One platform for your whole register
Your investor hub, investor list and communications in one place, so every announcement brings more of your register closer.
…with an AI analyst that knows every holder
Ask Ivy who to talk to, what changed on your register, or what to send next. It reads all of it and does the legwork.
One platform for your whole register
Your investor hub, investor list and communications in one place, so every announcement brings more of your register closer.
Everything in one platform.
Six parts that share one investor list, so whatever happens in one shows up in all the others.
01Investor hub
A branded home for your announcements that turns readers into investors you can reach.
- Built in your branding, no developers needed
- Live price, announcements and investor Q&A in one place
- Every sign-up lands straight in your investor list
03Segments
Audiences that update themselves as your register and engagement change.
- Build segments from holdings, location or behaviour
- Engagement scoring on every investor
- Send to any segment, on any channel
05Ivy
Ask about your register in plain English and get the answer, with the list behind it.
- Reads your whole register and engagement history
- Tells you who to talk to next, and why
- Drafts the message for them
02Investor list
Who owns you, how their holding has moved, and how they engage, all on one record.
- Every buy and sell over time, synced from your share registry
- Register, trading and engagement side by side
- Reachability scoring shows who you can actually contact
04Communications
One update, sent everywhere your investors are, with every open and click tracked.
- Branded email alerts, updates and automated flows
- LinkedIn cross-posting with trackable links
- Results flow straight back into your investor list
06Webinars & live eventsAdd-on
Run live investor briefings and know exactly who turned up.
- Live video events, public or invite-only
- RSVPs and live questions from investors
- See who watched, and for how long
We give you the plan. You make it happen.
Bring your register to a 30-minute demo. We’ll show you who owns you, who you can reach, and what to send first.
30 minutes · Your own register · No obligation
- Who owns you5,412 holders mapped from your registryReady
- Who you can reach2,860 investors you can email todayReady
- Who to talk to first47 warm prospects, ranked by engagementShortlist
- What to sendWebinar invite drafted for the 47To review