Rachel Carroll
Principal · capital markets and IR
The first investor reading your filings is no longer human.
It has already formed a view. ARC makes sure it is the right one.
Request a workshop Read Insight 01
01The investor asks
09:31:04 · AI research assistant
02The AI reads you, in seconds
- investors.kellbridge.com 0.4 s
- Q2 2026 results release 0.6 s
- 10-Q, segment note, p. 14 0.9 s
- Data-vendor feed, FY2025 1.1 s
- Thesis, deck p. 3 not reached
03It answers, and gets you wrong
"Revenue fell 8% year on yeara. Growth now rests on a new Platform Solutions unitb, and the company states no long‑term thesisc."
- a Wrong period. The 8% is Q2 2025, taken from a passage that looked alike.
- b Not new. It is Cloud Services, renamed last quarter without a note.
- c Not missing. The thesis is three clicks down, in a PDF it never reached.
84%
of institutional investors now use AI in their research.
$624bn
is invested in thematic ETFs, where index providers increasingly select companies by what they disclose.
What AI does with your disclosures.
01tone
Parse
It reads your tone against every past release.
02consistency
Compare
It checks you against yourself.
03placement
Weight
It trusts what comes first.
04thesis
Connect
It looks for the line back to your investment case.
One program, run with your earnings calendar. Each step earns the next.
ARC tests how AI research tools read your filings and investor materials, engineers your investment case so it is understood correctly, and brings it to the investors and voices that shape demand.
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It starts with a workshop.
Before we meet, we put the questions investors ask to the AI research tools they use.
In one session, you see how your company is read today, each answer traced to its source, and where your investment case comes through or is lost.
We close with our view of where to take your story next: which audiences could find and value you, and what it would take to reach them.
If the tools already read you well, you will know that too, and the conversation turns to reach.
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To put that view into practice, we work together for 90 days.
On a fixed fee, we engineer your investment case and the materials that carry it.
Starting engagement · fixed fee · 90 days
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If it shows in how you are read, it continues every earnings cycle.
We test again around each set of results, keep the case consistent as the business moves, and keep it in front of institutions, family offices and retail investors.
Ongoing program · every earnings cycle
Our research is published monthly, so you can judge the thinking before you speak to us.
