For small-cap CEOs and IR teams
Find shareholders missing from your investor contacts, see how known investors engage, and decide which relationships need attention before your next update.
Know who owns. Know who engages. Know who to contact next.
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
Find the relationships worth a closer look, give your follow-ups context, and show the work behind your investor communications.
A shareholder can hold a meaningful position without ever joining your updates or emailing your team. Compare recorded holders with your investor contacts to find relationships worth investigating.
A significant holder has no matched contact. Check your correspondence and alternate contact details before your next update.
See the replies, tracked downloads and other activity recorded for a contact together. Start your next conversation with the context of what they have already asked or shown interest in.
An investor replies to an update and downloads your deck. Review their question and recent activity before following up.
Give management, your board or your clients a concrete account of the relationships you’re building: gaps reviewed, investor activity and follow-ups still to make.
At your next management meeting, show which contact gaps you investigated, which investors engaged and what your team plans to do next.
Ownership lists are snapshots with limited coverage. Engagement adds context; it does not establish why someone bought or sold shares.
The free audit gives you a starting picture. In SharePulse, bring updated records and engagement together to review what’s changed and plan your next conversations.
Compare available shareholder reports to review new holders and changes in recorded positions. Check which of those names you can connect to an investor contact.
Look at recent replies and tracked activity alongside the contact’s relationship history. See which questions or conversations need attention.
Decide who needs a personal response, which details need checking and what to revisit after your next update. Keep that context with the relationship.
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 featuresReconcile 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
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 ParlanceFor ongoing relationship intelligence, 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.
Use the findings to review uncertain matches and investigate contact gaps. If you want to keep that picture current, SharePulse brings updated shareholder records, contacts and engagement into your ongoing IR work. The free audit does not require a software 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.
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.
Could an important shareholder be missing from your investor contacts? Explore a sample finding, or compare your own lists to see which relationships need a closer look.
Free to use. No account required. Shareholder and contact CSVs stay in your browser.
Have PDFs, investor correspondence or earlier reports to compare? Request help below. We’ll follow up within 48 hours to agree the scope and how to share your records. No software commitment required.
Please don’t send shareholder records through this form. Privacy policy