Understanding the InvestorHub solution for investor relations

Your investor hub, your investor list and your communications, with Ivy at the centre. Here's what's inside each, and the add-ons that extend them.

Attract & capture

Investor hubs

Your branded public presence that captures investors into your investor list.

  • Branded hub builder, no coding needed
  • Live price, announcements & updates
  • Subscribe forms feed your investor list

Registry data

Holdings synced from your share registry, no manual exports.

Source of truth

Investor list

Your register as the single source of truth on every shareholder.

  • One unified record per investor
  • Ownership intelligence & reachability scoring, so you know which investors you can actually convert into buyers
  • Dynamic segments & engagement scoring

Powered by Ivy

Your AI analyst across your investor database and communications. It reads your whole register, tells you who to talk to next, and shapes the right message for them.

Engage at scale

Omni-channel comms

Turn what your investor list knows into the right message on every channel.

  • Branded email: alerts, updates & flows
  • LinkedIn cross-posting & trackable links

Switch on more when you need it

Optional modules that snap onto the core platform. Each one connects straight back to your register and investor list.

Permissions & Access

The right access for every role

  • Admin, content author and view-only roles, managed centrally with no security risk or admin overhead
  • Microsoft SSO, so your team signs in the way they sign into everything else
  • Advisors, brokers and external partners get the access they need, never the keys to everything

Real owner reports

See who really owns you

  • Reveal the real people behind nominee and custodian accounts
  • Trace hidden holders back to their true owner
  • Keep a clean, compliant record you can show regulators

Webinars & live events

Bring investors together, live

  • Host live video events, public or invite-only
  • Let investors RSVP and ask questions live
  • See exactly who watched, and for how long

Get more buyers across your whole register.

Your hub, your investor list and your communications work as one connected loop. Each turn brings more of your register closer.

01Attract
02Understand
03Engage

We give you the plan. You make it happen.

InvestorHub is the sales and marketing software for investor relations: it turns your registry and engagement data into a clear, prioritised plan of which investors to reach, what they care about, and when to act. Like any sales and marketing platform, the flywheel only really spins once someone runs it. From there, you and your IR advisor put the plan into motion. We give you the intelligence and the tools; you stay in control of the relationships.

1

InvestorHub

We build the plan

Your register, engagement signals and Ivy's analysis become a prioritised plan: who to reach, what they care about, and the right moment to act.

2

You & your IR advisor

You make it happen

You and your advisor run the outreach with the plan and the platform behind you. Every action feeds back into your register, and the flywheel keeps turning.