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Ask Avery the way you would ask a colleague. It pulls the data, finds the audience, runs the schedule, and builds the report.

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What Avery does for you
Save time on your highest-impact work. Put your strategy into every decision.
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01
Ask
Build a target list for the Altheon Therapeutics roadshow.
02
Run
Avery
Target list
42 investors
Meeting schedule
24 meetings
Invites drafted
Ready to send
Client report
Helios Capital
Nothing goes out until you approve.
Edit
Approve all
03
Review
What you can ask Avery
Build schedules
Ask Avery to build the full 1×1 schedule, weighing client tiers, holdings, and priorities. Click into any company to review.
Schedules
10/29/2026, 9:02 AM
Build the 1×1 schedule for the Healthcare Conference. Tier 1 clients first.
Weighed 2,140 requests against tiers and holdings
The schedule is ready to review. Tier 1 clients got 98% of the meetings they asked for.
1,860
Meetings scheduled
94%
Fill rate
12 meetings · 2 days
Review
9 meetings · 1 day
Review
10 meetings · 2 days
Review
41 more companies
Nothing goes out until you approve. Room assignments come next.
Invite list
10/29/2026, 2:30 PM
Who should we invite to the Altheon Therapeutics NDR in Boston next month?
Checked holdings, past meetings and 1,240 contacts
Here are 20 investors for the Altheon Therapeutics NDR, and why each one made the list.
Holder
Met before
Met with a peer
Requested access
Holder
Boston based
16 more · 20 selected
Review invites
Nothing is sent until you review and approve the invites.
Find who to invite
Describe the event. Avery builds the invite list and shows you why each investor is on it.
Reporting and insights
Walk into every client conversation prepared.
Broker vote prep
10/29/2026, 9:14 AM
Northwind's broker vote is in two weeks. What did we deliver for them this half?
Reviewed 14 events and 312 meetings
Here's Northwind Partners from Apr 1 to Sep 30. Healthcare drove the increase, and a one-pager is drafted for coverage.
312
meetings delivered
+18% vs prior half
1×1 meetings
164
Group meetings
96
Analyst calls
52
Highlights
10/29/2026, 11:30 AM
Anything new with Helios Capital I should know before Friday's call?
Checked 26 meetings, 4 requests and CRM notes
Three things stand out for Helios Capital this month.
First request for a semiconductor 1×1
Asked for time on the Nov 12 chip NDR, a sector they haven't touched yet this year
Most active long-only at the Healthcare Conference
9 meetings over two days, up from 4 last year
Two late cancellations in 10 days
Both energy names, both from the same portfolio manager
Analyst breakdowns
10/29/2026, 2:15 PM
How much investor access is our healthcare research team driving?
Checked 1,180 meetings across 6 analysts and 28 companies
Here's each analyst's reach this half, through the companies they cover and their own time with investors.
Biotech research · 6 companies
Their companies
312
meetings
48 events
Their own access
64
meetings
With 38 investors
Medtech research · 5 companies
Their companies
186
meetings
31 events
Their own access
41
meetings
With 26 investors
4 more analysts
See all
Patterns
10/29/2026, 9:20 AM
What patterns should I know about before vote season?
Compared Q3 with Q2 across 40 accounts
Three patterns stand out across your accounts this quarter.
12
Hedge funds now take more group meetings than 1×1s
Up from 4 at the start of the year
7
Top accounts are down 20% or more
Five of them vote before year end
−40%
Industrials management meetings vs. Q2
Where most of the pullback is coming from
Build a consumption report for Northwind Partners ahead of their broker vote.
Avery
Here is Northwind's consumption over the last 3 months, across events and meetings they've attended.
Management meetings are up 25% versus the prior period, led by healthcare.
•
They attended every conference this quarter.
•
175 events attended and 1,400 1x1 meetings consumed.
•
The full report is ready to review and export.
Break it down by research analyst.
Broker vote prep
Generate a full consumption report for any client before the vote, ready to share with coverage.
Highlights for every account
Avery surfaces insights on each client's consumption, including on a relative basis with others.
Analyst breakdowns
See which research analysts each client consumes, how often, and in what format.
Patterns across accounts
Discover trends across events, meetings, and accounts before they show up in the vote.
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