Investor relations

Investor relations platform for listed issuers

An investor relations platform is the workspace where an issuer manages investors, meetings, shareholder data, earnings preparation and disclosure. Issuers puts the IR CRM, AI meeting briefs, ownership changes from public filings, earnings prep and a hosted IR website in one place for listed companies.

Northwind Industrial

NWND, Nasdaq, Public plan

Week of Oct 12

Investor meetings this week

Harbor Ridge Capital, one-on-oneBrief ready
Calder Point Partners, callBrief ready
Boston group lunch, 6 fundsDrafting

Next deadline

Form 10-Q, Q3

Due Nov 9, owner M. Ortiz

Largest buyer last quarter

Harbor Ridge Capital

+412,000 sh13F, Q2 2026

Copilot actions this month418 of 1,200

01 The quarter today

Most IR teams run the quarter across five tools that never share a record

At a typical small or mid cap, the investor list sits in a spreadsheet or a sales CRM that was never meant for funds. Meeting notes live in the IR lead's inbox. The shareholder base arrives as a quarterly PDF from a surveillance vendor. The IR website is maintained by an agency that needs a ticket for every press release, and the filing calendar is a shared Outlook calendar owned by the legal team.

None of these tools knows what the others hold. Before a roadshow, someone copies holdings into a Word template, looks up the last three conversations with each fund, reads the last call transcript for the questions that came up, and sends the CEO a brief late the night before. The same work is rebuilt from scratch next quarter.

An investor relations platform replaces the copying, not the people. Issuers keeps one record per investor and per issuer entity, and every module reads from it. The investor relations CRM feeds the meeting brief, the brief feeds the Regulation FD log, and the log feeds the next brief.

Head of investor relations reviewing a meeting brief on a laptop in a quiet office before an investor call — One record per investor, read by every module.

02 Modules

Six modules cover the work an issuer repeats every quarter

Each module is useful alone, and each one gets better because the others exist. The table of contents of a normal IR quarter, in the order the work happens.

Investor CRM and meeting log

Funds, contacts, holdings history and every interaction, with a Regulation FD flag on each entry. Up to 25,000 contacts on the Public plan and 150,000 on Enterprise.

Fund	Position	Last contact	FD review
Harbor Ridge Capital	1.84M sh	Sep 18, call	Cleared
Calder Point Partners	Not held	Aug 27, meeting	Open

Meeting briefs

One page before every meeting: who they are, what they hold, what was said last time, likely questions and talking points. 120 briefs a month on Public.

Shareholder base

Ownership snapshots and quarter on quarter changes from 13F and 13D/13G filings, with top buyers, sellers and quiet holders.

Earnings preparation

Script drafted from your results, likely analyst questions from past calls and peers, an approved Q&A library and a call summary.

Disclosure workflow

Filing calendar with owners, announcement drafts, multi-step approvals, material event log and MAR insider lists.

Hosted IR website

News, results, events, governance and documents on your own subdomain, published from the same approval chain, with engagement analytics tied back to known investors.

Included on Public and Enterprise. See the IR website module.

03 Compared

One workspace costs less than the stack it replaces and starts the same day

Large IR suites from Q4, Notified or the former Nasdaq IR Insight are built for large caps and sold through sales cycles, with modules priced separately. A spreadsheet and email cost nothing upfront and a great deal in hours and in risk. The comparison below is how the three approaches differ on the work, not on brand.

Issuers compared with spreadsheet and email and with a legacy IR suite
Work	Spreadsheet and email	Legacy IR suite	Issuers
Investor database	Manual, one owner	Included, licensed holdings	Included, public holdings with source on each figure
Brief before a meeting	Written by hand	Profile export, edited by hand	Drafted from filings and CRM history, reviewed by you
Regulation FD log	None	Partial, meeting notes only	Meetings, calls and outgoing email with flags
Disclosure approvals	Email chain	Separate product	Built in, audit trail kept 7 years
IR website	Agency tickets	Separate contract	Included on Public and Enterprise
How you start	Today	Sales calls, contract	Checkout from the pricing page
Price	Staff time	Not published	From $1,499 a month billed yearly for Public

04 A week of IR

A team of one gets through the earnings week with time left for investors

This is how the week around a results release looks for a single IR lead at a small cap using the platform. Every step reads from the same record, and every draft waits for a human approval.

