Investor CRM

Investor relations CRM built for issuers

An investor relations CRM tracks the funds and people who hold or could hold your securities, with positions, meetings and follow ups. The Issuers IR CRM links each fund to its holdings from public filings, logs every contact for Regulation FD review and writes a brief before each call.

Investor relations manager updating fund contact records on a laptop after a morning of investor calls

01 The record

One line per fund, with the position, the style and the last conversation

The investor list most issuers start from is a spreadsheet with names and emails. It does not say who owns how much, when the fund was last met or whether that meeting was reviewed. The Issuers CRM opens on the view an IR lead actually needs on a Monday morning.

Investors, Northwind Industrial (NWND)

Holders Not met in 90 days

Fund	Position	Change	Style	Last contact	Owner	FD review
Harbor Ridge Capital	1.84M sh	+412,000	Value	Sep 18, call	M. Ortiz	Cleared
Westlake Income Fund	1.12M sh	0	Income	Sep 2, meeting	CFO	Cleared
Pinecrest Asset Management	864,000 sh	-150,500	GARP	Jun 11, call	M. Ortiz	Cleared
Calder Point Partners	Not held	n/a	Growth	Aug 27, meeting	CEO	Flagged
Alder Street Advisors	402,300 sh	+402,300	Value	Never met	Unassigned	None
Ostrava Lane Capital	318,000 sh	0	Quality	Oct 6, email	M. Ortiz	Open

Positions and changes 13F, Q2 2026 13G, Jul 2026

Alder Street Advisors is the line that matters most here: a new holder above 400,000 shares that nobody at the company has met. The CRM surfaces it, assigns it, and the next step is a call with a brief written by AI for investor relations from the fund's filings and style.

02 Features

Built around how issuers work with funds

Funds and contacts

Firms and the people at them, with role, coverage, location and the mandate. Several contacts per fund, several funds per contact when people move. Import from a spreadsheet or add one by one.

Holdings history

Each fund record shows its position in your stock over time from 13F filings, and from Schedule 13D and 13G when a holder crosses five percent. Every figure carries a source chip with the filing and its date.

Meeting log

Meetings, calls, conferences and emails with attendees on both sides, materials shared, notes and follow ups. Calendar entries become log entries after the meeting, with a prompt to add notes.

Follow ups and owners

Every fund has an owner on your side. Follow ups have a due date and appear on the owner's home view, so a promise from a roadshow does not disappear in an inbox.

Briefs before each call

One click turns the record into a one page brief: holdings, what changed, past conversations, likely questions and talking points. 25 briefs a month on Growth, 120 on Public, 400 on Enterprise.

Disclosure review

Each interaction carries a review status. Drafts that mention figures not yet published are held. The log is part of the audit trail, kept 12 months on Growth and 7 years on Public and Enterprise.

Funds you have not met yet come from investor targeting, which scores them by mandate, ticket size, sector and past participation. A shortlisted fund becomes a CRM record with one click, keeping the score and the reasons.

03 IR versus sales

A sales CRM tracks deals, an IR CRM tracks relationships with holders

Many companies start by adding funds to the CRM their sales team already uses. It works for a list of names. It stops working when the CEO asks who sold last quarter, or the general counsel asks what was said to a fund before results.

IR CRM compared with a sales CRM
Question	Sales CRM	Issuers IR CRM
Core object	Deal with a value and a stage	Fund with a position over time
Who owns the stock	Not known	From 13F and 13D/13G, with source
Investment style and mandate	Custom fields, usually empty	Standard fields used by targeting and briefs
Disclosure review per contact	None	Status on every interaction
Brief before a meeting	Written by hand	Drafted from the record
Access for CFO and counsel	Extra sales seats	Included in plan users
Audit trail	Field history	Up to 7 years, export on Enterprise

04 Raises and roadshows

The same record carries you from a raise to life as a listed company

Private companies usually meet their first institutional investors during a raise. Those contacts, meeting notes and data room activity are worth keeping. In Issuers, outreach and data room views from an offering write to the same CRM, so a fund that read your deck twice before a private placement is a known contact when you list or come back for a bond.

For a listed company the rhythm changes to quarters and roadshows. The CRM groups meetings by event, tracks who attended which conference and shows which holders have not been seen in a while. Offerings, the status board and the data room live in capital raising software in the same workspace.

Issuers is software for issuers. It does not contact investors for you, does not place securities and gives no investment advice. Your team decides who to meet and what to share.

Access follows roles. The CFO and CEO see the funds they meet, counsel sees the review queue, and the audit trail records every change to a contact or a log entry.

Contact timeline, Calder Point Partners

Mar 14, data room
Viewed teaser and model, 22 minutes
Apr 2, meeting
CEO and CFO, deck v3, cleared
Aug 27, meeting
CEO, flagged for review
Oct 15, follow up due
Owner M. Ortiz

05 Limits

Contact limits per plan

Contacts are the people at funds. Fund records and holdings history do not count. Every plan includes the meeting log, follow ups and briefs. Yearly billing saves 50 percent.

2,500

Contacts on Growth, $499 a month billed yearly. 3 users, 25 briefs a month.

25,000

Contacts on Public, $1,499 a month billed yearly. 10 users, 120 briefs a month.

150,000

Contacts on Enterprise, $3,999 a month billed yearly. 40 users, several entities.

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Questions

Questions issuers ask before they start

What is an investor relations CRM?

An investor relations CRM is the database an issuer uses to manage the funds and people who own or might own its securities. It holds firms, contacts, positions over time, every meeting, call and email, follow ups and owners on your side. Unlike a contact list, it ties each fund to its holdings from public filings, so you can see who bought, who sold and who has never been met. In Issuers the CRM is the record every other module reads, from meeting briefs to capital raising software outreach and the Regulation FD log.

How is an IR CRM different from a sales CRM?

A sales CRM is built around deals that close: a pipeline, a value, a stage, a win or a loss. Investor relations has no deal. A fund can hold the stock for years, trim, add, go quiet and come back, and the issuer has to treat every holder fairly under disclosure rules. An IR CRM therefore tracks positions from 13F and 13D/13G filings, investment style, meeting history across the whole team and a disclosure review on each interaction. Forcing funds into a sales pipeline loses most of that and adds fields nobody fills in.

How many investor contacts can we store?

Growth includes up to 2,500 contacts, which suits a private company preparing a raise or a first-time bond issuer. Public includes up to 25,000 contacts for listed companies with an active roadshow program. Enterprise includes up to 150,000 contacts and supports several issuing entities in one account, for groups with subsidiaries or bond programmes. Fund records and their holdings history do not count as contacts, only the people at those funds do. When you reach the limit you can upgrade at any time, and the difference is charged right away.

Does the CRM log interactions for Regulation FD review?

Yes. Every meeting, call and outgoing email linked to a contact is stored with date, attendees on both sides and the materials shared, and each entry carries a review status: open, cleared or flagged. Copilot flags drafts that mention figures not yet published before they are sent. If something was disclosed unintentionally, the log shows when and to whom, which supports the prompt public disclosure Regulation FD requires. Issuers listed in Europe use the same log alongside MAR insider lists. The audit trail is kept 12 months on Growth and 7 years on Public and Enterprise.

Move your investor list out of the spreadsheet

Import your contacts, link them to funds and holdings, and get a brief before the next call. The Growth plan includes 2,500 contacts from $499 a month billed yearly.

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