Platform
Full-featured suite to grow your shareholder base.
IR Suite brings your entire investor relations workflow into one intuitive platform. From shaping your equity story to managing investor relationships. Create, distribute and boost your content, track engagement, and stay compliant - all in one place, built for modern IR teams.
Equity Storyboard
Turn your strategy into a compelling investor narrative.
Shape and align your equity story from the top down, rooted in your company’s long-term vision, mission, and growth strategy. The Equity Storyboard helps leadership define messaging pillars, track narrative evolution, and ensure consistency across all communications.
- Create a top-down investor narrative that aligns with corporate vision
- Define strategic milestones, themes, and proof points in one visual flow
- Ensure consistency across reports, press releases, and presentations
- Collaborate with IR, marketing, and legal on a unified storyline
Content Studio
Collaborate on high-impact IR content, faster and with less friction.
From earnings reports to investor updates, Content Studio gives your team the tools to plan, write, review, and publish with clarity and control. Say goodbye to scattered files and chaotic feedback loops.
- Plan and draft content in a shared workspace with real-time collaboration
- Assign roles and approvals to streamline workflows and reduce bottlenecks
- Access templates, reusable content blocks, and design assets from a shared library
- Track every change with version control and comment history
Investor CRM
Build smarter investor relationships, not just contact lists.
Track, segment, and manage all investor interactions in one centralized CRM designed specifically for capital markets. From potential leads to long-term shareholders, keep every relationship organized, measurable, and actionable.
- Segment investors by type, interest, activity level, and engagement stage
- Record meeting notes, calls, and interactions across the full team
- Set follow-up reminders, assign relationship owners, and track status
- Surface insights to guide retargeting, reporting, and outreach
Campaigns & Distribution
Get your story in front of the right investors, at the right time.
Reach targeted audiences across owned and paid channels, from your IR website to email and digital ads. Build campaigns, publish content, and track performance — all from one command center.
- Launch personalized campaigns using audience segments and investor tags
- Publish to email, IR websites, and retargeting platforms in a few clicks
- Track open rates, clicks, and engagement for each channel and asset
- Optimize outreach based on real-time feedback and campaign analytics
Omni-Channel Communication
Talk to investors across all channels, in one unified inbox.
Manage conversations with investors, analysts, and media via email, live chat, and messaging tools — all centralized in a single view so your team never misses a beat.
- Combine email, web chat, and messaging into one team inbox
- Assign conversations, add internal notes, and respond as a team
- Automatically log communication history for compliance and context
- Personalize responses based on engagement history and CRM data
Engagement Analytics
See what resonates, and what doesn’t.
Get clear insights into how investors interact with your content and campaigns. From page views to click-throughs, our analytics help you understand what’s driving interest and where to optimize.
- Track investor engagement across email, website, and campaign touchpoints
- Identify top-performing content and high-interest segments
- Build custom reports for internal teams and executive briefings
- Use data to personalize future outreach and messaging
Compliance & Approvals
Stay fast, and fully compliant.
No more chasing down approvals or worrying about audit trails. IR Suite keeps every step of your workflow traceable and secure, so compliance is built-in, not bolted on.
- Role-based permissions and approval chains for every content type
- Full audit logs of edits, comments, and publication actions
- Custom workflows to match internal review and disclosure policies
- Confidence in meeting regulatory and investor transparency standards
Team Collaboration
Efficient collaboration for your content workflow and IR communication
Say goodbye to email chaos and version conflicts: With IR Suite, you manage all publications and approvals in a clear workflow – from Draft to Live. Faster approvals. Clearer responsibilities. Always compliant.
- Overview Always keep track of tasks, deadlines, and progress.
- Every step is automatically recorded – for maximum transparency and security.
- Smart notifications ensure that no sharing or task is forgotten.
- Solve a problem or close a sale in real-time with chat. If no one is available, customers are seamlessly routed to email without confusion.
Our Mission
We make IR easy.
At IR Suite, we simplify investor relations for CEOs, IR professionals, and marketing teams - all in one collaborative platform. From shaping your equity story to engaging investors, IR Suite unites your teams to grow your shareholder base, build trust, and strengthen market value. We take care of the complexity - so you can lead with clarity and impact.