SOC 2 GDPR EU infrastructure

The AI platform for
Investor Relations

Manage investor dialogue at scale — grounded in your data, controlled by your team.

They trust us

Sanofi CLIFF Boussard & Gavaudan IR Impact
Earnings Q&A prep

Before

2–3 weeks

With OpenIR

2–3 hours

Investor query response

Before

4–6 hours

With OpenIR

15 minutes

Document retrieval & sourcing

Before

Scattered, manual

With OpenIR

Instant, cited

Why OpenIR

Built for the rigour
investor relations demands

Generic AI tools hallucinate, lack compliance controls, and don't understand regulated financial communication. OpenIR is purpose-built for IR teams.

Auditable source attribution

Every answer comes with citations linked back to the original document — annual reports, regulatory filings, earnings transcripts. Full audit trail for compliance and investor scrutiny.

Regulatory alignment

Answers grounded exclusively in your approved documents. No hallucinated claims, no compliance risk. Aligned with AMF guidelines and European disclosure standards.

Guidance consistency

Maintain one source of truth across earnings prep, investor emails, and live dialogue. Detect contradictions before they reach the market.

Continuous learning

Your corrections train the AI. It learns your company's voice, your boundaries, and your narrative — getting sharper with every interaction.

EU-native infrastructure

All data processed and stored in European data centres. SOC 2 Type I certified, GDPR compliant. Your MNPI never leaves your secure environment.

Human-in-the-loop by design

Your IR team reviews and approves every response. The AI drafts, your team decides. No autonomous investor communication — ever.

Product

Reinvented infrastructure
for IR teams

Integrated AI solutions to transform IROs' work and put them at the centre of Investor Dialogue.

01 — Knowledge Library

Knowledge Library

Centralise every document into a single, AI-ready platform.

  • Universal ingestion — PDFs, Word, Excel, web pages, financial models
  • Fine-grained control — choose what's indexed and how it shapes your narrative
  • Connected sources — sync Google Drive, SharePoint, and more
Documents
Upload Files New Document
NameFolderTypePublished
Q4 2025 Key Messages & Talking PointsInternal GuidanceKey MessagesDec 01, 2025
Sell-Side Consensus Summary — Nov 2025Analyst CoverageConsensusNov 15, 2025
Shareholder Base Analysis Q3 2025Analyst CoverageAnalysisOct 30, 2025
Q3 2025 Earnings TranscriptEarnings ReportsTranscriptOct 22, 2025
Capital Markets Day 2025Investor EventsPresentationSep 15, 2025
Investor FAQ — NEXAGEN FranchiseInternal GuidanceFAQSep 01, 2025
Q2 2025 Earnings Press ReleaseEarnings ReportsPress ReleaseJul 23, 2025
Strategic Partnership with CellForgePress ReleasesPress ReleaseJun 10, 2025

02 — Q&A Copilot

Q&A Copilot

Import questions from any channel. Get AI-drafted answers grounded in your knowledge base.

  • Automated processing — import from emails, DDQ, files, or manual input
  • Multi-team workflow — automated routing, coordinated review, messaging consistency
  • Continuously learning — your edits feed back into the AI for better future answers
  • Proactive Q&A building — develop strategic Q&As to address questions before they arise
Queries
Filters Import
QueryFromStatusAssigneePriority
What is your guidance for FY2026 revenue?Goldman SachsAnswered
SR
●●●
Timeline for NEXAGEN Phase III readout?J.P. MorganAnswered
SR
●●●
Update on COGNIVEX regulatory filing?Morgan StanleyDraft
MK
●●○
Cash position and financing plans for 2026?BarclaysPending
●●○
R&D spend breakdown by therapeutic area?CitiPending
●○○
IP portfolio and patent expiry schedule?JefferiesDraft
SR
●○○
Manufacturing capacity and CDMO strategy?UBSPending
●○○
Competitive positioning vs. peer compounds?Deutsche BankAnswered
MK
●●●

03 — Live Dialogue

Live Dialogue

Deploy custom-fit AI-powered conversations with investors.

