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Aurora Gold Corp. TSXV: AUG (sample)
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Overview
Demand pipeline · last 30 days
Investor list
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institutional + captured
Predicted ready-to-buy
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score ≥ 85
Questions asked
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last 90 days
Outreach sent
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Investor list growth Weekly · feeds from concierge + outreach

Apr 1Apr 20May 4May 19Jun 1Today

Activity real-time

New early-warning filing — Summit Resource Partners crossed 5% in a peer junior; flagged as a peer-holder target.
2m
R. Castellano (retail holder) crossed into ready-to-buy — opened 3 updates, asked about the latest financing.
4m
New concierge lead — visitor asked "how do I get on the financing?" and left contact.
22m
Content Studio drafted a press release on the latest project update — pending review.
1h
Outreach batch sent to 38 warm retail holders re: drill program.
3h
Meridian Mining Fund requested the data room — flagged high intent.
5h

Intent distribution

Engagement score across your live investor list. Blends behaviour signals now; sharpens into a trained predictor as your register uploads teach it who converted.
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Next best actions

Generated from your live data. One click acts on each.
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Geo & Channel Intelligence
Where engaged investor interest is concentrated · across all site traffic, not just chats · last 30 days
All trafficCorporate siteConference site
Engaged regions
14
▲ 3 new this month
Top region
Ontario
31% of engaged interest
Top channel
Meta
38% of engaged visits
Institutional share
22%
by network signal

Where investors cluster engaged visitors · by region

City & region for every engaged visitor — the metros your real interest comes from.
Ontario312
British Columbia191
New York121
Alberta92
Texas68
Quebec59
Zürich47
London, UK38

Top cities

Toronto221
Vancouver152
New York121
Calgary79
Houston61
Zürich47

Which channels convert source of engaged visits

Which acquisition sources send investors that actually engage.
Meta38%
Google Search24%
Conference14%
Investor media11%
X / Twitter7%
Newsletter4%

What they're looking at top pages · all tracked sites

Every page view across your tracked sites (IR site, conference site), most-visited first.
Log in to load live page views. Populates as tracked traffic arrives.

Retail vs. institutional by network signal

Network/ASN signals separate retail investors from institutions.
Retail78%
Institutional22%

Recommended media plan auto-generated from the data above

Where to point IR ad budget — instead of guessing.
Meta — Toronto & Vancouver. Your top channel meeting your top regions. Scale spend here first.
Google Search — New York metro. Higher intent, lower volume — capture it with search rather than social.
Conference follow-up — contangoconference.com. Conference traffic is converting; retarget those visitors.
Pull back — generic display. Low engaged-investor yield. Reallocate the budget to the above.

Conference mode attendee match · ROI per event

Your conference site (with your existing QRs) is already tracked — visits, pages and sign-ups flow in automatically. This card does what the site can\'t: import the organizer\'s attendee list to see who engaged vs. who didn\'t, and tie each event to your register. For future events, point materials at contangoconference.com/?src=event-name to get a separate ROI row per conference.
EVENT ROI · live
No conference activity yet — generate a booth QR or import an attendee list to start.
Peer Holders · 13F
Institutions holding your peers — flagged by whether they already own you. The net-new targets are your call list.
All peersNet-new targetsStikine GoldCassiar MetalsTreaty Creek Res.Iskut Mining
InstitutionPeers heldHolds you?LikelihoodLatest 13F

List Match
Match any list you have — your paid shareholder register or your free Mailchimp audience — against everyone IRIS has engaged. Both write working lists into your Investor CRM.

Your shareholder register emails · one per line

Export from your transfer agent (Computershare, TSX Trust, Odyssey) and paste it — a paid, periodic pull. IRIS matches it to engaged visitors.

Result

Run a match to see how much of your list has already engaged with IRIS — and where they are.
Every match splits your register into engaged holders (already touched IRIS) and dark holders (own you, never contacted) — both land in Investors as filterable lists you can push to Outreach. One CRM, not two.
Investors
Your shareholder base — institutional holders from 13F + captured prospects
AllReady to buyWarmingInstitutionsRetailFrom concierge
InvestorTypeIntent scoreSourceLast touchStatus

Click any investor to see what IRIS knows about them. Every contact carries source provenance — first-party (◆ concierge/signups), client-owned (transfer agent), or public filings (▦ institutional / 13F). No scraped personal data.

