Preparing for an IPO
Equip your team with shareholder insights, regulatory oversight, and communication tools to build credibility pre-IPO.
6 products included
Products
The Investor Relations CRM that powers smarter targeting
Gain deeper insight into your shareholder base
Make your IR website the source of truth for investors
Navigate the capital markets with expert, actionable insights
Fuel your ESG efforts with expert insights
Power your investor relations, governance, compliance and corporate communication—all from a single secure, professional-grade portal.
Simplify MAR insider list management
Secure, compliant whistleblowing software
Prevent market abuse with employee personal trade monitoring
LEI Services helps financial market participants meet regulatory requirements with confidence across borders
Good governance made easy and secure
Gain a clear view of your board’s effectiveness with structured evaluations
Drive M&A deals efficiently with a purpose-built platform
Deliver engaging investor relations and corporate events
Ensure timely market disclosures
Host world-class events in an iconic Milan venue
Power your investor relations, governance, compliance and corporate communication—all from a single secure, professional-grade portal.
Power your investor relations, governance, compliance and corporate communication—all from a single secure, professional-grade portal.
Solutions
Capital Market Readiness & Successful Listing Journey
Turn investors into long-term partners
Simplify shareholder management. Understand and track ownership changes with ease. Enhance transparency.
Engage investors with real time share prices & live stock feeds. Utilize an interactive share price dashboard to display accurate market data.
Leverage capital market insights and professional advisory services to navigate complex markets.
Improve investor trust, meet regulatory standards, and showcase your commitment to sustainability.
Strengthen your IR strategy with integrated tools that connect targeting, ownership analysis and strategic advice.
Lay the foundation for a successful market entry with a trusted suite designed to support compliance, transparency and stakeholder engagement at every stage of your IPO journey.
Reach the right investors and drive engagement with real-time data and insight-led outreach.
Stay visible and aligned with investor expectations as you mature on the public markets.
Deliver a compelling narrative at key investor events with data, targeting and messaging support.
Strengthen investor trust and communicate your ESG commitments with transparency-driven tools and advisory support that elevate corporate reputation and accountability.
Our comprehensive platform provides the essential tools for investor relations, compliance, and governance.
Regulatory Compliance & Corporate Governance
Achieve MAR compliance with robust insider list management. Navigate EU Market Abuse Regulation requirements, reduce risks, & enhance corporate governance.
Enhance compliance with robust employee trade monitoring tools. Prevent insider trading, enforce trading policies, and maintain market integrity.
Ensure whistleblower protection with secure reporting channels. Utilize anonymous reporting tools, maintain confidentiality, and meet compliance standards.
Manage your LEI compliance efficiently with our LEI solutions. Conduct accurate LEI code lookups and meet international standards.
Optimise your board meetings with secure & efficient board meeting software.
Achieve full MAR compliance with a complete solution suite covering insider list management, employee personal trading processes and market disclosures.
Deliver full compliance coverage from your internal ethical culture to external regulatory obligations with an integrated compliance suite.
Support robust board governance and ethical conduct with integrated tools for secure collaboration, transparency and accountability.
Ensure compliance across borders with integrated solutions that meet regulatory demands in multiple jurisdictions.
Empower executive teams and board members with secure, collaborative tools that enhance governance, oversight and ethical leadership.
Everything you need to manage complex transactions with confidence.
Our comprehensive platform provides the essential tools for investor relations, compliance, and governance.
Corporate Communications
Simplify regulatory disclosures, strengthen governance, and support a transparent disclosure strategy.
Protect your reputation and ensure regulatory alignment with secure, responsive solutions designed for times of heightened scrutiny.
Protect your brand with advanced reputation management and crisis response tools.
Enhance corporate messaging with trusted delivery, sustainability alignment and secure governance tools.
Deliver accurate, compliant and compelling financial communications across all digital channels, while reinforcing investor confidence.
Strengthen boardroom governance with secure digital tools for collaboration and compliance.
