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Issuers

For biotech and life sciences issuers

Investor relations software for biotech companies

Investor relations software for biotech companies has to run on catalysts: trial readouts, regulatory decisions, partnering news and the financing that follows. Issuers keeps the catalyst calendar, specialist investor CRM, 13F ownership, data rooms and conference meeting briefs in one workspace, priced from $499 a month billed yearly.
A biotech CEO preparing alone in the early morning with a tablet and handwritten notes before investor meetings

01 The problem

Biotech IR runs on catalysts, not quarters

A clinical-stage biotech usually has no product revenue, so the quarterly call says little that moves the stock. What moves it is a top-line readout, an FDA decision, an abstract accepted at a medical meeting, a licensing deal or the offering priced the morning after good data. The IR calendar is built around those dates, and each one carries disclosure risk.

The team is small. Often it is the CFO, one IR director and an outside agency, sometimes with the CEO taking most of the investor calls. Investors are a mix of specialist healthcare funds that read every poster, generalists who need the story in five minutes and a large retail following that watches the message boards.

Most biotechs run this on a spreadsheet of funds, a shared drive of decks, an email thread for release approvals and a separate data room vendor for every deal. When the readout lands, nobody has one view of who was told what, which funds still hold the stock and who should be called first.

02 Readout day

From locked data to the first investor call

A readout is a disclosure event, a messaging event and often a financing event within the same 48 hours. The workspace keeps the steps in order.

  1. Step 1

    Before the data

    The release draft, the 8-K and the approval steps for CEO, CMO, CFO and counsel sit in the disclosure calendar. The insider list records who knows the data and from when.

  2. Step 2

    Release morning

    The release cannot be marked published until every approver has signed off. The IR website posts the release, the slides and the call details from the same workspace.

  3. Step 3

    Investor calls

    Copilot drafts the call script and likely questions from the release and prior calls. Approved answers go into the Q&A library so every call gives the same answer.

  4. Step 4

    Follow up

    Each call is logged in the CRM with a Reg FD check. The shareholder view shows which specialist funds to call first and which generalists left last quarter.

The approval workflow and material event log are described on the disclosure management software page.

03 Financing

Be ready to raise the week the data is good

A CFO annotating a printed investor briefing in a hotel lounge in the evening during a conference week
Conference weeks and financing windows overlap more often than not.

Biotechs raise often: follow-on offerings after positive data, at-the-market programs between catalysts, PIPEs and registered directs when the window is narrow. The banker brings the book, but the company still has to know which funds already hold the stock, which specialists hold its peers, and who has seen which version of the deck.

Investor targeting scores healthcare funds on mandate, sector, typical position size and past participation shown in public filings, with the reasons next to each score. The shareholder base view built from 13F, 13D and 13G filings shows which holders added or cut since the last report.

Partnering and financing materials go into a virtual data room with folder permissions, dynamic watermarks and page level view analytics, so you know whether a pharma partner or a crossover fund actually read the clinical package before the call. When investors are brought over the wall for a confidentially marketed deal, the insider list records who, when and why.

04 Conference season

Twenty one-on-ones in two days, each with a brief

The big healthcare investor conferences in January, June and September pack a quarter of investor meetings into a few days. Management walks from one hotel room to the next with no time to look anything up.

Issuers writes a one page brief per meeting from public filings and your CRM notes: the fund, its style, its position in your stock and in your peers, what it asked last time and what is safe to say before the next catalyst. Every figure links to the filing it came from. The Public plan includes 120 briefs a month, enough for a full conference week plus the follow ups.

After each meeting, IR logs the interaction in one step. That log is the record counsel reviews and the starting point for the next brief.

05 Who it fits

Built for lean life sciences finance teams

Clinical-stage biotech

Catalyst calendar, readout workflow, specialist fund CRM and financing data rooms. Public plan.

Commercial-stage biotech

Quarterly results matter again. Earnings script, Q&A library and peer comparisons on top of the catalyst work.

Pre-IPO and crossover rounds

Investor CRM and data rooms for the crossover round, then the same record carries into the IPO. Growth plan.

Medtech and diagnostics

Regulatory clearances and reimbursement decisions handled as disclosure events with owners and approvals.

Heading to an IPO first? See investor relations for pre-IPO companies.

06 Software and IR firms

What software does and what your IR firm does

Most small biotechs work with a life sciences IR agency. Software does not replace the relationships an agency brings. It replaces the spreadsheets, the email approvals and the hours spent assembling briefs.

Investor relations software compared with a life sciences IR firm
Job Life sciences IR firm Issuers
Investor introductions Core strength. Relationships with specialist funds and banks. Targeting from public filings with a fit score. Introductions are still yours to make.
Messaging and story Core strength. Positioning, deck review, media. Copilot drafts scripts and releases from your facts. Your team and advisers edit.
Conference access Books one-on-ones and hosts investor events. Briefs for each meeting and follow ups in the CRM.
Investor record Usually kept in the agency system. Kept in your workspace, with a Reg FD check per entry and 7 year audit trail on Public.
Disclosure workflow Advises on wording. Calendar, approvals, material event log, insider lists.
Pricing Monthly retainer, often with equity in small cap deals. From $499 a month billed yearly, published on the pricing page.

Weighing an agency against doing more in house? Our guide to biotech investor relations firms and retainer costs lays out what disclosed retainers look like.

07 Plan

Public is the plan most listed biotechs choose

$1,499

Per month billed yearly, or $2,999 billed monthly

10

Users for IR, finance, clinical, legal and the CEO

10

Data rooms for partnering and financings

120

Meeting briefs per month

Private and pre-IPO biotechs start on Growth at $499 a month billed yearly. Companies with several programs partnered out and frequent financings choose Enterprise. Every plan starts from checkout on the investor relations software pricing page.

Questions

Questions issuers ask before they start

What is the best investor relations software for a biotech company?
The best investor relations software for a biotech is one built around catalysts and financings rather than quarterly earnings alone. Look for an investor CRM with specialist healthcare funds, ownership data from 13F filings, a disclosure calendar for readouts and 8-K events, data rooms for partnering and raises, and meeting briefs for conference weeks. Issuers covers all five in one workspace.
How much does investor relations software cost for a biotech?
Issuers publishes its prices. Growth costs $499 a month billed yearly and suits private and pre-IPO biotechs. Public costs $1,499 a month billed yearly and adds the hosted IR website, 10 users and 120 meeting briefs a month, which fits most listed clinical-stage companies. Enterprise costs $3,999 a month billed yearly. Many large IR suites quote only through sales.
Do we still need an IR firm if we use investor relations software?
Often yes, and the two work well together. A specialist life sciences IR firm brings relationships, conference access and messaging advice. Software keeps the record: who you met, what they hold, what they were told and what is due next. Many small biotechs use software to run the day to day and keep a smaller retainer for strategy and events.
How does Issuers help with Regulation FD around a trial readout?
Before a readout, the disclosure calendar holds the expected date, the release draft and its approval steps, and the CRM shows every investor conversation with a Reg FD check on each entry. The insider list records who knows the data and when they were told. After the release is public, the same workspace drives the follow up meetings.
Does Issuers host webcasts for healthcare conference presentations?
No. Issuers does not host webcasts, so you keep the event platform the conference or your webcast provider supplies. Issuers prepares everything around the presentation: the one-on-one schedule, a brief for each fund you meet, the approved Q&A library and the follow ups that land in the CRM afterward.

Related

Related tools in the same workspace

Read the brief for your next healthcare conference

Type your ticker and get a sample investor meeting brief from your public filings. Public costs $1,499 a month billed yearly, with checkout and no sales call.

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