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Valorem Advisors IR Command Center by Valorem Advisors
IR Command Center · Investor Relations operating system

Investor Relations.
One connected operating system.

Bring market intelligence, shareholder movement, investor relationships, meetings, feedback, communication, research, earnings and governed AI into one connected workspace — without rebuilding context between workflows.

One client context Traceable intelligence Action-ready outputs
valoremadvisors.com / ir-command-center
Market intelligence Investor relationships Meetings & feedback Shareholder intelligence Research & earnings Governed AI
Why IR needs a connected system

The IR reality

The problem isn't missing information.
It's information living everywhere.

Investor Relations spans markets, ownership, investors, meetings, research, earnings and communication. When those workflows live apart, the team spends time rebuilding context instead of acting on it.

Market contextPeer & price screensPerformance · valuation · news
ShareholdersBENPOS_14_SEP.xlsxOwnership movement
RelationshipsInvestor Contacts.xlsxWho knows whom?
MeetingsMeeting Notes.docxQuestions · notes · follow-ups
Sell-side researchBroker Report - Q1 FY27.pdfEstimates · revisions · valuation
EarningsConcall Transcript.pdfGuidance · Q&A · commentary
CommunicationInvestor Update - FINAL.docxDraft · personalize · send
01

Context gets rebuilt.

Before the next call or management update, the team searches across files, tabs and conversations to reconstruct what it already knew.

02

Signals stay isolated.

A shareholder movement, broker revision or investor concern can be visible in one place without becoming the next action somewhere else.

03

History stays with people.

Meeting context, feedback and follow-ups remain in personal notes or inboxes instead of compounding into institutional relationship intelligence.

IR Command Center is built to remove that fragmentation.

One client. One history. One operating picture. See the connected model
01

One connected operating model

Six IR workflows. One client context.

IR Command Center keeps market context, investor relationships, ownership, research, earnings, communication and approved knowledge connected around the same company.

Monitor

Market intelligence

Company and peer performance, valuation, financial context, news and IR events.

Engage

Investor relationships

Investor discovery, rich contact profiles, meeting history, notes and follow-ups.

Listen

Feedback & perception

Capture what investors say and turn repeated conversations into institutional memory.

One client context

IR Command Center

The company stays at the centre while every workflow adds context to the next decision.

Market Investors History Knowledge
Communicate

Investor communication

Reusable templates, personalization, collateral, preview, sending and campaign context.

Analyze

Ownership, research & earnings

Shareholder movement, bulk and block activity, broker estimates, revisions and earnings intelligence.

Ask

Governed intelligence

Approved IR knowledge stays queryable through Val.ai with a traceable evidence trail.

The operating loop
01Signal 02Context 03Action 04Memory Better next action
02

The daily operating desk

Start with the operating picture.
Then follow one signal from alert to action and back.

The Dashboard orients the operating day — what needs action, which client it belongs to, what is scheduled and what changed. From there, the same context follows the team into the action and returns as shared relationship memory.

Orient first. Act second.

The Dashboard does not replace the underlying workflows. It brings their highest-value signals forward so the team knows where to focus before opening another screen.

Live product view Priorities · Needs attention
valoremadvisors.com / ir-command-center / dashboard
What needs action? What's next? What changed? What context do I need?
From orientation to action Take one priority through the connected workflow.

Once the Dashboard surfaces what needs attention, carry the same client, investor and relationship context into the action — then return the outcome as shared memory.

Illustrative IR workflow
Connected workflow Signal · Follow-up due today
valoremadvisors.com / ir-command-center / dashboard
ClientAll Clients InvestorFollow-up pending HistoryRelationship retained
SignalWhat needs attention ContextWho and why ActionWhat the team did MemoryWhat the system now knows
The pattern repeats across the platform. Every workflow should leave the next decision better informed.

Capital market intelligence

Understand the market
before you speak to it.

Price movement is only the starting point. IR Command Center puts the company beside its benchmark, sector and selected peers — then adds trading, valuation, financial and news context to explain what the market is seeing.

The questionWhat changed — and is it company-specific, peer-led or market-wide?
01
Relative context

Start with the company beside the market.

See the client, benchmark, broad market and sector in one opening view so the first question is always relative: what moved, and compared with what?