Our comprehensive platform provides the essential tools for investor relations, compliance, and governance.
Learning & Upskilling in Capital Markets
Enhance decision-making, understand market trends, and drive strategic growth.
Advance your career with expert-led compliance courses & certification programs.
Strengthen internal IR capabilities and sustainability knowledge with expert-led learning and tailored support.
Build expertise with bespoke compliance training and governance courses.
Our comprehensive platform provides the essential tools for investor relations, compliance, and governance.
Resources
Academy
Browse our IR, Compliance and Governance professional development courses and certifications
Develop the exact skills your team needs to succeed in capital markets
Stay ahead with widely recognised certifications
Build trust through expert IR communication
Navigate today's complex regulatory environment with confidence
Learn sustainability strategy from ESG experts
Dedicated training for compliance officers and employees of issuers
Help your employees understand their obligations and potential sanctions
Our comprehensive platform provides the essential tools for investor relations, compliance, and governance.
Resource Centre
Answer a few short questions to assess the relevance of your sustainable reporting format, ensure you have the right audience, and compare your ESG disclosure policy with the expectations of investors and ratings agencies.
Blogs & news
Power your investor relations, governance, compliance and corporate communication—all from a single secure, professional-grade portal.
Events
Our comprehensive platform provides the essential tools for investor relations, compliance, and governance.
Glossary
Enrich your compliance vocabulary and gain a deeper understanding of regulatory compliance terminology.
Our comprehensive platform provides the essential tools for investor relations, compliance, and governance.
Shareholder Analysis is a data-driven advisory solution for listed companies to help you better understand your shareholders and engage with them more effectively.
We helped 100+ companies conduct shareholder analysis last year
Gain clarity on who owns your shares with detailed shareholders registers and what are their investment behaviours with data enrichement analytics.
Identify and connect with the right shareholders using advanced investor targeting and target group profiling.
Compare your shareholder structure to that of industry peers to determine your market position.
Our dedicated advisory team provides end-to-end guidance to help you achieve your listing goals and create long-term value.
Get a dynamic picture of your capital structure and anticipate shifts in investor sentiment.
Equip your Investor Relations team with the right data prior to key engagements.
Understand your company's position in the market and stand out with targeted IR strategies.
Identify nearly 100% of your shareholders with our SRD II analysis and expert support.
Our exclusive add-on, AGM Voting Insight, provides early, detailed insight into how shareholders are likely to vote - long before your annual general meeting. This solution enables you to refine your messaging, strengthen governance practices and make informed decisions that align shareholders.
Dissect voting trends
Access detailed reports at the final beneficiary level to uncover resolution patterns and investor preferences.
Improve investor relations
Engage key stakeholders using enriched contact information and full ownership visibility.
Respond to real-time updates
Adapt quickly with daily insights from the moment AGM decisions are published.
Inform board strategy
Use early voting signals to shape AGM messaging, manage risk and anticipate outcomes.
Identify your investors in detail, including overseas stakeholders. Then segment your investor base and detect shareholder movements.
Create detailed investor profiles, assess investment strategies and identify key decision makers within each fund.
Compare your ownership structure with industry peers and industry trends to evaluate your performance and position your company accordingly.
Map where your investors are located and use portfolio managers' contacts to increase engagement opportunities.
Get an overview of activism, track short positions, understand impact investment strategies and establish appropriate voting policies.
Receive quarterly updates on institutional ownership without requesting a new share register from the CSD.
Equip your team with shareholder insights, regulatory oversight, and communication tools to build credibility pre-IPO.
6 products included
Combine shareholder mapping, engagement tracking, and advisory support to target and retain the right investors.
3 products included
Combine relationship tools and shareholder intelligence to maximise investor engagement opportunities.
3 products included
Ensure your message continues to resonate with the market through data, outreach and events.
5 products included
Plan and execute major capital markets events with precision and confidence.
