Direct-to-investor IR for small-caps

Is your IR actually working?

Most small-caps spend thousands a month on IR and can't answer that.

SharePulse makes IR direct-to-investor and measurable. Your shareholder list, CRM, and email engagement in one place. See what attracts retail holders. See what keeps them. And track what matters: a growing shareholder base.

For your own ticker, or your clients'.

See Pricing See Features
10s
NOBO PDF parsed & matched
1
View: ownership × engagement
100%
Drafts cited & human-approved
Built on your-NOBO-list · your-CRM · your-email-opens · your-site-visitors
dashboard.sharepulse.ai
Confirmed
shareholders
898
+12 QoQ
Pro subs
142
Quality scored
Outreach
8
Pending review
Mentions
47
Last 30d
Confirmed shareholders · growth over time NOBO uploads
Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
Recent Mentions
r/pennystocks · positive
yahoo-finance · neutral
stocktwits · positive
Top Shareholders
apex-clearing 142,500
schwab-co 89,200
interactive-brkrs 67,800
↳
Top-10 holder matched to CRM
opened last 4 updates · deck downloaded
+12 shareholders
confirmed QoQ
The Problem

At small-cap, retail is the shareholder base. And nobody built for it.

The institutional side is a solved problem: CRMs, targeting databases, surveillance, all priced for $5B companies with institutions worth targeting. Below $1B, your shareholder base is mostly individuals, and the tooling for actually knowing and engaging them doesn't exist. That's the gap.

01

You don't know who actually owns the stock

A NOBO list is a PDF you pay for, glance at once, and file away. Who bought, who sold, who's been building a position list after list: it's all in there, and nobody's reading it. So most companies barely order them at all.

02

Your owners and your audience are two separate lists

5,000 people on the email list. 200 names on the NOBO list. Nobody knows the overlap: which shareholders read your updates, and which of your top holders have never heard from you directly.

03

Market chatter happens without you

Reddit threads, StockTwits posts, Yahoo Finance comments. Someone's talking about the stock right now. You'll find out three weeks late.

04

No feedback loop on the IR work

Posts, newsletters, 8-Ks, investor dinners. Did any of it grow the shareholder base or deepen engagement? Without attribution, every report on the IR work is a hunch.

Plus, if you run IR for multiple clients

The CEO doesn't want retail calls. But retail owns the float

Most small-cap CEOs won't get on the phone with individual shareholders. Someone still has to know that base and engage it. That's you, and right now you're doing it blind.

Retail work product is invisible at renewal

You posted, you sent, you monitored. But you can't show the client which shareholders engaged, who became a shareholder, or what any of it compounded into, so the retainer conversation runs on vibes.

Simple to start

One plan. Priced per ticker. Wholesale for firms.

Every feature, unlimited team seats, one price per company, plus a wholesale rate for IR firms running it on behalf of clients.

$799 /ticker/mo

Priced per company, not per person, with unlimited team seats. IR firms pay $499/ticker wholesale.

  • → Every feature included: no tiers, no gates, no add-ons
  • → Firms: wholesale from client #1, bill your clients your way
  • → 14-day free trial, no sales call required
Start a 14-day trial See pricing
Core Surfaces

Who owns it. Who's listening.
What they're saying. What's working.

Four surfaces, one thread: your ownership data, your engagement data, the public conversation, and the attribution that ties your investor marketing to actual shareholder outcomes. The agent layer below operates on top.

Ownership

See Who Owns Your Stock

Upload your NOBO or transfer agent PDF and see who bought, who sold, who's been building a position list after list, and which brokerages hold your shares. Parsed in 10 seconds, compared against every list before it.

NOBO + Transfer Agent uploads List-over-list change detection Position history per holder
The Join

Match Your Owners To Your Audience

Cross-reference the shareholder list against your CRM, email list, site visitors, and inbox. Now you know which holders open every update, which top holders have never heard from you, and which engaged subscribers just showed up on your NOBO list. This is the view no other tool has.

CRM + inbox matching Email opens per shareholder Engagement scoring + funnel stages
Market Chatter

Hear What Retail Is Saying

Reddit, StockTwits, Yahoo Finance, Google Alerts, SEC EDGAR, all in one feed. AI flags sentiment and FUD. Draft a compliance-safe reply without opening six browser tabs.

Reddit + StockTwits + Yahoo + more AI sentiment + FUD detection Drafted responses
What's Working

See What Attracts And Keeps Holders

Tag your posts, emails, and events, then follow them through: subscribers gained, decks downloaded, names that later show up on your shareholder list. Investor marketing with a feedback loop: do more of what's attracting holders, drop what isn't.

Conversion-tagged content Tracked links + downloads Audience → shareholder attribution
The Payoff

Knowing your base isn't the goal.
It's what it makes possible.

The moments that decide a small-cap's year all go better when you know who's listening.

01

Your next raise

Walk in knowing exactly who your warm list is: which holders are engaged, who's been adding to their position list after list, which subscribers behave like buyers. A named list instead of a cold blast.

02

Your next update

Know who read it within a day, and which of your top holders didn't. Follow up personally with the ten people who matter instead of resending to everyone.

