BD Corporate: Investor Relations Platform is a CRM solution designed to streamline investor relations (IR) activities. It is suitable for companies of all sizes, from small startups to large corporations. This platform caters to a wide range of professionals and industries, including investor relations professionals, corporate communications professionals, financial analysts, investment bankers, and asset managers.
Key Features
Accurate and Detailed Institutional Contact Data: According to the vendor, the platform provides access to accurate and detailed institutional contact data and investor profiles, facilitating effective prospecting for new investors and tracking of current investors and their holdings.
Global View of Institutional Investors: The vendor claims that the platform offers a comprehensive global view of institutional investors, allowing users to expand their investor targeting and engagement efforts beyond geographical boundaries.
Advanced Ranking Metrics and Suitability Scores: The platform reportedly utilizes advanced ranking metrics and suitability scores to help identify target investors, enabling focused and tailored investor outreach.
Integrated Communication Tools: The vendor states that the platform provides integrated communication tools, facilitating seamless and efficient communication and engagement with investors.
Comprehensive Proxy Contacts and Voting Information: According to the vendor, the platform offers easy access to institutional proxy contacts and voting information, simplifying the formulation and execution of proxy roadshows.
Robust Intelligence on Investor Types: The platform claims to provide robust intelligence on all investor types, equipping users with valuable insights to prepare for investor meetings and effectively engage with investors.
Cross-Asset Class Ownership Data and Analytics: The vendor asserts that the platform provides access to cross-asset class ownership data and analytics, offering a holistic understanding of investor ownership across different asset classes.
Best-in-Class Buyside Contact Information: According to the vendor, the platform optimizes event planning by leveraging best-in-class buyside contact information, enabling users to analyze, target, and reach investors efficiently for single- or multi-city events.
Flexible Reporting Capabilities: The platform reportedly offers flexible reporting capabilities, allowing users to measure the effectiveness of their investor relations outreach and generate comprehensive reports to communicate the success of their efforts to management and the board.
