Investor Dashboards

Investor dashbaords provide at-a-glance views of KPIs (key performance indicators) relevant to a particular company, or industry. In real-world terms, "dashboard" is another name for "progress report" or "report.", but uses technology to assist in efficient data discovery that is customizable by the user.

Intro-act is an artificial intelligence (AI) platform that matches corporate executives with the institutional investors that are most likely to buy, or sell, their stock in the next 90 days -- while simultaneously offering all users data discovery technologies to efficiently prepare for all types of corporate-investor access events.

Intro-act's machine learning analytics are complemented by services that help corporate executives position themselves in meetings to achieve optimal outcomes. Dashboards include:

  1. Peer Ownership Analysis: Benchmark owners vs peers to understand fundamental, valuation and sentiment drivers most impacting investment decisions;
  2. Trend Analysis: be prepared to discuss the investment themes most on investor's minds;
  3. Outlier Analysis: identify the outliers in a company's fundamentals and valuation relative to itself over time, as well as peer group to best prepare for thoughtful Q&A during investor meetings
  4. Revisions Analysis: understand how Street expectations are changing relative to your peer group