Investor relations use cases for every kind of issuer
Six investor relations use cases from typical issuer work: a small cap earnings cycle, a private placement, a bond issue, a material event, a CEO roadshow and a fund raise, each with the modules and plan it uses.
01 Overview
Who uses which plan
| Use case | Who | Plan | Main modules |
|---|---|---|---|
| Listed small cap | Head of investor relations at a listed small cap | Public | Earnings preparation, Meeting briefs, Shareholder base |
| Private placement | CFO of a growing private company raising its first institutional round | Growth | Offering workspace, Investor targeting, Materials assistant |
| Bond issue | Treasurer or capital markets lead at a corporate bond issuer with a maturity in the next 18 months. | Public | Debt comparables, Investor CRM, Offering workspace |
| Material event | General counsel or company secretary at a listed issuer subject to MAR or SEC disclosure rules. | Public or Enterprise | Material event log, Insider lists, Disclosure workflow |
| CEO roadshow | CEO of a listed company on a two day roadshow with eight meetings in two cities. | Public | Roadshow scheduler, Meeting briefs, Shareholder base |
| Fund manager | Managing partner or IR lead at a fund manager raising its next vehicle while reporting to current LPs. | Growth or Enterprise | Offering workspace, Investor CRM, Data room |
02 Listed small cap
An IR lead runs the whole earnings cycle as a team of one
- Who
- Head of investor relations at a listed small cap, no dedicated analyst, reporting to the CFO.
- The job
- Deliver the quarterly results, the call, the investor meetings after it and the shareholder review, without missing a filing date.
- Modules used
- Earnings preparation Meeting briefs Shareholder base Disclosure calendar IR website
- Plan
- Public Compare plans
What the week looks like
Public- Mon Copilot drafts the call script from the results file and lists likely analyst questions from past calls and peers.
- Tue CFO edits the script, legal approves the release in two steps, the publication checklist closes.
- Wed Results go live on the hosted IR pages, the call runs, Copilot writes the call summary for the Q&A library.
- Thu Six follow-up meetings, each with a one page brief and a logged interaction.
- Fri Ownership snapshot shows new buyers from the latest holdings filings, they go to the targeting list.
Illustrative week with sample data.
03 Private placement
A CFO prepares a private placement from target list to data room
- Who
- CFO of a growing private company raising its first institutional round, with a banker on part of the process.
- The job
- Find the right investors, prepare the teaser and deck outline, open a data room and run outreach that legal has seen.
- Modules used
- Offering workspace Investor targeting Materials assistant Data room Outreach
- Plan
- Growth Compare plans
- Read more
- More on capital raising software
What the week looks like
Growth- Mon Offering workspace set up with target size, timeline and status board.
- Tue Targeting shortlist of 80 funds with fit score by mandate, ticket size and past participation.
- Wed Assistant drafts the teaser and the FAQ from uploaded documents, CFO rewrites the key messages.
- Thu Outreach sequence approved, first 20 emails leave from the CFO mailbox with the compliance footer.
- Fri Data room analytics show which funds read the financials twice, they get the first meetings.
Illustrative week with sample data.
04 Bond issue
A corporate treasurer plans a bond issue and tracks debt investors
- Who
- Treasurer or capital markets lead at a corporate bond issuer with a maturity in the next 18 months.
- The job
- Pick the refinancing window, keep debt investors informed between issues and know who bought last time.
- Modules used
- Debt comparables Investor CRM Offering workspace Meeting briefs Data room
- Plan
- Public Compare plans
- Read more
- More on bond investor relations
What the week looks like
Public- Mon Debt comparables table updated with coupons, maturities and yields of peer issues, each with its source.
- Tue Credit investor list rebuilt from the CRM, with last call and notes per holder.
- Wed Bond investor call prepared with a brief per investor and a focus on refinancing.
- Thu Offering workspace opened for the new issue, documentation folders shared in the data room.
- Fri Every call logged with summary, ready for review by legal and the arrangers.
