Product — Allocent

AGENTS LIVE

Agent 041 — Identified 3 portfolio managers from BlackRock on investor deck page Agent 087 — Generating narrative video ad for Q4 earnings release Agent 134 — Reallocating $2.4k from underperforming Google campaign to LinkedIn Agent 209 — Detected off-site research spike: 3 institutions reading [TICKER] narratives on third-party sites Agent 312 — Updated Allocent Score for 47 investors based on multi-channel engagement Agent 176 — De-anonymizing 23 investors from off-site research on competitor coverage Agent 058 — Spinning up 3 creative variants after lead ad underperformed 48h threshold Agent 291 — Identified Vanguard analysts consuming [SECTOR] content on financial media sites Agent 447 — Identified Fidelity fund analyst — 4th visit to financials page this week Agent 219 — Killing zero-conversion Meta creative — budget shifted to LinkedIn automatically Agent 366 — Signal match: 6 firms reading [SECTOR] content on third-party sites — all de-anonymized Agent 041 — Identified 3 portfolio managers from BlackRock on investor deck page Agent 087 — Generating narrative video ad for Q4 earnings release Agent 134 — Reallocating $2.4k from underperforming Google campaign to LinkedIn Agent 209 — Detected off-site research spike: 3 institutions reading [TICKER] narratives on third-party sites Agent 312 — Updated Allocent Score for 47 investors based on multi-channel engagement Agent 176 — De-anonymizing 23 investors from off-site research on competitor coverage Agent 058 — Spinning up 3 creative variants after lead ad underperformed 48h threshold Agent 291 — Identified Vanguard analysts consuming [SECTOR] content on financial media sites Agent 447 — Identified Fidelity fund analyst — 4th visit to financials page this week Agent 219 — Killing zero-conversion Meta creative — budget shifted to LinkedIn automatically Agent 366 — Signal match: 6 firms reading [SECTOR] content on third-party sites — all de-anonymized

Signal™

Find out who's researching your sector right now — on sites you don't own.

In the last 7 days, 100,000+ de-anonymized individuals were researching "alternative investments" across financial media. Signal™ finds the investors in that pool reading about your sector — before they ever visit your site or contact a competitor.

Reading activity on 3rd-party financial sites — de-anonymized to person level

Competitor coverage, sector content, and category narratives tracked off-site

Detect when funds cross-evaluate you through external research behavior

Narrative-level interest surfaced before direct contact

100,000+ de-anonymized investors tracked this week across financial media. Signal surfaces the ones in your category — before they call a competitor.

Signal™ — Off-Site Research Activity

Identified Off-Site

284

↑ 18% this week

3rd-Party Sites

61%

↑ financial media

Competitor Content

↑ cross-evaluating

New This Week

↑ 6 institutional

sector narrative

competitor coverage

category research

3rd-party sites

Activate™ — Create · Distribute · Target

Allocent builds the ads and delivers them. Across 8+ channels.

Agencies take 3 weeks and charge retainers. Activate™ covers the full loop: AI generates narrative-specific creative, then deploys it programmatically via DSP across display, native, video, CTV, audio, in-app, and DOOH — to investor audiences built from Signal™ data. Earnings drop Tuesday? Live across 8+ channels by Tuesday afternoon. No brief. No media buyer. No markup.

Create — AI generates UGC video, infographics, and campaign creative on narrative events

Distribute — Programmatic delivery across 8+ channels (display, native, video, CTV, audio, in-app, DOOH) via automated DSP

Target — Investor audiences built from Signal™ data, served where they actually browse

New earnings, new raise, new narrative → fresh creatives live same day

No creative agency. No media buyer. No markup on production or ad spend.

8+ channels, zero manual media buying. Allocent creates, targets, and distributes — from narrative event to live campaign in under 40 minutes.

Activate™ — Create · Distribute · Target

🎬 Create — AI-Generated Creative

Video ad + infographic + UGC variant — produced in under 40 min

📡 Distribute — Programmatic DSP

Automated delivery across display · native · video · CTV · audio · in-app · DOOH

🎯 Target — Signal™-Built Audiences

Identified investors reached where they browse — not random ad targeting

8+ channels, zero manual media buying

Reveal™

Turn anonymous visitors into known investors.

87% of your IR traffic is identifiable. Reveal™ turns anonymous visits into named, classified contacts — institution, role, and exactly what they read.

De-anonymization to person level — name, role, firm

Page-level tracking — which IR pages, how long, how often

Investor identity mapping — institutional, HNW, retail, family office

Engagement depth — scroll, downloads, return frequency

87% of IR traffic is identifiable to the person. Every anonymous visit becomes a named contact with role, firm, and page-level behavior.

Reveal™ — Investor Identification

Invesco Group

institutional · 4 pages viewed

Institutional

R. Marchetti

high-net-worth · first visit

HNW

Franklin Partners

institutional · 2nd visit

Institutional

J. Schneider

retail · 6 pages viewed

Retail

Measure™ — Autonomous Optimization

AI watches your campaigns in real time and makes the calls.

Measure™ kills underperforming creatives automatically, reallocates budget to what's converting, and spins up new variants when existing ones plateau. No media buyer. No agency calls. The system runs the optimization loop on its own.

AI automatically kills underperforming creatives when engagement drops below threshold

Budget reallocates in real time to channels driving measurable investor action

New creative variants spun up automatically when existing ones plateau

Full-journey attribution: from first off-site signal to direct investor contact

No media buyer. No weekly agency calls. Fully autonomous optimization loop.

Every IR dollar traced to a named investor interaction — not just an impression. No weekly agency calls. The loop runs itself, 24/7.

Measure™ — Autonomous Spend Decisions

LinkedIn Creative A

CTR 4.2% · 18 investor clicks · $340 spend

↑ SCALING

Google Display B

CTR 0.4% · 0 conversions · $820 spend

✕ KILLED

Meta Creative C + 2 new variants

Spinning up — budget reallocated from Display B

⟳ TESTING

$2,400 automatically reallocated — no human input required

Allocent Score™

The unified intelligence layer. Every signal source, fused into one number.

Every signal — site behavior, off-site research, ad engagement, email opens — collapses into one continuously updated score per investor. One ranked list. No five dashboards.

📡

Off-Site Research (Signal™)

3rd-party reading activity, competitor content consumption, and sector research — de-anonymized before the first site visit.

🔍

Site Behavior (Reveal™)

Which IR pages they visited, how long they stayed, what they downloaded, and how often they returned — tracked at the person level.

📢

Ad Engagement (Activate™)

Click-through and conversion data from programmatic campaigns across 8+ channels (display, native, CTV, audio, and more) — fused with site data for a complete engagement picture.

✉️

Email + Actions

Email opens, document downloads, and direct engagements — weighted by recency and frequency to surface high-intent investors.

Investor	Type	Source	Behavior	Actions	Score
Riverstone Capital Institutional	Institutional	Intent signal	7 pages · 3 visits	Download + signup	Priority
M. Tanaka High Net Worth	HNW	Organic search	4 pages · 2 visits	Email signup	High
Apex Fund LP Institutional	Institutional	Paid campaign	2 pages · 1 visit	No action	Medium
D. Okonkwo Retail	Retail	Paid campaign	1 page · 1 visit	No action	Low
Northern Arc Partners Institutional	Institutional	Intent signal	5 pages · 4 visits	Direct contact	Priority

Prioritized investor pipeline

Every investor scored, classified, and ranked. You know exactly who to call next.

Priority

24 investors

High Intent

67 investors

Active

183 investors

Monitoring

412 investors