Investor questions answered from the filings, with the source
PITCHED AT THE SAN FRANCISCO NIGHT ON 4 NOVEMBER 2026
A public company's investor relations team is usually two or three people fielding the same questions from shareholders and analysts, where one wrong figure or an unguarded forecast can become a regulatory problem. Planee IR puts an AI assistant on the issuer's IR page that answers only from IR-approved disclosures, shows the chart and the calculation, links the page of the filing it came from, and declines the questions the team has ruled out.
Most investor relations teams are tiny, and earnings season puts them in front of a crowd of shareholders and analysts asking the same things: why did revenue change, what has management said, where did that number come from. A delayed answer erodes confidence, a slip outside the published disclosures can draw the regulator, and a general-purpose chatbot cannot be trusted with either, because it will happily speculate.
Planee IR is scoped on purpose. The IR team loads the reports, earnings materials and presentations it has already published, defines the financial terms and periods, and sets the response policies. An investor then asks in plain language on the issuer's own IR site and gets the figure, the chart, the formula that produced it and a link to the page of the filing, with a disclaimer under the answer; a question about next quarter's guidance is refused with a pointer to what management has actually said. The product came out of PLANI, a Korean enterprise AI company with twenty IR customers in South Korea as stated on its own site, and Leo Song leads its launch for US-listed issuers, starting with commercial-stage biotech.
These founders pitched at the same startup events. The room is usually the reason people find each other.