Skip to content

AUTONOMOUS SYSTEMS • SOVEREIGN DATA

Automated Investor Relations
Portals for OTC & Microcaps.

Deploy multi-surface IR portals, automated press release synchronization, and ROIzilla governance compliance tracking to engage retail shareholders and keep your filings current.

Fixed Pricing • Full Data Control • ROIzilla governance Compliance Standard

Production AI since 2022Global kill switchROIzilla governance governance standard
IR sync event queue (active)
System Event LogSEC-Sync Log
IRInvestor inquiry — captured and routed into the shareholder CRMContact record created with source, topic, and follow-up statusJust now
SECFiling update — detected, indexed, and queued for public IR surfaceDisclosure library updated and announcement draft prepared2m ago
CRMNOBO list import — duplicates flagged and contact gaps summarizedSegment review queued for issuer approval7m ago
✓ multi-tenant isolation active · SEC filing sync queued
Ticker Sync · SEC filings · Instant RSS & email alerts activeMicrocap Issuer · Shareholder Portal · Signup retention trackedIR Provider · Automated briefs · Query dispatch time reducedSovereign IR · Compliance tracking · ROIzilla governance auditing standard liveTicker Sync · SEC filings · Instant RSS & email alerts activeMicrocap Issuer · Shareholder Portal · Signup retention trackedIR Provider · Automated briefs · Query dispatch time reducedSovereign IR · Compliance tracking · ROIzilla governance auditing standard live

One platform. Tailored IR surfaces:

  • OTC Pink & QX Issuers
  • Small Cap Public Tech
  • Investor Relations Firms
  • Microcap Advisories

The IR Portal is the foundation.
The rest are powerful sync layers.

We start with a compliant investor relations portal mapped directly to your OTC ticker symbol. Then we bolt on automated news syndication, mobile alerts, and AI-assisted drafting tools so your retail audience stays informed 24/7.

Ready to sync your shareholder communications environment?

Solutions — pick the operating gap

The OTC IR operating stack, installed in the order that creates control.

ROIzilla starts with the shareholder surface, then connects CRM, data hygiene, approved campaigns, AI visibility, and monthly proof reporting.

Where is investor confidence leaking right now?

Pick the bottleneck. Each module is a working portal surface with approvals, data ownership, and measurable operating proof.

How we build it for technical and compliance buyers

For teams with in-house technical developers, IT staff, or rigid security guidelines: ROIzilla does not build fragile wrappers or locked-down SaaS accounts. We design production-grade, enterprise-ready systems using the following stack:

Model Context Protocol (MCP) & Connectors

We build custom native MCP Servers that expose designated SQL indices, PDF assets, or CRM triggers safely to leading models. Zero public endpoints or raw data dumping.

OAuth Gating & Secure Gearing

All user interfaces and administrative agents are securely gated behind modern OAuth patterns with comprehensive audit trails, strict scoping, and token expiration hooks.

Evals & Regression Suites

Before shipping, all agents execute through a 150+ prompt Golden Evaluation Suite to guarantee tone alignment and prevent regressions. Real-time prompt tracings are logged.

Chunking, RAG & Local Embeddings

We implement advanced chunk-parent retrieval, hybrid dense/sparse vector searches, and custom semantic pipelines to match queries to internal company databases natively.

Full direct ownership code repos mapped — leave the service retainer whenever you choose.

Process — how we install the IR operating layer

Zero guessing. Controlled data. Working issuer surfaces.

The build starts with what investors can see, what the issuer can control, and what the portal can prove every month.

Step 01

IR Surface Audit

We review the investor site, filings links, OTC profile, shareholder capture paths, AI visibility, and missing CRM/reporting surfaces.

Free · 20 Mins
Step 02

Shareholder OS Build

We install the portal, disclosure library, shareholder CRM, NOBO workflow, approved content surfaces, and AI-readable fact hub.

About 2 Weeks
Step 03

Approval-Gated Launch

Drafts, campaigns, imports, and investor-facing updates move through human approval before publication or distribution.

30-Day Launch Window
Step 04

Monthly Proof Rhythm

Track records cleaned, investor inquiries captured, approved updates shipped, surfaces refreshed, and next actions recommended.

Ongoing IR Ops

The Prove-It Promise: If the agreed-upon launch surfaces and reporting milestones are not met within the first 30 days after launch, our engineers troubleshoot and align the portal daily for up to 30 days, or refund 100% of your project fee.

Secure my audit

Governance Framework

The ROIzilla Governance Framework

Deploying AI in public markets requires strict governance. Every automation running on the ROIzilla platform follows our internal governance controls for auditability, approval, and data isolation.

