One price for public companies running their own IR. Per-client pricing for IR firms that scales as their book grows — your second client doesn't cost the same as your tenth.
Issuer plan: 14-day free trial, no credit card. IR Firm plan: book a demo.
For public-company CEOs and in-house IR teams running their own IR.
No credit card required.
For IR firms managing 2+ public-company clients. Per-client pricing that scales with your book.
15-min walkthrough of agency mode + your first client onboarding.
Need something custom? Talk to us about white-label, dedicated subdomain, SSO, or 20+ client tiers.
IR firms first, since pricing is the main novelty there. Then the practical stuff about how SharePulse actually works.
You pay $799/mo per client for your first 3 clients, then $499/mo per client beyond that. There's no base fee — you only pay when you have at least one active client. All the agency-mode features (Agency Overview, My Network, multi-tenant isolation, cross-client introductions) are included from client #1, regardless of how many you have.
Yes. Each existing client becomes a client issuer in your firm's SharePulse account. You upload their NOBO PDF, connect their email list, and configure their watchlist — same setup as a new client, but you can do it in batch and your firm-level network and intro history start populating immediately.
Per-team-member client permissions are on the roadmap but not yet shipped. Today, every team member at a firm sees every client. If your firm needs strict per-analyst client scoping right now, talk to us — we can configure it manually for early customers.
Custom branding (your logo + color palette + dedicated subdomain like portal.acmeir.com) is available on a custom plan. Talk to us about it during your demo — typical setup takes 1-2 days after we agree on terms.
A NOBO (Non-Objecting Beneficial Owner) list is a report from your transfer agent showing who holds your stock through brokerages like Schwab, Fidelity, and Interactive Brokers. You probably get it as a PDF every quarter. SharePulse parses that PDF in seconds, compares it to last quarter, and shows you who bought, who sold, and which brokerages are growing.
We scan Reddit (8 finance subreddits plus search), StockTwits, Yahoo Finance news, Google Alerts, and SEC EDGAR filings. Each mention gets an AI sentiment score. You can also paste in anything we miss from other platforms. Everything shows up in a single feed with topic tags so you can see what people are talking about and how the conversation is shifting.
When a peer of yours runs a press release, SharePulse reads what they announced — including the categorized event type and 7- and 30-day stock impact data — and asks Claude to translate it into 3-5 angles your company could plausibly run. Each angle includes an "honesty check" that names what milestone or fact you'd need to back it. Helps you find adapted plays without inventing them from scratch.
An agent surfaces subscribers worth a personal CEO touch (high-quality non-shareholders, dormant holders, heavy doc downloaders, recently-tagged pros) and drafts a compliance-safe email per surfaced contact. You approve, edit, or skip — nothing leaves on its own. Lets you do BDR-style outreach to your investor pipeline without writing every message from scratch.
Yes. NOBO lists (broker-held shares) and Transfer Agent reports (direct-registered shares) are tracked independently. If the same person shows up in both, the system flags it for your review instead of auto-merging. We support vStock format natively right now, with other transfer agents on the roadmap.
All data encrypted in transit and at rest. NOBO data is particularly sensitive — we enforce strict access controls and never share shareholder information across accounts. Multi-tenant isolation is enforced at the request layer, with cross-firm access blocked and logged. Pursuing SOC 2 Type II certification. Security documentation available on request.
Absolutely. Upgrade or downgrade at any time. Upgrades take effect immediately with prorated billing. Downgrades apply at the next billing cycle. All your data is preserved across plan changes.
Our core platform works for any publicly traded company with a ticker symbol and shareholder records. Stock data and SEC filing monitoring are currently US-focused (Nasdaq, NYSE, OTC). Canadian exchange support (TSX, TSXV, CSE) and SEDAR filing integration are on our near-term roadmap.
Every month, we ask ChatGPT, Claude, Perplexity, and Grok about your company. Does it know you exist? What does it say your revenue is? Is it confusing you with another company? Each response gets fact-checked against your actual data and scored. You can track whether your press releases and filings are improving AI accuracy over time.
Book a 15-minute walkthrough. We'll pull up your ticker, show you what Reddit is saying, and walk through a sample NOBO upload. No pitch deck, just your data.