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Peak Atlas
Status: Available in Peak PRM

Peak PRM · For investor relations

Investors remember what you said.So should you.

Peak PRM prepares you for each investor conversation: last questions, open follow-ups and context from earlier meetings.

Put the goal into words. Add perspectives and timing right below.

Local draft · no product activation
Try meeting prep

Peak PRM is not an IR portal or a mailing list. It publishes nothing and sends nothing.

Example: Julia before the quarterly update

For investor relations / Local preview

01The situation02The human job03The effort so far
For investor relations

Example: Julia before the quarterly update

The situation
Existing investors, prospective ones and analysts.
The human job
Stay consistent, answer open questions and deliver promised material on time.
The effort so far
Meeting notes scattered across e-mails, documents and individual people on the team.
Example, invented
For investor relationsThe situation → The human job → The effort so far

An example

Example: Julia before the quarterly update

Julia, head of investor relations at a scale-up (example), opens the brief before her call with investor Robert. It shows he asked about churn last quarter and that Julia promised a cohort analysis.

Local working example · nothing is saved or sent. Please don't enter personal data.

Peak PRM / Start noteLOCAL DRAFT
01 / Your thoughts
02 / Your start noteLocal preview

Three thoughts. One next step.

Draft · not yet put together

The person
Still open
The occasion
Still open
The next step
Still open
Your input appears here right away. With “View the start note” you check the three details locally.

Two moments from your week

What is today about?

Pick the occasion. The questions and the sample note follow the situation.

For investor relations

Existing investors, prospective ones and analysts.

The action
Each has different questions and remembers your earlier answers.
The intent
The situation
Working example / The situation

The situation

The situation
Existing investors, prospective ones and analysts.
The human job
Stay consistent, answer open questions and deliver promised material on time.
The effort so far
Meeting notes scattered across e-mails, documents and individual people on the team.
Editorial structure sketch · not a customer reference

Interactive demo with invented sample data. No account, nothing is saved or sent.

Try it

Is it a fit?

One clear job. Clear limits.

Example: Julia before the quarterly update
So should you.

What it is made for.

  • The situation
  • The human job
  • The effort so far
Local previewPeak PRM · synthetic demo

Example, invented

What it doesn't do.

  • Not capital markets communication
  • Private notes are private

Try it

Try it with sample data.

Interactive demo with invented sample data. No account, nothing is saved or sent.

Try it

Prep · meeting on Thursday

Sample data · nothing is sent

Interactive demo with invented sample data. No account, nothing is saved or sent.

Peak PRM / Your next step

Every update builds on the last.

Prepare a conversation with a sample investor in the demo and see what you might otherwise have forgotten.

Try meeting prep
Local working example

Every update builds on the last.

Meeting notes scattered across e-mails, documents and individual people on the team.

Frequently asked questions

Can the whole IR team work with the same investors?

Yes, through shared contacts. Everyone keeps their own notes private.

Does Peak PRM store inside information?

Only what you write yourself. Do not record anything your compliance rules keep out of a tool like this.

Is there a calendar connection?

Not yet. Calendar and mail connections are planned. Today you record meetings and notes yourself.

Next

Help and contact

Questions about Peak PRM, your account or the offer? This is where to go.