The new Vault · driven by Roseta

Intelligence Creates Value

One secure platform for your investor relations. Roseta, our AI engine, reads your registers, meetings and announcements so your team starts every day informed.

Roseta

The AI engine inside Vault

Roseta works across your own tracked contacts, meetings, registers and announcements. Ask in plain English and it does the afternoon of analyst work in minutes.

  • Connect: builds your audience list and drafts the message
  • Research: writes sourced research notes on demand
  • FlashNotes: summarises announcements as they publish

Everything your IR team needs, in one place

Nine modules and a set of scheduled automations, working from the same data.

01

Dashboard

Your IR command centre: share price against peers and sector, trading volume with spike detection and plain-English commentary, top fund managers and the latest register changes, with zero manual pulling.

02

Contacts

A living database of every investor, analyst and fund manager who matters, enriched with meeting history, emails, RSVPs and webcast engagement, so knowledge survives staff turnover.

03

Tasks

The follow-up net for after every call and roadshow. Assign, prioritise and track actions against real contacts and meetings.

04ROSETA

Connect

Describe your audience in plain English and Roseta builds the recipient list, then drafts the message too. Idea to targeted communication in one prompt.

05

Invitations

Run roadshows, calls and results webcasts end to end: invites, RSVPs, venue vs webcast attendance and click-throughs.

06

Meetings

Every roadshow, call and one-on-one in one place, transcripts included, so your next meeting starts with full context.

07

Registers

See who holds you and your peers side by side, spot funds that own your competitors but not you, and get board-ready reports.

08ROSETA

Research

Ask a question and Roseta writes a sourced research note from SENS, your meetings, registers, volume and price performance.

09ROSETA

FlashNotes

Your and your peers' announcements and webcasts distilled into concise summaries the moment they publish.

One prompt

“Write a note on how our share price and volume compared to our peers after results.” Roseta returns a sourced research note in minutes.

10 · Automations

Scheduled work that takes the admin off your team

Each automation has its own on/off switch, recipients and schedule, and files what it produces under Reports.

Auto-fetch results documents

Checks your and your peers' IR pages around results dates, files new booklets, presentations and statements, and emails your admins what arrived.

Results reporting review vs peers

A fund manager's candid read of how your reporting could have been better, citing peers' disclosures, with a checklist for next time.

King IV annual report review

A principle-by-principle review of how your last report could better meet King IV, timed for when work on the next one starts.

Monthly board register report

On the 10th of each month: top fund managers, institutional and beneficial holders, directors' holdings, BEE holdings, share price and liquidity, as a board-ready PDF.

FlashNotes email alerts

Immediate alerts for your and your peers' announcements, plus a Friday digest with the week's media and a positive, neutral and negative read.

45 000investors and investment professionals databased
“I am genuinely thrilled about the application and the potential it holds.”
IR executive

One subscription, everything included

All ten modules, Roseta and every automation.

Tailored to you

Pricing depends on the modules you select.

Elevate your investor relations. Rise with Vault.

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