Q4 Delivered 212% ROI, Finds Total Economic Impact Study

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TORONTO--(BUSINESS WIRE)--Sep 8, 2025--

Q4 Inc., the leading provider of AI-driven IR Ops software, today announced the results of a commissioned Total Economic Impact™ (TEI) study conducted by Forrester Consulting on behalf of Q4. The study found that an organization using Q4 achieved a 212% return on investment (ROI) over three years by streamlining investor relations (IR) workflows; reducing disclosure risks; and gaining faster, deeper insights through AI and analytics.

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The study modeled a three-year financial impact based on interviews with a Q4 customer and detailed analysis of their experience using the platform.

For a complimentary copy of “The Total Economic Impact™ of Q4,” please click here.

Driving real value for IR teams

The Forrester study explores the many challenges facing IR teams today — from targeting and attracting new investors, to managing earnings communications, to responding to market volatility, and more. The study notes: “With increased pressure on performance, IROs [investor relations officers] need data and insights to help drive decisions, as well as tools to help them do their jobs more efficiently. They can achieve this by investing in a platform that provides a single place to manage their company’s relationships with investors in a secure environment.”

Forrester’s analysis quantified how an organization — a midcap energy company with 10,000 employees, $20 billion in revenue, and a team of 2.5 full-time investor relations officers — benefitted from adopting Q4’s AI-based platform over three years:

• $169,000 in savings — by increasing efficiency with Q4’s AI, CRM and engagement analytics tools. For instance, by using Q, Q4’s AI-powered IRO Agent, the organization gained valuable insights into investor sentiment, trends and behavior, while saving significant time preparing for executive, board and investor meetings.
• $77,000 in savings — through streamlined earnings preparation, automated website updates, and faster management of earnings events. Q4’s AI tools accelerated time-consuming processes like script drafting and peer call summaries.
• $178,000 in avoided costs — by reducing the risk of accidental disclosure of material nonpublic information. Q4’s secure platform allowed the organization to stage and schedule earnings releases, helping prevent early disclosures and the associated legal, regulatory and reputational costs.
• 212% ROI in three years, with payback in under six months — showing how quickly the organization benefited from Q4’s AI-powered insights, efficiency gains and risk reduction.

Moving at the speed of AI

Forrester’s analysis also reveals how Q4 helped the organization modernize its IR function — moving from manual, disjointed processes to a centralized, intelligence-driven approach that freed up valuable time.

For example, by using Q4’s AI to securely generate the first draft of its earnings script, the organization saved 32 hours each quarter.

“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,” the energy organization’s director of investor relations told Forrester. “The IR team is now more efficient and effective, with the ability to focus on more strategic initiatives like targeting and investor engagement.”

The Forrester study found the organization achieved additional time savings with Q4, including:

• 450 hours saved per year on investor meeting preparations
• 186 hours saved per year on executive meeting preparations
• 168 hours saved per year on board meeting preparations
• 40 hours saved per quarter on peer earnings call summaries

Modern tools for modern IR teams

In an industry long reliant on manual processes and instinct-based outreach, the research from Forrester shows how IR teams can apply AI to work more efficiently, mitigate risk, and drive more strategic engagements.

Q4 also sees the study reflecting a broader industry shift — as IR teams move away from disconnected point solutions in favor of all-in-one platforms that centralize workflows, improve security and unlock actionable insights.

“We’re proud to see the impact of Q4’s AI platform reflected in the Forrester TEI results — and to help thousands of companies improve IR processes and outcomes,” said Darrell Heaps, Q4 founder and CEO. “IR teams shouldn’t have to choose between speed and accuracy or between risk reduction and innovation. This study shows what IR teams can achieve with Q4’s platform, built for the realities of modern IR.”

About Q4 Inc.

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 Agent TM 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. The Q4 Platform also includes a streamlined investor CRM and shareholder intelligence with enhanced metrics to elevate investor targeting strategies. Q4 delivers the data, insights, and workflows that give IR teams the power to focus on what really matters: strategy, relationships, and driving premium valuations for their companies.

Headquartered in Toronto, with offices in New York and London, Q4 is a trusted partner to more than 2,600 public companies globally, including many of the most respected brands in the world. The company maintains an award-winning culture where team members grow and thrive. Learn more at www.q4inc.com.

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