Investor-Ready Governance

Board governance, kept current

Get investor-ready on board governance. Score the Assessment Questionnaire, cite every answer, close the gaps — and keep the register current, not annual.

Set it once. Stay current.

Schedule the IR Agent to brief you on news, score changes, and outstanding external responses — on your cadence, delivered to inbox or in-app. Every run cites its sources, just like the rest of IR.

Daily IR briefing

Trigger

• Type: Every day
• Time: 09:00 UTC

Output variables

Add

• Name: What goes in here?

From assessment to action.

Score the proprietary questionnaire, let the IR Agent propose cited answers, and turn gaps into remediation projects — one connected workflow, from open questions to closed gaps.

Assessment Questionnaire

A weighted assessment built from investor due-diligence standards

Score every control across the board, committees, and disclosures - and see exactly where you stand before anyone outside the room asks.

B.1.2

Does the board have an independent chair, or a designated lead independent director?

• High Impact
• yes
• Selected: partial
• no

B.1.3

Are committee charters reviewed annually?

• Selected: yes
• partial
• no

The IR Agent does the work

Cited answers from your governance documents — schedule runs to keep the register fresh.

Smart fill Agent

• Collecting source material…
  • Dispatching agent
  • Initializing Smart fill agent
  • Loading questionnaire context
  • Preparing research workspace
• Collecting source material
  • Locating disclosures
  • Retrieving source documents
  • Extracting prioritized data
• Organizing research
  • Structuring data cluster
  • Mapping evidence
• Validating accuracy
  • Drafting initial responses
  • Integrity assertion
  • Verifying citations

From gaps to projects

Turn failing answers into remediation projects with assignees, due dates, and activity.

Create project

• Title: Independent chair charter review
• Description: Document the lead director arrangement and refresh the committee charter language.
• Target: Question
• Due date: Apr 18, 2026

In every step, every answer

The IR Agent reads your framework, finds where evidence is thin, and turns gaps into projects and counsel requests — with citations you can accept, edit, or reject.

Provisioning — Acme Biolive

• Isolating tenant
  • Allocating a dedicated tenant for Acme Bio
  • Namespace created — not shared with any other customer
  • Locking down the network perimeter
  • Inbound traffic restricted to your workspace only
• Provisioning database
  • Spinning up a dedicated database
  • Your records live in their own database — never a shared row
  • Enabling encryption at rest…

Sensitive by default. Isolated by design.

Every customer gets a dedicated workspace: its own database, encrypted in transit and at rest, with a full audit log of every action inside it. No shared tables. No shortcuts.

Outside reviewers, inside the record

Send a scoped, single-use link to outside counsel or your auditor. They verify their email, answer just the questions you picked, and the response lands in your register with a citation — never an email thread.

Send request

Submit an external response request for Audit Risk to an external reviewer.

Questions

• IND-2.1
• AUD-1.3
• Add another question…

Recipient email

• auditor@external.com
  Expires on: Select date, June 2026

Try 7E IR

Start a 7-day free trial - no call required. See the assessment, the agent, and projects run on your environment in minutes.