Urvin doesn't just answer investor questions — it shows you what investors are thinking.

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Investor Relations,
Scaled Without Added Risk

Urvin is a white-labeled AI investor relations assistant that reduces repetitive investor inquiries
and transforms every question into actionable market intelligence – grounded entirely in your
approved disclosures.

Request Demo Executive Summary
1 Investor asks a question in their own words
2 Urvin retrieves only from approved IR materials
3 Response delivered instantly with source attribution
4 Interaction logged, categorized, and analyzed

Why IR Teams Choose Urvin

We help IR teams answer fewer repetitive questions, gain more insight, and quietly signal AI leadership to the market.

Cost & Time Savings

Instead of your team fielding the same questions about guidance, capital allocation, or KPIs, the AI handles it - 24/7. Reduces inbound IR calls and emails significantly.

Questions Become Insights

Questions stop being interruptions and start becoming data. Get trending investor concerns, emerging sentiment shifts, and topics analysts care about before earnings calls.

Compliance-First Design

Retrieval-based architecture means no hallucinations. Answers come solely from approved disclosures - filings, transcripts, presentations, and FAQs. Fully auditable.

Quiet AI Leadership in 2026

With AI becoming a core theme in 2026, this isn't just an efficiency play – it's a signal.

It shows investors your IR function is modern, transparent, and tech-forward – without increasing risk. No headline risk. Just better IR execution.

Clearer visibility into market perception
Real-time investor sentiment radar
Urvin Analytics Dashboard showing usage metrics and trends
Urvin Query Interactions Dashboard

With AI becoming a core theme in 2026, this isn't just an efficiency play – it's a signal.

Board-safe AI adoption aligned with disclosure discipline
Lower cost of servicing investors without added headcount

See What Investors Would Ask an
AI About Your Company Today

The best way to understand it is to see it working with real IR content.

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What Urvin Does

A white-labeled AI investor relations assistant embedded directly on your IR website that answers front-line investor questions instantly using only approved disclosures.

"This is not just another chatbot. Every question investors ask becomes structured intelligence for your IR team."

The Product in Plain English

It's a website-embedded AI chatbot - easy to deploy, white-labeled to your brand, and trained specifically on your earnings calls, filings, presentations, FAQs, and IR materials.

  • Accurate answers - grounded in your actual disclosures
  • No hallucinations - compliance-friendly by design
  • Easy setup - no IT bottleneck
  • White-labeled - looks like your IR team, not a vendor tool
1 Investor asks a question
2 AI retrieves from approved materials
3 Instant response with sources
4 Insight captured in dashboard

What Makes Urvin Different

Retrieval-Based Architecture

No speculation, no off-script commentary. Responses are grounded in your filings, earnings transcripts, presentations, and FAQs.

Full Governance Control

You choose the source documents, you can exclude topics, and you can update content as disclosures change. The system respects your governance rules.

Built-in Insight Layer

Every question is captured, categorized, and surfaced in a backend dashboard. See trending topics, confusion areas, and pre-earnings focus shifts.

The Intelligence Advantage

Questions stop being noise and start becoming structured insight.

24/7

Always-on investor communication

100%

Questions logged and analyzed

Real-time

Investor sentiment dashboard

IR Infrastructure at Scale

For large-cap IR teams managing high global inbound volume - analysts, institutions, retail, and global investors - all asking the same questions in different ways.

"At your scale, IR doesn't struggle with access to information - it struggles with repetition, fragmentation, and signal extraction."

The Problem at Scale

Your team fields a constant flow of inbound questions - before and after earnings, around guidance, capital allocation, ESG, KPIs - often answering the same things repeatedly across calls, emails, and time zones.

And today, most of that investor curiosity disappears once it's answered. That's a missed opportunity.

The Solution

We provide a white-labeled, AI-powered IR assistant that lives directly on your IR site and answers front-line investor questions instantly - using only your approved disclosures.

From an investor's perspective, it feels like an always-available extension of your IR team.

Why This Works for Large-Cap IR

Scale Without Headcount

Handle high global inbound volume while your senior IR professionals focus on high-value conversations with analysts and institutions.

Global Visibility

See what topics are trending globally, where investors are confused, and shifts in focus ahead of earnings - across regions and investor types.

Board-Safe AI

Shows your IR function is modern, scalable, and investor-centric - without introducing compliance risk. Quiet innovation, not headline risk.

