The Platform

Four stages. One investor engine.

Resolve who is researching you, score them by conviction, expand to the investors who never visited, and put your story in front of all of them.

Resolve
Who is researching you
Score
Rank by conviction
Expand & Activate
Reach who never visited
01 / Resolve

Identify who is researching you

A single script on your IR site resolves anonymous visitors to named individuals, with verified business and personal contact detail.

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
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
Shareholder Intelligence · included with every plan

Know who already owns you, too.

Resolving who is researching you is more useful when you know who already holds you. Upload your NOBO PDF and ten seconds later every shareholder is named, every new position flagged, every exit detected. Included with every identification plan at no additional cost.

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
02 / Score

Rank by conviction

Every identified visitor scored on the pages they read, how long they stay, how often they return, and how they compare to your existing holder base.

Allocent Portal · Investor Pipeline
Allocent portal, Investors pipeline view
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

Also included

📊
Unified Portal
Every investor, score, signal, and shareholder record in one portal. Your full IR intelligence layer, in one place.
03 / Expand & Activate

Reach the ones who never visited

Intent audiences surface investors researching your sector, your peers and your catalysts. We build and run the campaigns against them.

Expand & Activate

Reach investors before they reach you.

Intent audiences surface investors researching your sector, your peers and your catalysts. Depending on the package, that is 25,000 to 200,000 records a month against 75 keywords to unlimited, refreshed weekly or daily. We sync them to your ad platforms and run the campaigns against them.

Intent audiences: 25,000 to 200,000 records a month by package, refreshed weekly or daily
Audience Sync: match-ready audiences pushed to Meta, Google, LinkedIn and programmatic
Managed campaigns: strategy, creative, weekly optimization and budget pacing, run by us
Campaigns run wherever your investors actually are: paid media, investor email, gifting and events. Ad spend is billed to your own accounts, never marked up.
Expand & Activate · Intent → Audience → Campaign
Intent De-Anonymization
Up to 100K investors researching your sector keywords resolved per month, before they ever visit your site.
Audience Sync
Resolved intent leads pushed as matched audiences to LinkedIn, Meta, and Google.
Creative Generation
AI-generated ad creative, spun up and optimized automatically. You pay platforms directly for spend.
Allocent Portal · Campaign Performance
Investors
Shareholder Intel
Campaigns
Analytics
Impressions
284,410
↑ 18% this week
Clicks
1,847
↑ 24% this week
CTR
0.65%
↑ 0.12% vs prior
Investors Identified
312
↑ 41 new this week
Active Campaigns
Intent Advertising · LinkedIn Creative A
sector narrative · fund analysts · CTR 4.2%
↑ SCALING
Press Release Amplification · Q2 Results
LinkedIn + Meta · institutional audience · 3 days running
⟳ ADAPTING
Google Display B · HNW Retail
CTR 0.3% · 0 conversions · budget reallocated
✕ KILLED
Meta Creative C + 2 new variants
generated · budget shifted from Display B · launching today
✦ GENERATED

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

Find out how many investors are researching your keywords right now