CompanyBenchmarkSector
02
Price action

See the move — then the trading behind it.

Price, weekly performance, listed-market volume and turnover sit together across the company and selected peers.

Price1W returnVolumeTurnover
03
Comparison lens

Change the lens without rebuilding the peer set.

Move across timeframes and switch between Price, PE, PB and EV/EBITDA while keeping benchmark, sector and selected peers in the same analytical context.

1D → MaxPEPBEV/EBITDA
04
Operating context

Put financial performance beside market performance.

TTM financials and 52-week positioning help explain whether market behaviour is occurring alongside changes in operating scale, profitability or range.

TTMRevenueProfitability52-week range
05
Market structure

See liquidity and valuation in the same comparison.

Trading liquidity and valuation metrics sit in a consistent company-versus-peer table, keeping relative positioning visible when investors ask why a valuation gap exists.

LiquidityPEPBEV/EBITDA
06
Information context

Know what changed around the company.

Company updates, peer developments and sector or macro news can be filtered by source and category without leaving the dashboard.

CompanyPeer radarSectorFinancials
Actual IR Command Center interface · illustrative data Company vs market
valoremadvisors.com / ir-command-center / capital-markets
0106

Start with the company beside benchmark and sector performance — before interpreting a move in isolation.

01Read the market
Know what changed before the conversation starts.

Company performance, peer behaviour, valuation, liquidity and news establish the market context. The next question is when that context matters.

NextWhat is coming?

Event & material readiness

Carry market context
into the next IR moment.

Knowing what changed is only useful when the team also knows what is next and can open the right company material immediately. IR Command Center keeps the timeline and the collateral beside the operating context.

01UnderstandWhat changed? 02PrepareWhat is coming? 03EquipWhat do we need?
01
Event Calendar

See what is next before it becomes urgent.

Results, concalls, investor meetings and conferences stay on one IR timeline, with participation and follow-up context attached.

Results Concalls Meetings Conferences
Why it matters Keep preparation attached to the date.

Open the event, see the relevant context, record participation and feedback, then keep that history available for the next investor conversation instead of rebuilding it from calendar invites and notes.

valoremadvisors.com / ir-command-center / event-calendar
Interactive preview
01Open eventDetails 02Mark statusParticipation 03Add feedbackTakeaways 04Search historyPast activity
02
Investor Kit

Keep the right material one click away.

Latest material and history stay organised by company — ready for the next conversation.

Investor Presentation Earnings Presentations Fact Sheet Summary Sheet Videos Transcripts & Concalls Annual Reports Research Conference Highlights
Why it matters Latest first. History when you need it.

Open the current document immediately, then move into earlier versions when deeper context matters.

valoremadvisors.com / ir-command-center / investor-kit
Interactive preview
01Choose typeMaterial 02Open latestQuick links 03Browse historyView all 04Use materialOpen source
FromSearching folders and email threadsToOne company library, ready for the conversation
Market intelligence, completed Read the market. Prepare for the date. Open the material.

Market context, event readiness and investor material now travel together into the next conversation.

MarketWhat changed? CalendarWhat is next? Investor KitWhat do we need?
Next chapter · Investor engagement

Context is ready. Now decide who needs the conversation — and what the relationship already knows.

Investors · relationships · meetings · feedback

Investor engagement · Contacts

Know the investor
before the conversation.

Investor engagement starts with finding the right person — not searching through disconnected spreadsheets. IR Command Center combines institution context, market side, category, sector coverage and contact details in one working directory.

Search naturallyInstitution · contact · role · email Narrow with contextSide · type · sector · source Open the personProfile · coverage · access Continue the relationshipHistory comes next
01
Investor discovery

Find the right investor by who they are and what they cover.

Search is connected to market side, institution category, institution type, sector coverage and directory source. Instead of knowing the exact spelling or remembering which file contains the contact, the team can progressively narrow the universe.

Institution Buy / Sell side Institution type Sector coverage Valorem / Private
valoremadvisors.com / ir-command-center / contacts
Interactive preview
01SearchName · institution · role 02FilterSide · type · sector 03Open profilePerson + institution context 04ActEmail · meeting · relationship
FromRemembering where a contact livesToFinding the right investor from the context of the next conversation
02
Relationship intelligence

Every conversation should make the relationship smarter.

