--- title: AI visibility investor relations image: https://www.surgeir.com/hubfs/AI%20visibility%20for%20investor%20relations.png --- [![SurgeIR logo](https://www.surgeir.com/hs-fs/hubfs/White%20logo%20-%20no%20background-1.png?width=300&height=69&name=White%20logo%20-%20no%20background-1.png "SurgeIR logo")](http://surgeir.ai) Search - There are no suggestions because the search field is empty. [![logo (1)](https://www.surgeir.com/hubfs/logo%20(1).png)](https://www.surgeir.com/?hsLang=en) - [Solution](https://www.surgeir.com/solution) - [Slides](https://www.surgeir.com/slides) - [Presenters](https://www.surgeir.com/presenters) - Knowledge - [NSI Case Study](https://www.surgeir.com/nsi-case-study) - [The Quiet Period](https://www.surgeir.com/the-quiet-period) - [About](https://www.surgeir.com/about) [Talk to us →](https://www.surgeir.com/ai-visibility-investor-relations#contact) - [Solution](https://www.surgeir.com/solution) - [Slides](https://www.surgeir.com/slides) - [Presenters](https://www.surgeir.com/presenters) - Knowledge - [NSI Case Study](https://www.surgeir.com/nsi-case-study) - [The Quiet Period](https://www.surgeir.com/the-quiet-period) - [About](https://www.surgeir.com/about) Talk to us → A guide for IR teams at listed companies ## Unlocking AI Search Visibility for Investor Relations Investors increasingly ask ChatGPT, Perplexity, Gemini, or professional AI financial analysis tools about a company before they open its IR site. This paper unlocks how to make sure that when an investor asks an AI assistant about your company, the answer comes from your own record. [Go to download form →](https://www.surgeir.com/ai-visibility-investor-relations#contact) ![Download Whitepaper: Unlocking AI Search Visibility for Investor Relations](https://www.surgeir.com/hubfs/SurgeIR-whitepaper-1160x1100.png) The new era of AI discovery in capital markets ## Whitepaper chapters ### 01 • The new era of AI discovery in capital markets Investors increasingly ask ChatGPT, Perplexity, Gemini, or professional AI financial analysis tools about a company before they open its IR site. This chapter looks at what that shift means for listed companies, and why the answer an investor gets may not come from you. ### 02 • AI-driven investors: software reads your results first Your results are now read by software before an analyst or portfolio manager sees them, from screening tools to AI-managed funds. We look at how these systems take in disclosures and what they pick up, or miss, on the way. ### 03 • Building an AI-ready disclosure system Being visible to AI starts with how your IR team publishes, not with a one-off fix to the website. This chapter sets out the parts of a disclosure process that keeps your own record as the source AI assistants trust. ### 04 • Structuring disclosures soAI can find them AI tools quote the documents they can read and cite easily, and skip or misread the rest. We cover practical choices on format, structure and wording that make your results releases and reports easier to find and harder to misquote. ### 05 • The earnings call: AI's favourite source AI assistants lean heavily on earnings call transcripts when they answer questions about guidance and management commentary. This chapter explains why the call has become such an important source, and what happens when the only transcript available sits on a third-party site. ### 06 • Measurement, and the right tool for the job You can’t manage what AI says about your company without checking it regularly. We close with how to measure your AI search visibility over time, and how to choose tools that fit an IR team’s compliance requirements. 4 in 10 institutional investors trust AI summaries of financial content as much as sell-side research. Brunswick Group, 2026 46% are more likely to skip an earnings call and rely on an AI-generated summary instead.   Brunswick Group, 2026 70% of hedge funds make serious use of AI in at least one part of their investment process. Source: AlphaSense and academic surveys, 2026   ![AI visibility for investor relations](https://www.surgeir.com/hubfs/AI%20visibility%20for%20investor%20relations.png) WHITEPAPER ## Securely download the whitepaper. The full whitepaper, as presented. Download it straight from this page. By submitting, you agree to our [privacy statement](\"https://www.surgeir.com/legal-cookie-privacy-statements\"). ## Bring us your next quarter. Tell us where you are listed and what your reporting calendar looks like. We will build a short results presentation based on what you have already published, so you can see exactly what your shareholders would have received. — Answers to your questions, from people who have run IR — A no-obligation conversation, not a sales sequence — A demonstration using your own published material SurgeIR B.V. · Vlierweg 12, 1032 LG Amsterdam We use your details only to reply. No list, no sequence. See our privacy statement. ![logo (2)](https://www.surgeir.com/hubfs/logo%20(2).png) - [Solution](https://www.surgeir.com/solution) - [Slides](https://www.surgeir.com/slides) - [Presenters](https://www.surgeir.com/presenters) - knowledge - [NSI Case Study](https://www.surgeir.com/nsi-case-study) - [The Quiet Period](https://www.surgeir.com/the-quiet-period) - [About](https://www.surgeir.com/about) - [Legal](https://www.surgeir.com/legal) - [Linkedin](https://www.linkedin.com/company/surgeir/) - [YouTube](https://www.youtube.com/@SurgeIR) SurgeIR B.V. · KvK 86855224 · © 2026 [![White logo - no background-1](https://www.surgeir.com/hs-fs/hubfs/White%20logo%20-%20no%20background-1.png?width=297&height=68&name=White%20logo%20-%20no%20background-1.png "White logo - no background-1")](http://surgeir.ai) [Follow us on LinkedIn](https://www.linkedin.com/company/surgeir/) [Follow us on Facebook](https://www.youtube.com/@SurgeIR) AI-driven IR video creation platform: compliant, scalable, and investor-proven SurgeIR B.V. Vlierweg 12 1032 LG Amsterdam The Netherlands [hello@surgeir.com](mailto:hello@surgeir.ai)  Chamber of Commerce: 868552240 [Legal](https://www.surgeir.com/legal-cookie-privacy-statements?hsLang=en)| [Frequently Asked Questions](https://www.surgeir.com/frequently-asked-questions?hsLang=en) Surge IR B.V.© 2026 All rights reserved.