The ROI Case

Teams typically see a meaningful reduction in repetitive inbound requests - especially from retail and first-touch institutional investors.

But the bigger value for large-cap IR is leverage: your senior IR professionals spend more time on high-value conversations, while the AI handles the front line - accurately and consistently.

  • Respects compliance and disclosure discipline
  • Emphasizes scale, leverage, and insight
  • Frames AI as infrastructure, not experimentation
  • Aligns with board-level expectations for 2026

Ready to Scale Your IR?

Most large-cap teams come for efficiency - but what gets them excited is finally seeing investor curiosity quantified.

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An IR Force Multiplier

For small-cap IR teams where one or two people handle everything - investor calls, emails, decks, earnings prep - on top of actually telling the company's story.

"At the small-cap level, visibility is the real challenge. Unlike large caps, you don't have the luxury of a big IR team or always being well-understood by the market."

The Small-Cap Reality

You're constantly answering the same questions - sometimes from sophisticated institutions, sometimes from first-time retail investors - often explaining the basics before you can even get to the story.

That means every investor question really matters.

Your IR Just Got Bigger

We provide a white-labeled AI investor relations assistant that lives on your IR site and answers front-line investor questions instantly - using your approved disclosures.

To investors, it feels like your IR team just got bigger.

Three Things at Once

1. Scale Your Story

New investors can ask basic questions without friction - any time, in any time zone - without waiting for a callback.

2. Reduce Noise

The AI handles repetitive questions, so you can focus on high-value conversations that actually move the stock.

3. Create Insight

See what people don't understand, what they care about most, and where your story may need tightening. For small caps, that feedback loop is gold.

Credibility & Perception

Having an AI assistant on your IR site subtly changes perception. It signals professionalism, transparency, and accessibility - qualities investors look for in emerging companies.

You look bigger, more organized, and easier to engage with.

Easy to Implement

Setup is straightforward - we embed it via API, white-label it to your brand, and manage updates as your disclosures change.

You don't need IT resources or ongoing babysitting.

Give Your IR Team Leverage

Most small-cap teams tell us they wish they'd had this sooner.

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Built for Disclosure Discipline

Urvin is designed for regulated environments with enterprise-grade security, full auditability, and complete content control.

"Data is fully isolated per tenant - no cross-contamination. All responses are grounded in approved sources and logged for audit. You control every aspect."

Access Control & Authentication

  • API Key Authentication - unique hashed key per tenant
  • Tenant Isolation - separate config per company
  • Admin Dashboard - TOTP 2FA protection

Content Guardrails

  • Allowed ticker restrictions
  • Custom FAQ system for sensitive topics
  • Configurable canned responses

RAG Document Control

  • You control exactly what's indexed
  • Per-tenant storage prevents cross-contamination
  • All responses cite source documents

Compliance & Audit Trail

  • Every query & response logged with timestamp
  • Complete audit trail for all interactions
  • Real-time analytics dashboard

Data Source Integrity

  • SEC EDGAR filings & regulated data providers
  • No hallucination risk - AI never invents numbers
  • Answers always sourced from documents

Customization & Brand Safety

  • Custom branding - name, colors, contact info
  • Response tone control
  • Controlled vocabulary enforcement

Security Architecture

Everything - queries, responses, sources, and usage - is logged and attributed. The dashboard provides real-time analytics, and all data is isolated per tenant.

Content Guardrails
Audit Trail
Approved Documents Only
Tenant Isolation

Designed to Reduce Risk, Not Add It

Complete audit trail for regulatory and internal compliance.

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Frequently Asked Questions

Get answers to common questions about Urvin, data privacy, security, and implementation.