Opening a contact brings the relationship history with it: last meeting, next follow-up, perception, investment or research status, feedback and every interaction already captured by the team.

Relationship snapshotLast meeting · follow-up · meetings · invested / research status
Meeting historyMode · perception · feedback · follow-ups · logged by
Log the interactionDate · mode · notes · perception · investment status
Act from the profileEmail or log the next meeting without rebuilding context
01Open profilePerson + institution 02Read historyMeetings · perception · status 03Log meetingFeedback · follow-up · mode 04Compound memoryNext conversation starts ahead
FromMeeting notes living with individualsToA shared relationship history that compounds after every interaction
Next · Meeting workflow The relationship is known. Now coordinate the next interaction.

Next we move from relationship intelligence into meeting requests, management confirmation and the operational path from investor interest to a scheduled interaction.

Request → Confirm → Schedule

Investor engagement · Meeting requests

Turn investor interest
into a scheduled interaction.

A meeting request should not disappear into email threads. Capture the investor, institution, purpose and preferred format first; let management confirm the final schedule; then carry that interaction back into the relationship history.

Capture interestInvestor · institution · agenda Review requestPriority · mode · context Management confirmsDate · time · venue Keep continuityRelationship remembers
03
Request → confirm → schedule

Separate the investor request from the management-approved schedule.

IR can capture the request immediately without pretending the timing is final. Management can then confirm the approved date, time, meeting mode and venue in the same workflow.

Institution context Investor / analyst VC · Call · In-Person Priority Agenda & notes
valoremadvisors.com / ir-command-center / meeting-requests
Interactive preview
01Add requestInvestor · agenda · preference 02Await managementRequest stays visible 03Confirm scheduleDate · time · mode · venue 04Continue relationshipMeeting becomes the next interaction
FromMeeting coordination scattered across messages and calendarsToOne visible request-to-confirmation workflow around the investor relationship
Next · Feedback & perception The meeting is scheduled. The real intelligence begins when investors respond.

Next we capture what was said, what changed in investor perception, what needs follow-up and how those signals can be aggregated beyond a single conversation.

Meeting → Feedback → Perception

Investor engagement · Feedback & perception

Capture the conversation.
Then understand the pattern.

A single meeting tells you what one investor thinks. IR Command Center keeps that signal attached to the relationship, then lets the team step back and understand perception across a wider investor audience.

MeetingWhat was discussed? FeedbackWhat did the investor say? Perception studyIs the signal broader? Management insightWhat should change?
04
Meeting feedback

Do not let investor feedback disappear after the meeting.

Bring meeting mode, relationship status, perception, written feedback, follow-up dates and recorded-by context into one searchable feedback view. The team can move from an individual interaction to the exact relationship signal that needs action.

Smart search VC · Call · In-Person Positive · Neutral · Negative Follow-up tracking Inline edit Event feedback
05
Perception study

Move from individual comments to a structured view of how the market sees the company.

Build the perception study, choose the questions, mass-circulate it to the selected investor audience, collect anonymous responses and turn the result into management-ready evidence — including question-level scores, investor voice, recurring themes and AI-assisted recommendations.

Form Builder Anonymous responses Circulation workflow Question results Investor voice Val.ai synthesis
valoremadvisors.com / ir-command-center / perception-study
Interactive preview
01BuildQuestions · sections · scoring 02ShareMass circulation · selected audience 03MeasureScores · distribution · responses 04InterpretInvestor voice · recommendations
FromAnecdotal investor perceptionToStructured investor evidence for management action

Investor Communication

Start with the relationship context.
Then choose the right format.

Investor communication should not restart from a blank document every time. IR Command Center keeps reusable email formats, saved templates and work-in-progress drafts in one place — so the team can move from relationship context to a consistent message faster.

Relationship contextWho are we speaking to? Choose formatUse an approved starting point Edit the messagePersonalize without rebuilding Continue to StudioPreview, attach and send
01
Email Templates

Reuse the communication structure. Keep the message specific to the investor.

Search the template library, filter by communication type, reopen saved layouts, continue drafts or start blank. The template is only the starting point; the next step opens the same layout inside Email Studio for editing and personalization.