Reg FD Compliance

Simultaneous news syndication pushes press releases to your website, email lists, and alert queues within 60 seconds.

GOVERNANCE CONTROL 01
LOG

Cryptographic Audit Ledger

Immutable SHA-256 chain log tracking every draft, edit, approval, and publication event.

GOVERNANCE CONTROL 02
HITL

Sovereign Escrow Gate

Risk-classed actions are held in pending queue until authorized by a designated human reviewer.

GOVERNANCE CONTROL 03
ISO

Multi-Tenant Isolation

No data cross-contamination. Each public company's pipeline is restricted to dedicated, isolated tenant bounds.

GOVERNANCE CONTROL 04

Engagement — tactical plans

Know your pricing before the first call.

Simple, fixed pricing bounds. Every dollar can be traced to clear outcomes. Audit recommendation credits 100% toward subsequent expansions.

Lead wedge

IR Foundation Site

Best for: OTC issuers needing a credible IR presence fast

$7,500

FIXED PRICE · ~2 WEEKS

  • Company overview & investment highlights
  • Leadership & corporate governance
  • News / press releases auto-updating feed
  • Financials & disclosures links
  • Live stock-quote widget and key stats
  • Email-alert signup for shareholders
  • SEO + AEO structured data
  • Standard investor disclaimers
Start my IR Site
Best value

Visibility Engine

Best for: issuers building investor awareness quarterly

$3,500/mo

MONTH-TO-MONTH · 90-DAY MINIMUM

  • 1–2 press releases/month (distribution at cost)
  • OTCIQ profile optimization
  • Investor fact sheet + deck refresh quarterly
  • Monthly shareholder email update
  • News/social/message-board monitoring
  • AEO presence build-out
  • Monthly one-page report
Start Visibility Engine

Disclosure Tune-Up

Best for: issuers preparing for uplisting or fixing gaps

$3,500

FIXED PRICE · ~1 WEEK

  • OTCIQ profile completed & verified
  • Current-information status secured
  • Disclosure calendar / cadence setup
  • Transfer Agent Verified Shares enrollment
  • Compliance posture review + counsel referral
Get Disclosure Ready
Full launch

Launch Quarter

Best for: companies ready to do everything at once

$15,000

FIXED PRICE · FIRST QUARTER

  • IR Foundation Site ($7,500 value)
  • Disclosure Tune-Up ($3,500 value)
  • First quarter Visibility Engine
  • Everything in each package, bundled
  • Priority onboarding & kickoff
Launch Everything

Results — measured case studies

Real benchmarks. Actual paybacks.

Case studies available upon request. All metrics are from verified client deployments.

Free IR Readiness Audit

Claim your IR playbook.

Fill the form. Our backend runs a secure sandbox analysis of your OTC issuer profile, shareholder surface, and disclosure gaps to write a real custom IR strategy assessment in real time, displaying it right on the screen.

  • Your top IR bottlenecks computed automatically.
  • Immediate shareholder surface grading.
  • Sent to your inbox inside 1 business day.

Claim my free audit

Takes 30 seconds. Powered by secure server-side models.

We run full-stack, secure proxy endpoints. No third-party trace leaks.
Clear Objections

Frequently Asked Questions

How fast can we launch the investor portal?+
Most issuers go live in under 7 business days. We handle the full data migration, NOBO list ingestion, and SEC filing synchronization. You just approve the final preview.
Is this compliant with SEC and OTC market rules?+
Yes. Our entire infrastructure is built on the ROIzilla governance standard. All AI-generated outreach drafts are gated by a human-in-the-loop approval process, and press releases are synchronized exactly as filed.
Do you charge per shareholder or per email?+
No. We believe in predictable, fixed pricing. You pay a single flat monthly fee for the entire operating system, regardless of whether you have 500 or 50,000 shareholders on your list.
Can we export our data if we leave?+
Absolutely. You own your data. We provide 1-click CSV exports of your entire shareholder CRM, communication logs, and portal analytics at any time. No vendor lock-in.
IR readiness planner

Map the shareholder gaps
before the build starts.

Choose the most painful IR operating gap and issuer profile. We will estimate the manual work recovered, recommend the first platform module, and pre-fill the audit intake.

1. Select your primary IR gap
2. Select issuer profile

Live Plan Architecture

Weekly Manual Work Recovered
12hrs / wk
Monthly IR Capacity
+52hrs / mo
Recommended Blueprint NodeIR Foundation Site

Modern IR website with leadership, news feed, filings, presentations, stock widget, email alerts, and disclaimers. Live in ~2 weeks.

Build This IR Plan
Pre-populates intake desk · Free audit outline inside

Forensic Audit

Module 5 // Revenue Leak Engine

Secure Proxy Node // Encryption Active