  • Real-time AI — 24/7 sourced live responses, collects feedback and insight, no intermediaries
  • Fully customisable — your branding, your domain, your narrative journey delivered to investors
  • Thoroughly evaluated — agents tested in full transparency before production deployment
Lumina Biosciences IR Investor Assistant
Sign In
What were the key takeaways from the Q3 2025 earnings call?
Based on the Q3 2025 earnings transcript, the key takeaways were:

1. Revenue growth of 23% YoY driven by strong NEXAGEN uptake in the U.S. and EU markets, reaching $847M in quarterly revenue.1

2. Phase III data readout for COGNIVEX expected in Q1 2026, with the company reporting positive interim results from the pivotal trial.2

3. Updated FY2025 guidance raised to $3.2–3.4B, reflecting strong commercial momentum and pipeline progress.1

4. Strategic partnership with CellForge Therapeutics to co-develop next-gen delivery platforms, with $120M upfront payment.3
What is the current cash position?
As of September 30, 2025, Lumina reported $2.1B in cash and equivalents, providing runway through 2028 without additional financing.1 This includes $400M drawn from the revolving credit facility in Q2.4
Ask a question about Lumina Biosciences...

04 — Draft Assistant

Draft Assistant

AI-assisted document drafting with inline editing — earnings scripts, press releases, investor comms.

  • Inline editing — review and refine AI-generated content directly in the document
  • Context-aware — attach financials, prior scripts, and guidelines
  • Tone of voice — trained on your company's communication style
Q3 2025 Earnings Script
Ready Regenerate Export

Opening Remarks

Thank you, operator, and good morning everyone. Welcome to Lumina Biosciences' third quarter 2025 earnings call. I'm Sarah Reeves, Head of Investor Relations.

Joining me today are Dr. James Chen, our Chief Executive Officer, and Maria Kowalski, our Chief Financial Officer.

Financial Highlights

Third quarter revenue reached $847 million, representing 23% growth year-over-year. This was driven primarily by continued strong uptake of NEXAGEN across U.S. and European markets.

Operating income was $192 million, with an operating margin of 22.7%, an improvement of 340 basis points compared to the prior year period.

Pipeline Update

We are pleased to report positive interim data from our pivotal Phase III trial for COGNIVEX. The Data Safety Monitoring Board has recommended continuation of the trial...

Type
Earnings Script
Period
Q3 2025
Author
SR
Sarah R.
Template
Standard Earnings
Status
Ready
Last edited
2 hours ago

05 — Investor Targeting

Investor Targeting

Decode investor behaviour to identify the perspectives that fit your strategy.

  • Multi-channel data — aggregate email, meetings, CRM, and dialogue signals
  • Cross-source insights — map investors' strategic potential from every touchpoint
  • Active engagement — connect with the right investors at the right moment
Investor Targeting
Filters + Add Investor
InvestorTypeAUMFit ScoreStatusLast Contact
BM
BlackRock Life Sciences
Long Only $42B
92
Engaged 2d ago
FD
Fidelity Healthcare
Long Only $38B
88
Meeting Set 1w ago
WG
Wellington Mgmt
Long Only $28B
76
Prospecting 2w ago
OR
OrbiMed Advisors
Hedge Fund $18B
85
Engaged 3d ago
RA
RA Capital Mgmt
Crossover $12B
71
Cold 1m ago
PV
Perceptive Advisors
Hedge Fund $9B
82
Prospecting 5d ago
VS
Vanguard Health
Index $65B
54
Passive

06 — Monitor & Research

Monitor & Research

Track peers, market moves, and investor sentiment in real time.

  • Breaking news alerts — peer announcements, regulatory filings, analyst coverage
  • Competitive intelligence — monitor earnings, guidance changes, and strategic moves
  • Custom watchlists — configure sources and topics that matter to your company
Monitor
Peers Market + Add Source

Today's Alerts

Breaking NovaTech announces competing Phase III results

NovaTech Pharma reported positive topline data from their NOVA-301 trial in Alzheimer's, potentially competing with COGNIVEX in the same patient population.

Reuters · 35 min ago

Peer BioVance Q3 earnings beat expectations

BioVance reported Q3 revenue of $1.2B (+18% YoY), beating consensus by 4%. Management raised FY guidance.

SEC Filing · 2h ago

Analyst Goldman Sachs initiates with Buy rating

GS initiated coverage on Lumina Biosciences with a Buy rating and $78 price target, citing strong pipeline optionality.

