Investor Event Planning

Although there are many types of access events, they all serve the same purpose : to provide incremental information aimed at helping investors make better investments. With this in mind, Intro-act changes the way access events are scheduled by providing better information that comes from helping users better manage their data. Better information enables users to build better relationships and ultimately make better decisions.


Intro-act helps each stakeholder in the following ways:


Investors:

  1. Enhance idea generation for meetings that are likely to be most productive
  2. Streamline the workflow, specifically administrative tasks associated with calendar management
  3. Prepare better and more efficiently for access events
  4. Be able to solicit direct investments in certain cases, yielding an execution advantage


Brokers:

  1. Enhance lead generation for meetings that are likely to be most responsive to broker domain expertise
  2. Streamline the workflow and campaign management of various sponsored events
  3. Showcase broker domain expertise and help broker clients (both investors and corporates) better prepare for their respective access events
  4. Be able to track broker value-added more precisely, enabling better monetization of efforts


Corporates:

  1. Target meetings that are likely to be most productive
  2. Streamline the workflow and make broker/third-party sponsored events more transparent by being able to view campaign progress in real-time
  3. Prepare better and more efficiently for access events including gaining access to proprietary primary research, as well as benchmarking analytics
  4. Be able to directly raise capital in certain cases, yielding a lower cost of capital


Intro-act does not procure any corporate access meetings directly, rather we are an analytics company that supports brokers procure these meetings. In some cases, Intro-act supports corporate investor relations (IR) officer directly, or directed third-party IR firms, however, our services are limited to targeting and preparation services, not meeting procurement. Intro-act offers machine learning analytics on shareholders, market trends, market perceptions and potential IR opportunities.


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.