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Elevate Investor Relations Research

With the Sentieo Corporate and Financial Research Platform, investor relations professionals get to what matters quickly: useful information, high-impact data, and valuable, enriched insights. Now they can confidently move investor relations strategies and consistent messaging forward, while providing the best insights to the C-suite.

Learn why more IR teams choose Sentieo. Schedule you personalized demo today.

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Drive better IR strategy with faster insights

Investor Relations professionals are drowning in data, with the peers and analysts they track producing hundreds of pieces of data, documents, and news every week that could inform a change in strategy or response to ad hoc management and investor requests. Material information can easily be missed while hundreds of hours a month are wasted searching for benchmark messaging, peer moves, and market trends.

With Sentieo, IR teams save hundreds of hours researching peer and analyst messaging, never miss a material insight from a peer or analyst, and deliver more complete research and strategy recommendations.

Fast, Relevant Competitive Document Search and Sentiment Analysis

Save hundreds of hours researching peer and analyst activity

Find relevant, actionable data and insights fast with:

  • AI-driven Document Search that is optimized for financial data, documents, and corporate roles
  • NLP Smart Summary™ transcript and sentiment analysis to quickly identify role-based commentary and sentiment shifts
  • NLP Topic & Sector Heatmap to understand performance, business drivers, and language across a set of peers or sector
  • Table Explorer to easily extract and visualize data directly from filings with a few clicks using—no need to copy/paste thousands of data points
  • Customizable Dashboards that let you do many things “at-a-glance” using a library of widgets and dashboard templates for key use cases and sectors
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Data-Driven Competitor Alerts and Dashboards

Never miss a material insight or change in strategy from a peer or analyst

Track peer strategy and communications with:

  • Instant Alerts when new documents or data are published for specific peers or company watchlists
  • Saved searches of peer mentions, analysts comments, or industry trends
  • Configurable Dashboards that track peer strategy, communications, and news
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Access to Public Company Documents and Data in One Research Platform

Deliver more complete IR strategy

Make confident decisions to support your strategy and outcomes with:

  • A single, integrated platform to search, retrieve, analyze, and tag text and financial data from millions of public company documents
  • Integration of third-party and internal proprietary content into the investor relations analysis workflow, including Broker Research
  • Research notes and an integrated Notebook to track, share, and collaborate on insights and messaging recommendations
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Customer Story


“Sentieo is a powerful platform that enables me to track my competitors and peer group companies. It saves me hours of research time that was previously spent on manual tracking and modeling. And it enables me to sound a little smarter, since so much of the data that I need is at my fingertips in Sentieo.”

Mark Lewis, CFO


View the Case Study