A single script on your IR site resolves anonymous visitors to named people, with contact detail you can check: every record shows how confident we are and where each detail came from. Packages cover 5,000 to 40,000 identifications a month.
Person-level identity
Name, role and firm for each visitor we can resolve.
Page-level behavior
Which IR pages they read, how long they stayed, how often they came back.
Investor type
Institutional and retail tracked as separate lists.
On your IR site
Anonymous visitor
Reads Financials, then downloads the deck
Allocent script
Identity resolved
Matched to a named person, with no form to fill in
In your portal
NameSarah Lindqvist
RolePortfolio Manager
FirmRiverstone Capital
EmailCurrent employer
IdentityLinkedIn match
Illustrative contact from the Allocent demo account.
Every detail checked, every source shown
Each record is cross-checked across independent sources and matched to a public LinkedIn profile where one exists. When sources disagree, LinkedIn wins and the record says so.
Sarah LindqvistVerified 94/100
TitlePortfolio Manager from LinkedIn
FirmRiverstone Capital from LinkedIn
Emails.lindqvist@riverstonecap.com current employer
Phone+1 416 555 0142 from her meeting request
Matched to a public profileName, firm and location agree across sources.
Job changes caughtMoved from Harbor Point Advisors in March. Her old address is held back.
Bad emails kept outAddresses that bounce or belong to a former employer never reach an export.
Unclear matches go to a personOur team confirms them before they reach your list.
Illustrative record from the Allocent demo account.
Know who already owns you, too
Upload your NOBO or transfer agent list. Every holder is named, each quarter's new positions, increases and exits are flagged, and holders are matched against your identified visitors. Included with every identification package.
NOBO_Q2.pdfParsed and compared with last quarter
Shareholder
Shares
Brokerage
Change
J. HarringtonDallas, TX
142,500
Schwab
New
Lakeshore CapitalChicago, IL
890,000
Fidelity
+12%
M. OduyaToronto, ON
55,200
IBKR
−8%
R. SteinbergMiami, FL
28,750
Schwab
New
Illustrative shareholders.
Stage 2
Rank by conviction
Every identified investor is scored on what they did and how well they fit: their role, their authority to invest and their focus on your sector. The list you open each morning starts with the people worth a call.
Depth
Pages read and time spent on each one.
Return visits
Someone who comes back three times outranks a single visit.
Raised hands
Meeting and information requests, including forms built in HubSpot, Marketo, Calendly and Typeform.
Financials read, 4 min+18
Returned 3 times+24
Downloaded the deck+30
Clicked IR contact+16
Sarah Lindqvist, Riverstone Capital88
IdentifiedQualifiedHigh intentEngagedContacted
Illustrative signal weights.
Count the investors you already met
Upload a roadshow schedule, a conference list or your CRM export. Every row is matched to investors already in your portal, new people are added, and each meeting counts toward their score. Included with every package.
Toronto_roadshow_meetings.csv38 rows: 29 already in your portal, 9 added
Illustrative upload. Uploaded lists never count toward your identifications.
Stage 3
Reach the ones who never visited
Intent audiences surface investors researching your sector, your peers and your catalysts, before they ever land on your site. Packages run from 25,000 to 200,000 records a month, refreshed weekly or daily.
People researching those topics, delivered as hashed IDs. No names change hands.
Your ad accounts
MetaGoogleLinkedInBing
Matched audiences, ready for campaigns.
Example keywords.
Stage 4
Put your story in front of them
We build the audiences, so we run the outreach against them: paid media, investor email, gifting and events. You approve the creative in the portal, every campaign link is tracked, and the portal shows which investors and meeting requests each campaign produced.
We run it
Strategy, creative, launch and weekly optimization, handled by our team.
One flat fee
No percentage of spend and no markup on media. All channels included.
Your accounts
$1,000 to $25,000 a month in ad spend, billed directly to your own ad accounts.
One portal for every investor
Everything the four stages produce, in one login for your IR team.
Investors
Every identified investor, ranked by score, with sources, stage and last activity. Export to CSV, with outdated emails held back.
Investor Journey
Intent audience to signup, stage by stage.
Alerts
Know the moment a priority investor comes back.
Keywords
The topics your intent audience is built from.
Ad Creative
Review and approve campaign creative before it runs.
Campaigns
Tracked links for every channel, and the identified investors and meeting requests each campaign produced.
Upload lists
Roadshow, event and CRM lists, matched to the investors you already have and scored with everyone else.
IR_contacts_export.csv4,812 rows matched and scored
Activity
A live feed of what identified investors are doing on your site.
Riverstone Capital downloaded the deck2h ago
Northern Arc Partners viewed Financials5h ago
Meridian Family Office returned for the 3rd timeYesterday
Live in three steps
1
Add the script
One line on your IR site. Identification starts with the traffic you already have.
2
Pick your keywords
Your sector, peers and catalysts define who we look for off-site.
3
Connect ad accounts
Grant partner access and we launch campaigns against your audience.
Size your audience before you commit
Enter your company website and see your peers, the searches investors run and the audiences that fit your story. Free, in under a minute.
