Every CFO Comms Tool
IR Communications Toolkit
Pitch, prep, deck, narrate, post, release
Get the Toolkit — $169See the Toolkit in Action
How to Build Your Own GPT in Minutes
Features List
6
CustomGPTs Included
59%
Off Individual Pricing
6
IR Workflows Covered
Why Finance Leaders Use This Toolkit
Full IR Workflow, One Kit
This toolkit covers every stage of investor communications, from pitch prep to press release. No need to piece together separate tools or write prompts from scratch.
Deploy in ChatGPT Today
Each GPT ships with a CustomGPT Design Blueprint. Upload the PDF to ChatGPT and your GPT is ready. You don't need developer skills to get started.
CFO-Grade Output Every Time
These GPTs are built around real IR standards. They ask for the right data, refuse to fabricate numbers, and produce disclosure-ready language by default.
Six Tools, One Price
Buying each GPT individually costs $415. This bundle gives you all six for $169 — 59% savings and one login to manage everything
Evergreen for Every Quarter
Use these tools quarter after quarter. Upload fresh financials, get fresh output. Each GPT adapts to new data without any reprogramming.
What's Inside This Kit
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PitchPerfect CFO (PDF Blueprint for CustomGPT)
Helps CFOs craft polished 60-second pitches for boards, investors,
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CallPrep GPT (PDF Blueprint for CustomGPT)
Simulates tough investor and analyst Q&A before earnings calls. Stress-tests your messaging with real data-driven challenges.
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Earnings Narrator GPT (PDF Blueprint for CustomGPT)
Generates CFO-style narrative commentary and MD&A drafts from verified quarterly financials. Produces three executive-ready versions.
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Slide Architect (PDF Blueprint for CustomGPT)
A strategic slide co-pilot that structures presentation decks with logical flow, audience-appropriate framing, and visual design cues.
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Investor Voice GPT (PDF Blueprint for CustomGPT)
Converts earnings results into LinkedIn content for IR and comms teams — posts, carousel scripts, and long-form articles from your financials.
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Market Wire GPT (PDF Blueprint for CustomGPT)
Generates accurate, compliant press releases strictly from user-supplied financial data. Zero fabrication. Built for disclosure integrity.
A Closer Look at Each Tool
PitchPerfect CFO | CustomGPT
Every CFO needs a concise, credible pitch ready for any room. PitchPerfect CFO guides you through audience selection, pitch theme, and style preference before drafting a tight 60-second script. It keeps your language clear, financial, and audience-right — whether you're addressing a board or an all-hands.
- Tailors pitch for four audiences: Board, Investors, Employees, Partners
- Covers three core themes: Growth, Risk, and Capital Discipline
- Two style options: Narrative (story-driven) or Structured (punchy)
- Optional financial metric hooks to sharpen credibility
Best For- CFOs and Deputy CFOs preparing for high-stakes stakeholder briefings
CallPrep GPT | CustomGPT
Going into an earnings call under-prepared is a risk you can't afford. CallPrep GPT plays the role of a skeptical analyst. It asks pointed, data-driven questions based on your quarterly package, surfaces inconsistencies in your numbers, and drills your bridges until your answers are clean and defensible.
- Requires actual financial data — won't simulate on incomplete inputs
- Asks about revenue bridges, margin trends, and cash flow drivers
- Surfaces risks and one-off items that analysts are likely to probe
- Helps refine clear, consistent answers before you're live
Best For- CFOs, IR Directors, and finance comms teams ahead of earnings calls
Earnings Narrator GPT | CustomGPT
Writing earnings commentary is time-consuming and high-stakes. Earnings Narrator GPT generates three distinct executive-ready drafts from your verified financials — MD&A language, earnings release narrative, and executive talking points. It contextualizes results, explains drivers, and flags risks without guessing at numbers.
- Produces three drafts: MD&A, press release narrative, talking points
- Covers YoY, QoQ, segment performance, one-offs, and guidance
- Refuses to draft without confirmed financial inputs
- Follows CFO-grade disclosure language standards
Best For- CFOs, IR teams, and financial communications leads during reporting cycles
SlideArchitect | CustomGPT
A disorganized deck reflects poorly on finance leadership. SlideArchitect helps you structure presentations using frameworks like SCQA, Pyramid Principle, and 3-Act Story. It outputs slide titles, key points, visual cues, and speaker notes — giving you a presentation blueprint ready for PowerPoint or Google Slides.
- Supports multiple deck frameworks: SCQA, Pyramid Principle, board pack
- Generates slide titles, key points, suggested visuals, and notes
- Adapts to audience: executive, board, investor, or technica
- Validates logical flow and narrative consistency before finalizing
Best For- CFOs, FP&A leads, and finance teams preparing board and investor decks
Investor Voice GPT | CustomGPT
Your quarterly results tell a story. Investor Voice GPT turns that story into LinkedIn content your investors, employees, and customers will actually read. From a short post to a long-form narrative and carousel script, it creates four distinct content types from your earnings release — all accurate, all brand-aligned.
- Four output types: short post, carousel script, long-form article, executive quotes
- Confirms financial data accuracy before generating content
- Targets LinkedIn algorithm signals: dwell-time, engagement, reach
- Adapts tone to company voice and target audience segment
Best For- IR teams, CFOs, and corporate comms leads managing financial social media
Market Wire GPT | CustomGPT
Press releases have legal and reputational weight. Market Wire GPT generates compliant, company-voice-aligned press releases strictly from data the user provides and authorizes. It never infers, guesses, or reuses prior period numbers — making it the safest AI tool in your IR workflow.
- Absolute data permission rule — only uses explicitly provided financials
- Never infers, estimates, or fabricates results
- Matches company voice using style-only references from Knowledge files
- Built for disclosure integrity and regulatory compliance contexts
Best For- CFOs, General Counsel, and IR officers publishing earnings press releases
How the Kit Works Together
| Your Question / Need | Start With | Then Use | Result |
|---|---|---|---|
| Which AI model should our finance team usethood? | Foundation LLMs Cheat Sheet | AI Assistant Interfaces Cheat Sheet | A shortlist matched to your tech stack, compliance needs, and budget |
| How do I get better results from AI tools? | Prompting Guide | Practice with the recommended framework for your platform | Faster, more accurate AI output on real CFO tasks |
| Where should we invest in AI first? | AI Finance Opportunity Identifier (Claude Skill) | Review the generated Excel workbook | A prioritized list of AI initiatives with ROI estimates and a 12-month roadmap |
| How do I automate manual finance processes? | Workflow Automation Platforms Cheat Sheet | AI Finance Opportunity Identifier | Platform selected, use case identified, and business case ready for approval |
| I need to present an AI strategy to the board | AI Finance Opportunity Identifier | All three Cheat Sheets + Prompting Guide | A data-backed strategy with specific tools, costs, and expected returns |
| My team is AI-curious but has no formal training | Prompting Guide | Cheat Sheets for reference | Team can prompt effectively across platforms within one week |
Common Questions
Do I need a paid ChatGPT account to use these GPTs?
What exactly is a CustomGPT Design Blueprint?
Can my whole finance team use these tools?
Will these GPTs work with my company's financial data?
Is this toolkit updated when new GPTs are released?
How is this different from using ChatGPT directly?
Get Every IR Comms Tool You Need for $169
6 CFO-grade CustomGPTs. Updated for 2026. Pitch to press release, covered.