Search templates Category filters Built-in library Saved templates Drafts Start blank
Next · Email Studio The template is the starting point. The message still needs to become investor-ready.

The next layer adds personalization, rich editing, attachments, preview and sending without leaving the IR workflow.

Template → Studio

Investor Communication · Email Studio

Build the message.
Personalize it. Preview it. Send it.

Email Studio turns the selected template into a working communication surface: rich editing, subject and body personalization, attachment preflight, reusable drafts/templates, desktop/mobile preview, test email and controlled private delivery — without leaving the IR workflow.

ComposeEdit subject and email body PersonalizeRecipient fields in body or subject AttachInvestor materials travel with the email PreviewDesktop and mobile before send DeliverSelect audience and send privately
02
Email Studio

The template stays reusable. The communication becomes investor-specific.

Edit with familiar rich-text controls, personalize both subject and body, attach supporting collateral, preserve the work as a draft or reusable template, preview the final email on desktop/mobile, send a test, then select the investor audience and deliver separate private emails.

Rich formatting Personalization fields Attachments Desktop/mobile preview Draft & template actions Audience selection Separate private delivery
Audience controlsSearch, filter, select all/clear and keep delivery private per recipient.
Merge fieldsPersonalize both subject and body with recipient, institution and company context.
Attachment preflightCarry presentations, factsheets and other collateral into the same send workflow.
Test before sendCheck desktop/mobile output, send an illustrative test, then queue the audience.
01ComposeSubject · content · formatting 02PersonalizeFirst name · institution · role 03PreflightAttachments · template · preview · test 04DeliverAudience · private delivery · queue
Communication loopThe send is not the end of the workflow.

Campaign activity can return to the operating picture, while the underlying investor context remains available for the next follow-up.

Context → Message → Activity

Shareholding Intelligence

Weekly Benpos in.
Investor movement out.

Turn recurring Benpos files into a comparable ownership view: validate the snapshot, compare periods, identify buyers and sellers, and trace a change back to the investor behind it.

UploadThree weekly Benpos exports ValidateCompany · date · rows · totals CompareCurrent vs prior ownership IdentifyBuyers · sellers · large deals
01
Raw files → ownership intelligence

Stop reconciling weekly ownership files by hand.

Validate the required Benpos exports once, then use the saved snapshots for ownership pattern, holder movement, buyers, sellers, bulk/block activity and history.

3-file Benpos validation Weekly snapshot history Category movement External shareholders Buyers & sellers Bulk / block deals
valoremadvisors.com / ir-command-center / shareholding-analysis
Interactive preview
02
Movement → holder → history

A percentage change should end at a name — and a history.

Search the latest Benpos by investor or category, then open the weekly trail behind the current holding. Category movement can be traced down to the named holders driving it.

Investor lookup Category filters Weekly ownership history Category members Accumulation / distribution
Ownership history4.12% → 4.82%
24 Jun22 Jul19 Aug14 Sep
7 snapshots+70 bpsCurrent shares60.15L
Explain the movementAggregate → investor
Search the live previewOpen Shareholding Search, look up Meridian Mutual Fund, then click the result. You can also click a Shareholding Pattern or Top External Shareholder row to open its weekly ownership history.
03
Intelligence → output → delivery

Finish the analysis in the same place you built it.

Once the ownership story is clear, generate the management-ready PDF and send it directly from the same analysis.

Client-ready PDF Report preview Direct email delivery Communication trail
Client-ready reportShareholding Analysis · 14 Sep 2026
PDF
Illustrative Industries LtdOwnership intelligence
MF12.86%FPI9.41%Public18.37%
Operating memoryCommunication trail
Recorded
Shareholding analysis sentToday · 12:42 PM
Management circulationPDF · latest snapshot
Next · Research & earnings intelligenceOwnership tells you who is moving. Research tells you how the Street is thinking.

Next, structure broker research, estimates, revisions, valuation and management-relevant takeaways into one Street view.

Ownership → Street View

Research & Earnings Intelligence

The Street should not live
inside a folder of PDFs.

Research Analyzer first shows the selected-period report library exactly as source material — broker cards and issuer identity only. Analysis appears only after the team runs Val.ai, which then builds Street View, estimates, valuation, guidance and IR actions while keeping every insight traceable to the underlying report.