Monday

Script and questions

Copilot drafts the call script from the approved results and lists likely analyst questions from the last four calls and from peer calls.
Tuesday

Approvals

The release, the script and the Q&A go through the approval chain: IR, CFO, general counsel. Each decision is logged with time and user.
Wednesday

Release and call

The approved release publishes to the IR site. After the call, the summary and new questions go into the Q&A library.
Thursday

Callbacks

Briefs for each callback are ready, built from holdings, the last interactions and what changed in the quarter.
Friday

Review

Interactions from the week are reviewed for Regulation FD. Follow ups are assigned in the CRM.

The detail behind each step lives on its own page. Script drafting and the question library are covered under earnings call preparation. How the platform reads 13F and 13D/13G filings to show who bought and who sold is covered under shareholder identification.

05 Data and compliance

Every figure shows its source and every investor contact leaves a record

Financials come from your own filings through SEC EDGAR. Holdings come from 13F reports filed by institutional managers each quarter and from Schedule 13D and 13G when a holder crosses five percent. Market prices and peer figures come from licensed data. Each number in a brief or a table carries a chip with the document and its date, so a reviewer can check it in one click.

On the compliance side, the platform is built around Regulation FD in the US and the EU Market Abuse Regulation for issuers listed in Europe. Interactions are logged, outgoing messages that mention unpublished figures are flagged before they go out, announcements need approval, and insider lists under MAR article 18 are kept with the material event they belong to.

Issuers is software for issuers. It is not a broker dealer, placement agent or investment adviser, and it gives no investment advice. Your team decides what is published and sent, and stays responsible for it.

Interaction log

Last 7 days

Harbor Ridge CapitalCleared
Call, CFO and IR, public guidance only
Calder Point PartnersFlagged
Email draft mentions Q3 backlog before release
Westlake Income FundCleared
Meeting, CEO, deck v4 as published

06 Plans

The full platform starts on the Public plan

Growth covers private issuers before a raise with CRM, targeting, data rooms and the disclosure calendar. Listed companies use Public or Enterprise, where shareholder base, earnings preparation, the disclosure workflow and the IR website are included. Yearly billing saves 50 percent.

$1,499

Public, per month billed yearly. 10 users, 25,000 CRM contacts, 120 briefs and 1,200 Copilot actions a month.

$3,999

Enterprise, per month billed yearly. 40 users, 150,000 contacts, 400 briefs, SSO and invoice billing.

7 years

Audit trail retention on Public and Enterprise, with export on Enterprise.

Compare plans

Questions

Questions issuers ask before they start

What does an investor relations platform do?

An investor relations platform holds the work an IR team repeats every quarter in one system: the investor and contact database, the meeting log, the brief before each meeting, the shareholder base from public holdings filings, earnings call preparation, the disclosure calendar and the IR website. In Issuers these share one record, so a meeting logged in the CRM shows up in the next brief, in the Regulation FD review and in the engagement view of the IR site. The platform does not replace judgment, it removes the copying between spreadsheets, inboxes and vendor portals.

What is the difference between an IR platform and an IR website?

The IR website is the public part: news, results, events, governance documents and filings that any investor can read. The IR platform is the private workspace behind it where the team manages investors, prepares meetings, tracks ownership and routes announcements for approval. Many issuers buy them from different vendors and copy content between the two. In Issuers the hosted IR site is a module of the platform on the Public and Enterprise plans, so a press release approved in the disclosure workflow publishes to the site without a second upload, and site visits by known investors appear in their CRM record.

Can a small cap run investor relations with a team of one?

Yes, and that is the case the platform is built around. A single IR lead at a small cap usually spends most of the week on preparation rather than on investors: pulling holdings, rebuilding the same brief, chasing approvals for a release. Issuers drafts the meeting brief from filings and the CRM history, keeps the deadline calendar with owners, and drafts the first version of the earnings script and the likely analyst questions. The Public plan includes 10 users, so the CFO, the CEO and the general counsel can review and approve inside the same workspace instead of by email.

How does an IR platform help with Regulation FD?

Regulation FD prohibits selective disclosure of material non-public information to market professionals and shareholders. A platform cannot decide what is material, but it can make the process reviewable. Issuers logs every investor meeting, call and outgoing email with who attended and what was shared, flags draft messages that mention figures not yet published, and keeps an approval trail for announcements. If something is disclosed unintentionally, the log shows exactly when and to whom, which supports the prompt public disclosure the rule requires. Retention is 7 years on the Public and Enterprise plans.

Run the next quarter from one workspace

Type your ticker and read a sample brief built from your filings. The Public plan with CRM, briefs, shareholder base, earnings prep and the IR website starts at $1,499 a month billed yearly.