Concierge
The intake valve — questions asked on your IR site become scored leads
Conversations 30d
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chats + captures
Leads captured
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High-intent flags
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score ≥ 85
Avg. questions / visitor
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more questions = closer to buying

Live question feed

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Top topics last 30 days

What investors actually want to know — fuels your messaging.
Log in to load live topics.
Content Studio
AI agents · grounded in your approved disclosure · powered by Claude Opus 4.8
OPUS 4.8

Press Release

Draft a compliant, on-brand news release from a few bullet points — pulled straight from your filed disclosure and recent events.

OPUS 4.8

Investor Deck

Build a polished investor PowerPoint — corporate overview, project highlights, capital structure and catalysts — in your brand.

OPUS 4.8

Shareholder Update

Turn the latest news into a segmented email for ready-to-buy, warming and retail holders — one click to Outreach.

＋
Add a module
Fact sheets · social · FAQ · AGM

Data room per-investor tracking · feeds intent scores

A branded viewer for your deck, no login for the reader. IRIS logs pages viewed, how far they got, time spent, location, network and device. Use personalized links (sent via Outreach or copied per investor) to see names — plain-link viewers track anonymously and stitch in if they identify later.
WHO'S BEEN IN · live
No views yet — send the link with your next outreach.

Recent generations

Signals
The engagement engine — what moves an investor from cold to ready-to-buy

Live signal volume feeding the scores right now

Captured leads
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Institutional holders
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Engaged regions
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Ready to buy
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What investors are asking live · last 90 days

Log in to load live question trends from your concierge conversations.

Insider & filing activity SEC EDGAR · live

Log in to load insider transactions and ownership filings.

Learning loop ground truth from your register

Every time you match a shareholder register, IRIS snapshots each engaged investor's behaviour (questions, sessions, topics, recency) against the truth: did they end up owning shares? That labeled dataset is what turns the intent score from a heuristic into a predictor trained on your actual conversions — something no generic IR tool can copy.
Labeled snapshots
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Confirmed conversions
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Register uploads
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Trains at
50 conversions

Where the data comes from consent · client-owned · public

Every field is traceable to one of these. Nothing scraped from individuals' personal lives.
First-party — concierge, waitlist, webinar & data-room signups (explicit opt-in).
Client-owned — transfer-agent register & the issuer's own past placement participants.
Public filings — institutional holders of this stock and comparable juniors (13F / early-warning / SEDI).
Licensed data — firmographics on institutions via licensed providers.

Scoring inputs

Each investor's score blends behavioural and market signals, updated continuously. It becomes a trained predictor once the learning loop has enough confirmed conversions from your register uploads.
Concierge depthHigh
Update opens / clicksHigh
Data-room requestsMed
Recency & frequencyMed
Peer-holding overlapLow
Campaigns
Design, schedule and track investor emails — every open and click, per person
Campaigns sent
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Investors reached
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Avg. open rate
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Avg. click rate
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All campaigns

CampaignAudienceRecipientsOpensClicksStatus
No campaigns yet — click + New campaign to compose one.
Settings
Plan, modules, disclosure source & team

Active modules

Concierge — on-site capture · active
Predictive CRM — list + scoring · active
Content Studio — PR + decks (Opus 4.8) · active
Outreach automation — send + open/click tracking · active

Visitor alerts real time

The moment an investor you already know opens your site, IRIS emails you: who they are, what page they are on, their score, and the last question they asked. One alert per person per six hours, so a browsing session is a single ping. Anonymous visitors are never alerted on and IRIS never emails the visitor.

Weekly brief email · Monday morning

IRIS emails you a weekly brief: new engaged investors, what they asked, campaign opens, and insider filings — the console comes to you.

Data sources & compliance

Built to pass a privacy + securities review — not dodge one.
Provenance on every field — see exactly where each data point came from.
Consent ledger — per-contact opt-in source & date, exportable for audit.
Anonymous stays anonymous — unidentified visitors are aggregate analytics only.
Jurisdiction-aware — PIPEDA / Law 25 / GDPR / CCPA access & deletion.
IRIS never: de-anonymizes visitors · scrapes personal social or LinkedIn · builds personal financial dossiers · contacts anyone who didn't opt in.
IRIS Console — concept preview with sample data · not a live environment