A full-stack engine that identifies who's researching your company, reaches them across 8+ channels, and measures every interaction — automatically.
Not just accounts. Real investors.
You're spending on IR — roadshows, press releases, earnings prep. None of it tells you who's actually paying attention.
The demand exists. Investors are visiting, researching, and comparing you to alternatives. Traditional IR can't see it. Allocent can.
Four stages. One system. Each cycle feeds the next — compounding investor demand automatically.
The arrow from Stage 4 back to Stage 1 is the key. Every visitor identified becomes a new signal — the loop compounds. More signals → better targeting → more visitors → more signals.
Identify who's researching your sector, competitors, and narrative — on sites you don't own.
Signal de-anonymizes reading activity across third-party financial media, news sites, and research platforms. You see the specific people consuming content about your competitors, your category, and your narrative — before they ever visit your site. In the last 7 days, over 100,000 de-anonymized individuals were researching "alternative investments" across financial media. Are any of them better to target than random ads?
Allocent builds the creative and delivers it. Automatically, across 8+ channels.
Agencies take 3 weeks and charge retainers. Allocent's AI generates narrative-specific video ads, infographics, and investor funnels — then deploys them programmatically across display, native, video, CTV, audio, in-app, and DOOH. Earnings drop Tuesday? Fresh creatives are live by Tuesday afternoon, reaching identified investors where they browse. No brief. No approval chain. No manual media buying.
Not company-level. Person-level. Name, role, firm — and exactly which page they were on.
87% of your investor traffic is identifiable. Allocent turns anonymous visits into named contacts — the Vanguard analyst on your Q3 release, the Fidelity PM who downloaded your deck, the Wellington associate back for the fourth time this week. Not "an institutional visitor." A person, with a mandate.
Not just dashboards. AI watching your campaigns in real time and making the calls.
AI watches your campaigns in real time and makes the calls — killing underperforming creatives, spinning up variants, shifting budget to what's converting. No weekly media buyer calls. No agency adjustments. The system runs the loop on its own.
Every investor, ranked. Every signal, fused into a single number that tells you where to focus.
Allocent Score ingests every signal — site visits, keyword intent, ad engagement, email opens, content downloads — and collapses them into one number per investor. Not five dashboards. One ranked list. You know exactly who to call next.
| Investor | Score | Classification | Active Signals |
|---|---|---|---|
| Sarah Chen — Vanguard Asset Mgmt | 91 | Institutional | Keyword intent · 4 IR page visits · Deck download · Ad click |
| David Park — Independent HNW | 74 | High-Net-Worth | Earnings release views · Email opens · Return visits × 5 |
| Wellington Capital Fund | 52 | Institutional | Sector keyword search · Financials page viewed |
| Retail Investor — Identified | 29 | Retail | Email signup · Single visit |
87% of your IR traffic is already identifiable. Most companies never find out who's been watching.
See who's reading about your sector — before they call your competitor