For small-cap CEOs and IR teams
Connect shareholder records with your investor contacts and engagement. See which retail holders you’re reaching, who needs attention, and where to follow up.
Built inside Onfolio Holdings, a Nasdaq-listed small-cap.
Review this holder’s contact details before your next investor update.
See the gap. Check the evidence. Decide what to do next.
The Onfolio experience
“With SharePulse I discovered one of my largest retail shareholders wasn't on my mailing list — he'd never even emailed me. 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
Three ways SharePulse helps you turn scattered records into useful IR work.
Compare your NOBO and transfer agent records with your investor contacts. See which recorded holders have a confirmed contact match, where contact details are missing, and how recorded positions change over time.
Shareholder records · Contact matching · Position history
A significant holder appears on your shareholder list, but has no linked contact in your CRM.
Bring an investor’s recorded engagement into one timeline. Use replies, tracked downloads and other activity to prioritize personal attention, with suggested outreach you can review and edit.
Investor timelines · Engagement signals · Drafted outreach
A contact replies to an update and downloads your deck. You have the context for a relevant conversation.
Bring ownership snapshots, audience engagement and follow-up activity into the same conversation. Give your board or clients a clearer account of the relationships you’re building and the gaps still to address.
Ownership trends · Engagement reporting · Follow-up activity
Your next report shows changes in your recorded shareholder base alongside investor activity and next steps.
Ownership lists are snapshots with limited coverage. Engagement adds context; it does not establish why someone bought or sold shares.
Your first useful result is a clearer view of the people behind your records.
Start with a shareholder list and investor contacts. We’ll confirm the imports and connections available for your setup.
Check suggested identities before linking engagement to a shareholder. See where your records leave gaps.
Identify contact gaps, review engaged investors and plan the follow-ups that deserve your time.
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 featuresUse a shared agency overview to spot which clients need attention, keep firm relationships organized, and make your work easier to explain at the next client meeting.
See pricing for IR firms$799 per ticker / month. IR firms: $499 per ticker / month wholesale.
14-day free trial.
Request access to start with your shareholder records and investor contacts. We’ll confirm the data setup with you and help you get ready for your 14-day trial.