AI-Powered Investor Relations

The AI command center for investor relations

Allocent runs investor relations, so you meet with more real institutional and retail investors.

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

AI guaranteed to find, score, and convert investors

Every signal captured. Every investor identified. Every dollar of IR spend attributed to a named contact in your pipeline.

David Harrington
NUE
"We needed a partner to automate our investor relations and leverage AI in marketing the way we aren't equipped to do internally. Allocent is that partner."
David Harrington, Director of Investor Relations — Nu-Energy Corp (NUE · TSX-V)
What We Do

One place for all your IR

Inbound and outbound — fully managed.

From intent signal to press release to paid distribution. Every PR activity tracked, measured, and attributed to named investors in your pipeline.

AEO & SEO
Show up in ChatGPT, Perplexity, and Google when investors search your sector
Content at Scale
Earnings narratives, sector updates, and IR articles — published continuously
Press Releases & Conferences
Structured, syndicated, and amplified to the right investor audience
Keyword & Intent Research
Know which investors are researching your sector — before first contact
Ad Audience Sync
Connect investor audiences directly to LinkedIn, Meta, and Google ad platforms
Audience Activation
Generate video, image & sound assets with the best AI models — deployed into social channels
Website De-Anonymization
Uncover 50% of the traffic that lands on your digital assets — the real people behind the visits
Email & Lead Management
Activate identified investors with care — sequenced, tracked, and integrated into your pipeline
Shareholder De-Anonymization
Identify the real individuals behind your shareholder registry — not just the custodians
02

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
03

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™

From signal to pipeline

A closed loop that finds, scores, and converts investors — automatically. Each cycle feeds the next.

Allocent
Engine™
STAGE 01
Discover™
De-anonymized off-site intent — who's researching your sector, competitors, and narrative across financial media, before first contact.
STAGE 02
Engage™
Video, Image, Sound — UGC leveraging the best AI models — deployed across Meta, Google, and LinkedIn. Zero manual media buying.
STAGE 03
Identify™
87% of IR traffic is identifiable. Anonymous visitors become named contacts — name, role, firm, and exactly which pages they read.
STAGE 04
Score™
Every investor ranked by multi-signal activity — off-site intent, on-site engagement, ad interaction, and recency — fused into one number.
↻ Feeds Stage 1

Score closes the loop. Every lead ranked by multi-signal activity feeds back into targeting — the loop compounds. Higher scores → sharper targeting → better leads → higher scores.

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