Investor Retention & Relations

With Engage, not only can you manage shareholder communications in a single platform, but you can also build a following of potential investors that will make your next raise that much easier and more successful.

 

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Shareholder Documents

Provide shareholders with one secure location for important company documents and updates.

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Track Engagement

Analytics provide insight into shareholder behaviour. See when shareholders interact with and view your content to gauge interest.

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News Releases

Create custom news releases to keep shareholders engaged and up to date on company news.

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Fully Customizable

Customize your portal colours, logos, images to match your brand identity.

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Team Collaboration

Improve collaboration by providing associates and legal team access to upload shareholder documents.
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Engage Shareholders

Increase volume of warm leads on future raises by keeping prospective investors engaged.

  • Create a newsfeed for your investors, shareholders and prospects
  • Build an FAQ for critical info before, during, and after your raise
  • Retain investors and build a following for a successful next round

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Launch new deals and raise more by engaging shareholders between raises

Issuers have a list of warm leads at their fingertips. Kick-off new raises by inviting engaged shareholders to invest.

 

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