Klype for investor relations teams: check AI drafts against your company facts

Investor relations teams check AI drafts by saving metric definitions, as-of dates, approved forward-looking wording and what has been disclosed publicly, then running investor updates, decks and letters through a claim check. The check flags figures, projections and AI capability claims that the saved record does not support.

Where AI drafts go wrong for investor relations teams

An investor update mixes figures, projections and narrative, and an assistant blurs the three. It states a growth rate without an as-of date, describes a signed letter of intent as a customer and turns a plan into a prediction. For a public company, the SEC's Regulation FD requires material information that was selectively disclosed to be made public, so what an update says, and to whom, is already controlled.

A separate current risk is how the company describes its own AI. In March 2024 the SEC announced settled charges against two investment advisers for false and misleading statements about their use of artificial intelligence. Whatever your company is, an AI-written update that says the product is AI-driven needs the same support as any other claim.

Claims an AI draft might invent for investor relations teams

These examples are invented for this page to show the pattern. They describe no real company, customer or result.

"Net revenue retention of 125%" with no definition or period.
"Runway of 24 months" when the saved figure is based on a different burn.
"Signed commitments from five enterprise customers" when they are unsigned pilots.
"Our proprietary AI platform" when the product uses a third-party model.
"On track to profitability this year" as a forward-looking statement with no approved wording.

The facts investor relations teams would save once

A saved fact is one sentence you can stand behind, with its source and date. Anything a draft claims that matches none of them is flagged.

Each metric: definition, period, system of record, as-of date.
Customer counts and what counts: paying, pilot, signed, live.
Approved forward-looking statement language and cautionary wording.
What has been disclosed publicly and when.
Round status and who may be told what.
The company's exact description of its technology.

The workflow

Save the metric dictionary and the approved cautionary language.
Draft the update or deck narrative in your assistant. Paste the finance table behind it as source text.
Run the claim check. Figures matching the pasted table are verified, and everything else is flagged.
Route flagged items to finance, the CEO and counsel for sign-off by private link.
Send, and keep the approval record with the quarter's disclosure file.

The method is the one on the draft fact check page: Klype extracts the figures, guarantees, vague authority and stories in a draft, matches each to your saved facts and any source text you paste, flags what it cannot back, and keeps an approval record. It is rule-based, so the same text gets the same answer, and it never publishes or sends anything.

The 7-day trial needs no card. Prefer to talk it through for your team first? Use the contact form below.

What the check does not do

It compares claims with the facts you saved and any source text you paste. It does not browse the web, does not verify outside claims and does not replace legal, compliance or editorial review where your work needs it. When it finds nothing checkable, it says nothing was verified, so you still read every draft before it goes out.

Sources

Each source is cited for the single point made above. Klype does not give legal advice; ask your counsel how any rule applies to you.

Common questions

Does this replace securities counsel?

No. It checks claims against what you saved and records approval. Disclosure obligations and the wording of forward-looking statements need counsel.

Does it work for private companies?

Yes. Investor updates from private companies still need defined metrics and supported claims, whether or not Regulation FD applies.

Can it check a spreadsheet?

It checks text. Paste the relevant table into the check as source text and it matches figures in the narrative to it.

Where to go next

Read how the check works on the draft fact check page, or try the free post checker without signing up. Related guides: Klype for VC platform teams, Klype for fintech and lending software, and Klype for AI startups. The full list is on the hub.