Investor relations software for issuers
Raise capital, prep every investor meeting and file on time. One workspace for your CEO, CFO and IR team.
Investor brief, one-on-one
Northwind Industrial NWND
Harbor Ridge Capital, Tue 14 Oct, 09:30
NWND share price, 12 months, results days marked
$44.20 +15.1%
Harbor Ridge holds 2.41M shares, +1.2M in Q213F, Q2 2026
What changed since last year
Revenue, Q2
$412.6M
+6.2%
10-Q, Jun 2026
Operating cash flow
$58.1M
+11.4%
10-Q, Jun 2026
Net debt
$640.0M
-8.0%
10-Q, Jun 2026
Likely questions
- 1How much of the 6.2% revenue growth came from price, and is it in the full year guidance?
- 2With net debt down 8%, what is the priority for free cash flow in 2027?
02 The product in figures
One workspace for raising, IR, disclosure and market intelligence
Four modules share one investor list, one document store and one audit trail, so a meeting brief knows what legal approved and the data room knows who the IR team met.
4
modules in one workspace
Capital raising, investor relations, disclosure and market intelligence
120
meeting briefs a month
On the Public plan, each with talking points, likely questions and sources
7 years
audit trail retention
Every approval, interaction and data room view, on Public and Enterprise
50
active data rooms
On Enterprise, with permissions, watermarks and per investor view analytics
Every number in a brief, a script or a peer table carries its source and date: the filing, the holdings report or your own approved material. That is the difference between a figure the CFO can say in a meeting and a figure someone has to double check at midnight.
03 Capital raising
Run the raise from target list to closed book
Equity, private placement or bond. Targeting, materials, data room, outreach and the roadshow live in one offering workspace.
Our capital raising software starts with a shortlist. Each investor gets a fit score built from mandate, typical ticket size, sector and past participation in public filings, and the reasons are listed next to the score so you can argue with it.
For debt, the bond issuance software tracks credit investors and comparable bonds with coupon, maturity and yield, each with its source. Materials go into a virtual data room with folder permissions, dynamic watermarks and view analytics per investor, so you know who read the risk factors before the call.
- Investor targeting with fit scores
- Offering timeline and status board
- Data rooms with NDA click-through
- Outreach drafts with approval
- Roadshow scheduler
- Teaser and deck outline drafts
Shortlist, NWND 2031 notes
| Calder Point Partners | 92 | Data room |
| Harbor Ridge Capital | 88 | Meeting |
| Westmere Credit Fund | 81 | NDA |
04 Investor relations
Interaction log
- Call with Calder Point, margin outlookPublic info only
- Roadshow lunch, BostonPublic info only
- Follow up deck to WestmereNeeds review
Every meeting prepared, every conversation logged
The CRM, the briefs and the earnings cycle share one record of who you met and what was said.
The investor relations CRM holds funds, contacts, holdings history and every interaction, with a Regulation FD check on each log entry. Before a meeting, the Copilot writes a brief from that record and from your public filings: holdings history, last conversations, talking points and the questions this investor is likely to ask.
Quarter by quarter, earnings call preparation drafts the script from results, predicts analyst questions from past calls and peers, and keeps an approved Q&A library. The hosted IR website publishes news, results, events and governance on your subdomain, with engagement analytics.
05 Disclosure and compliance
File on time, with every approval on record
Deadlines, drafts, approvals, material events and insider lists, with an audit trail that legal can export.
Disclosure management software in Issuers starts with a calendar of periodic reports and exchange deadlines, each with an owner and reminders. Announcements are drafted from facts you enter, move through approval steps you define, and cannot be marked published until every step has signed off.
For EU listed issuers the material event log follows MAR: when inside information was identified, whether disclosure was delayed and why, and the insider list with the reason each person was added. US filers use the same workflow for 8-K events, and SEC reporting software features keep the 10-K and 10-Q checklists in one place.
Q3 results announcement
- 1. Investor relationsApproved
- 2. General counselApproved
- 3. CFOIn review
06 Market intelligence
Know who owns you and how you compare
Ownership changes each quarter, peers, debt comparables, analyst coverage and sentiment, each figure with its source.
Shareholder identification turns public holdings filings and your register exports into a quarter over quarter view: top buyers, top sellers, new holders and exits. The team sees who to thank, who to call and who left before the stock moved.
Comparable company analysis lines your figures up against the peer group you choose, with growth, margins and leverage computed from filings, and market multiples from licensed price data where your plan includes it.
| Holder | Shares | Change | Source |
|---|---|---|---|
| Harbor Ridge Capital | 2,410,000 | +1,200,000 | 13F Q2 |
| Calder Point Partners | 1,870,500 | -412,000 | 13F Q2 |
| Linden Square Advisors | 960,000 | New | 13F Q2 |
07 The issuer quarter
What the workspace does in each week of the quarter
The same cycle repeats four times a year. Issuers keeps the work of each step and hands it to the next.
