exaBase IR Assistant, Used by Over 150 Companies, Launches Institutional Investor Database Management Feature

Exa Enterprise AI, a group company of ExaWizards Inc., has launched an institutional investor database management function for its specialized generative AI service, 'exaBase IR Assistant.' This feature enables users to link and centrally manage information on their company's institutional investors and analysts with meeting minutes. It supports activities aimed at strengthening investor relationships, from preparation and data aggregation to analysis and organizational knowledge accumulation.

Background The exaBase IR Assistant has already assisted over 150 companies in streamlining their IR operations by providing features such as specialized minute and report generation for IR meetings, and Q&A generation for earnings calls and shareholder meetings. The new database management function was developed in response to customer feedback, addressing needs such as: 'wanting to prepare for meetings based on investors' interests and past statements,' 'enabling new IR staff to handle meetings based on past interaction history,' and 'aggregating investor trends by attribute for reporting to management.'

Key Update Details - **Institutional Investor Database**: Companies can now register and manage information for each institutional investor they meet, including investment policies, shareholdings, region, and the date of the first meeting. - **Analyst-Specific Information**: Users can log details for individual analysts, such as their investment attributes, tendencies, past career history, and the date of their first meeting. - **Internal Staff Management**: The system allows for managing information about the company's own IR staff and executives who participate in meetings, including their departments and roles. - **Linkage with Meeting Minutes**: Investor and analyst information can be linked to the meeting records accumulated via the minute-taking function, allowing for a comprehensive review of past interactions.

Future Plans Moving forward, the company plans to enhance the service's aggregation and analysis functions for investor trends. The goal is to support more sophisticated IR strategies by enabling analysis of meeting counts by investment attribute, region, meeting size, and format, as well as analyzing top question categories and key areas of investor interest.

About exaBase IR Assistant The exaBase IR Assistant is utilized in two main scenarios: 'handling, analyzing, and reporting on investor meetings,' and 'preparing anticipated Q&A for events like earnings calls and shareholder meetings.' For investor meetings, it offers automated minute generation specialized for IR contexts, including conversations mixed in Japanese and English, centralized management of investor/analyst information and meeting history, and data analysis. For Q&A preparation, the AI automatically generates potential questions and draft answers using various disclosure documents as a data source. The company intends to continue promoting 'IR Tech' by releasing new features that consistently support the information disclosure practices of listed companies with technology.