Investor Engagement Tracking
Track investor engagement with updates, quarterly reports, and strategic communications. Build stronger relationships with data-driven insights.
Modern IR: From PDFs to Insight‑Driven Updates
Engagement by Section
See which metrics and narrative sections investors actually read. Prepare calls with confidence.
IR reporting guide →Audience Segmentation
Separate LPs, angels, and strategics to tailor storylines and measure resonance by cohort.
Explore Features →Secure Distribution
View‑only access, watermarks, expirations, and access records keep sensitive information protected.
How this compares →Strengthen Investor Relationships
Engagement Analytics
See which investors are most engaged with your updates and reports. Track reading patterns and interest levels.
Investor Profiles
Build comprehensive investor profiles with engagement history, preferences, and communication patterns.
Update Distribution
Distribute investor updates, quarterly reports, and strategic communications with controlled access.
Performance Insights
Understand which content resonates most with your investor base and optimize future communications.
Secure Sharing
Share sensitive investor materials with advanced security controls and access history.
Smart Notifications
Get notified when investors view your materials and follow up with personalized communications.
Complete Investor Communication Suite
Monthly Investor Updates
Share monthly updates with investors and track engagement to understand what information they value most.
- • Track reading time per section
- • See which metrics get most attention
- • Identify engaged vs. passive investors
- • Optimize update format and content
Quarterly Reports
Distribute quarterly financial reports and strategic updates with detailed engagement analytics.
- • Secure distribution with access controls
- • Track which sections generate questions
- • Monitor download and sharing activity
- • Prepare for investor calls with insights
Strategic Communications
Share strategic initiatives, market updates, and important announcements with targeted distribution.
- • Segment investors by interest/stage
- • Track engagement by investor type
- • Measure communication effectiveness
- • Build stronger investor relationships
Board Materials
Distribute board packages and materials with secure access and detailed preparation insights.
- • Pre-meeting engagement tracking
- • Identify areas of board interest
- • Secure document distribution
- • Preparation time optimization
Measure What Matters
Average investor engagement rate with tracked updates
Increase in meaningful investor conversations
Reduction in time spent on investor relations
Strengthen Your Investor Relationships
Track engagement and build stronger connections with data-driven investor communications.