

Korea-listed company · IR customer

Yujin Technology

Selected for IR.contracted Planee IR customer

Yujin Technology is part of Planee IR’s public-company customer base in Korea.

A contracted IR service relationship in South Korea.

Built by PLANI.

More than 20 years of enterprise digital delivery experience, brought to the practical work of investor relations.

An evaluation built with your team

Start with your disclosures.
Evaluate what matters.

Step 1

Define the scope.

Select public materials and agree on financial definitions, response boundaries, and operating responsibilities.

Step 2

Evaluate the answers.

Test investor questions, financial charts, ROI calculations, and restricted questions against your team’s guidelines.

Step 3

Plan deployment.

Agree on website integration, hosting, and security requirements with your IR, web, and security teams.

Website widgets and enterprise deployment options. Integration, hosting, and operating requirements are scoped with your team.

Request a demo
For financial communications agencies

Start with one issuer. Build from there.

Explore a client-specific pilot that brings source-linked answers to an IR website.
Agree on the approved materials and review responsibilities,
then evaluate a broader rollout across your client portfolio.

Discuss a partnership

We define client approvals, deployment requirements, and commercial terms with your team.

FAQs

Before we talk.

Tell us how you publish, review, and respond.
We’ll help scope the right evaluation.

  • Published financial reports, earnings releases, investor presentations, and other public IR content your team approves. Formats, coverage, and update requirements are reviewed during evaluation.
  • Calculations apply company-defined metrics and formulas to approved source data. Financial charts keep reporting periods and units visible. Scenario results show the inputs and assumptions used.
  • Response policies restrict investment recommendations and unsupported forecasts. Published company guidance can be discussed within the approved source scope. Your team defines the response boundaries and review process.
  • Yes. We review hosting, data handling, integration, and operating requirements with your team. Deployment details and contract terms are agreed for your evaluation and implementation.
  • We scope your public materials, representative investor questions, evaluation criteria, and website requirements together. A demo is the starting point for agreeing the next step.
Get Started

See how Planee IR works with your disclosures.
Bring a public IR document or website.

Request a demo