Investor Relations has become a central function for the listed companies. With the dynamics of the Business World being in a constant change, Investor Relations (IR) team plays the strategic role of an intermediary between the company management and the investment community, and helps determine the fair value of the company shares. An effective Investor Relations team, needs to simultaneously gather intelligence on the current and potential shareholders, the analyst’s coverage, the dynamics of the sector, and the markets at large while optimizing the outreach and communications strategy.
smartIRSuite™ by SR TEKBOX is a complete solution that helps organizations to effectively plan and execute an Investor program and maximize their market value. Designed for companies of all sizes and at every stage of public offering, smartIRSuite offers tools, information, and analysis to the Investor Relations team to efficiently manage their IR program while balancing the expectations of the investment community and the internal needs of the Board and the senior management. By integrating Investor profile, investor interaction, shareholding tracking, analysts coverage, peers benchmarking, and other key functions of Investor Relations, smartIRSuite helps in designing and executing a targeted and precise IR program that can positively impact the reputation and value of the company.
Investor Interaction Platform
Monitor all components or your IR program via one, intuitive and customizable platform with customizable easy-to-use interface and seamless integration with Microsoft Outlook, Word and Excel
Investor Profiling & Communication
Manage investor profile and preferences with dynamic report distribution & tracking, Enable effective two-way communication between a company, the shareholders and the financial community.
Track and quantify holdings as well as categories of investors, identify your most important existing and potential buyers and sellers in the company stock with their Investment/Liquidity Trends
Dedicated Analyst Recommendations and review with Recommendation Trends, Behavior, Highlights, Peer Recommendations, Number of meeting and conferences held, with meeting logs and feedbacks
Analyze peers shareholding patterns and identify the potential and untapped investors. Follow the loyal investors and take appropriate actions in case a loyal investor shows signs of selling or exiting
Investor Conference Management
Update and analyze information gathered from individual meetings with investors, sell-side analysts and portfolio managers about their special interests or concerns, with feedback and closure
Why Our smartIRSuite Solution?
Analyze the overall shareholding by investor category – Promoters, Institutions, Corporate Bodies & Individuals
Track AGM resolutions and key investor voting behavior to analyze investor alignment with management vision
Identify Key investors & track their holding size & period, investment style, buy/sell behavior and churn rate
Learn about the investor returns by analyzing their Volume Weighted Average (VWAP), entry and exit points
Track biggest buyers and sellers and their trading behavior, significant change in positions, potential buyers and sellers
“Key Investor Meeting” Reports to check Group and One-On-One meetings of IR Managers with Key Investors
Target the marquee investors and plan IR activities. Get alerted when a marquee investors starts to buy
Customizable Service Reporting with Summary, Detailed and Trend Type report generation and extraction options
Create and Manage dynamic Marketing Lists, Content Snippets and sending of Preview Emails to colleagues