4 products included
Ensure your financial results, corporate updates and key disclosures are distributed with precision, clarity and compliance across multiple formats.
5 products included
IR.Manager enables investor relations teams to organise meetings, track communications and target outreach around earnings events.
EngageStream enables you to present earnings, half-year results and key disclosures through a secure, branded event platform with interactive features.
TradeLog simplifies monitoring and pre-clearance of employee trades to ensure compliance with MAR and MiFID II.
InsiderLog helps ensure compliance with Market Abuse Regulation (MAR) by automating insider list creation and management.
Understand your current and potential investors with data-driven Shareholder Analysis. Use these insights to support targeting and roadshow planning.
Post-Listing Advisory supports newly listed and mature companies with strategic IR planning, market intelligence and investor targeting services to build long-term capital markets success.
Understand your current and potential investors with data-driven Shareholder Analysis. Use these insights to support targeting and roadshow planning.
IR.Manager enables investor relations teams to organise meetings, track communications and target outreach around earnings events.
Post-Listing Advisory supports newly listed and mature companies with strategic IR planning, market intelligence and investor targeting services to build long-term capital markets success.
IR.Manager enables investor relations teams to organise meetings, track communications and target outreach around earnings events.
Understand your current and potential investors with data-driven Shareholder Analysis. Use these insights to support targeting and roadshow planning.
LiveEquity helps you display your share price and key trading indicators directly on your IR site.
IR.Manager enables investor relations teams to organise meetings, track communications and target outreach around earnings events.
Euronext’s ESG Advisory helps companies build a credible sustainability strategy aligned with EU regulations and investor expectations.
Post-Listing Advisory supports newly listed and mature companies with strategic IR planning, market intelligence and investor targeting services to build long-term capital markets success.
Understand your current and potential investors with data-driven Shareholder Analysis. Use these insights to support targeting and roadshow planning.
EngageStream enables you to present earnings, half-year results and key disclosures through a secure, branded event platform with interactive features.
Understand your current and potential investors with data-driven Shareholder Analysis. Use these insights to support targeting and roadshow planning.
IR.Manager enables investor relations teams to organise meetings, track communications and target outreach around earnings events.
EngageStream enables you to present earnings, half-year results and key disclosures through a secure, branded event platform with interactive features.
Post-Listing Advisory supports newly listed and mature companies with strategic IR planning, market intelligence and investor targeting services to build long-term capital markets success.
EngageStream enables you to present earnings, half-year results and key disclosures through a secure, branded event platform with interactive features.
LiveEquity helps you display your share price and key trading indicators directly on your IR site.
EuroStockNews provides 24/7 access to regulatory news distribution across major markets including Dublin and Oslo.
InsiderLog helps ensure compliance with Market Abuse Regulation (MAR) by automating insider list creation and management.
IR.Manager enables investor relations teams to organise meetings, track communications and target outreach around earnings events.
Fill out the form to get in touch with our sales team
“The Shareholder Analysis team provides listed companies with strategic insights to enhance investor engagement. Through rigorous project management, it offers a one-stop-shop service, from register collection to dynamic and comprehensive capital analysis.”
Nicolas Meunier
Chief Revenue Officer IR & Communications, Euronext
You can select multiple products or services to try with Shareholder Analysis.
Select the products you are interested in.
The best occasions to conduct a shareholder analysis are prior to an investor communication or meeting, such as:
Our data comes from a variety of sources:
We ensure data accuracy by cross-checking these sources.
Our processes closely follow European Union guidelines such as SRD II. We ensure that all our partners and external data suppliers also comply with these regulations.
Our shareholder analysis service can be highly customized to meet the unique needs of your company.
Whether you need in-depth insight into trends in institutional ownership or specific industry benchmarks, we can customize our analysis to provide the most relevant and actionable information for your investor relations and targeting strategy.
Let's discuss your needs in more detail, and we'll make sure our analysis fits your objectives perfectly.