Turn anonymous research into identified investor demand.

Allocent resolves the investors already researching your company, scores them by conviction, and puts your story in front of the ones who matter.

The Allocent portal's Investors view, listing identified investors ranked by score with their sources, stage and last activity Allocent portal, demo account

Four stages, one engine

Start with any single stage. Each one makes the next one sharper.

Resolve

A single script on your IR site resolves anonymous visitors to named people, with every detail cross-checked and its source shown.

Score

Every identified investor is ranked on what they read, how often they return, how well they fit your story, and whether your team has already met them.

Expand

Intent audiences surface investors researching your sector, your peers and your catalysts, before they ever land on your site.

Activate

We build and run the campaigns against those audiences: paid media, investor email, gifting and events.

Every response feeds back into Resolve

One system, one investor record

Website behavior, intent signals, campaign response and the lists your team already keeps all land on the same record. That record makes the targeting sharper every quarter.

  • Visitor identification

    Anonymous traffic on your IR pages resolved to named people.

  • Intent audiences and audience sync

    Sector and peer researchers, synced to the ad networks that work best for you.

  • One portal, monthly reporting

    Every investor, score, signal and campaign response in one place.

  • Your own lists

    Roadshow, conference and CRM lists, matched to the same records and scored with everyone else.

Sarah Lindqvist
Portfolio Manager, Riverstone Capital
InstitutionalEngagedLinkedIn verified
88Score
  • IntentResearched grid-storage developersDay 1
  • LinkedInClicked a sponsored investor postDay 3
  • Site visitRead Financials for 4 minDay 3
  • Site visitDownloaded the investor deckDay 9
  • RoadshowMet your CFO in TorontoDay 12
  • ScoreMoved into your top 10Day 12

Illustrative record from the Allocent demo account.

  • Northern Arc Partners
    Intent · 4 visits · Deck download · Ad click
    91
  • Meridian Family Office
    Sector search · Financials viewed · Returned 3×
    74
  • Lakeshore Capital
    Off-site research · One site visit
    52
  • Bluewater Asset Management
    Sector keyword match only
    29

Sample scores. Firm names are illustrative.

Know who to call next

Off-site research, on-site behavior, ad response and recency, fused into one score for every investor.

Institutional

Funds, family offices and advisors, ranked against your holder base.

Retail

Self-directed and HNW investors, tracked on their own list.

Every dollar, traced to a name

Intent audience

Investors researching your sector

Ad targeting

That audience, synced to ad platforms

Site visit

They land on your IR site

Identified

Resolved to a named person

Hand raised

They ask for a meeting or information

Every campaign link is tracked, so your portal shows who your budget reached and who asked to meet, not just impressions.

See who’s interested. Reach them first.

A 30-minute call. We'll show you the portal and what the first month looks like for your company.

Get a free audience report