For small-cap CEOs and IR teams
Understand how existing shareholders respond to your newsletter, and follow subscribers as they become recorded shareholders over time.
See the engagement. Follow the ownership. Learn over time.
Built inside Onfolio Holdings, a Nasdaq-listed small-cap.
What engagement came before this subscriber appeared as a recorded shareholder?
Illustrative historical view; requires dated records. The free audit starts with a single-period comparison.
The Onfolio experience
“It also helped me identify new shareholders and see how engaged each of them was with my newsletter.”
Dom WellsCEO, Onfolio Holdings (ONFO) · Founder, SharePulse
See how your current holders engage and how your subscriber audience develops into recorded ownership.
See the newsletter clicks, replies and other activity recorded for your retail shareholders. Learn which updates get a response and how that engagement changes over time.
A recorded shareholder clicks a business update and replies with a question. See that activity alongside their ownership record.
Connect your newsletter audience with successive shareholder reports. Identify subscribers who first appear in later reports and look back at their engagement before that point.
Someone joins your newsletter, engages with several updates, and later appears in a shareholder report. Review that sequence with the dates and evidence together.
Review engagement alongside changes in recorded ownership. Look for patterns across comparable periods to understand how your audience is developing and inform what you publish next.
Compare successive periods: how did shareholder engagement change, and which subscribers began appearing in ownership records?
Ownership reports have limited coverage. First appearing in a report does not establish a purchase date, and prior newsletter engagement does not prove the newsletter caused an investment.
Start with a free comparison of your current lists. To explore how subscriber engagement and recorded ownership develop over time, bring dated records and engagement history into the wider SharePulse workflow.
Match a shareholder report with your newsletter audience. See who overlaps and review the subscription status and engagement available for those matches.
Bring dated subscriber history, engagement and comparable shareholder reports together. Identify subscribers who first appear as recorded holders in later periods.
Review what existing shareholders respond to and the activity preceding new recorded ownership. Use those observations to guide your next newsletter.
Market monitoring, peer research and AI perception audits add context to your investor relationships. Explore them when you need to understand the conversation around your company.
Explore all featuresBring retail shareholder engagement and newsletter audience development into client reporting. Show how existing holders respond and which subscribers later appear in shareholder records.
Ask About the IR Firm Partner ProgramSharePulse + Parlance
SharePulse connects newsletter engagement with recorded ownership so you can learn how your investor audience develops. Parlance helps turn your strategy, filings and executive voice into review-ready communications.
SharePulse provides the signal. Parlance helps produce the response.
Explore ParlanceFor ongoing shareholder engagement analysis, SharePulse Core is $799 per ticker / month.
IR firm partner pricing is available for multiple issuer clients.
Explore the fictional sample without any files, or compare a shareholder CSV with your investor contact CSV for one company, security and record date. Your files stay in your browser. A public website check is optional. Ask for an assisted audit if you have PDFs or need earlier-period comparisons.
The audit compares one shareholder report with one newsletter or contact export, including any subscription status and engagement notes supplied. To follow subscriber-to-shareholder progression over time, you need dated subscriber history, engagement and comparable shareholder reports. Request a walkthrough to discuss that wider workflow. The free audit does not require a subscription.
No. A survey answer or email is a self-reported relationship signal. It stays separate from record-confirmed ownership unless it can be reconciled with an authoritative record. Suggested identity matches need review.
The self-service CSV audit processes your files in your browser and does not upload them. Walkthrough request forms collect only your contact details. We’ll agree data handling separately for assisted work. Customer data is processed on your behalf; we do not sell personal information or use customer data to train third-party AI models. Read the privacy policy.
You can observe that a subscriber engaged and later appeared in the available shareholder records. That sequence helps you investigate audience development, but it does not prove the newsletter caused the investment or reveal the exact purchase date. The free audit shows current overlap; it does not calculate a subscriber conversion rate.
Match your current shareholder report with your newsletter or investor contact list. See the overlap and the engagement notes you already have—a starting point for understanding your audience over time.
Free to use. No account required. Shareholder and contact CSVs stay in your browser.
Want to follow newsletter subscribers into recorded ownership over time? Ask about working with dated subscriber history, engagement and successive shareholder reports. We’ll follow up within 48 hours to discuss your records and scope.
Please don’t send shareholder records through this form. Privacy policy