General FAQ Data & Privacy FAQ
Absolutely—and that's exactly how this was built. The assistant is retrieval-based, meaning it only answers using your approved disclosures: filings, earnings transcripts, presentations, and FAQs. It does not speculate, interpret, or go off-script. If the answer isn't in your materials, it won't invent one.
FAQs are static and one-directional. This is interactive, adaptive, and measurable. Investors can ask questions in their own words, get precise answers, and—most importantly—you see what they're asking, how often, and what's trending.
No—and that's not the goal. It replaces repetition, not relationships. The AI handles front-line, repetitive questions so your IR professionals can focus on high-value conversations with analysts and institutions.
Teams typically see a meaningful reduction in inbound emails and calls, especially around earnings and common topics. The savings come from fewer interruptions, faster responses, and less manual repetition—without adding headcount.
Setup is straightforward. It's API-embedded, white-labeled, and trained on your existing IR materials. There's no heavy IT lift and no ongoing babysitting required.
You do. Completely. You choose the source documents, you can exclude topics, and you can update content as disclosures change. The system respects your governance rules, not ours.
Because it's retrieval-based, it doesn't generate answers from thin air. If the information isn't in your approved content, the assistant can be configured to respond with something like: 'That information isn't available at this time.'
Retail investors use it heavily, but institutional and analyst users also engage—especially for quick clarification, historical metrics, and pre-earnings research.
The insight layer is the unlock. You get visibility into what investors are confused about, what topics are trending, and what's coming up repeatedly before earnings.
Yes. The backend dashboard shows questions, categories, frequency, and trends over time.
Yes. It's available 24/7 and can support multiple regions and investor types. This is especially helpful for global shareholder bases across time zones.
It complements it. It sits on your IR site, reduces inbound noise, and feeds insight back to the IR team—without changing how you manage disclosures or investor communications.
Yes—and that's a positive. Analysts see a consistent, accurate source of information that's always available and on-message.
You can explicitly restrict or tightly control those areas. The assistant can be configured to redirect or provide standard safe responses when appropriate.
Typically around earnings or major disclosures—exactly when you're already updating IR materials. Updates are simple and fast.
It's far less expensive than adding headcount—and far more scalable. Most teams justify it quickly through time savings alone.
You control the scope. The assistant can decline, redirect, or provide approved language—just like a trained IR professional would.
Investors already expect instant, self-service access to information. This meets that expectation while improving accuracy and consistency.
Because AI is becoming a baseline expectation going into 2026—and this is a low-risk, high-return way to adopt it inside IR without experimentation or headlines.
A short demo. We'll show how it would look on your IR site and what kind of insight you'd start seeing. No commitment—just a practical walkthrough.
All requests require a hashed API key unique to each partner tenant. Only authenticated requests are processed, ensuring no unauthorized access.
No. Each company receives a dedicated tenant_id with fully isolated configuration, FAQs, RAG documents, and interaction logs. There is zero cross-tenant data sharing.
The admin dashboard uses TOTP-based two-factor authentication, providing strong protection against unauthorized access.
No. Tenants are configured with an allowed ticker list. Queries about unapproved tickers are automatically rejected.
You can define authoritative answers via the custom FAQ system, ensuring that sensitive queries always return pre-approved responses.
Easter egg triggers are fully configurable, so you can route queries to pre-approved canned responses only. Unapproved triggers are ignored.
You control document ingestion. Only the documents you index are available for retrieval in the RAG system. No outside content is accessed.
No. Documents are chunked, embedded, and stored per tenant, preventing cross-contamination between tenants.
All AI responses include source attribution with citations to the originating document, ensuring transparency and auditability.
Yes. Every query and response is logged in the partner_interactions table with timestamps, maintaining a complete audit trail.
Yes. Full conversation history is available, so your team can audit all investor/shareholder interactions at any time.
Yes. The admin analytics dashboard provides real-time metrics on usage patterns, query types, response quality, and trends.
Core financial data comes from authoritative sources only, like SEC EDGAR filings and regulated market data providers. No AI hallucinations are used for critical data.
No. Responses are grounded in retrieved RAG documents and official data APIs. There is no generation of unverified numbers.
We implement rate limiting at 30 requests per minute per tenant and monitor usage for anomalies to prevent scraping or abuse.
Yes. Each tenant is monitored individually, and anomalies are flagged in real-time to prevent misuse.
Absolutely. Tenants can configure custom branding, including company name, contact info, and response tone.
Yes. You can adjust response tone, level of detail, and even enforce a controlled vocabulary via the FAQ system to stay consistent with company-approved terminology.
You do. Content guardrails let each tenant define allowed tickers, pre-approved responses, and restricted topics. Anything outside this scope is rejected.
Everything—queries, responses, sources, and usage—is logged and attributed. The dashboard provides real-time analytics, and all data is isolated per tenant, giving you a complete audit trail for regulatory and internal compliance.

Still Have Questions?

Schedule a demo and we'll walk you through everything.

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