Frequently asked questions
Find clear answers about ACCNITE’s platform, services, integrations, onboarding, data security and more.
About
About ACCNITE
What is ACCNITE?
ACCNITE is a fully integrated IR CRM that connects investor data, targeting, engagement, and reporting in one platform.
Who is ACCNITE for?
Investor Relations teams, CFOs, Corporate Development, and advisors supporting listed and pre-IPO companies.
How is ACCNITE different from other IR tools?
ACCNITE combines CRM, shareholder data, and AI-assisted targeting into one connected workflow, avoiding siloed tools.
Where does the name ACCNITE come from, and how do you pronounce it?
It combines access and ignite – reflecting our goal of making it easier for companies to connect with the right investors. It’s pronounced /ækˈnaɪt/.
Platform
About the platform & product features
What is an IR CRM?
An IR CRM is a customer relationship management system designed for investor relations. It connects investor data, engagement tracking, and targeting tools in one platform.
How is an IR CRM different from a generic CRM?
Generic CRMs track sales. An IR CRM tracks investors, shareholder data, and engagement specific to capital markets.
Can I track who owns my company’s shares?
Yes. ACCNITE connects to FactSet’s database, giving you full visibility into your institutional shareholders. You can also request shareholder disclosure reports to identify your complete shareholder base as of any record date you set.
Does ACCNITE integrate with Outlook?
Yes, investor conversations can be logged directly from Outlook using our built-in add-in.
Can I generate reports for management or the board?
Yes. ACCNITE provides analytics and reporting tools to create board-ready insights in just a few clicks.
Investor Targeting
About investor targeting
What is investor targeting?
Investor targeting is the process of identifying and engaging investors whose profile aligns with a company’s strategy, sector, and growth outlook.
How does AI support investor targeting?
AI analyzes fund holdings, liquidity, and growth preferences. Our approach makes every recommendation explainable — no black box.
What makes your targeting approach different?
Every client market analysis concluded our framework was peerless. We combine AI efficiency with transparent explainability.
Share ID
About shareholder identification
What is shareholder identification (Share ID)?
Shareholder identification is the process of mapping and verifying who owns a company’s shares through data from intermediaries and analysis.
Do you support Share IDs for MiKaDiv?
Yes, we will handle the entire process underlying your shareholder identification obligations under MiKaDiv.
Is the Share ID data integrated into the CRM data?
Yes. The intelligence about your shareholder base is integrated into the overall application.
Do you provide Share ID services independent of the IR application?
Yes. You do not have to be a subscriber to conduct a Share ID with ACCNITE.
Can I import Share ID data generated by a third party?
Yes. It is possible to integrate third party Share ID data into the system.
Engagement & Investor Feedback
About investor engagement & perception
What is investor perception analysis?
Perception analysis captures how investors view a company’s strategy, management, and valuation. It informs IR strategy and messaging.
Why is perception important?
Perception influences valuation, investor mix, and support for corporate strategy. Measuring it ensures alignment with the market.
Does ACCNITE monitor investor perception?
ACCNITE’s investor feedback module allows you to automate the investor feedback loop and monitor investor perception over time.
Pre-IPO IR
About pre-IPO and M&A
How does your solution support pre-IPO companies?
By preparing the equity story, identifying potential investors, and testing perception before going public.
Can data support M&A or strategic deals?
Yes. Investor data informs strategic positioning and helps validate a company’s readiness for transactions.
Services
About ACCNITE's IR services
What services do you offer alongside the platform?
We provide investor targeting, shareholder identification, gap analysis and deal enablement, with additional modules available. If your specific needs are not listed, our experienced Capital Markets team is happy to advise and tailor solutions to your requirements.
Can services be booked separately from the platform?
Yes. Services can be modular. You can use the platform alone, select services independently, or combine both to create a tailored solution that meets your specific needs.
How do services connect with the platform?
Insights and deliverables from our services feed directly into the platform, ensuring continuity between analysis and execution.
Support
About support, implementation and onboarding
What kind of support is included?
Support includes onboarding, data integration, ongoing assistance, and collaboration on product improvements tailored to your needs.
How long does it take to get started?
Clients can start using ACCNITE immediately, with full onboarding – including historical data integration – completed within a few weeks, depending on data complexity.
Do you offer training for new users?
Yes. We offer tailored training and ongoing guidance to ensure full adoption across your IR team.
Security
About data security and infrastructure
Is my data secure?
Yes. We follow enterprise-grade security standards, including encryption, access control, and established compliance frameworks to ensure your data remains secure, private, and under strict control.
Where is my data stored?
Data is hosted in Europe under full GDPR compliance. For clients requiring non-EU hosting, options for global data handling are available.
Commercial
About commercial aspects
How is ACCNITE priced?
Pricing depends on modules you select – both product and services. Please contact us for a tailored plan that fits your needs.
Do you support companies of all sizes?
Yes. We work with small-cap, mid-cap, and large-cap companies, tailoring solutions to each profile.
Do you work with pre-IPO companies?
Absolutely. Our investor targeting and perception services are specifically designed to help companies prepare for IPO readiness and investor engagement.