Illustrative week with sample data.
05 Material event
A general counsel runs a material event with insider lists and approvals
- Who
- General counsel or company secretary at a listed issuer subject to MAR or SEC disclosure rules.
- The job
- Record when inside information arose, keep the insider list, decide on delay, approve the announcement and keep the record.
- Modules used
- Material event log Insider lists Disclosure workflow Audit trail
- Plan
- Public or Enterprise Compare plans
- Read more
- More on disclosure management software
What the week looks like
Public or Enterprise- Mon Event logged at 08:40 with the time it was identified and the reason for delayed disclosure.
- Mon Insider list opened, each person added with reason and notification date.
- Tue Announcement draft written with Copilot, sent to CFO, CEO and board chair for approval.
- Wed Three approvals recorded, publication checklist complete, announcement published.
- Wed Event closed, full record kept in the audit trail for 7 years.
Illustrative week with sample data.
06 CEO roadshow
A CEO gets a one page brief before every roadshow meeting
- Who
- CEO of a listed company on a two day roadshow with eight meetings in two cities.
- The job
- Walk into each meeting knowing who the fund is, what it holds, what it asked last time and what not to say.
- Modules used
- Roadshow scheduler Meeting briefs Shareholder base Interaction log
- Plan
- Public Compare plans
- Read more
- More on AI for investor relations
What the week looks like
Public- Mon IR builds the roadshow schedule, briefs generate for each of the eight meetings.
- Tue CEO reads each brief on the phone, holdings history, last interactions, talking points, risks.
- Wed Meetings in the first city, IR logs each one with a short summary.
- Thu Meetings in the second city, follow ups created automatically in the CRM.
- Fri Roadshow report with who met whom and what was asked, ready for the board.
Illustrative week with sample data.
07 Fund manager
A fund manager raises a new fund and keeps LPs informed
- Who
- Managing partner or IR lead at a fund manager raising its next vehicle while reporting to current LPs.
- The job
- Re-up existing LPs, reach new ones, run due diligence in a data room and send quarterly letters on time.
- Modules used
- Offering workspace Investor CRM Data room Outreach Copilot
- Plan
- Growth or Enterprise Compare plans
- Read more
- More on fund investor relations
What the week looks like
Growth or Enterprise- Mon Fund raise opened as an offering with target size and close dates.
- Tue Existing LPs tagged in the CRM, new LP targets added with fit notes.
- Wed Due diligence room shared with three LPs, NDA accepted by click, watermark on.
- Thu Copilot drafts the quarterly letter from the portfolio update, partner edits and approves.
- Fri Letter sent to every LP, each send logged against the LP record.
Illustrative week with sample data.
08 Boundaries
The issuer stays in charge of every message
In every use case above, Issuers is software for the issuer. It does not place or sell securities, is not a broker dealer or investment adviser and gives no investment advice. Your team approves and sends every message and stays responsible for its content. See the full disclaimer.
Questions
Questions issuers ask before they start
Which plan fits a listed small cap?
Public. It adds earnings preparation, the shareholder base from public holdings filings, peer intelligence, the disclosure workflow with MAR insider lists and the hosted IR website, with 10 users and 120 meeting briefs a month. It costs $1,499 a month billed yearly.
Can a private company use Issuers before it lists?
Yes. Growth is built for private companies and first-time issuers before and during a raise. It covers targeting, the investor CRM, two data rooms, outreach with approvals and the offering materials assistant, from $499 a month billed yearly.
Does Issuers work for fund managers raising a new fund?
Yes. Managers use the offering workspace for the fund, the CRM for LPs, data rooms for due diligence and the Copilot for quarterly letters and LP updates. Growth fits a single fund raise, Enterprise fits a fund family with several vehicles.
Related
Related tools in the same workspace
See your next investor brief in a minute
Type your ticker and read a sample brief built from your public filings. Plans start at $499 a month billed yearly, with checkout and no sales call.