The complete IR CRM, connected by data and AI.
Stay ahead of the curve by turning investor data into actionable targets, explainable insights and stronger relationships.
Why an IR CRM?
IR is relationship first. Connect people, institutions, and funds so every interaction is informed, transparent, and trusted.
Tailored to investor relations workflows.
Targets, shareholders, meetings, and roadshows modeled the way IR actually works.
Built on connected market & fund data.
Connected global shareholder data as your single source of context—so you engage the right investors at the right time.
Designed for explainability & transparency.
Explainable AI with human control—clear scores and data points, digestible ownership context, touchpoint timelines and keyword highlights—so prep is faster and conversations are sharper.
Capabilities
Capabilities built for modern IR
Connected ownership and fund data, explainable AI, and a relationship first CRM—identify shareholders, target the right investors, and report with confidence.
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.
Services
How IR Teams can benefit from expert services on top of the platform
Technology plus expertise — so you can act faster with confidence.
We combine capital markets and AI/ML expertise to achieve better results for your IR program.
- Deep understanding of your investment case and market drivers.
- Custom models for precise portfolio screening and fund mapping.
- Match scores aligned with your equity story to focus outreach.
- Assisted prioritization and targeting strategies that adapt as markets move.
Gain full transparency on who owns your shares and strengthen engagement.
- Full disclosure of all beneficial owners.
- Detailed analysis of changes in your shareholder base.
- Bespoke action plan for your IR program .
Identify gaps in your investor base and uncover opportunities for targeted engagement.
- Insight into underrepresented investors.
- List of high-potential investors.
- Strategic guidance to expand your investor base.
Secure the right investors for successful capital market transactions.
- Definition of the ideal ownership structure.
- Challenging of sounding activities.
- Ongoing guidance to refine investor engagement.
Integrations
Seamlessly integrated
Better data for more intelligence—smart integrations to enhance your efficiency.
Use Cases
Know your shareholders
Identify who owns your stock and map exposures with explainable data.
Know your potential Investors
Find and prioritize high-fit investors with AI-assisted scoring and targeting.
Know your interactions
Centralize meetings, emails, and notes and surface hot topics, drivers, and next steps.
Know investor perception
Capture structured feedback and quantify sentiment and uncover themes, drivers, and concerns to refine your story.
Know your impact
Turn IR activity into board-ready insights with automated, comprehensive reporting.
Frequently asked questions.
Are my investor contacts always up to date?
Yes. Contact details, job changes, and firm moves are continuously updated to ensure accuracy in your CRM.
Can I request a full shareholder identification?
Yes. You can obtain a complete disclosure of your shareholder base at any record date you select, including institutional and retail investors.
Does the platform integrate with Outlook and other tools?
Absolutely. We provide an Outlook add-in, and the platform integrates with other systems for a seamless IR workflow.
Can I download investor profiles for meetings?
Yes. You can export compact investor profiles and briefing materials to prepare for meetings.
Can I see who holds shares in my peers?
Yes. The IR-application provides visibility into the shareholder base of your peer group, helping you identify trends and target new investors.
Does the platform support AI-driven investor targeting?
Yes. Our AI-powered targeting helps you identify and prioritize investors that best match your equity story and strategic goals.