03

Your next report

Board meeting, CEO check-in, or client renewal: show shareholder-base growth and engagement trend, not impressions. The IR work finally has numbers attached to it.

SharePulse measures IR activity and audience response. It does not promise, predict, or claim to cause stock-price or capital-raising outcomes.

The Agent Layer

Six agents. Two jobs.
You always approve before anything goes out.

Most IR tools are dashboards you stare at. SharePulse's agents read your data, figure out who, what, and why, then hand you the draft. Nothing leaves on its own.

01

Know who to talk to, and what to say.

SharePulse watches your shareholder and subscriber base and surfaces who deserves personal attention: the advisor opening every email, the dormant top holder, the subscriber who just downloaded your deck twice. Then it drafts each email in your voice, from your own past statements.

Example

An RIA who's opened your last six emails downloads the investor deck twice in a week. They surface at the top of the queue with a draft that references what they've been reading.

Pro Outreach QueueInvestor Quality Scoring
02

Know what's being said, and what to do about it.

Every mention across Reddit, StockTwits, Yahoo Finance, and SEC EDGAR, read and scored. FUD flagged, compliance-safe replies drafted. Monthly, it asks ChatGPT, Claude, Perplexity, and Grok what they believe about your company and fact-checks the answers. And it watches what your peers announce, and what happened next.

Example

Three accounts push the same misleading margin claim across two subreddits in 24 hours. The pattern gets flagged, with a non-defensive correction drafted from your last 10-Q.

Mention AnalystLLM Perception AuditCatalyst TranslatorPeer Research

Always a human in the loop. Every draft is grounded in your own filings and past statements, cites where each claim came from, and waits for your approval. No email sends, no reply posts, nothing leaves without you.

See all six agents in detail
Differentiation

Why this is different.

Four decisions we made that no enterprise IR platform would ever make.

01

Built first-party-first, because that's the only way US retail IR works

In Australia and the UK, engagement platforms read the full share register; the data just exists. In the US, Cede & Co and OBO opt-outs hide most of your holders, so a register-first product can't be built here. The retail base has to be assembled from what you own: your email list, your site visitors, your document downloads, your surveys, with the NOBO list as the identity join on top. SharePulse is architected around that reality.

What this means

First-party engagement data as the foundation. NOBO + transfer agent lists as the ownership join. No pretending the shareholder list is complete when it can't be.

02

Joins ownership to engagement: the view nobody else has

Institutional CRMs know who owns the stock. Email tools know who opened the update. Nobody joins the two. SharePulse runs the line all the way through: this post → these subscribers → these deck downloads → this name on the NOBO list. You finally know which of your shareholders are listening, and which of your audience became shareholders.

What this means

Conversion tracking. Funnel attribution per contact. Tracked links. Engagement scoring. Event → outcome ledger.

03

Built by someone running it themselves on a public Nasdaq ticker

SharePulse came out of Onfolio (Nasdaq: ONFO), a real small-cap that needed to know what was working. Every feature exists because Dom or one of the early users hit the problem in real IR work, not because a product manager imagined it. The roadmap is set by people doing IR for a living, not selling software to people doing IR for a living.

What this means

Real-issuer origin. Compliance-safe by design, built under the disclosure constraints of a public company, by its CEO. Every AI draft human-approved.

04

Grounded in your own filings, not the public internet

Every draft starts from your own documents (filings, decks, transcripts, past updates), not from whatever the internet believes about you. When it proposes an angle, you see which peer announcement it came from. When it drafts an email, it's written in your voice, and every claim shows the document it came from.

What this means

Your documents stay private to you. Citations on every draft. Your data is never visible to another firm, and never used to train anything.

In Practice

Built from running IR on a real Nasdaq small-cap.

SharePulse was built inside Onfolio Holdings (ONFO), a Nasdaq-listed small-cap. Every workflow you see in the product exists because we needed it ourselves.

From the workflow

Onfolio Holdings ONFO

Nasdaq

"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 Wells — CEO, Onfolio Holdings (ONFO) · Founder, SharePulse
Top 5
Holder found missing from the CRM
never emailed, never contacted. Now a named, engaged contact
Every name
Tracked across every list
NOBO + transfer agent, position history, list-over-list changes
100%
Drafts human-approved
outreach, replies, briefs
What we measured
Ownership

Who bought, who sold, who's been quietly building a position list after list, surfaced from every NOBO and transfer agent pull, not left in a PDF.

Audience response

Which posts, emails, and events generated subscribers, deck downloads, and NOBO-list entries, tracked end to end.

Sentiment

Reddit, StockTwits, news, and X monitored continuously, classified by source and theme.

SharePulse measures IR activity and audience response. It does not promise, predict, or claim to cause stock-price outcomes. Use of the product is not a substitute for a company's disclosure controls, legal review, or Regulation FD obligations.

From the founder

Why I built this.

I built SharePulse because I wanted to apply a digital marketing lens to Investor Relations. I wanted to see what drove results, which shareholders engaged the most, who was increasing or decreasing their positions, and what the overall picture was for sentiment. That view didn't exist anywhere, so I built it.

Dom Wells
Dom Wells
Founder, SharePulse · CEO, Onfolio Holdings (ONFO)
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