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Q4 Inc., a leading provider of AI-driven investor relations (IR) software, announced a Forrester Consulting Total Economic Impact™ (TEI) study showing a 212% return on investment (ROI) over three years for a midcap energy company using its platform. The study highlights how Q4’s AI tools streamline workflows, reduce disclosure risks, and enhance investor engagement.
Q4’s AI platform delivers 212% ROI over three years, per Forrester study.
Saves $169,000 via AI, CRM, and engagement analytics efficiencies.
Cuts $77,000 in costs through streamlined earnings preparation.
Avoids $178,000 in disclosure risk costs with secure platform.
Saves 450+ hours annually on investor meeting preparations.
Payback achieved in under six months for the studied organization.
On September 8, 2025, Q4 Inc. shared results from a commissioned Total Economic Impact™ study by Forrester Consulting, which analyzed a midcap energy company with 10,000 employees, $20 billion in revenue, and 2.5 IR officers. The study found that Q4’s AI-driven platform, powered by its AI IRO Agent, Q, achieved a 212% ROI over three years with payback in under six months. Darrell Heaps, Q4’s founder and CEO, stated, “We’re proud to see the impact of Q4’s AI platform reflected in the Forrester TEI results.”
The study quantifies significant benefits for the energy company:
$169,000 in savings: Q4’s AI, CRM, and engagement analytics tools provided insights into investor sentiment, saving time on executive, board, and investor meeting preparations.
$77,000 in savings: Automated earnings preparation, website updates, and event management reduced costs, with AI tools cutting script drafting from three days to one hour.
$178,000 in avoided costs: Q4’s secure platform minimized risks of accidental disclosure, protecting against legal and reputational costs.
Time savings: The platform saved 450 hours annually on investor meeting prep, 186 hours on executive meetings, 168 hours on board meetings, and 40 hours per quarter on peer earnings call summaries.
The energy company’s director of IR noted, “This past quarter, it took just an hour to produce the first draft — compared to what used to be a drawn-out, three-day process.”
Q4’s platform addresses key IR challenges, such as targeting investors and managing market volatility, by centralizing workflows and leveraging AI for actionable insights. The study highlights a shift from manual, disjointed processes to a unified, intelligence-driven approach, allowing IR teams to focus on strategy and engagement. The platform’s features, including AI Earnings Co-Pilot and investor CRM, enhance efficiency and precision in investor relations operations.
The Forrester study reflects a broader industry trend toward all-in-one IR platforms, moving away from disconnected tools. Q4’s ability to deliver secure, AI-powered solutions aligns with growing demand for data-driven IR strategies, as seen in its adoption by thousands of companies globally. This positions Q4 as a leader in transforming investor relations for modern financial markets.
Q4’s 212% ROI underscores its value in modernizing IR operations. By combining AI-driven insights with robust security and workflow centralization, Q4 empowers IR teams to drive strategic outcomes and premium valuations.
Q4 Inc. is the leading provider of IR Ops software with the world’s largest set of proprietary investor data, purpose-built to remove obstacles between public companies and their investors. Q4 gives investor relations leaders, C-suite executives, and their teams the tools to attract, manage, and understand investors — all in one place. The Q4 Platform is powered by Q, the industry’s first AI-powered IRO AgentTM and boasts applications for website and event management, engagement analytics, and overall lifecycle management, including AI Earnings Co-Pilot to generate draft scripts based on historical data, and AI earnings call summaries to understand peer sentiment.
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