SurgeIR is a secure, compliant AI video platform purpose-built for investor relations and capital markets communication.
It enables public companies, private equity firms, and financial institutions to turn structured financial narratives into high-quality AI-generated video; quickly, cost-efficiently, and within regulatory boundaries.

SurgeIR is built for:

• Public companies communicating earnings, guidance, strategy, and ESG
• Private equity & asset managers reporting to LPs
• Investment banks & analysts scaling research and deal communication

It is not a generic video tool for marketing or social purposes; it is designed specifically for regulated financial communication.

• Replaces slow, expensive, and operationally complex traditional video production
• Reduces friction in mandatory, recurring IR touchpoints
• Improves message retention compared to dense PDF disclosures
• Message guardrailing: protects against non-scripted live events
• Shrinks insider circles and compliance risks
• Provides a layer of trust otherwise not parsed by AI-first investor audience

There is no formal EU MAR compliance certification for platforms and tools. EU MAR compliance is essentially a process.

In that sense, yes. SurgeIR is more compliant than traditional filiming production as it adheres to these key principles:

• Decreased insider circle vis a vis traditional video shooting and post production.
• Content control remains fully with the issuer
• No autonomous publishing or unsupervised disclosure
• Clear separation between drafting, review, approval, and release
• Full auditability of scripts and versions
• Equal information access via pluggable, public distribution
  

SurgeIR is a communication tool, not a disclosure decision engine.

No. SurgeIR is explicitly designed to avoid selective disclosure:

• Videos are only approved by key insider list stakeholders. No external video crews and/or editors involved.
• Content mirrors approved disclosures (press releases, decks, scripts)
• No adaptive or real-time content changes post-approval

Yes. SurgeIR follows GDPR principles by design:

• Lawful basis for processing
• Purpose limitation
• Data minimization
• Security and confidentiality
• Clear data retention policies
• SurgeIR engages in a clear Data Processing Agreement with all its clients

SurgeIR acts as a data processor, never a data owner.

SurgeIR provides EU-based data hosting.
Customer data is logically segregated and never mixed across tenants.

SurgeIR is aligned with EU AI Act requirements for transparency, risk mitigation, and human oversight:

• Human-in-the-loop by default
• Clear disclosure of AI-generated content where required
• No biometric identification or emotion inference
• No social scoring or behavioural manipulation
• Enterprise governance controls for usage and access

SurgeIR is positioned as a low-risk, assistive AI system for professional communication.

No customer data is used for:

• Model training
• Fine-tuning
• Third-party learning systems

SurgeIR is built for enterprise and regulated environments:

• Encrypted data in transit and at rest
• Role-based access control
  
• Secure APIs
• Minimal insider exposure compared to traditional video production

Only authorized users within your organization.
SurgeIR does not grant internal or third-party access to your data for training or analytics.

All SurgeIR employees are bound by EU MAR policies in their employment agreements. Once a new client has signed on to the service, a company wide Restricted Dealing Notice is issued to all employees.

Contractually, SurgeIR adheres to compliance with financial-communications obligations (including MAR, ESMA, SEC, or other applicable market-disclosure frameworks).

Yes. SurgeIR maintains a robust, immutable audit trail of all significant activities within the platform. Given the sensitive nature of Investor Relations and the regulatory requirements surrounding financial disclosures, we prioritize complete visibility into how content is created and managed.

What is captured in the Audit Log?

Our logging system is designed to provide a comprehensive "who, what, and when" for every session:

• User Authentication: All successful logins, failed attempts, and session durations.

• Content Lifecycle: A granular record of every video generated, script drafted, or document uploaded, including the identity of the user who initiated the action.

• Administrative Changes: Any modifications to user permissions, workspace settings, or security configurations.

• Export & Sharing: Tracking of when and where content is exported or shared externally from the platform.

• Approvals.

Enterprise-Grade Compliance

SurgeIR’s logging infrastructure is built to support the rigorous standards required by modern enterprise compliance frameworks:

• Immutability: Logs are stored in a read-only environment to ensure they cannot be altered or deleted by users, maintaining the integrity of the evidence chain.

• Traceability: In the event of an internal review or regulatory inquiry, administrators can reconstruct the timeline of any financial narrative developed within the system.

