IRIS watches every visit, deck read and question on your investor site, ties them to the people who have identified themselves, and tells your IR team who to follow up with each week, and why.
Every day, investors research your company: reading your deck, asking questions, coming back for more. Today that interest is invisible. You watch the volume move and never learn who's behind it. IRIS makes it visible. It shows which known contacts are active, scores who is most engaged, and helps you reach them personally, while they are still researching. Your IR firm sends a monthly report. IRIS is watching all day, every day, and keeps the whole history in one place.
Seeds your database on day one with the shareholders you already have and the funds holding your peers, then adds every engaged visitor your news attracts, week after week.
Every contact becomes a living profile: where they're from, how they found you, which channels send them, what they read and keep asking about, ranked by who's warm and who's getting warmer.
Engages, follows up and logs every touch, turning attention into follow-up.
The concierge and signups capture engaged visitors. Your shareholder register and public ownership filings seed the rest. Sources are first-party, with consent where the law requires it, or public filings.
Each profile scores from every visit, question and click, ranking who is warming now, not last quarter. The score is designed to improve as register uploads show which contacts became shareholders.
Personalized, compliant outreach plus an always-on site concierge that captures intent.
Every register upload shows which contacts became shareholders, so the scoring learns from your real outcomes, and the database compounds.
Ask it about the sample company's drill results, treasury or financings. It answers from the company's public disclosure, scores engagement, and captures leads. Type or talk: tap the soundwave for a live voice conversation, like a call. Customize the branding below. That's how it deploys per client.
Aurora Gold is a fictional company created for this demo. On a real deployment, IRIS answers from your company's approved public disclosure.
Every conversation, lead and signal flows into the IRIS console: your live investor database, scored and ready to act on. Scroll to look around it.
MM Meridian Mining Fund | 94 | ▦ Peer holder | Ready |
RC R. Castellano | 91 | ◆ Concierge | Ready |
SP Summit Resource Partners | 88 | ▦ 13F filing | Ready |
LZ L. Zhang | 73 | ◆ Concierge | Warming |
BC Beaver Creek Capital | 69 | ▦ Peer holder | Warming |
TO T. Okonkwo | 48 | ◆ Concierge | Engaged |
IRIS tells you who is most engaged with your story, and helps you reach them while they are still researching. Every feature below is in the product today, three of them marked as pilot, in one loop that captures investor interest, understands it, acts on it, and proves what worked.
A 24/7 assistant on your IR site that answers investor questions from your approved disclosure, declines questions outside it, and turns every conversation into a captured, scored lead.
One line of code on any site you own (your IR site, your conference site) logs every visitor's region, city, network, device, and how they found you.
Any form submission on your tracked sites lands the email straight into the CRM automatically, tagged to its source.
An optional trackable deck link that shows who opened your presentation and how far they actually read.
Anonymous activity connects to a real person retroactively the moment they leave an email, across your sites, and across devices where the same person identifies themselves.
Your entire shareholder base in one list: institutional holders from the latest 13F filings, sorted by dollars held, plus every captured prospect by name, each with a full profile of what they asked, when, and from where.
Every prospect gets a live engagement score from their real behaviour, so you work the warmest first. It trains into a true predictor once your register uploads teach it who converted.
What investors are actually asking this quarter (financing, permitting, drill results), trending up or down.
Funds that hold your peers but not you, verified against their actual SEC filings. Your warmest institutional targets.
Form 4 insider buys and sells and 13D/G ownership filings, pulled from EDGAR for US-listed issuers and parsed into plain English.
Your stock's price and volume overlaid with your site engagement, flagging the days when volume spiked and someone was doing homework.
Which regions and marketing channels produce engaged investors, so budget goes where engaged investors are.
A block-based email designer: build branded emails, schedule them, send from your own domain once it is verified, and track opens and clicks per investor in a full campaigns dashboard.
Release news, and IRIS prepares a personalized, letterheaded email to exactly the investors who asked about that topic, greeting each by name and quoting their own question. You review and approve before it sends.
Press releases, shareholder updates and branded investor decks drafted from your disclosure by Claude Opus 5, laid out like the wire version, with the cautionary language built in. It is instructed to use only what you have published, and you review everything before it goes anywhere.
Flag anyone into named lists like "Highly engaged funds" or "Dark holders" that sync to your account and feed straight into campaigns.
Upload a shareholder register, a NOBO beneficial-owner list, or your Mailchimp audience. IRIS matches it against everyone it knows and splits it into engaged vs. never-contacted, written into the CRM as working lists.
The people who own your stock but have never heard from you: found, listed, and one click from outreach.
Per event: visitors, questions, leads captured, and how many ended up on your register.
Every Monday morning, IRIS emails you what happened: new engaged investors, what they asked, campaign results, insider filings.
Every register or NOBO upload shows which behaviours came before a contact became a shareholder, so the engagement score is designed to learn from your real outcomes. Data no competitor can buy.
Most analytics tell you where your traffic comes from. IRIS goes further: across all your site traffic, not just the people who chat, it pinpoints where your engaged investor interest is concentrated, then turns it into a clear recommendation on where to spend. Run Meta here, Google search there. Anonymous and aggregate, no personal identifiers.
City and region for every engaged visitor, so a Google or Meta campaign targets the metros your real interest is coming from, not a guess.
Google, Meta, X, newsletters, referring sites. IRIS shows which sources send investors that actually engage, so budget follows what works.
Network signals help separate retail investors from institutions and filter out bots, so you know which kind of campaign even makes sense.
No rebuild, no dev project. The concierge goes live with a single embed on your existing site, and we configure the branding and your approved-disclosure source for you.
How a small-cap talks to investors is among the most scrutinized activities in public markets. IRIS is a disciplined way to understand and serve investor interest, built on first-party and public data, with consent where the law requires it.
Answers are drawn from the disclosure you approve, and the concierge declines everything else.
Every interaction timestamped, kept for 24 months and exportable. Hand your board or regulator a clean record.
The concierge is instructed to decline price, forecasts and advice, and every release is tested against those rules.
Every question answered, every known visitor recognised, every campaign measured makes your investor database more valuable, an asset you own and no competitor can buy. You fought for the capital. IRIS builds the relationships.