Q1 — What's the scope of an AxonIR engagement?
The standard engagement is a monthly cycle:
- 3-business-day Sample Test Report delivered after each month-end. 8 pages: algo readability composite, sentiment scoring across last 4 filings, peer-benchmark cohort comparison, IR site audit summary, 3-5 recommended rewrites for the upcoming filing window.
- Pre-publication scoring on every press release, 8-K, 10-Q, S-4 amendment, DEFM14A draft. 24-hour turnaround.
- 30-minute monthly correction call with TK or analyst lead — surfaces the highest-leverage rewrites.
- Quarterly IR site audit refresh against 12-criterion checklist.
We score public documents only. We do not file, trade, or advise on investment decisions.
Q2 — Are you a registered investment advisor or broker-dealer?
No. AxonIR is not a registered investment advisor (RIA), broker-dealer, or proxy solicitor. We score public filings against algorithmic readability and sentiment composites. We do not provide investment advice, recommend securities, or solicit proxy votes.
Customers retain all decisions on disclosures. Our work product is informational input to your IR/finance team's decision-making.
Q3 — What's your SOC 2 / data-handling posture?
Public filings only. We do not handle MNPI (material non-public information).
- All input data: SEC EDGAR public filings, public press releases, public IR site content, public peer-bench data
- All output: scoring reports delivered to customer-designated recipients via Resend (TLS encrypted) or PandaDoc
- No customer secrets stored on AxonIR systems
- E&O + Cyber insurance bound through Vouch / Embroker / Coalition
SOC 2 Type II audit pending (Year 2 roadmap) — Year 1 customers receive insurance attestation in lieu of formal SOC 2.
Q4 — How fast is onboarding?
Founding Partner timeline:
- Day 0: Signed MSA + Addendum + welcome email auto-fires
- Day 1-2: Sample Test Report job queued for your ticker
- Day 3: Sample Test Report delivered + 30-min walkthrough call held
- Day 30: First monthly cycle complete
Standard tier timeline:
- Day 0-5: MSA negotiation + signing
- Day 5-7: Sample Test Report queue
- Day 7-10: Sample Test Report delivered + walkthrough
- Day 30-35: First monthly cycle complete
Q5 — Who is AxonIR for?
Best fit:
- Track A (SPAC pre-merger): Sponsors with $50-300M trust, 6-24 months pre-deadline, looking to manage redemption pressure through filing-cycle discipline
- Track B (Pubco): Post-de-SPAC operating companies in first 24 months, mid-market ($100M-$1B), or sponsor families with multi-entity coverage needs
Not a fit:
- Pre-IPO private companies (no algo-parsing baseline yet)
- Mega-cap pubcos with full IR + investor relations agency stack (we'd be redundant)
- Companies looking for investment advice or trading guidance (we don't do that)
Q6 — How does pricing work?
Three tiers:
- Founding Partner — limited 10-slot cohort, locked-in 24-month pricing. Track A SPAC $0 first 6mo / $150-1,500/mo after. Track B Pubco $1,500/mo locked.
- Standard — $2,500/mo, 12-month commitment, post-cohort.
- Enterprise — $5,000+/mo custom for multi-vehicle / large-cap.
Q7 — What's a Sample Test Report?
An 8-page algorithmic-IR scoring document. Covers:
- Composite readability score (0-10 scale, peer-cohort weighted)
- Sentiment delta across last 4 filings
- Per-document scoring with section-level diagnostic
- Peer benchmark cohort comparison
- IR site audit summary against 12-criterion checklist
- 3-5 recommended rewrites for the upcoming filing window
- Trust redemption math (SPAC track only)
Sample Test Reports are tied to the customer's actual filings — no fabricated data, no template content. Each report is regenerated monthly with new data.
Q8 — What's the difference between Track A and Track B?
Track A — SPAC CFO (pre-merger):
- Customer is the sponsor entity (or sponsor's operating shell)
- Scope: SPAC-specific filings (S-1, 8-K extension/LOI, DEFM14A, S-4)
- Pricing: $0 first 6 months, $150-1,500/mo after, 24-month lock
- Cohort: SPAC peer set (Boardroom Alpha cohort definitions)
Track B — Pubco CFO/CEO (operating):
- Customer is the operating entity (post-de-SPAC or standalone pubco)
- Scope: Operating-company filings (10-Q, 10-K, 8-K, press releases, IR site)
- Pricing: $1,500/mo locked 24 months (Founding Partner) or $2,500 (Standard)
- Cohort: Operating-company peer set (sector/market-cap matched)
For SPACs that close a merger, the engagement transitions A → B at the close 8-K. Pricing flips to Track B; case-study work continues unbroken.
Q9 — Can we work month-to-month, or is the lock mandatory?
Founding Partner cohort: 24-month lock is non-negotiable. The lock is the pricing protection — it's also our protection against churn during the most intensive customer-success period.
Standard tier: 12-month commitment minimum. No month-to-month at this tier.
Enterprise tier: Custom. Multi-vehicle sponsors typically negotiate 36-month structures with annual price ratchets.
If month-to-month is critical, we may not be the right fit — algorithmic-IR scoring compounds across 4-8 cycles, so single-month engagements don't deliver the readability lift the work is designed to produce.
Q10 — How do we apply for the Founding Partner cohort?
The application form (8 questions, ~5 minutes) gathers:
- Entity type (SPAC sponsor / Pubco / Sponsor family)
- Stage (search / LOI / DEFM14A / post-merger / operating)
- Trust size or market cap range
- Sector / vertical
- Current IR vendor (if any)
- Anchor objective (redemption defense / Year 1 stabilization / multi-vehicle ramp)
- Decision timeline
- Contact
We respond within 48 hours with either:
- Yes-fit: Direct invitation to sign + Day-0 onboarding
- Wait-list: Cohort full notice + Standard tier introduction
- Not-fit: Honest decline with referral suggestion