• SIEM Integration: For premium enterprise tiers, we support the streaming of logs to your organization’s Security Information and Event Management (SIEM) tools (e.g., Splunk, Datadog, or Azure Sentinel) for real-time monitoring.

Data Privacy & Retention

While we log activity for security and accountability, we strictly adhere to GDPR and CCPA standards. Activity logs are retained for a standard period (typically 12 months) or according to your organization’s specific data retention policy outlined in our Service Level Agreement (SLA).

Note for Administrators: Detailed audit reports are available for export directly from the Admin Dashboard, allowing your compliance team to perform regular spot-checks without needing technical support.

SurgeIR provides a formal SLA for enterprise customers, designed for mission-critical financial communication.

SLA coverage includes:

• Platform availability: High-availability infrastructure with uptime commitments aligned to enterprise SaaS standards.
• Incident response times: Clearly defined response and resolution targets based on severity levels (e.g. critical, high, medium).
• Support availability: Business-hours support as standard, with extended or priority support options for enterprise and earnings-critical periods.
• Maintenance & updates: Planned maintenance windows are communicated in advance and scheduled to avoid key reporting moments where possible.
• Escalation paths: Named escalation routes for compliance-sensitive or time-critical situations (e.g. earnings releases).

Yes. SurgeIR is explicitly designed for earnings cycles and regulated disclosure moments.

For enterprise customers:

• Support package can be aligned to earnings calendars
• Priority handling during market-sensitive periods can be agreed contractually
• Clear contingency and fallback procedures are defined

SurgeIR understands that downtime during an earnings release is not acceptable.

SLA breaches are handled transparently and contractually, this includes:

• Service credits
• Root-cause analysis
• Preventive follow-up measures

The focus is on operational reliability and continuous improvement, not finger-pointing.

SurgeIR acts as the single point of accountability for customers. All SurgeIR employees are EU-based. We have no offshoring outside of the EU.

While parts of the technology stack may rely on trusted enterprise partners, all support, escalation, and SLA ownership sits with SurgeIR.

No.
Enterprise customers can agree on tailored SLA terms, including:

• Higher uptime guarantees
• Faster response times
• Dedicated support contacts
• Earnings-period coverage

This is especially common for listed companies and financial institutions.

SurgeIR integrates naturally with:

• Parsing earnings- and press release texts, as well as slide decks, to optimized text-to-video scripts
• Webcasts, IR websites, social video players (e.g. Vimeo/YouTube)
• Integrated SurgeIR Player

Content is structured using storyboards and chapter templates to ensure clarity and consistency.

The SurgeIR player is a pluggable HTML video player that can be embedded in:

• IR websites
• Digital press releases
• Investor portals

It enables:

• Chapter navigation
• Consistent playback
• Optional analytics on engagement themes (no personal tracking)

No. SurgeIR complements press releases, company presentations, and PDFs.
Video provides tone, emphasis, and narrative clarity—PDFs remain the formal disclosure record.

SurgeIR focuses on content-level insights, not individual investor tracking.

Examples:

• Chapter completion rates
• Topic engagement trends
• Message drop-off points

No personal data profiling. SurgeIR has clear Cookie and Privacy Statements. SurgeIR also adheres to GDPR.

SurgeIR is offered as a subscription SaaS platform, based on:

• Annual fixed subscription fee
• Feature tier (Standard / Enterprise)
• Multi-year agreements available

No hidden usage-based fees without agreement. Custom enterprise agreements are available for an additional fee.

• For security and compliance reasons, there is no online digital subscription process
• All contracts are based on a formal offer and signature process
• Enterprise invoicing per IBAN transaction
• Credit cards are not accepted
• PO-based procurement

Yes. Subscriptions can be cancelled per contract terms.
Data is deleted or returned according to agreed retention policies.
Personal avatars and voice ID’s will be permanently deleted.

You do.
All scripts, videos, and outputs remain 100% customer-owned.

Capital markets are shifting toward:

• Global, digital-first investors
• AI-assisted research consumption
• Shorter attention spans
• Narrative-driven understanding of financial performance

IR is moving toward an LLM-first audience.
SurgeIR helps issuers protect reputation, clarity, and the level playing field in that reality.