Run Investor Relations Workspace — Free

Members

Yes No N/A

Channels

#earnings-kickoff

Launch channel for each earnings cycle: timeline, scope, dependencies, and milestone alignment.

Yes No N/A

#daily-ops

Day-to-day coordination for drafting, reviews, handoffs, and blocker resolution.

Yes No N/A

#decisions

Approval and decision log for final wording, disclosure changes, and executive sign-off.

Yes No N/A

#retros

Post-cycle retrospective channel for lessons learned, process gaps, and improvements for the next quarter.

Yes No N/A

Check ins

Weekly Mondays IR status check-in

Yes No N/A

Weekly Thursdays disclosure readiness check-in

Yes No N/A

Milestones

Kickoff and scope alignment

Confirm timeline, owners, and dependencies for the earnings cycle.

Yes No N/A

Drafts ready for review

Initial earnings release, scripts, and Q&A materials are prepared.

Yes No N/A

Final approvals complete

All required approvals are captured and materials are ready for release.

Yes No N/A

Earnings release published

Release is issued and investor communications are activated.

Yes No N/A

Post-release retrospective complete

Lessons learned and process improvements are documented.

Yes No N/A

Task lists

Earnings Release Preparation

Stage-based work for drafting, reviewing, and finalizing the earnings release and supporting materials.

Yes No N/A

Executive Scripts and Talking Points

Prepare leadership materials for earnings calls, investor meetings, and external messaging.

Yes No N/A

Investor Q&A and FAQ Maintenance

Track incoming investor questions, maintain approved answers, and keep the FAQ current.

Yes No N/A

Investor Outreach Coordination

Plan and track outreach to investors, analysts, and other external stakeholders.

Yes No N/A

Hill charts

Quarterly Earnings Cycle

Track the major workstreams from kickoff through release and post-release follow-up.

Yes No N/A

Default apps

Yes No N/A

Integrations

Google Drive

Yes No N/A

Slack

Yes No N/A

Calendar

Yes No N/A

Pinned resources

Investor Relations Playbook

Yes No N/A

Earnings Release Approval Checklist

Yes No N/A

Executive Q&A Master File

Yes No N/A

Investor Outreach Tracker

Yes No N/A

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Run: Investor Relations Workspace

Members

Channels

Check ins

Milestones

Task lists

Hill charts

Default apps

Integrations

Pinned resources

Get your results