-
Weeks 1 to 2
Quarter close
Calendar sets the 10-Q or interim report deadline with owners. Quiet period starts and the Copilot stops drafting outreach.
-
Weeks 3 to 5
Earnings prep
Script drafted from results, likely analyst questions from past calls and peers, approved Q&A library updated.
-
Week 6
Results day
Announcement through the approval chain, 8-K or exchange release published, call summary and new questions logged.
-
Weeks 7 to 10
Roadshow
Meetings scheduled, a brief for each investor, every interaction logged with its Regulation FD check.
-
Weeks 11 to 13
Ownership review
New holdings filings compared with last quarter, buyers and sellers flagged for the next round of targeting.
08Issuer Copilot
Ask for the brief, get the brief with its sources
The CEO, CFO or IR lead types a request in plain English. The Copilot reads your filings, the last earnings call, peers, investor questions and your own records, and prepares the work.
Prepare us for tomorrow's investor meetings
Which investors should we target for the next bond issue
Draft talking points on last quarter's margin
Guardrails are built in. The Copilot works from public information and your approved material, flags wording that may contain material non-public information, and every outgoing message is logged for Regulation FD and MAR review. It does not give investment advice.
Copilot, 3 meetings tomorrow
- Harbor Ridge added 1.2M shares in Q2. Thank them, then walk through the margin bridge.
- Calder Point trimmed 18%. Last call they asked about refinancing the 2028 notes.
- Westmere is new to the name. Lead with the capital allocation slide.
13F, Q2 2026CRM, call 2 Sep10-Q, Jun 2026
09 Compared
One workspace instead of five tools that never speak
Most issuers run IR on a CRM spreadsheet, a separate data room, an IR website vendor, a disclosure calendar in email and a quarterly surveillance report.
| What the team needs | Spreadsheet, email and separate tools | Legacy IR suite | Issuers |
|---|---|---|---|
| Meeting brief before every investor meeting | Written by hand the night before | Profile pages, no brief | Drafted by the Copilot with sources |
| Investor CRM with Regulation FD log | Spreadsheet, no audit trail | Yes | Yes, with a check on every entry |
| Data room for a raise | Separate vendor, per deal | Usually separate | Included, 2 to 50 rooms by plan |
| Disclosure calendar and approvals | Outlook reminders | Rarely | Calendar, approval chain, MAR insider lists |
| Ownership changes each quarter | Paid surveillance report | Yes | From public filings and your register |
| How you buy it | Many contracts | Sales call and annual contract | Public prices and checkout |
"We already have an IR website vendor."
Keep it. The CRM, briefs, data rooms and disclosure work without the IR site module, and you can move the site later.
"AI near inside information worries legal."
The Copilot works from public filings and approved material, flags possible MNPI and logs every message for review.
"We are too small for an IR platform."
Growth is built for a team of one to three before and during a raise, at $499 a month billed yearly.
Coming from a specific vendor? Read the Q4 Inc alternative, Nasdaq IR Insight alternative or Irwin alternative pages.
10 Your numbers
What meeting prep costs you each quarter
Move the sliders to your team. The example assumes the brief removes 70 percent of manual prep, which is the share of a typical brief that comes from filings and your own records.
An example for planning, not a promise of results. Public plan billed yearly costs $4,497 a quarter.
84
hours back per quarter
$15,120
of senior time per quarter
11 Pricing
Public prices, checkout on every plan
No free plan and no sales call. Yearly billing saves 50 percent.
Growth
For private companies and first-time issuers raising capital
$499 a month
Billed $5,988 a year
- 3 users, 2 data rooms
- 2,500 CRM contacts
- 300 Copilot actions, 25 briefs a month
Public
For listed issuersFor listed companies and regular bond issuers
$1,499 a month
Billed $17,988 a year
- 10 users, 10 data rooms
- 25,000 CRM contacts
- 1,200 Copilot actions, 120 briefs a month
Enterprise
For large caps, multi-listed groups and frequent issuers
$3,999 a month
Billed $47,988 a year
- 40 users, 50 data rooms
- 150,000 CRM contacts
- 3,500 Copilot actions, 400 briefs a month
Full limits, the feature table and how upgrades are billed are on the investor relations software pricing page.
12 Questions
Questions issuers ask before they start
What is investor relations software?
Who uses investor relations software?
How much does investor relations software cost?
Can we start without a sales call?
Where does the data in an investor brief come from?
Is Issuers a broker dealer or investment adviser?
Read your own investor brief in a minute
Type your ticker and see what changed since last year, the questions investors are likely to ask and the talking points, built from your public filings.