Velocity IR Platform

Compliance-first investor-relations tech stack

SoC Engine
Share of Citation

Grounded AI search across OpenAI, Gemini, and Perplexity
Compliance Shield
Content Compliance

3-tier scanner with immutable audit trail
Conversion Tracking
Shareholder Funnel

Cookieless server-side tracking + SAC calculator

Known Open Items

  • Model strings to confirm against provider docs at deployment (memo O-4)
  • All UNVERIFIED citations require counsel validation before client-facing use (memo O-1/O-2)
  • Disclaimer display thresholds are firm policy, not regulator-codified (memo O-3)
  • OpenAI + Gemini grounding — verify endpoint strings (TODO I-1)
  • Production DB: confirm region/residency + point-in-time-recovery settings before live data (§12)