Find gaps worth investigating.
See which recorded holders have no matched contact, with larger reported positions shown first.
Find gaps. Prioritize follow-ups.
Audit your shareholder
relationships.
An important shareholder may never have joined your mailing list or contacted your team. Would you know?
Find gaps between your shareholder records and investor contacts, review uncertain matches, and see which relationships deserve attention before your next update.
“With SharePulse I discovered one of my largest retail shareholders wasn't on my mailing list — he'd never even emailed me.”
Founder of SharePulse
See a potential relationship gap and what to do next.
Compare your shareholder and contact CSVs. Files stay in your browser.
Free audit. No account required.
Resolve uncertain connections.
Review possible matches before treating a shareholder record and a contact as the same person.
Leave with next actions.
Download your findings so you can check missing details and plan informed follow-ups.
No files handy?
You can also check your investor website for contact, subscription and investor-information links. This optional check looks at public pages; shareholder matching uses your own records.
Make this part of your IR routine.
This audit gives you a starting picture. SharePulse brings shareholder records, contacts and engagement together so your next investor update starts with a clearer view of who needs attention.
Request a walkthrough, or ask for help with PDFs and earlier-period comparisons.
This request sends only your contact details. It does not send your files, matches or report.