Research reportsMultiple brokers · one period Val.ai analysisStructure the research stack Street ViewConsensus · debate · risk Source detailReturn to the broker report
01
Broker reports → Street View

Turn fragmented research into one management-ready view of the Street.

Start with the research library: each uploaded report is visible by issuer and date before any AI output exists. Run Val.ai only when the team is ready; the analysis workspace then appears with Street stance, target-price range, themes, debates, risks and source-level broker detail.

Multi-report upload Street stance Target range Biggest debate Street worries Broker detail
valoremadvisors.com / ir-command-center / research-analyser
Interactive preview
01See reportsIssuer cards · selected period 02Run Val.aiAnalysis starts only on demand 03Read the StreetConsensus · debate · risks 04VerifyOpen the underlying broker view
FromBroker PDFs reviewed one by oneToOne structured Street view with source-level detail
02
Estimates, revisions & valuation

See not only what the Street thinks — but exactly where the numbers are moving.

Once Val.ai structures the research stack, the same production workspace brings quarterly expectations, annual forecasts, explicit revisions, rating and target changes, valuation methods and broker dispersion together in one audit trail.

Quarterly estimatesRevenue · EBITDA · margin · PAT · EPS across brokers
Annual earnings estimatesFY27E · FY28E · FY29E with Street consensus
Revision historyPrevious → current estimate, magnitude and source-grounded reason
Valuation dispersionRating changes · target-price changes · valuation approach
360 ONE EBITDA FY27E +4.3% PhillipCapital EBITDA FY27E +2.8% ICICI Direct EBITDA FY27E +1.2%
Next · Earnings intelligence Research shows what the Street expects. Earnings show what actually happened.

Next we connect those expectations with the quarterly snapshot and management commentary from the earnings call.

Estimates → Earnings

08 · Earnings intelligence

Carry the quarter from numbers to management voice.

Earnings readiness needs both sides of the quarter: a fast financial snapshot across the company and peers, and the management commentary, guidance and analyst questions that explain what those numbers mean.

SnapshotSee the quarter quickly ConcallHear management's explanation Q&ACapture investor questions SourceReturn to transcript or report
01
Earnings Snapshot

See the quarter before opening ten different earnings documents.

The production Earnings Snapshot workspace puts the client and configured peers into the same compact quarterly view, so the IR team can compare revenue, EBITDA, margins, PAT and EPS before a meeting, earnings call or management discussion.

Company + peersQuarter searchFinancial performanceYoY movement
valoremadvisors.com / ir-command-center / earnings-snapshot
Find quarterCompany or peerCompare metricsOne compact viewSpot movementGrowth and marginsPrepareEnter the conversation with context
02
Earnings Concall Highlights

Turn the earnings call into structured management intelligence.

Open a company or peer concall, read the formatted financial snapshot, operational highlights, management commentary, guidance and analyst Q&A, then move directly to the underlying transcript, PDF, PPT or audio when the source matters.

Management commentaryGuidanceAnalyst Q&ATranscriptPDF / PPT / AudioEmail
valoremadvisors.com / ir-command-center / concall-highlights
Select concallCompany or peerRead highlightsCommentary + guidanceReview Q&AQuestions management facedVerify / shareTranscript, PDF, PPT or email
Quarterly performanceWhat happened?Management explanationWhy did it happen?Analyst Q&AWhat is the Street challenging?Next actionWhat should IR prepare?
Management readinessThe quarter is understood. Now turn it into preparation.

Connect research expectations, earnings performance, management guidance and prior Q&A into the points the IR team should be ready to explain.

Research Earnings Readiness

Management readiness

Turn the quarter into
the questions management should be ready to answer.

Put Street expectations, the reported quarter, management commentary and analyst Q&A in one preparation view before the next investor conversation.

Street expectationsEstimates · revisions · valuation Actual quarterRevenue · margin · PAT · EPS Management voiceCommentary · guidance Analyst questionsQ&A · recurring concerns Prepared responseEvidence-backed talking points
01
Research Analyzer

What is the Street underwriting?

Broker models are constructive on growth; the main debate is the pace of margin normalisation.

Primary debateMargin recovery timing
02
Earnings Snapshot

What did the quarter actually deliver?

The quarter gives the team the factual base: growth, EBITDA and margin progression.

