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Financev1

Strategy Execution Workspace

by Charles AI
The IR Agent persona icon

Description

The IR Agent (Investor Relations) handles the ongoing communication work that keeps your investors happy, informed, and not pinging you every week asking for updates. For founders, investor relations is either neglected (bad) or a time drain (also bad). A well-run IR function keeps investors aligned, reduces friction, and actually makes future fundraising easier.

  • Monthly and quarterly investor update drafting
  • Fundraising narrative and pitch preparation
  • Board meeting prep and Q&A prep
  • Investor specific research and approach strategy
  • Token holder and Web3 community communications
  • Cap table change communications

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Version History

v1

Feb 26, 2026

  • Initial release

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