Managed Investor Demand Generation

Most IR teams wait for investors to find them. That's backwards.

Allocent runs investor demand campaigns so your pipeline fills itself. Intent targeting, ad creation, amplification — all managed.

Without Allocent
Anonymous Visitor
Unknown
Unknown Investor
No data
Untracked Activity
No attribution
With Allocent
BlackRock Analyst — Viewed Financials
Institutional
John Smith (Portfolio Mgr) — Repeat Visit
Named Contact
Jane Doe (Retail Investor) — Downloaded Deck
Identified

Not just accounts. Real investors.

This is happening right now.
The Problem

IR spend has a visibility problem. And an execution gap.

You're running press releases, earnings prep, roadshows. None of it tells you who's paying attention — or whether it's reaching the right investors.

The demand exists. Allocent identifies investors researching your sector — retail and institutional — runs campaigns to reach them, and amplifies your press releases, news releases, and LinkedIn posts to the right audiences. Every interaction traced to named investors in your pipeline.

IR Activity
???
Measurable Pipeline
The Allocent Engine™

A closed loop that compounds with every cycle.

Four stages. One system. Each cycle feeds the next — compounding investor demand automatically.

Allocent
Engine™
STAGE 01
Signal™
De-anonymized off-site intent — who's researching your sector, competitors, and narrative across third-party financial media, before first contact.
STAGE 02
Activate™
Video, Image, Sound — UGC leveraging the best AI models — deployed across Meta, Google, and LinkedIn. Zero manual media buying.
STAGE 03
Reveal™
87% of IR traffic is identifiable. Anonymous visitors become named contacts — name, role, firm, and exactly which pages they read.
STAGE 04
Score™
Every investor ranked by multi-signal activity — off-site intent, on-site engagement, ad interaction, and recency — fused into one number that tells you who to call next.
↻ Feeds Stage 1

Score closes the loop. Every lead ranked by multi-signal activity feeds back into targeting — the loop compounds. Higher scores → sharper targeting → better leads → higher scores.

01

At least 250,000 investors researched your sector this month.

You don't know who they are yet.

Keyword research across the web, financial media, social platforms, and events — de-anonymized to the person.

250,000+
Investors tracked
this month
18
Keyword topics
monitored
Web research 14,200+
Financial media 7,800+
Social keywords 2,100+
Events & conferences 310+
02

All of them are targetable — right now.

Via Meta, Google, and LinkedIn.

Video, Image, Sound — UGC leveraging the best AI models — deployed into social channels and events. No production budget. No agency.

Video, Image, Sound — UGC
Narrative-specific · Live in 40 min
Meta Google LinkedIn Events
Targetable audience
0 150,000 reachable 250,000+
03

Every dollar of IR spend — accounted for.

Not impressions. Named investors.

See exactly who your budget reached, who clicked, and who became an engaged visitor — at your spend level.

Budget simulation Last 30 days
Investors reached 4,200
Engaged site visitors 318
Named & identified 276
Anonymous / lost 42
04

Every lead, ranked by intent.

Multi-signal. Real time.

Off-site research, on-site behavior, ad interaction, and recency — fused into a single score that tells you exactly who to call next.

Vanguard — Sr. Analyst
Intent · 4 visits · Deck download · Ad click
91
Independent HNW — Identified
Earnings views · Returns × 5 · Email open
74
Wellington Capital Fund
Sector keyword search · Financials viewed
52
Retail — New signup
Email signup · Single visit
29
Priority High Medium Low
05

Inbound that compounds while you sleep.

SEO + AEO — built for IR.

Blog creation, search rankings, AI answer engine visibility. Every article adds permanent surface area. Spend can pause. Organic doesn't.

Search Rankings
Sector keywords indexed and climbing
AI Answer Engines
Your narrative cited in ChatGPT, Perplexity, Gemini
Blog + Content
IR-focused articles distributed across financial media
Month 1
Month 3
Month 6
Month 12
Organic reach grows with every article published.

Every investor. Every interaction. Measured.

87% of your IR traffic is already identifiable. Most companies never find out who's been watching.

87% unidentified
Captured

See who's reading about your sector — before they call your competitor