Investor Intelligence + Demand System

Find, Track, and Activate Investor Demand

A full-stack engine that identifies who's researching your company, reaches them across 8+ channels, and measures every interaction — automatically.

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

Investor relations has a measurement problem.

You're spending on IR — roadshows, press releases, earnings prep. None of it tells you who's actually paying attention.

The demand exists. Investors are visiting, researching, and comparing you to alternatives. Traditional IR can't see it. Allocent can.

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™
AI-generated creative (UGC, video, infographics) deployed programmatically across 8+ channels — display, native, CTV, audio, DOOH, and more. 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
Measure™
Full-journey attribution and autonomous optimization — AI kills underperforming creatives, reallocates budget, and feeds every new signal back into Stage 1.
↻ Feeds Stage 1

The arrow from Stage 4 back to Stage 1 is the key. Every visitor identified becomes a new signal — the loop compounds. More signals → better targeting → more visitors → more signals.

Layer 01 — Demand Intelligence

Signal™

Identify who's researching your sector, competitors, and narrative — on sites you don't own.

Signal de-anonymizes reading activity across third-party financial media, news sites, and research platforms. You see the specific people consuming content about your competitors, your category, and your narrative — before they ever visit your site. In the last 7 days, over 100,000 de-anonymized individuals were researching "alternative investments" across financial media. Are any of them better to target than random ads?

  • Reading activity on 3rd-party sites — de-anonymized to the person
  • Competitor coverage, sector content, and category narratives tracked off-site
  • Detect when funds start cross-evaluating you through external research
  • Research activity matched to named investors before the first site visit
100,000+ de-anonymized investors were tracked researching alternative investments this week alone. Signal finds the ones in your category — before they call a competitor.
Off-site research activity — 3rd-party de-anonymization
Reading: "[SECTOR] Q4 Infrastructure Outlook" — mining-weekly.com
3 reads this week
Institutional
Reading: "[COMPETITOR] vs [TICKER] deep dive" — seekingalpha.com
2 analysts tracked
Fund
Reading: "[SECTOR] emerging small-cap plays" — motleyfool.com
First read
HNW
General financial news — unmatched
low signal
14 investors identified from off-site research activity — last 48h
Activate™ — Create · Distribute · Target
🎬
Create — AI-Generated Creative
UGC video, infographics, and campaign creative produced in under 40 min on narrative events
📡
Distribute — Programmatic DSP Delivery
Automated delivery across display, native, video, CTV, audio, in-app, DOOH — zero manual media buying
🎯
Target — Signal-Built Audiences
Investor audiences built from Signal™ data, served where they browse — not random ad targeting
8+ channels, zero manual media buying. Display · Native · Video · CTV · Audio · In-App · DOOH · LinkedIn
Display Native Video CTV Audio DOOH
Layer 02 — AI Creative + Programmatic Distribution

Activate™

Allocent builds the creative and delivers it. Automatically, across 8+ channels.

Agencies take 3 weeks and charge retainers. Allocent's AI generates narrative-specific video ads, infographics, and investor funnels — then deploys them programmatically across display, native, video, CTV, audio, in-app, and DOOH. Earnings drop Tuesday? Fresh creatives are live by Tuesday afternoon, reaching identified investors where they browse. No brief. No approval chain. No manual media buying.

  • AI generates video ads, infographics, and UGC-style content tied to your live IR narrative
  • Programmatic delivery across 8+ channels via automated DSP — display, native, CTV, audio, in-app, DOOH
  • Investor audiences built from Signal™ intent data — not spray-and-pray targeting
  • New earnings, new raise, new narrative → fresh creatives distributed same day
  • No creative agency. No media buyer. No markup on ad spend.
From narrative event to live ad across 8+ channels in under 40 minutes. Allocent creates the ad, builds the audience, and runs the distribution. No agency. No brief. No wait.
Layer 03 — Visitor Intelligence

Reveal™

Not company-level. Person-level. Name, role, firm — and exactly which page they were on.

