For small-cap CEOs and IR teams

Which of your retail shareholders aren’t hearing from you?

SharePulse combines shareholder records, investor self-identification, inbox signals and engagement data to show who you’re reaching and where the relationship gaps are.

Know who owns. Know who engages. Know who to contact next.

Get a Free Shareholder Coverage Audit See How SharePulse Works

Built inside Onfolio Holdings, a Nasdaq-listed small-cap.

An investor relationship, with the missing piece visible.
Alex MorganFictional shareholder · illustrative example
Ownership record
Listed on your latest NOBO upload
Contact record
No confirmed contact linked
Recorded engagement
Unknown until a contact is matched
Next step

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

A major holder was missing from the mailing list.

“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

Dom WellsCEO, Onfolio Holdings (ONFO) · Founder, SharePulse

Your shareholder picture lives in more than one place.

Your NOBO list is only part of the picture. Bring records, conversations and engagement together to find the relationships you may be missing.

Transfer-agent and NOBO records

Start with recorded names and positions. Compare reporting periods to see new, increased, decreased and exited positions within the records’ coverage.

Shareholder surveys and forms

Ask your investor audience who owns shares. Capture self-reported ownership and optional position ranges from people already on your mailing list.

Investor emails

Bring in authorized correspondence where investors say they own shares. Keep the source alongside each claim so your team can review it.

CRM, mailing lists and engagement

Check who receives your updates and who opens, clicks, replies or downloads your materials. Identify the people who deserve a follow-up.

Understand your retail shareholder base.
Make the next conversation count.

Three ways SharePulse helps you turn scattered records into useful IR work.

Find the shareholders you’re not reaching.

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

In practice

A significant holder appears on your shareholder list, but has no linked contact in your CRM.

Know who deserves a follow-up.

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

In practice

A contact replies to an update and downloads your deck. You have the context for a relevant conversation.

Show the progress behind your IR work.

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

In practice

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.

Start with the data you already have.

Your first useful result is a clearer view of the people behind your records.

  1. 1

    Discover and match

    Bring shareholder records, investor contacts and any survey or inbox ownership signals. We’ll confirm the data available for your audit.

  2. 2

    Classify and compare

    Keep recorded ownership, self-reported claims and suggested matches distinct. Compare positions when you have an earlier report.

  3. 3

    Prioritize and engage

    Review coverage gaps and engaged investors, choose your follow-ups, and use the responses to inform your next communication.

Keep the wider picture in view.

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 features

Give every IR client a clearer relationship report.

Reconcile shareholder records with investor contacts, surface self-identified holders, and prioritize client outreach. Bring a more useful account of your IR work to the next management meeting.

Ask About the IR Firm Partner Program

SharePulse + Parlance

From investor intelligence to investor communication.

SharePulse shows who is engaging, who is missing and which relationships need attention. Parlance helps turn your strategy, filings and executive voice into review-ready communications.

SharePulse provides the signal. Parlance helps produce the response.

Explore Parlance

Start with a free audit. See the gaps first.

For ongoing relationship intelligence, SharePulse Core is $799 per ticker / month.

IR firm partner pricing is available for multiple issuer clients.

View pricing details

Before you share your records.

What do I need for the audit?

Your latest NOBO or transfer-agent report and an investor email list or CRM export. An earlier report enables position comparisons. Survey responses and relevant investor correspondence are optional. We’ll agree the scope and how to share files after you request the audit.

Does an ownership claim count as verified ownership?

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.

How is my data handled?

This form only collects your contact details and request. We’ll confirm access and data handling before you share shareholder files or correspondence. 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.

Can SharePulse show what moved the stock?

SharePulse puts communications alongside engagement, market activity and shareholder changes. That provides context and correlation, not evidence that a communication caused a trade or a price move.

Free Retail Shareholder Coverage Audit

Find the gaps in your shareholder relationships.

Start with your latest shareholder report and investor contact list. Get a coverage summary, major holders with no known relationship, potential matches to review and a prioritized follow-up list. Add an earlier report for position changes.

Have surveys or investor emails? Include those in the agreed audit scope to surface self-identified shareholders, with the evidence kept alongside each claim.

Request your audit below. We’ll follow up within 48 hours to confirm the scope and arrange how to share your records. No software commitment required.

Please don’t send shareholder records through this form. Privacy policy