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Issuers

Issuers compared with Nasdaq IR Insight

Nasdaq IR Insight alternative for IR teams

Issuers is a Nasdaq IR Insight alternative for IR teams that want their investor CRM, ownership changes, targeting and meeting briefs in one current workspace, with self-service plans and USD prices on the page.

01 Comparison

Issuers and Nasdaq IR Insight side by side

At the time of writing, based on public information. IR Insight is a long running IR desktop now offered by Notified, part of Equiniti. Check the vendor for the current offer and roadmap.

Comparison of Issuers and Nasdaq IR Insight
Topic Nasdaq IR Insight Issuers
Pricing model Sold under contract through the vendor sales team. Prices on the page. $499, $1,499 or $3,999 a month billed yearly. Checkout without a sales call.
Product generation A long established IR desktop for contacts, ownership and targeting. Its IR business moved from Nasdaq to Notified, later part of Equiniti, and many users are looking at replacements. A current web workspace for IR, raises and disclosure, with AI drafting built in.
Investor CRM Contacts, institutions and activity history. Investor CRM with interactions, notes, follow ups and meeting log. 2,500 to 150,000 contacts by plan.
Ownership and targeting Ownership data and targeting tools. Shareholder base from public holdings filings and targeting with fit score, each figure with source.
AI meeting briefs Not part of the classic desktop. One page brief per meeting with sources and Reg FD notes.
Disclosure workflow Not part of the classic desktop. Calendar, approvals, material event log, MAR insider lists, audit trail.
Data room and raises Not part of the classic desktop. Data rooms, offering workspace, outreach with approvals.
Who it fits Teams that rely on its historical data and workflows and plan to stay with the vendor. Teams that want to move off a legacy desktop into one modern workspace with known prices.

02 Where Issuers differs

From a desktop of data to a workspace that does the prep

CRM with your history

Bring years of contacts and activities into the investor relations CRM and keep working from the same record.

Ownership with sources

Shareholder identification from public holdings filings, buyers, sellers and quiet holders, each with the filing it comes from.

Targets and briefs

Investor targeting with fit scores, and a one page brief before every meeting, written by Copilot.

03 Honest view

When staying with IR Insight is the better choice

If your team depends on proprietary ownership or contact data that comes only with your current contract, and your vendor offers a supported path forward, staying may be simpler for now. Issuers builds ownership from public filings and licensed sources, not from any vendor's private database.

If your contract has a long term left and the desktop still does what you need, there is no reason to rush. Plan the move for your renewal date.

If you want to leave a legacy desktop for a current tool that adds briefs, disclosure and raises at a known price, Issuers is a direct fit.

04 Switching

How to switch without losing history

  1. Step 1

    Export everything

    Export institutions, contacts, activities and target lists as CSV. Keep a dated archive copy.

  2. Step 2

    Choose a plan

    Public covers ownership, peers and 25,000 contacts. Enterprise covers up to 150,000.

  3. Step 3

    Import and map

    Import the files into the CRM and map columns once. Activity dates stay as they were.

  4. Step 4

    Add your ticker

    Ownership snapshots and peer data build from public filings for your issuer.

  5. Step 5

    Run in parallel

    Use both until renewal, then close the old contract with the history safely moved.

Nasdaq, IR Insight, Notified and Equiniti are names of their owners, used here only to identify the products compared. Information reflects public positioning at the time of writing and may have changed.

Questions

Questions issuers ask before they start

What can replace Nasdaq IR Insight?
Teams usually look for three things: an investor CRM with their contact history, ownership and targeting data, and something that saves time on meeting prep. Issuers covers all three and adds AI meeting briefs, disclosure workflow, data rooms and an IR website in one workspace, from $499 a month billed yearly.
How do we move investor contacts to a new IR CRM?
Export institutions, contacts and activities from the old system as CSV files, import them into the Issuers CRM and map the columns once. Interactions keep their original dates, so the history in each investor profile stays complete. Keep the export as an archive copy.
Does Issuers include shareholder ownership data?
Yes, on Public and Enterprise. Ownership snapshots are built from public holdings filings such as Form 13F and Schedules 13D and 13G, with top holders, buyers, sellers and quiet holders. Each figure shows its source filing. Holdings filings are reported with a delay, so they show the latest public picture.

Related

Related tools in the same workspace

See what a modern brief looks like

Type your ticker and read a sample investor brief built from your public filings. Then import your contacts and keep the history.

Compare plans