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AI Reviewer Template: Investor Relations Content Reviewer

A reviewer designed for IR teams and public company communications professionals who need content that satisfies both regulatory requirements and investor expectations. This template evaluates investor-facing content against securities regulation standards including financial data accuracy, forward-looking statement identification and safe harbour compliance, material information disclosure, consistent messaging with filed documents, and appropriate use of non-GAAP measures. The reviewer flags common IR content problems like unqualified forward-looking statements without safe harbour language, inconsistent financial figures across different communications, non-GAAP measures presented without GAAP reconciliation, selective disclosure of material information, and overly promotional language that undermines credibility with sophisticated investors. Whether you are writing earnings releases, investor presentations, shareholder letters, or annual report narratives, this reviewer helps maintain the precision and compliance that public company communications demand.

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
Non-GAAP HandlingMedium
+ 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 earnings press release for financial accuracy, forward-looking statement compliance with safe harbour requir...

Full review prompt and system configuration available in TeamBench

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Best For

Investor relations teams
Public company communications
CFO office communications
IR agencies and consultants

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Frequently Asked Questions

Which securities regulations does this cover?

The base template checks general IR communication best practices. Upload your specific regulatory requirements (SEC, ASX, LSE regulations) and your legal counsel guidance on forward-looking statements as knowledge base documents.

Can this review earnings call scripts?

Yes. Earnings call scripts need the same financial accuracy and forward-looking statement compliance plus additional criteria for verbal delivery. Create a variant with adjusted weights for spoken communication.

Does this replace legal review of IR materials?

No. This reviewer serves as a first-pass quality check that catches common issues before legal and compliance review. It reduces the number of rounds needed with legal counsel but does not replace their expert review.

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Last updated: February 2026