Quarter signalGrowth + margin improvement
03
Concall Highlights

What did management actually commit to?

Management kept the message measured: constructive growth, gradual margin improvement and cash-conversion discipline.

Guidance toneConstructive, but disciplined
04
Analyst Q&A

Where is the market likely to push next?

Prior Q&A keeps the recurring pressure points visible: margin bridge, cash conversion and order quality.

Recurring focusMargin · cash · order quality
05
Preparation brief

Three themes to be ready for before the next investor conversation.

Connect the evidence already inside IRCC into the explanations and proof points management will need.

Theme 01

Explain the margin bridge.

Broker expectations differ on recovery speed; the quarter improved while management still described the path as gradual.

Prepare → mix · utilisation · timing
Theme 02

Make cash conversion concrete.

Working capital remains a recurring concern; management points to collections, milestone billing and project selection as the levers.

Prepare → milestones · collections · discipline
Theme 03

Defend the quality of growth.

Investors will test order-book quality; management continues to prioritise risk-adjusted margin and cash characteristics over volume.

Prepare → conversion · selectivity · visibility
Next · Governed intelligence Preparation is only useful if the evidence is one question away.

Next, move from the question to the governed source behind the answer.

Preparation Val.ai

Governed intelligence

Ask the IR knowledge.
Then verify the answer.

Ask approved transcripts, filings, presentations and research in natural language, then move from the answer directly to its source evidence.

AskNatural-language question RetrieveGoverned company sources AnswerEvidence-grounded synthesis VerifyOpen the underlying source
valoremadvisors.com / ir-command-center / val-ai
governed
Company scope

Keep the question inside the right company context.

Admins can search the governed corpus by company, while client access remains locked to the company the account is allowed to query.

Governed retrieval

Search approved IR material — not the open web.

Answers are grounded in the documents available to Val.ai: transcripts, presentations, filings, annual reports and approved research.

Evidence trail

Every useful answer should be traceable.

Evidence cards keep document type, period and page context attached to the answer so the IR team can verify the source before using it.

Follow-up reasoning

Move from one answer to the next question without rebuilding context.

Use the same company scope to move from performance to guidance, risks, historical commentary or a more specific management question.

Next · Knowledge governance An answer is only as trustworthy as the knowledge behind it.

The next layer is controlling which documents enter the governed corpus, what remains approved, and what should be quarantined or removed.

Answer Govern the source

RAG governance

Control what Val.ai is allowed to know.
And keep every change auditable.

Govern the document lifecycle behind Val.ai: what is retrievable, quarantined, removed, failed and changed over time.

AdmitDocument enters lifecycle VerifySource, pages & embeddings RetrieveOnly governed material AuditEvery lifecycle change
valoremadvisors.com / ir-command-center / rag-documents
manifest governed
Governed manifest

Retrieval eligibility is explicit.

A document is either governed and active, removed, quarantined or failed. Val.ai does not have to treat every uploaded file as equally trustworthy.

Verification

Check the source chain before retrieval.

Source verification, page provenance and embedding coverage are visible at document level instead of disappearing inside an opaque AI pipeline.

Reversible control

Exclude a source without destroying it.

Soft removal can immediately stop retrieval while preserving the source, chunks and vectors so an approved document can be restored later.

Audit trail

Know who changed what and when.

Lifecycle history keeps the movement from quarantine to governed, removed or restored visible alongside the document itself.

Governance principle Val.ai answers from the corpus IRCC has admitted — not simply from whatever files happen to exist.
Next · Distribution & integrations Governed intelligence becomes more useful when it can meet clients where they already are.

Next we connect Val.ai to client-facing widgets and controlled integration surfaces without exposing the underlying IRCC workspace.

Govern Integrate

Val.ai distribution & integrations

Take governed intelligence to the client website.
Without exposing the private layer behind it.

Distribute governed company knowledge through controlled website widgets or a separate server-side API path.

ChooseSelect a website experience LockCompany + approved origin EmbedPublic widget ID only OperateStatus, limits & usage
valoremadvisors.com / ir-command-center / client / settings
controlled embed
Website experiences

Choose from six production widget designs.

Clients can select among compact, floating and full research experiences, including light, purple, dark and gold treatments built for different IR website styles.

