The Platform

Three tracks. One investor pipeline.

Core identifies, scores, and activates every investor touching your brand. Inbound makes your narrative findable. Outbound finds investors before they find you.

Core
Identify · Score · Activate
+
Inbound
SEO · AEO · Distribution
+
Outbound
Intent · Audiences · Creative
Track 1 · Core Required

Scoring, prioritization & activation

Every visitor identified, every investor scored, every lead activated — plus your full shareholder registry, parsed and tracked quarter over quarter.

Allocent Portal — Investor Pipeline
Allocent portal, Investors pipeline view
Identify™ · Reveal™

Turn anonymous website visitors into known investors.

87% of your IR website traffic is identifiable. Reveal™ de-anonymizes every visit — name, role, firm — and tracks exactly which pages they read, how long they stayed, and how often they returned.

Person-level identification — name, role, and firm for every visitor
Page-level tracking — which IR pages, time on page, scroll depth, return frequency
Investor classification — institutional, HNW, retail, family office
Reveal™ — Investor Identification
IG
Invesco Group
institutional · 4 pages viewed
Institutional
RM
R. Marchetti
high-net-worth · first visit
HNW
FP
Franklin Partners
institutional · 2nd visit
Institutional
JS
J. Schneider
retail · 6 pages viewed
Retail
Score™ · Allocent Score™

Every investor ranked. You know exactly who to call next.

Allocent Score™ evaluates each investor across three dimensions: source presence (how many IR touchpoints have they shown up across?), profile match (have they been fully de-anonymized — matched to a verified LinkedIn profile and investor database record?), and recency (how fresh is their engagement?). One continuously updated score per investor. One ranked list across retail and institutional tracks.

Investor Type Source Presence Profile Match Score
Riverstone Capital
Portfolio Manager
 Institutional 7 touchpoints LinkedIn + DB matched Priority
Northern Arc Partners
Family Office
 Institutional 5 touchpoints LinkedIn + DB matched Priority
M. Tanaka
High Net Worth
 HNW 4 touchpoints LinkedIn matched High
Apex Fund LP
Analyst
 Institutional 2 touchpoints Matching in progress Medium
D. Okonkwo
Retail
 Retail 1 touchpoint No match yet Low
Identify™ · Shareholder Intelligence

See who owns your stock. Updated every quarter.

Upload your NOBO PDF. Ten seconds later: every shareholder named, every new position flagged, every exit detected. No more staring at 40-page PDFs.

Upload vStock or Transfer Agent PDF — auto-parsed in seconds
Quarter-over-quarter change detection — new positions, exits, and increases flagged automatically
Brokerage breakdown — Schwab, Fidelity, IBKR, Apex Clearing and more
📄
NOBO_Q2_2026.pdf
✓ Parsed in 8 seconds · 898 shareholders mapped
ShareholderSharesBrokerChange
J. Harrington
Dallas, TX
142,500
Schwab
+NEW
Apex Capital LLC
New York, NY
890,000
Apex Clearing
+12%
M. Oduya
Chicago, IL
55,200
Fidelity
−8%
R. Steinberg
Miami, FL
28,750
IBKR
+NEW
+ 894 more shareholders
898
shareholders mapped
from NOBO + Transfer Agent data

Also in Core

✉️
White-Label Activation
Identified investors enrolled into your SEP automatically. Outreach sent from your domain, under your brand — no manual imports, no leads going cold.
📊
Unified Portal
Every investor, score, email interaction, and shareholder record in one portal. Your full IR intelligence layer, in one place.
Track 2 · Inbound

SEO & AEO distribution

Requires Core

Your IR narrative structured for Google and AI answer engines — so investors researching your sector find your story, not a competitor's.

Inbound

Show up where investors are already looking.

Investors research before they visit. Inbound puts your narrative in front of them at that moment — in organic search and inside AI-generated answers — then feeds every arrival straight into Core for identification and scoring.

SEO — IR content structured for Google indexing and organic discovery
AEO — narrative formatted for ChatGPT, Perplexity, and Gemini answer queries
Distribution across financial media and publisher networks beyond your owned channels
Inbound — SEO + AEO Distribution
SEO — Search Indexing
Investors searching your sector see your narrative, not a generic result.
AEO — AI Answer Engines
When investors ask AI about your sector, your company is in the answer.
Content Distribution
Distributed across financial media and publisher networks — reach beyond your owned channels.
Track 3 · Outbound

Intent de-anonymization & activation

Requires Core

Find investors researching your sector before they ever visit your site — then reach them with synced audiences and AI-generated creative.

Outbound

Reach investors before they reach you.

Outbound resolves up to 100,000 intent-based leads per month from off-site research signals, syncs them as matched audiences to LinkedIn, Meta, and Google, and generates the creative to reach them — driving them to your properties where Core takes over.

Intent de-anonymization — up to 100,000 resolved leads per month
Audience Sync — matched audiences pushed to LinkedIn, Meta & Google
AI creative generation — ad copy and visuals produced and optimized automatically
Explore Outbound →
Outbound — Intent → Audience → Creative
Intent De-Anonymization
Up to 100K investors researching your sector keywords resolved per month — before they ever visit your site.
Audience Sync
Resolved intent leads pushed as matched audiences to LinkedIn, Meta, and Google.
Creative Generation
AI-generated ad creative, spun up and optimized automatically — you pay platforms directly for spend.

The data already exists. You're just not seeing it yet.

Find out how many investors are researching your keywords right now