Investor Relations Teams
Relationships, not spreadsheets
Impress investors with a modern experience. Track engagement, manage pipeline and close commitments faster.
Full visibility across your raise
Spreadsheets don't scale. Get shared pipeline visibility and real-time investor engagement so nothing slips and every follow-up is focused.
Prioritise the right investors
Track investor engagement in real time. Focus your team on the prospects showing genuine intent.
Your bookbuild, fully visible
A shared pipeline that keeps your raise on track. Full visibility on application status, ownership, and next steps.
Compliance in sync
Track compliance status across your bookbuild. Distribution knows who to chase, compliance knows what's missing.
Less investor queries. Lower cost to serve.
Give investors the information they need in an easy to use portal, so routine requests fall and your team stays focused.
Real-time reporting, clearly presented
Give investors consolidated portfolio and fund views with auto-calculated performance metrics and interactive charts.
Documents and transactions, in one place
Investors can self-serve every document, from distribution notices to tax statements, plus a complete transaction history with simple exports for their own reporting.