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

IR Platform

Your complete investor relations infrastructure — fully managed.

De-anonymize your traffic, score every investor, distribute your narrative, and activate leads via email — all running under your brand.

Identify™

De-Anonymize Traffic

→

Score™

Rank Every Investor

→

Engage™

Email · White-Label SEP

→

Distribute™

SEO · AEO · Content

Allocent Portal — Investor Pipeline

Investors

Shareholder Intel

Campaigns

Analytics

Identified

1,247

High Intent

Priority

Avg Score

Investor

Type

Score

Signal

Last Active

Riverstone Capital

Institutional · Portfolio Mgr

Institutional

● Priority

7 pages · 3 visits

2 hours ago

M. Tanaka

High Net Worth

HNW

● High

4 pages · email open

Yesterday

Apex Fund LP

Institutional · Analyst

Institutional

● Medium

2 pages · 1 visit

3 days ago

Northern Arc Partners

Family Office

Institutional

● Priority

5 pages · direct contact

4 hours ago

D. Okonkwo

Retail

● Low

1 page · 1 visit

1 week ago

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

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

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

Everything your IR team needs, managed end-to-end

Four integrated capabilities — all running simultaneously under your brand.

🌐

SEO + AEO Distribution

Your IR narrative structured and distributed for Google and AI answer engines. When investors search your sector, they find your story.

✉️

White-Label Email

Identified investors enrolled into your SEP automatically. Outreach sent from your domain, under your brand — no manual imports.

📊

Unified Portal

Every investor, score, email interaction, and shareholder record in one portal. Your full IR intelligence layer, in one place.

AGENTS LIVE

Your complete investor relations infrastructure — fully managed.

Turn anonymous website visitors into known investors.

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

See who owns your stock. Updated every quarter.

Everything your IR team needs, managed end-to-end

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