Frequently Asked Questions

Traditional IR firms focus on outreach, relationships, and visibility. Allocent focuses on who's already paying attention, and who should be. We identify, score, and activate investor demand at a scale and speed no IR firm can match, then hand you a ranked pipeline to act on.

Public companies, primarily small-cap and micro-cap, with an active IR function and a budget to build measurable investor demand. Typically a company with an IR Director or VP of IR who's tired of not knowing who's reading their materials or why meetings aren't converting.

Four stages, and you can buy them separately. Resolve: a single script on your IR site turns anonymous visitors into named individuals with verified contact detail, and Shareholder Intelligence parses your NOBO or transfer agent list so you also know who already holds you. Both are included in every identification plan. Score: every identified visitor is ranked by conviction, based on the pages they read, how long they stay, how often they return, and how they compare to your existing holder base. Expand: intent audiences surface investors researching your sector, your peers and your catalysts before they ever land on your site. Activate: we build and run the campaigns against those audiences, across paid media, investor email, gifting and events.

No. Investor identification, intent audiences and managed campaigns are licensed separately, and nothing is bundled by requirement. Most companies start with identification and managed campaigns, then add intent audiences once the scoring model is tuned. Onboarding is the one thing every engagement includes.

Allocent Score™ is a continuously updated ranking for every investor in your pipeline. It evaluates three dimensions: source presence (how many IR touchpoints has this investor 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?). The output is a single prioritised list (Priority, High, Medium, Low) so you know exactly who to call next.

No. Reveal™ uses identity resolution, not cookies. A lightweight script on your IR site matches visitor signals to a proprietary identity graph, resolving anonymous sessions to named individuals with name, role, firm, and page-level behavior. 87% of IR traffic is identifiable. Both retail (HNW, self-directed) and institutional (fund analysts, portfolio managers, family offices) visitors are covered.

A NOBO (Non-Objecting Beneficial Owner) list is a record of shareholders who've consented to having their identity shared with the issuer. It's obtained via your Transfer Agent or a service like vStock. Shareholder Intelligence parses your NOBO and Transfer Agent PDFs, extracting shareholder names, share counts, brokerage, city, and state in under 10 seconds, then maps quarter-over-quarter changes, identifies new buyers and exits, and shows you exactly which brokerages hold your stock.

Yes. Uploaded documents are processed in an isolated environment, not stored in raw form, and never shared outside your account. Only parsed structured data (names, counts, broker, location) is retained and used to power your investor scoring and audience targeting.

Campaigns run on LinkedIn, Meta (Facebook and Instagram), and Google (Display and Search). No DSP. Campaigns run directly on each platform through your own ad accounts, with no markup and no intermediary. Allocent handles all creative production, audience building, campaign management, and autonomous optimisation.

Allocent handles the full creative process, but it's collaborative, not fully automatic. We research your company and sector, develop narrative concepts and campaign ideas, and work with you to agree on creative direction before anything goes live. Once concepts are approved, AI generates the assets (UGC-style video, display creative, social formats) across Meta, Google, and LinkedIn. Client-produced content (press releases, event materials, executive posts) can also be distributed to targeted investor audiences. Underperforming creative is paused and budget reallocated autonomously; new creative rounds follow the same collaborative approval process.

You do. Ad spend is paid directly to Meta, Google, and LinkedIn through your own accounts. Allocent never touches the money and never marks up media. The minimum budget is $500/mo. There's no upper cap; Allocent's AI scales spend into what's converting and pulls back from what isn't.

Allocent is a standalone system and does not require a CRM. The scored investor list and engagement data can be exported for use in your existing tools. If you're running a CRM or IR platform alongside Allocent, speak with us at onboarding and we'll confirm what's supported.

Allocent's tools are designed for broad-based investor communication, which is consistent with Reg FD requirements. We do not facilitate selective disclosure. All content distributed through Allocent is intended for general investor audiences. That said, your IR team and legal counsel remain responsible for ensuring all public communications meet applicable disclosure standards. We recommend reviewing your IR communications policy with counsel when onboarding.

Named investors in your pipeline. Repeat engagement tracked. A growing, owned investor audience that you can measure and act on, not vanity traffic metrics. Over time: more qualified meetings, a clearer picture of who owns your stock and who's considering it, and an IR operation that compounds rather than resets each quarter.

Week 1-2: investor identification starts, with named contacts appearing from your existing IR traffic. Week 3-4: engagement patterns emerge and campaigns begin reaching investors matched to your shareholder profile. Month 2 and beyond: demand compounds as the scoring model accumulates signal and campaigns optimise.

Onboarding is $10,000, charged once at signature. After that you license what you need. Investor identification runs $15,000 to $96,000 a year depending on how many identifications you need each month. Investor intent audiences run $30,000 to $90,000 a year depending on record volume, keyword count and refresh cadence. Managed campaigns are a flat $30,000 a year with no percentage of spend and no markup on media. A typical engagement lands around $112,000 in year one. Everything is a twelve-month term invoiced annually in advance, and ad spend sits outside that in your own accounts.

One identification is one unique visitor resolved during a calendar month. Repeat visits within that month are never re-billed, and traffic we cannot identify is never billed at all. Each package includes a monthly allowance that resets each month and does not carry forward. Identifications beyond your allowance are billed at your package's additional rate and invoiced quarterly in arrears.

12 months. Investor demand compounds over time: the scoring model gets smarter, the audience grows, and campaigns optimise. A shorter engagement doesn't give the system enough runway to perform. The $10,000 setup fee covers strategy, narrative development, and initial configuration and is due at signing.

No. Allocent builds and measures investor demand. We cannot control market conditions, share price, or an investor's ultimate decision to buy. What we can guarantee is visibility: you'll know who's paying attention, who's engaging, and who's gone cold.

Allocent engagements are binding 12-month agreements. There is no early termination for convenience, and fees for the full term remain due. Agreements renew automatically at the end of each term unless either party gives written notice at least 60 days before renewal. Full terms are in your Master Services Agreement.