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Investor relations for small and micro caps

Full-service investor relations, in house.

Analysts, investors, releases, earnings, and how AI and trading models read you. One desk, run by your team.

Book a demoSee the desk

30 minutes with your ticker on screen. No slides.

Analysts & firms on a sample desk for Kestrel Robotics (NASDAQ: KSTR). Live desks are built from your filings.

Built on the public record

  • SEC EDGAR filings
  • 13F holdings
  • Schedules 13D / 13G
  • Form 4 insider filings
  • FINRA short interest
  • Daily prices

01The desk

Everything an IR department does.

Coverage, ownership, message consistency and earnings prep, built from your filings and refreshed every week. The AI check comes on top.

Coverage

Know who covers you, and who should.

Every analyst who covers you, each rating action dated and sourced. Then the analysts who cover your peers but not you, ranked by whether they could realistically initiate.

  • Prospects gated Yes, Maybe or Unlikely
  • Intro emails drafted from your filings
  • Every touch logged by analyst

The initiator gate

61 prospects · KSTR

  • YesCovers three or more of your peers at a firm that initiates on companies your size.23
  • MaybeCovers your peers, but the firm rarely initiates below your market cap.19
  • UnlikelySector overlap only, or a firm that does not cover small caps.19
Intro emails are drafted from your filings, ready for you to review and send.

Ownership

Know who owns you, and who moved.

Holders above 5% from Schedules 13G and 13D, with each 13F position dated to its quarter and compared with the last. Insider Form 4 filings and FINRA short interest sit beside them.

  • Quarter-over-quarter changes from the SEC 13F data sets
  • Insider filings and short interest next to the holders
  • Every row links to the filing it came from

Ownership on a sample desk for Kestrel Robotics.

Investor targeting

Find the funds that own your peers but not you.

SEC 13F holders of your peer set who do not hold you, with index funds, banks and market makers removed, ranked by how much of their book sits in your group.

  • Filter to funds under $1B or $5B, where a small cap matters
  • Index funds, banks and market makers hidden with one switch
  • Every holding dated to its filing quarter

Investor targets on a sample desk for Kestrel Robotics.

Message consistency

Make every number match the 10-Q.

Machines read your release the moment it posts. A fact inventory built from your filings checks each release, deck and script before it goes out.

  • Three plain counts, never a score
  • Drafts are checked in your browser and never uploaded
  • Decks and call scripts get the same check

Draft check on a sample desk for Kestrel Robotics.

Earnings prep

Walk into the call with answers already sourced.

The questions your own filings invite, each answered with what you have filed, in your words, and what you have not disclosed. A checklist keeps every number the same across the 10-Q, the release and the deck.

  • Suggested wording drawn only from what is already filed
  • Gaps flagged before an analyst finds them
  • Call date, blackout and filing deadline on one timeline

Earnings prep on a sample desk for Kestrel Robotics.

Also on the desk

Finance-site audit

Which finance sites still carry your old name, a stale figure or the wrong IR contact, with a correction drafted for each.

Weekly report

One email every Monday: what you said, what got repeated, who moved, and what needs your sign-off.

Needs you

The short list of decisions only your team can make, with the drafts waiting for approval.

02The new reader

Your first reader is a model.

Investors ask ChatGPT, Gemini and Perplexity about you before they call. Trading models read your releases the second they post. Both work from whatever is on the record.

01

Assistants answer for you

Ask ChatGPT what your company does, who runs it or what it guided. It answers with confidence, from sources you have never checked.

02

Models trade your words

News-reading and quant models act on your releases and filings within seconds of posting. They read the text as written, not as intended.

03

Nobody minds the record

Large caps have an IR team keeping their profiles current. At most small caps that falls to a CFO who is already stretched, and profiles go years without an update.

03AI answers

See how the machines read you.

The desk asks the assistants the questions investors ask, grades every answer against your filings, and traces each wrong one to its source.

AI answers on the sample desk. Verdicts are checked against Kestrel Robotics’s filings; each wrong answer is traced to where it came from.

Graded, not scored

Every answer gets one of four verdicts, Correct, Outdated, Wrong or No answer, checked against your own filings.

Traced to the source

Most wrong answers cite one stale profile or page. The desk shows which one, so you fix the cause, not the copy.

Fixed at the source

The desk drafts the correction where the assistant found the error: your investor site, a finance-site profile, a Q&A page. Then it asks again.

04How it works

From ticker to desk in four steps.

  1. 01

    Type your ticker

    The desk pulls your filings from SEC EDGAR, 13F holdings, 13D/G and Form 4 filings, FINRA short interest and daily prices.

  2. 02

    Confirm your peers

    Suggested from your industry code and size, edited by you. Every comparison and target list uses them.

  3. 03

    Approve your facts

    Facts read from your filings, each with its filed wording and date. This is what every AI answer and draft is graded against.

  4. 04

    Run the desk

    The AI check runs monthly and after major news. A report lands every Monday. Drafts wait for your sign-off.

05Method

Every number has a source and a date.

Anything on the desk can be traced back to the filing or data set behind it.

A source and a date on every number

Each figure links to the filing or data set it came from. Stale data is labeled, never shown as current.

No scores that can’t be defended

A draft check is three counts. An AI answer is one of four verdicts. A release reaction is two separate measures.

Your drafts never leave the browser

The draft check and deck pre-flight run on your computer. Nothing you paste is sent, saved or logged.

06Pricing

Pick how much of the desk you run.

Early-access pricing is set with each company during the demo.

Desk

For a CEO or CFO running investor relations alone.

  • AI answer check, monthly
  • Analyst coverage and prospects
  • Investor targets from 13F data
  • Ownership and short interest
  • Fact inventory and draft check
  • Weekly report
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Team

Most teams

For an in-house IR lead and their team.

  • Everything in Desk
  • AI check after every release
  • Finance-site audit and corrections
  • Team logins and shared drafts
  • Outreach drafts and analyst threads
  • Earnings prep and Q&A bank
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Managed

We build the desk around how you work.

  • Everything in Team
  • A dedicated GTM engineer
  • Desk customized to your peers, targets and workflow
  • Custom reports and integrations
  • Quarterly peer and target re-score
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07Questions

Before you book.

Anything else, ask us on the demo.

Which AI assistants do you check?

ChatGPT, Gemini, Perplexity and Google AI Overview, asked in signed-out sessions so no chat history colors the answer. Each answer is graded against your filings.

How do you fix a wrong AI answer?

At the source the assistant used: your investor site, finance-site profiles, structured data. The desk drafts the fix, and the next run asks the same question again.

Where does the data come from?

Public sources: SEC EDGAR filings, the SEC’s quarterly 13F data sets, Schedules 13D and 13G, Forms 4, FINRA short interest and daily prices. Every item links to its source.

Do we need an IR department to use it?

No. Aquilios is built for companies where the CEO or CFO runs investor relations. On Managed, a GTM engineer from our team customizes the desk to how you work.

Does it replace our IR agency?

It can sit alongside one. Agencies bring relationships and judgment; the desk gives everyone the same record of coverage, holders and facts to work from.

Are our draft releases uploaded anywhere?

No. The draft check and the deck pre-flight run in your browser. Nothing you paste or drop in is sent, saved or logged.

See your desk with your own ticker.

Book a 30-minute demo. We’ll pull your analysts, holders and AI answers live, with your peers on screen.