Analyst Note · 4h ago

Market FDA advisory committee meeting scheduled

The FDA has scheduled an advisory committee meeting for Jan 15, 2026 to review the NEXAGEN supplemental application.

FDA.gov · 6h ago

Platform

Purpose-built for Investor Relations.

Generic AI hallucinates. It lacks compliance controls. It doesn't understand investor relations. OPENIR is different.

Model agnostic

No vendor lock-in. We select the best model for each task and upgrade as new models release. Your AI stays cutting-edge without migration headaches.

Hallucination control

Source-quoted retrieval only. Multi-layer review systems with built-in IR compliance guardrails. Financial and company-specific rules enforced. Rigorous testing with transparent accuracy scoring.

Human-in-the-loop

Your IR team retains full control. Review, edit, and intervene when necessary. Corrections feed back into the system. The AI learns your voice over time.

IR-specific workflows

Purpose-built for every single task IR is responsible for, not a generic wrapper on ChatGPT. Native integrations with the sources that matter: AMF filings, earnings transcripts, and more.

Data governance & audit trail

Full data isolation per organisation. MNPI firewalled from public disclosure. Complete history of every interaction: who said what, when, and based on which sources.

Enterprise security

EU-hosted infrastructure. SOC 2 Type I certified. GDPR compliant. Multi-tenant architecture with dedicated or on-premise options. Access controls built for IR requirements.

Team

Built by industry experts

Deep expertise across leading financial institutions and technology companies.

Alexandre Bouvier

Alexandre Bouvier

Co-founder & CEO

Boussard & Gavaudan, Goldman Sachs

Mathieu Ripert

Mathieu Ripert

Co-founder & CTO

Instacart, Columbia University

Investors & Advisors

Backed by the industry

High-profile investment professionals.

Emmanuel Gavaudan

Emmanuel Gavaudan

Boussard & Gavaudan

Jean-Robin Peters

Jean-Robin Peters

BAML, AllianceBernstein

Louis Agon

Louis Agon

Business Angel, Valtech

Charles-Edouard Joseph

Charles-Edouard Joseph

Boussard & Gavaudan

Mathias Cornu

Mathias Cornu

Igea, Exane

Boussard & Gavaudan Instacart Goldman Sachs Ekimetrics Columbia University HEC Paris Ossington

Security

We take security seriously

Built for regulated industries. Your data is isolated, encrypted, and hosted in Europe.

EU-hosted infrastructure

All data processed and stored in European data centres. No data leaves the EU.

Data isolation

Multi-tenant architecture with strict per-organisation data separation. Dedicated infra available.

Encryption

AES-256 at rest, TLS 1.3 in transit. End-to-end encryption for sensitive documents.

Compliance

SOC 2 Type I certified. GDPR compliant. Full audit trail for every interaction.

FAQ

What you need to know
about OpenIR

Built for European IR teams managing regulated communications across earnings seasons, investor roadshows, and continuous disclosure.

How does OpenIR ensure answers are accurate and sourced?

Every AI-generated answer includes citations linked to the original document — your URD, annual report, earnings transcript, or press release. Nothing is fabricated. Your team can verify every claim before it reaches an investor.

Can I control which documents the AI uses?

Yes. You choose what goes into the knowledge base and how it shapes responses. You can restrict answers to approved documents only, exclude draft materials, and set document-level permissions per team member.

How does it handle sensitive MNPI?

All data is processed in EU-hosted infrastructure with strict per-organisation isolation. Material non-public information never leaves your environment. Access controls ensure only authorised team members can view sensitive content.

Does it work with European regulatory filings?

Absolutely. OpenIR supports Universal Registration Documents (URDs), AMF filings, annual and half-year reports, earnings transcripts, investor presentations, and all standard European disclosure formats.

How does the AI learn our company's tone of voice?

Every time your team edits an AI-drafted response, those corrections feed back into the system. Over time, OpenIR learns your preferred phrasing, disclosure boundaries, and messaging style — producing drafts that sound like your IR team wrote them.

Can multiple team members review and approve responses?

Yes. OpenIR is built for team workflows — assign queries, review AI drafts, leave comments, and track who approved what. The full audit trail shows every human intervention.

Bring your latest annual report
and investor FAQ. We'll show you.

See OpenIR answer your real questions — in your voice, with your sources, in under an hour.

Book a demo