The Allocent Engine™

Investor demand is already happening. Allocent makes it visible.

Five layers plus SEO/AEO distribution. Every signal captured, scored, and acted on.

Signal™
→
Activate™
→
Reveal™
→
Measure™
→
Allocent Score™
+
SEO/AEO Distribution
Signal™

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

100,000+ de-anonymized individuals researched "alternative investments" across financial media last week. Signal™ finds the ones reading about your sector — before they visit your site or contact a competitor.

Off-site intent detection — investor research tracked across financial media, 18+ keywords monitored, 65–75% coverage of institutional and retail decision-makers
De-anonymization — site visitors identified to person level with name, role, and firm
Competitor coverage, sector content, and category narratives tracked off-site
Narrative-level interest surfaced before direct contact or competitor call
Intent Feed
18 keywords · HEM + MAID · 65–75% coverage
De-Anonymization
Person-level · name + role + firm
Retail Track
HNW individuals and self-directed retail investors researching your sector and category across financial media.
Institutional Track
Funds, firms, family offices, and institutional allocators evaluating sector positions and competitive coverage.
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
47
↑ cross-evaluating
New This Week
32
↑ 6 institutional
sector narrative
competitor coverage
category research
3rd-party sites
Activate™ — Create · Distribute · Target

Allocent runs the campaigns. Every type, included.

6 campaign types, all included. For core campaigns — intent advertising, event nurturing, and custom campaigns — Allocent creates and runs distribution across Meta, Google, and LinkedIn. For press releases, news releases, and executive LinkedIn posts, Allocent distributes your content to targeted investor audiences. No agency retainer. No DSP middleman.

Intent advertising — Video, Image, Sound — UGC leveraging the best AI models — narrative-specific ads via Meta, Google, and LinkedIn, live same day as the trigger event
Press release & news release amplification — client writes the release, Allocent distributes it to targeted investor audiences
Executive LinkedIn amplification — your execs post, Allocent boosts reach to investor audiences
Pre & post event nurturing advertising — capture demand before and after roadshows, conferences, and earnings
Custom campaigns — audience-specific creative built around your pipeline objectives
Channels: Meta, Google, and LinkedIn — no DSP required, direct activation against Signal™-identified investors
Retail Track
Campaigns reaching HNW individuals and self-directed retail investors via Meta, Google, and LinkedIn display, social, and financial media audiences.
Institutional Track
Campaigns targeting funds, firms, family offices, and institutional allocators via LinkedIn and Google — no DSP required.
6 campaign types, all included. Core campaigns fully produced and run by Allocent via Meta, Google, and LinkedIn. Amplification campaigns distribute your content to investor audiences. No add-ons, no agency retainer, no DSP.
Activate™ — Create · Distribute · Target
🎬 Intent Advertising — Video, Image, Sound UGC
Narrative-driven video ads built from signal data — live in under 40 min
📣 Press Release · News Release · LinkedIn Amplification
Client-produced content distributed to targeted investor audiences — amplification, not authorship
📅 Event Nurturing · Custom Campaigns
Pre & post event retargeting + custom campaigns built around pipeline objectives
6 campaign types · Meta + Google + LinkedIn · full production included · no DSP
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
Retail Track
HNW individuals and self-directed retail investors identified by name, engagement depth, and IR page-level behavior.
Institutional Track
Fund analysts, portfolio managers, and family office allocators identified by name, role, and firm — with full page-level engagement data.
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
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
Measure™ — Autonomous Optimization

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

Measure™ kills underperforming creatives, reallocates budget to what's converting, and spins up new variants automatically. No media buyer. No agency calls.

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
Fully autonomous optimization loop — 24/7, no human input required
Retail Track
Attribution across retail-facing channels — display, social, and native — traced to named HNW and self-directed investor actions.
Institutional Track
Full-funnel attribution from intent signal to institutional firm engagement — every dollar traced to a named fund, firm, or allocator.
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.

Allocent Score v2 evaluates each investor on three dimensions: source presence (are they appearing across Signal™, Reveal™, and Activate™?), reachability (do we have a HEM or MAID to reach them?), and recency (how fresh is their engagement?). One continuously updated score per investor. One ranked list across retail and institutional tracks.

Source Presence
Multi-source signal depth — Signal™ + Reveal™ + Activate™ coverage per investor
Reachability
Confirmed HEM or MAID on file — investor is activatable, not just observable
Recency
Decay-weighted — fresh signals score higher; stale signals taper off automatically
Retail Track
HNW individuals and self-directed retail investors scored by source presence, reachability via HEM, and recency of engagement.
Institutional Track
Funds, firms, family offices, and allocators ranked by multi-source presence, MAID reachability, and signal recency.
📡
Off-Site Research (Signal™)
Off-site intent signals (18 monitored keywords, HEM + MAID delivery) and de-anonymization data — scored by source presence and recency of off-site activity.
🔍
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, decay-weighted by recency.
📢
Ad Engagement (Activate™)
Click-through and conversion data from Meta, Google, and LinkedIn campaigns — fused with site data and weighted by reachability (HEM/MAID on file).
✉️
Email + Actions
Email opens, document downloads, and direct engagements — recency-weighted so stale signals taper automatically as fresh ones rise.
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.

1
Priority
24 investors
2
High Intent
67 investors
3
Active
183 investors
4
Monitoring
412 investors
SEO & AEO Distribution

Your IR narrative, optimized for search — and for AI.

Allocent extends your IR content into SEO and AEO (Answer Engine Optimization). Your sector narrative gets structured and distributed so it surfaces in both traditional search results and AI-generated answers — the places investors are increasingly looking before they ever visit your site.

SEO optimization — IR content structured for Google indexing and organic search discovery
AEO optimization — narrative formatted for AI answer engines (ChatGPT, Perplexity, Gemini) to surface your company in investor queries
Content distribution across financial media and publisher networks to extend IR reach beyond owned channels
Reinforces Signal™ intent data — investors already researching your sector find your narrative, not a competitor's
Retail Track
Retail-facing IR narrative and sector content surfaced in organic search and AI answer queries from HNW and self-directed investors.
Institutional Track
Institutional-facing sector narrative distributed so funds and allocators researching your category encounter your story first — in search and in AI.
SEO + AEO Distribution
SEO — Search Indexing
IR content structured for Google organic discovery. Investors searching your sector see your narrative, not a generic result.
AEO — AI Answer Engines
Narrative formatted for ChatGPT, Perplexity, and Gemini. When investors ask AI about your sector, your company is in the answer.
Content Distribution
Distributed across financial media and publisher networks — extending IR reach beyond your owned channels.
SEO + AEO · extends Signal™ reach

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

Find out how many investors are researching your keywords right now