87% of your investor traffic is identifiable. Allocent turns anonymous visits into named contacts — the Vanguard analyst on your Q3 release, the Fidelity PM who downloaded your deck, the Wellington associate back for the fourth time this week. Not "an institutional visitor." A person, with a mandate.

  • Name, role, and firm — not just company IP
  • Which IR pages each person viewed and for how long
  • Engagement depth: scroll, downloads, return frequency
  • Segment by type: institutional, HNW, retail, family office
87% of IR traffic is identifiable to the person. Every anonymous visit becomes a named contact with role, firm, and page-level behavior — ready to engage.
Person-level IR traffic identification
Anonymous Visitor — /investor-relations Unknown
Anonymous Visitor — /q3-earnings Unknown
Anonymous Visitor — /investor-deck.pdf Unknown
↓ Reveal™ active
Sarah Chen — Vanguard Asset Mgmt Institutional
Sr. Analyst · Viewed Q3 Earnings Release · 7m 22s · 3rd visit this month
Marcus Liu — Fidelity Investments Institutional
Portfolio Manager · Downloaded Investor Deck · First visit
David Park — Independent HNW High-Net-Worth
Viewed Financials + Presentations · 4 return visits · High intent
Autonomous optimization — live spend decisions
LinkedIn Creative A
CTR 4.2% · 18 investor clicks · $340 spend
↑ SCALING
Google Display B
CTR 0.4% · 0 conversions · $820 spend
✕ KILLED
Meta Creative C + 2 new variants
Spinning up — budget reallocated from Display B
⟳ TESTING
$2,400 automatically reallocated toward highest-converting channel — no human input required
Layer 04 — Autonomous Optimization

Measure™

Not just dashboards. AI watching your campaigns in real time and making the calls.

AI watches your campaigns in real time and makes the calls — killing underperforming creatives, spinning up variants, shifting budget to what's converting. No weekly media buyer calls. No agency adjustments. The system runs the loop on its own.

  • Full-journey attribution from keyword search to direct contact
  • AI automatically kills underperforming creatives when engagement drops below threshold
  • Budget shifts in real time to channels driving measurable investor action
  • New creative variants spun up automatically when existing ones plateau
  • Every IR dollar traced to a named investor interaction — not just an impression
Every IR dollar traced to a named investor — not just an impression. No weekly agency calls. No manual budget shifts. The optimization loop runs itself, 24/7.
Core System — Unified Intelligence

Allocent Score™

Every investor, ranked. Every signal, fused into a single number that tells you where to focus.

Allocent Score ingests every signal — site visits, keyword intent, ad engagement, email opens, content downloads — and collapses them into one number per investor. Not five dashboards. One ranked list. You know exactly who to call next.

Investor Score Classification Active Signals
Sarah Chen — Vanguard Asset Mgmt 91 Institutional Keyword intent · 4 IR page visits · Deck download · Ad click
David Park — Independent HNW 74 High-Net-Worth Earnings release views · Email opens · Return visits × 5
Wellington Capital Fund 52 Institutional Sector keyword search · Financials page viewed
Retail Investor — Identified 29 Retail Email signup · Single visit
Score inputs: Website visits · Search intent signals · Ad engagement (8+ channels via Activate™) · Email open rates · Content downloads · Return frequency · Investor classification weight
🔍 Site Intelligence
Which IR pages they visited, how long they stayed, what they downloaded, and how many times they returned — tracked at the person level.
📡 Search Intent
Keyword research activity matched back to named investors — your ticker, your sector, your competitors. Intent that happened before the first site visit.
📢 Ad Engagement
Click-through and conversion data from Activate™ campaigns across 8+ channels (display, native, CTV, audio, and more) — fused with site data to build a complete engagement picture.
✉️ Email Signals
Opens, clicks, and follow-through from IR communications — weighted by recency and frequency to surface investors re-engaging with your narrative.
🏛 Investor Identity
Institutional funds, HNW individuals, family offices, and retail investors are weighted differently. Classification amplifies or dampens the score accordingly.
⚡ Live Updates
Scores recalculate continuously as new signals arrive. The ranking shifts in real time — so the list you look at this morning reflects activity from last night.

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