The IR-first investor engagement platform
Every capability connects data, intelligence, and relationship management—delivering everything you need and nothing you don’t.
Shareholder Identification
Know who owns your shares and track changes with full transparency
Look through to beneficial owners at custodian level putting SRD2 to work for you.
Identify institutional and retail shareholders, track changes over time, and reveal previously unknown positions for complete transparency and informed engagement.
Investor Relations CRM
Centralize and enrich your entire investor contact universe
Manage contacts, enrich investor data, keep relationships organized.
Turn your CRM into a strategic hub. Keep all investor contacts in one place. Gain database intelligence, track activities, and stay ahead of investor needs.
Intelligent Investor Targeting
Find the right investors
Identify relevant target investors based on AI, prioritise accounts, get regular updates.
Identify and prioritize high-potential investors with AI-powered targeting. Receive regularly updated lists to keep your outreach focused and effective.
Connected Data
Benefit from database connection and access detailed shareholder structures
Access investor contacts, track shareholders, integrate holding data.
View institutional and fund holdings, monitor changes, and gain full ownership insights. Access investor contact details and biographies, stay informed about market movements, and understand your shareholder base anytime.
Peer Holdings
Analyze peer ownership to benchmark positioning and uncover new opportunities
Analyse cross-holdings, detect investment gaps.
Gain visibility into peer ownership structures to identify cross-holdings or gaps. Benchmark your investor base against peers and uncover new opportunities for engagement.
Investor Engagement
Plan and manage investor interactions
Integrate schedules, create notes, segment investors.
Integrate and manage schedules, add notes, and segment investors – all in one place. Keep interactions organzed and meaningful to strengthen relationships.
Briefings
Walk into every meeting prepared
Generate comprehensive schedules, download investor profiles.
Generate comprehensive meeting briefings instantly by downloading detailed agendas and comprehensive investor profiles. Save time and make every conversation relevant and personalized.
Investor Feedback
Capture investor sentiment to inform messaging and strategy
Create surveys, request structured feedback, monitor perception.
Collect structured feedback and run perception surveys to understand investor priorities and concerns. Act on insights to improve trust and communication.
Analytics and Reporting
Turn data into decisions
Get insights, uncover trends, create board reports.
Turn complex data into actionable insights, monitor engagement trends and create board-ready reports in just a few clicks.
Automated Workflows
Spend less time on tasks, more on strategy
Streamline investor outreach.
Streamline outreach and follow-ups with automation. Reduce manual work and keep every stakeholder aligned to build stronger investor relationships.
Integrations
Connect with your existing tools for a frictionless IR workflow
Sync outlook conversation, send emails.
Log investor conversations directly from Outlook with our built-in add-in. Keep emails and engagement history fully synchronized, ensuring every interaction is accessible across your IR workflow.
Team Collaboration
Align your IR team effortlessly
Keep everyone on the same page, from planning to follow-up.
Assign tasks, share notes, and track progress in real time. Built-in collaboration tools ensure your team works in sync, reduces duplication, and stays focused on strategic priorities.
