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AI Reviewer Template: Investor Relations Content Review

A reviewer for investor relations teams producing content including earnings communications, investor presentations, shareholder letters, and regulatory filings. This template evaluates financial data accuracy, regulatory and disclosure compliance, forward-looking statement appropriateness, stakeholder communication clarity, and competitive positioning discretion. Investor relations content operates in a heavily regulated environment where inaccuracies, omissions, or misleading statements can result in regulatory action, securities litigation, and loss of investor confidence. The reviewer catches common IR content failures like financial figures that are inconsistent across different documents, forward-looking statements that lack required safe harbour language, material information that is inadequately disclosed or buried, language that could be interpreted as providing investment guidance, and communications that do not effectively convey the investment thesis and strategic narrative.

Evaluation Criteria

This template evaluates content across 5 weighted dimensions. Each criterion is scored and weighted to produce an overall quality score.

CriterionPriority
Financial AccuracyHigh
Regulatory ComplianceHigh
Forward-Looking SafetyMedium
+ 2 more criteria with configured weights

Full criteria with exact weights and scoring descriptions available in TeamBench.

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How It Reviews Content

Review this quarterly earnings press release for financial data accuracy, SEC disclosure compliance, forward-looking sta...

Full review prompt and system configuration available in TeamBench

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Best For

Investor relations professionals
CFOs and finance communications teams
Public company communications departments

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Create a custom AI reviewer with these criteria in minutes. Upload your guidelines, adjust the weights, and start scoring content instantly.

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Frequently Asked Questions

Which securities regulations does this cover?

The base template checks general investor communications best practices. Upload your specific regulatory requirements (SEC, ASX, FCA, etc.) as knowledge base documents for jurisdiction-specific compliance checking. Always have final review by securities counsel.

Can this review earnings call scripts?

Yes. Submit the earnings call script including prepared remarks and anticipated Q&A responses. The reviewer evaluates financial accuracy, forward-looking statement safety, and clarity of strategic messaging.

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Last updated: February 2026