Controlled browser surface

Keep company scope and browser access constrained.

The widget record controls the governed company and approved website origins. The browser receives a public widget ID — not the private Val.ai API credential.

Simple integration

Change the design without rewriting the embed.

The client integration snippet stays the same while the selected Val.ai presentation preset changes, reducing website-side rework when the experience is updated.

Operational controls

Keep distribution measurable and manageable.

Admin controls cover widget status, allowed origins, request-per-minute and daily limits, alongside recent usage so the public surface remains operationally visible.

Client websiteHosted Val.ai widget
Browser-safe
Approved domainPublic widget IDGoverned Val.ai

Designed for investor-relations websites where the company wants a governed ask-and-answer experience without placing a private API secret in page code.

Server workflowVal.ai API integration
Server-side
Bearer API keyServer environmentTracked usage

For direct application integrations, IRCC provides a separate API-key workflow. The full secret is shown only at creation and is intended for a server environment or secret manager rather than browser code.

Next · Client & admin controls Distribution only works when access to the underlying workspace stays governed.

Next we move from the public integration surface into the controls that decide who can log in, which modules appear, what can be edited, which contacts are visible and who manages the governed knowledge base.

Integrate Govern access

Client & admin controls

Give every client the workspace they need.
Keep the control plane with the IR team.

Map each client login to the right company, modules, contact scope, peer rights and RAG responsibility from one admin control plane.

LoginMap the client account ModulesShow, hide & edit ContactsRestrict by industry / sector GovernPeers, RAG & credentials
valoremadvisors.com / ir-command-center / settings / client-access
admin control plane
Login-level control

Activate the account and decide whether that login can manage peers.

Each client login carries its own active state and Capital Markets peer-management permission, so view access and configuration rights do not have to be identical.

Company module policy

Control which modules appear — and where editing is permitted.

Module access is governed for the client company. Tabs can be shown or hidden, with edit rights handled separately. Contacts remain view-only from the client workspace.

Per-login contact visibility

Expose the full directory or only the sectors relevant to that user.

Contact access can stay open or be restricted by industry groups and individual sectors. The restriction is enforced on the server rather than only hidden in the interface.

Knowledge responsibility

Choose who manages the company's RAG corpus.

Full-service IR clients can remain Valorem-managed, while technology clients can receive scoped document controls for their own company without inheriting widget or platform administration.

Credential handlingReset — do not recover — client passwords

Existing passwords are stored as hashes and are not displayed back to the administrator. A new password can be generated or set during reset and shown for handoff in that admin session.

Scoped client experienceOne platform, different governed workspaces
Client loginCompany policyUser contact scopeVisible workspace
Next · Account & security Administrative policy defines access. Each user still needs a secure account boundary.

The final product control layer is personal: profile identity, visible role and login history, plus a password-change flow that verifies the current credential before accepting a replacement.

Govern access Secure the account

Account & security

Personal identity stays simple.
The account boundary stays explicit.

Users can maintain their profile, see role and last-login context, and replace their password without exposing stored credentials.

IdentifyName & email UnderstandRole & last login VerifyCurrent password ReplaceNew hashed credential
valoremadvisors.com / ir-command-center / account
Account boundary
Profile identity

Keep the workspace identity current.

Name and work email can be updated from My Account, with email-format and uniqueness validation before the profile is saved.

Account context

Role and login context remain visible.

The account page exposes the assigned role and last-login timestamp without turning those governed fields into casual self-service controls.

Password change

Verify before replacing the credential.

The current password must verify successfully, the replacement must be confirmed, and the production flow enforces a minimum length before saving a new password hash.

Request safeguards

Account changes are not open form posts.

Profile and password updates require an authenticated session and a valid CSRF token; sign-in also regenerates the session identifier after successful authentication.

IR Command Center

One operating system.
One connected IR context.

Markets explain what changed. Investor history explains who matters. Research and earnings explain what the Street is asking. Communication turns preparation into action. Governed Val.ai keeps the evidence within reach.

Valorem AdvisorsIR Command Center
MarketsSignal InvestorsRelationship OwnershipMovement ResearchStreet view EarningsManagement voice CommunicationAction FeedbackMemory Val.aiEvidence
From fragmented workflows toConnected investor-relations execution