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.
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.
Built inside Onfolio Holdings, a Nasdaq-listed small-cap.
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 WellsCEO, Onfolio Holdings (ONFO) · Founder, SharePulse
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
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
Classify and compare
Keep recorded ownership, self-reported claims and suggested matches distinct. Compare positions when you have an earlier report.
- 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 featuresGive 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 ProgramSharePulse + 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 ParlanceStart 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.
Before you share your records.
What do I need for the audit?
Start with your public investor website. For the browser-based coverage audit, add a shareholder CSV and investor contact CSV for one company, security and record date. Try the fictional sample first. PDFs and earlier-period comparisons are available through an assisted workflow.
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?
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.
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 a public engagement snapshot, then add shareholder and contact CSVs privately in your browser. Review matched records, potential relationship gaps and suggested identities before deciding who needs attention.
Have surveys or investor emails? Include those in the agreed audit scope to surface self-identified shareholders, with the evidence kept alongside each claim.
Try the self-service audit now, or request help below. For assisted audits, we’ll follow up within 48 hours to confirm the scope and data handling. No software commitment required.
Prefer an assisted audit?
Please don’t send shareholder records through this form. Privacy policy