Solutions
One Platform. Multiple Stakeholders.
One Aligned Team.
Whether you're leading strategy, crafting content, managing compliance, or building investor relationships - IR Suite adapts to your workflow, your goals, and your team.
Lead with clarity and confidence.
For CEOs and Executive Leaders
IR Suite helps you stay close to your company’s investor narrative, track engagement at a glance, and ensure alignment between strategy and communication - without getting lost in the operational noise.
- Equity Storyboard to shape your investor narrative from the top down, aligned with long-term vision and mission
- Real-time dashboards with key investor engagement insights
- Seamless collaboration across IR, legal, and marketing
- Audit-ready communication workflows for peace of mind
Take control of your IR strategy.
For IR Managers
From segmentation to campaign performance, IR Suite helps you plan, execute, and measure every part of your investor engagement - with full visibility and compliance.
- Investor CRM with advanced tagging and segmentation
- Multi-channel communication tools (email, web, paid)
- Centralized content hub for all investor materials
- Analytics to track campaign and engagement performance
Create, collaborate, and publish with less chaos.
For IR Teams (Copywriters, Designers, Campaign Managers, Content Creators)
IR Suite gives your team structured workflows, shared libraries, and seamless publishing tools to move faster and stay aligned.
- Role-based content collaboration and approvals
- Reusable templates and shared visual assets
- Version control with full edit history
- Campaign builder for email, site, and paid distribution
Compliance without compromise.
For Legal and Compliance
IR Suite streamlines your approval workflows with full audit trails, secure staging, and role-based access - so you stay compliant, fast.
- Custom approval chains and access controls
- Complete change history and comment logs
- Secure pre-publication staging
- Compliance-ready archiving for all disclosures
Align brand and investor messaging - without extra complexity.
For Marketing & Communications
IR Suite bridges the gap between corporate communications and capital markets. Whether you’re publishing earnings materials or supporting investor campaigns, the platform ensures your messaging is consistent, on-brand, and right on time.
- Branded templates and content blocks for fast, on-brand publishing
- Built-in IR website management with streamlined content updates
- Shared messaging libraries to maintain consistency across teams
- Integrated workflows for smooth coordination with IR and legal
Free Resource
IR Playbook
From Strategy to Successful Implementation
Download the free IR Playbook, packed with actionable strategies, best practices, and insights to elevate your investor communications.
Table of Contents
- Rethinking Investor Relations
- Shaping Your Equity Narrative
- Crafting High-Impact IR Content
- Strategic Distribution for Maximum Market Impact
- Growing and Targeting Your Investor Audience
- Investor Engagement and Relationship Management
- Analytics, Reporting & Optimization
- Compliance & Risk Management
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.