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Less preparation time
Reviewing the last three exchanges before a call takes 30 seconds, not 20 minutes.
Team continuity
An absence or a handover no longer wipes out the history of the relationship.
Consolidated view
Senior management and the CFO see the state of the relationship without asking IR.
Simplified reporting
Extract engagement activity for the executive committee in one click.
INVESTOR record
A 360° record that speaks for itself before the first word
Contact details, ownership history, meeting notes and shared documents all live in one place. Nobody starts from scratch when preparing for a meeting.
- Ownership history and position changes over time
- Time-stamped meeting notes attributed to their author
- Documents and exchanges attached automatically
SHARED ACTIVITY
The whole team sees who spoke to whom, and when
The activity log removes duplicate outreach and blind spots. When a director asks where things stand with an investor, the answer is immediate.
- Activity log visible to the whole IR team
- Clear attribution of each interaction to its author
- Alerts on relationships with no recent contact
EU hosting
Data hosted and processed within the European Union.
GDPR compliant
Personal data processing aligned with European standards.
Role-based access
Permissions defined user by user.
Tamper-proof history
Every record change stays traceable over time.