AI-Powered Investor Relations

Turn anonymous research into identified investor demand.

Allocent resolves the investors already researching your company, scores them by conviction, and puts your story in front of the ones who matter.

Live Pipeline Score
74 PIPELINE SCORE 0 100
4,200
Investors reached
276
Named & identified
3
Active campaigns

Four stages, one engine

Start with any single stage. Each one makes the next one sharper.

01 / Resolve
Identify who is researching you
A single script on your IR site resolves anonymous visitors to named individuals with verified business and personal contact detail.
02 / Score
Rank by conviction
Every identified visitor is scored on the pages they read, how long they stay, how often they return, and how they compare to your existing holder base.
03 / Expand
Reach the ones who never visited
Intent audiences surface investors researching your sector, your peers and your catalysts, before they ever land on your site.
04 / Activate
Put the story in front of them
We build and run the campaigns against those audiences. Paid media, investor email, gifting, events, whatever actually reaches the people on your list.

One system, one investor record

Every signal lands on the same investor record.

Website behavior, intent signals, and campaign response all resolve to one investor record. That record is what makes the targeting smarter every quarter.

Resolve & Score
Visitor Identification
Anonymous traffic on your IR pages resolved to named individuals with verified business and personal contact detail
Scoring & Prioritization
Every identified visitor ranked by conviction: pages read, time on page, return frequency, and fit against your holder base
Unified Investor Portal
Every investor, score, signal and campaign response in one place, with monthly reporting
Expand & Activate
Intent Audiences
Investors researching your sector, your peers and your catalysts, surfaced before they ever land on your site
Audience Sync
Match-ready audiences pushed straight into Meta, Google, LinkedIn and programmatic
Managed Campaigns
We build and run the outreach against your audiences: paid media, investor email, gifting and events, whatever actually reaches them

AI scoring for institutional & retail investors

Every lead ranked by intent.

Off-site research, on-site behavior, ad interaction, and recency, fused into a single score that tells you exactly who to call next. Retail and institutional tracked separately.

Vanguard · Sr. Analyst
Intent · 4 visits · Deck download · Ad click
91
Wellington Capital Fund
Sector keyword search · Financials viewed · Returns × 3
74
BlackRock · Portfolio Manager
Off-site research · Single site visit
52
Fidelity · New signal
Sector keyword match only
29
Priority High Medium Low

Every dollar of IR spend, accounted for.

Not impressions. Named investors.

See exactly who your budget reached, who clicked, and who became an engaged visitor, at your spend level.

Budget simulation Last 30 days
Investors reached 4,200
Engaged site visitors 318
Named & identified 276
Anonymous / lost 42
The Allocent Engine™

The investor learning loop

Every cycle teaches the system more about your investor base, and sharpens who it goes after next.

Allocent
Engine™
STAGE 01 · RESOLVE
Resolve
A single script on your IR site resolves anonymous visitors to named individuals, with verified business and personal contact detail.
STAGE 02 · SCORE
Score
Ranked by conviction: the pages they read, how long they stay, how often they return, and how they compare to your existing holder base.
STAGE 03 · EXPAND
Expand
Intent audiences surface investors researching your sector, your peers and your catalysts, before they ever land on your site.
STAGE 04 · ACTIVATE
Activate
We build and run the campaigns against those audiences. Paid media, investor email, gifting, events, whatever reaches them.
↻ Feeds Stage 1

Every cycle sharpens the next: the loop compounds. Better scoring → sharper audiences → better investors → better scoring.

Resolve and Score work on the traffic you already have. Expand and Activate reach the investors who have not found you yet.

Triple your IR efforts with the same team

87% of your IR traffic is already identifiable. Most companies never find out who's been watching.

87% unidentified
Captured

See who's reading about your sector, before they call your competitor