Services to strengthen your investor relations strategy.
Achieve better visibility, stronger engagement, and successful transactions with services tailored to your needs.
Modular services tailored to your IR needs.
Combine deep market expertise with actionable insights to help you reach the right investors and unlock potential.
Find and prioritize investors with real potential for your stock.
Identify the ultimate beneficial owners of your stock.
Keep your IR systems running without adding to your workload.
Targeting as a Service
Shareholder Identification Service
Closely track your shareholder base at the beneficial owner level.
Coordinate seamlessly with custodian banks to disclose shareholder information in line with EU SRD II and Germany’s MiKaDiv requirements. Our service delivers transparency down to the ultimate beneficial owner, ensuring compliance while unlocking insights for your IR strategy.
Detailed ownership lists of institutional and retail investors
Compliance with SRD II (ARUG II) and MiKaDiv disclosure standards around dividend dates
Analytics and recommended actions to strengthen investor engagement
IR Support Services
Free up your team with tailored IR support services.
When bandwidth is limited, we handle the operational side so you can stay focused on investor relationships.
Continuous contact and interaction tracking
Outreach process design and systematic follow-up
KPI dashboards and reporting templates for leadership visibility
More Services
Additional services tailored to your needs.
From gap analysis to perception monitoring, our complementary services strengthen your investor engagement.
Gap Analysis
Detect missed opportunities by comparing current vs. target ownership structures beyond peer comparisons.
Deal Enablement
Identify key deal accounts and coordinate engagement for successful primary and secondary transactions.
Ownership Analytics & Reporting
Transform complex shareholder data into board-ready insights and peer comparisons.
Investor Feedback & Perception
Understand how investors view your company with structured surveys and sentiment dashboards.
Integrated Workflows
Services that unlock the full power of your IR system.
Each service can stand alone. The real advantage comes when they run on the same CRM and data backbone, giving IR teams leverage that would otherwise require more time and resources.
Built-in Support
Trusted support at every step.
All subscriptions include full support—from onboarding and data integration to ongoing assistance and user-driven updates. Support is not an add-on, but a guarantee across all services.
Onboarding
Data integration
Ongoing support
User-driven updates
Frequently asked questions.
Are services packaged or fully flexible?
Services are fully flexible. You can select individual services or create a tailored package based on your IR priorities.
How do services integrate with the platform?
Services can be used independently or together with the platform. When connected, results such as shareholder identification, investor targeting, and perception insights are delivered directly into your CRM, ensuring easy access, actionable insights, and a fully connected workflow.
Who delivers the services, external consultants or your in-house experts?
All services are delivered by our experienced in-house Capital Markets team, combining years of market expertise with deep investor insight.
How long is a typical service engagement?
Engagements vary by scope. Short projects like shareholder identification take days, while ongoing advisory can run throughout the year.
