Investor Engagement
Made Smarter

Whether you’re preparing for a funding round, gearing up for an IPO, or maintaining transparency with stakeholders, the IR Dashboard is your centralized hub for investor engagement.
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Equity Research, Portfolio Monitoring

Charli gives you the tools, insights, and automation to turn investor attention into investor action.

The Investor Relations Dashboard (IR Dashboard) is a next-generation capital markets engagement platform built for public and private companies looking to:

Raise capital confidently and drive shareholder value
Communicate with investors more effectively
Stand out in a competitive funding environment
Equity Research, Automated Financial Research, Private and Public Market Intelligence
Control Your Narrative

Share your company’s strategic vision, growth plans, and execution roadmap with clarity and consistency.

Equity Research, Automated Financial Research, Private and Public Market Intelligence
Build Investor Confidence

Use Charli’s AI-generated insights to highlight financial strength, market position, and long-term value.

Equity Research, Automated Financial Research, Private and Public Market Intelligence
Streamline Communication

Upload and distribute key materials—decks, financials, cap tables, roadmaps—with security and precision.