Strategy, Software & Media for the Digital Investor Era

Activate retail investors, build market awareness, and drive shareholder loyalty.

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Strategy, Software & Media for the Digital Investor Era

Everything You Need to Engage Retail Shareholders

Full suite of strategy, software, and services

Retail Investor Playbook

Get the full blueprint to understand & engage your shareholders

We analyze your shareholders (NOBO analysis), track sentiment, and deliver a 90-day engagement plan. Includes: Shareholder mapping, sentiment analysis, strategic roadmap.

Shareholder Engagement Platform

Launch campaigns in weeks not months

Build IR websites (microsites) in weeks not months, run email campaigns, and manage social distribution—all from one platform. Includes: Drag and drop website builder, email tools, CRM integration.

Financial Communications Services

Full service execution across owned, paid, and earned media

We execute multi channel campaigns that reach investors where they are. Includes: social media management, content creation, paid media campaigns, email campaigns, tracking.

Executive New Media Programs

Outreach through premium distribution

Get your CEO and CFO in front of investors through premium podcasts and paid media. Includes: After Earnings (Morning Brew partnership), Marketopolis (Benzinga partnership).

Shareholder Benefits Platform

Reward loyalty and drive long-term retention

Authenticate, reward, and retain your most loyal investors with exclusive benefits. Includes: Verification tools, benefits management, engagement tracking.

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