AI in Investor Relations: 2026 Benchmark Survey
AI tools are moving faster than most firm policies. Many IR teams are weighing productivity gains against compliance risk without visibility into how peers are navigating it.
Our anonymous AI in Investor Relations survey will be used to understand what’s being used, what’s approved, and where measurable value is being created.
7–9 minutes. Fully anonymised. Contributors will receive early access to the full report.
This survey is designed to capture how AI is currently being approached inside IR teams across the private markets.
Specifically, it explores:
Whether firms have an official AI policy in place
Where AI is being applied in IR workflows (e.g. summaries, targeting, compliance checks)
Which AI tools are being used
What is limiting adoption (e.g. governance, data quality, leadership alignment)
Expectations for deployment over the next 6–24 months
The goal is to produce a structured snapshot of current practice.