Investing in an investor relations software platform can facilitate better tracking of key information that can help increase investment opportunities. It also allows for improved collaboration and a more efficient process of management. A CRM that is able to be customized and supports the goals of investor relations is ideal for large corporations. It allows for simpler maintenance, upgrades and maintenance as the company grows.
Investor relations are crucial to the success of a business’s financials. This software functions as a central point to keep and publish all the information that is needed to be shared with analysts and investors. It also ensures compliance with the regulations pertaining to investor disclosures such as financial reports, external disclosures, SEC filings, and annual reports. The software for investor relations helps companies build and maintain relationships with LPs as well as investors and capital markets. It also increases access to capital markets, which results in a greater return on investment.
In addition to being an investor-focused central hub tasks, IR software offers tools that allow companies to manage their entire deal pipeline, from beginning to end. This is especially beneficial for smaller family offices and investment teams who aren’t able to hire IR experts on a full-time basis. An IR software program with built-in analytics capabilities can combine the entire investment pipeline into easy-to-read reports for current LPs and also demonstrate the team’s expertise and the value proposition to potential investors.
ingage’s IR CRM is highly regarded for its robust capabilities, and its ability to streamline IR processes. The contact system is a great tool for keeping track of important information such as the date of every meeting, and notes from each conversation. In addition, a variety of workflow functions are offered to automate tasks such as sending reminders or generating reports.