For listed company IR teams
Ship the earnings pack, the roadshow deck, and the AGM book from one source.
Codexroom holds your investor relations library in code, links every metric to the approver and the disclosure date, and watermarks every share to the analyst who opens it. The numbers stay current. The brand stays consistent. The audit trail stays clean.
What we know about your team
Your IR director is preparing the Q3 earnings deck. The numbers landed from FP&A this morning. The legal team is reviewing the disclosure language. The brand team is asking why slide 7 uses a font from the 2022 visual identity. The roadshow starts in two weeks and the deck for the first analyst meeting is on its sixth pass.
Every quarter is the same quarter. Every quarter deserves a system.
What Codexroom does for an IR team
The earnings deck becomes a template the team fills.
The earnings template renders from the source. Revenue, EBITDA, segment splits, guidance, capex, cash position. Each metric lives in the data room with an approver from FP&A and a disclosure date. The template fills from the approved values. The pencilled-in numbers cannot ship.
The roadshow deck composes per investor. One share per analyst, one per fund, one per buy-side meeting. Each watermarked with the recipient. The IR director sees which slide the analyst lingered on, the day before the call.
The AGM book reads from the same library. The corporate footers, the disclaimers, the board section, the chair's letter. All one source. All one render.
For the IR director
The quarter compresses.
The earnings pack moves from a three-week sprint to a one-week sprint. The roadshow prep moves from 'rebuild for each meeting' to 'share per analyst'. The post-roadshow debrief reads the per-slide engagement chart across every analyst and produces a sharper Q+1.
Compliance
The audit trail Treasury, Legal, and the Board can read.
Every metric carries the approver and the disclosure date. Every share writes to the audit log. The investor relations memo a regulator requests comes out of one query. The leaked roadshow deck decodes back to the analyst who received it.
See it work
Bring last quarter's earnings deck.
Also for
Other firms run on Codexroom too.
Private equity
LP decks, IR books, and portco updates that keep every fund on the same brand spine.
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Venture capital
Quarterly LP updates, founder support decks, and portfolio reports on the firm's brand.
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Investment banking
Pitchbooks, CIMs, and fairness opinions with watermarks tied to each prospect.
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Consulting
A governed slide library your partners trust and your associates can compose from.
Read more →