Allocent is the investor demand engine for public companies. It shows you who already owns your stock, resolves the anonymous investors reading your IR site, scores every one of them by intent, and uses what it learns to find and reach investors who have not found you yet.

IR firms focus on outreach, relationships and visibility. Allocent focuses on who is already paying attention, and who should be. We identify, score and reach investor demand, then hand you a ranked list to act on. Many companies run Allocent alongside their IR firm.

Public companies, mostly small-cap and micro-cap, with an active IR function and a budget to build measurable investor demand. Typically there is an IR Director or VP of IR who wants to know who is reading their materials and why meetings are not converting.

Four stages, and you can buy them separately.

• Resolve: a single script on your IR site turns anonymous visitors into named people, with every contact detail cross-checked and its source shown. Shareholder Intelligence names everyone on your NOBO or transfer agent list, so you also know who already holds you.
• Score: every identified investor is ranked on the pages they read, how often they return, the actions they take, how well they fit your story, and whether your team has already met them.
• 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.

Every identified investor gets a score that updates as they engage. It rises with the pages they read and how long they spend on them, return visits, and high-intent actions such as requesting a meeting or information, downloading your deck or viewing financials. Meetings from your roadshow and conference lists count too, and count strongly.

The score is then adjusted for fit: the investor's role, their authority to make investment decisions, and how closely their focus matches your sector.

Investors move through clear stages (Identified, Qualified, High intent, Engaged, Contacted) so your team knows who to call next. Institutional and retail investors are tracked on separate lists.

Yes, from the Upload lists tab in your portal. Drop in a CSV of roadshow or conference meetings, event and webinar attendees, people who engaged with you on LinkedIn, or a CRM export, up to 250,000 rows at a time.

We work out which column is which, match every row to the investors already in your portal, add the new ones, and count each meeting or attendance toward their score. Anything we are not sure about is held for you to confirm, and any upload can be undone. Uploaded lists are included in every package and never count toward your identifications.

Yes. When a visitor submits a form on your site, we record whether they asked for a meeting, asked for information or signed up for updates, and their score and record update straight away. This works with forms built into your site and with HubSpot, Marketo, Calendly and Typeform embeds, with no extra setup on your side.

Partly. A lightweight script on your IR site resolves anonymous visits to named people, with name, role, firm and the pages they read. The script and our identification provider keep identifiers in the visitor's browser (first-party cookies and local storage) so return visits and campaign sources are recognized. Anyone can opt out at allocent.ai/opt-out. Both retail (HNW and self-directed) and institutional (fund analysts, portfolio managers, family offices) visitors are covered.

Not every visit can be resolved. Traffic we cannot identify is never billed.

A NOBO (Non-Objecting Beneficial Owner) list names the shareholders who have agreed to have their identity shared with the issuer. You get it from your transfer agent or a service like vStock.

Upload the PDF and Shareholder Intelligence returns the register in seconds: every holder named with share count, brokerage, city and state. Each quarter it flags new positions, increases and exits, and matches holders against the investors identified on your site.

Yes. Uploaded documents are processed in an isolated environment, are not stored in raw form, and are never shared outside your account. Only the parsed data (names, share counts, brokerage, location) is kept, and it is used only for your scoring and audience targeting.

Intent audiences are delivered as hashed identifiers, not names or email addresses. They are matched inside Meta, Google, LinkedIn and Microsoft Advertising so your campaigns reach people researching your topics without personal data changing hands.

Every record carries a confidence level and shows where each detail came from. We cross-check names, firms and emails across independent sources and match people to their public LinkedIn profile where one exists. When sources disagree, the LinkedIn profile wins and the record says so.

Job changes are caught, and emails that bounce or belong to a former employer are held back from exports. Matches we are unsure about go to our team to confirm before they reach your list. No identification source is perfect, so we show you how sure we are rather than claim everything is verified.

Yes, when we have one. Phone numbers come from the investor's own meeting or information request, from lists you upload, and from website identification where available. These never cost anything extra.

For investors without a number, you can run a phone lookup from their record. You are only charged when a lookup finds a number. Each identification package includes a monthly allowance of numbers found (100 on Starter, 400 on Growth, 1,500 on Scale), and beyond that each number found is $0.50. A lookup that finds nothing is free. Calling or texting investors is subject to telemarketing rules such as the US TCPA and Do Not Call lists, which your team is responsible for following.

Meta (Facebook and Instagram), Google (Search and Display), LinkedIn and Microsoft Advertising (Bing). We sync your audiences to the networks that perform best for your company, and campaigns run directly in your own ad accounts with no markup and no intermediary. We handle audience building, creative, launch and weekly optimization.

We produce it, with you. We research your company and sector, develop narrative concepts, and agree the creative direction with your team before anything goes live. You review and approve every asset in the portal. Your own content, such as press releases, event materials and executive posts, can also be put in front of your investor audiences.

We optimize weekly: underperforming creative is paused, budget moves to what is working, and new rounds go through the same approval.

You do, directly to the platforms through your own ad accounts. Allocent never touches the money and never marks up media. Campaigns run on $1,000 to $25,000 a month in spend; above that we scope the engagement separately.

Every campaign runs on tracked links you create in the portal, one per channel and creative. When someone arrives through one, the visit is tied to that campaign, and the Campaigns tab shows how many investors each campaign identified and how many asked for a meeting or information. We also record where other visitors came from, including search, social and investing apps.

Allocent works on its own and does not require a CRM. Your scored investor list can be exported to CSV at any time, and you can upload your CRM contacts so they are matched to the investors already in your portal and scored alongside them.

Allocent is built for broad-based investor communication, which is consistent with Reg FD. We do not facilitate selective disclosure, and everything distributed through Allocent is meant for general investor audiences. Your IR team and counsel remain responsible for making sure public communications meet disclosure standards, and we recommend reviewing your IR communications policy with counsel during onboarding.

Named investors in your pipeline, repeat engagement tracked, and a growing investor audience you own and can measure, rather than vanity traffic numbers. Over time: more qualified meetings, a clearer picture of who owns your stock and who is considering it, and an IR program that compounds instead of resetting each quarter.

Weeks 1 to 2: identification starts, and named investors appear from the traffic you already have.
Weeks 3 to 4: engagement patterns emerge and campaigns begin reaching investors who match your profile.
Month 2 onward: demand compounds as the scoring model gathers signal and campaigns are optimized.

Every engagement starts with a one-time onboarding fee. After that you license what you need: investor identification, intent audiences and managed campaigns each come in packages sized to volume. Engagements run on a twelve-month term, invoiced annually in advance, and ad spend sits outside that in your own accounts. We walk through the numbers on a strategy call.

One identification is one unique visitor resolved during a calendar month. Repeat visits in that month are never billed again, 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, invoiced quarterly in arrears.

Twelve months. Investor demand compounds: the scoring model sharpens, the audience grows and campaigns improve, and a shorter engagement does not give that time to work. The one-time onboarding fee is due at signing and covers discovery, script deployment, your scoring model, ad platform setup, keyword and audience design, tracking, the first creative set and campaign build, and team training with a 30-day tuning window.

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

Engagements are binding twelve-month agreements with no early termination for convenience, and fees for the full term remain due. Agreements renew automatically unless either side gives written notice at least 60 days before renewal. Full terms are in your Master Services Agreement.