IRIS builds a growing database of investors, scores who's warming toward a position in your stock, and turns attention into shareholders.
Every day, investors research your stock: reading your deck, asking questions, circling before they buy. Today that interest is invisible. You watch the volume move and never learn who's behind it. IRIS makes them visible. It names the anonymous, scores who's warming, and helps you reach them personally, before they decide. Your IR firm sends a monthly report. IRIS works every minute your stock trades, and it never forgets a name.
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 actual buying.
The concierge and signups capture engaged visitors. Your shareholder register and public ownership filings seed the rest. Every source consented or public.
Each profile scores from every visit, question and click, ranking who is warming now, not last quarter. The score sharpens into a trained predictor as your register uploads confirm who actually bought.
Personalized, compliant outreach plus an always-on site concierge that captures intent.
Every register upload labels who actually bought, so predictions train on your real conversions, 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 buying intent, 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's about to buy your stock, and helps you reach them before they've decided. Not a roadmap: every feature below runs in production today, 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 strictly from your approved disclosure, 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 devices and across your sites.
Your entire shareholder base in one list: live 13F institutional holders 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 live from EDGAR 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 buyers are.
A Mailchimp-class designer: build branded emails in blocks, schedule them, send from your own domain, 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 4.8, laid out like the wire version, with the cautionary language built in. It refuses to invent facts.
Flag anyone into named lists like "Funds ready to buy" 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 labels which behaviours actually preceded a share purchase, turning the engagement score into a predictor trained on your real conversions. 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.
Getting investors to buy a small-cap is the most-scrutinized activity in public markets. IRIS is the systematic, defensible way to create demand, built on first-party and public data, never covert profiling.
Every answer traces to filed, public disclosure. Nothing invented, nothing selective.
Every interaction timestamped and exportable. Hand your board or regulator a clean record.
Promotional language and unapproved claims are blocked before they reach an investor.
Every question answered, every visitor named, 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 shareholders.