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.
Build stronger investor relationships
Stop stitching together CRM exports and registry spreadsheets. Everything about your investors, in one connected system.
A single source of truth
CRM and registry data in a single investor record. See contact details, investment history, holdings, compliance status, and communications in one view.
Search, organise, export
Search, filter, and segment investors by key criteria. Organise records with tags, notes, and documents. Export clean data instantly.
Task management, built in
Create tasks, assign owners, set due dates. Every task links to an investor record so nothing gets lost and handoffs are seamless.