Every trading day, once the company is listed

Open Capital

What to tell the market, and when?

The IR function that runs every day: watches the stock, the peers, the regulatory calendar and the risk signals, explains why the stock moved and prepares disclosures with a compliance gate.

Watch the video

B3, with or without ADRs11 free, official sourcesNever files, never publishes

Obligation at D-7 · ITRProjected fine of R$ 1,000 per day · checklist per document

✓

Compliance gate passedMaterial fact · number with source · tie-out ok · no blackout

0tabs
0steps per day
0free, official sources
0venues on the calendar
0 hfor the response dossier on a critical signal
0languages with verified equivalence

The process

The IR day, on top of the trading session.

The price line draws through the day; when it reaches a step's hour, the marker lights up: collection, measures, explanation, watch, gated drafts. In between, the agent sleeps.

07:00
11 sources readCVM, B3, IR, news
10:00
opening and peerswhy the stock moved
14:00
risk signalscalendar, blackout, D-7
17:00
drafts with gatematerial fact, announcement
18:30
closeresponse dossier in 24h

The architecture

Eleven sources, one gate.

Sources enter from the left and converge on the compliance gate; drafts leave from it. The gate closes when a source is missing or during blackout, and opens when everything checks out.

The chart

The calendar counting down.

Each obligation with its D-n and a checklist per document. Below D-10 the line turns orange and the projected fine appears per day of delay.

ITR · CVMD-7

checklist 4/6 · projected fine R$ 1,000/day

DFPD-45

checklist 1/9 · checklist per document

AGMD-62

checklist 2/5 · notice in 30 days

Reference formD-120

checklist 0/12 · 0 of 12

How it works

Five steps, every day.

Collect, measure, explain, watch and alert, prepare. The sixth is yours: approve and file.

step 1 of 6

Video · 15 seconds

See it in fifteen seconds.

Every trading day, at 6:30 pm.

The cost of today

The IR function the mid-cap cannot afford.

Being public is expensive, and IR is the third most-cited cost among listed companies. What the market offers is expensive, English-only and SEC-centric; the mid-cap goes without a watch.

R$ 1,000 per day

Fine for a late ITR, DFP or FRE, up to 60 days, with a public list of defaulters.Here the calendar warns at D-30, D-7, D-1 and when late, with the projected fine and the checklist per document.

89%

Of activist targets have at least one of the four vulnerabilities in the Goldman model.Here the score comes out every day from public data, and a critical signal comes with a response dossier in 24 h.

~17% vs. ~5%

AI models explain more of the earnings-day move than the earnings surprise does.Here the call is read the way the buyer's machine reads it: tone, uncertainty, non-answers, and the script is rehearsed beforehand.

5 lines

Why the stock moved, every line with its source.Change against index and peers, unusual volume, the day's filing, news, signal. The AI rewrites on top and adds no cause.

Who does the analysis

Not a chat. These are agents trained by practitioners.

The analysis is not done by the language model. It is done by autonomous and semi-autonomous agents, configured by you, trained on best practices and on the processes built by boutiques and market specialists: benchmarks, the business's competition, regulation and the routine of people who have done this for decades.

We built the intelligence from the best in the market, by senior analysts and specialists in each function. Accuracy is very high: ready to replace most of the analysis and leave the last word to the manager, who signs the report.

Best practicesBoutique processesSector benchmarksBusiness competitionRegulation and standardsSenior analysts

The manager signsThe last word. Nothing is saved, published or filed without approval.

The agents analyseAutonomous and semi-autonomous, one per function, trained by senior analysts.

The language engineThe provider you choose. It executes; it does not decide.

You configure the autonomyEach task runs on its own or proposes and waits for your approval.

Collects quotes, dividends, CVM fundamentals, B3 liquidity, consensus, filings and newsautonomous
Calculates return, multiples, vulnerability and covenants and writes the daily summaryautonomous
Material fact, notice to the market, release and call Q&Aproposes, you approve
Response dossier, market maker opinion and coverage initiation planproposes, you approve
Insider trades against the blackout windowsproposes, you approve

Calendar of the four venues.

CVM, B3, SEC and the US exchange, with D-30, D-7, D-1 countdown and projected fines.

ITR Q3 · CVMD-7

Form 6-K · SEC · from the factD-1

Governance report · B3delivered

Shareholders' meeting · noticeD-30

Projected fine per day lateR$ 1,000

The agent's day: five steps after the close.

The 6:30 pm timeline: collect, measure, explain, watch and prepare. The IR officer approves and files.

Who it's for

For each side of the table.

Investors

A portal that answers only from public documents

Ask and get a dated, cited answer; the question becomes an agenda item for the next call. Retail investors receive the company's notices with double opt-in and one-click unsubscribe.

Companies

IR that fits a B3 company's budget

Portuguese, free official data, entry-level tier. The CEO reads why the stock moved every trading day; the CFO sees multiples against the peer median and covenants at every ITR; the IRO approves and files.

Advisors

An IR seat on the board and data for directors

The Virtual Board's Investor Relations seat reads return, calendar and signals every month; the monthly scorecard goes out as PDF for the board, with the credibility of public commitments.

What it does not do.

Limits by design, stated plainly.

Does not file on ENET or EDGAR, does not publish on websites or social media: the IRO approves and files outside the module.

Does not answer investors without approval and does not recommend buying or selling; does not clear insider trades on its own.

Does not read the PDF of CVM filings (reads title and category) and does not estimate: without a source, it says 'no data'. LSE and Euronext are out of scope for this cycle.

Questions about Open Capital

Does it work for privately held companies?

No. It is for companies listed on B3, in any segment, with or without ADRs on the NYSE or Nasdaq. The other five ValueONE modules do not depend on it.

Does the module file with the CVM for me?

Where do the quotes and filings come from?

Which AI is used and where does the data live?

What if the organization has no AI provider?

Business Discovery Due Diligence M&A Integration Virtual Board Strategic Planning

Let's talk

See IR running on real data.

The guided demo walks through 46 steps across the eighteen tabs with Iochpe-Maxion (MYPK3) and four real peers: public data comes from the sources live, internal IR data is illustrative and marked. Closing deletes the whole journey.