Investor Contact & Ownership Data
The industry’s best database of institutional contacts, ownership, and investor profiles
Pitch Builder
Dynamic report engine allows you to produce presentation-ready
pitch books effortlessly in minutes.
Use flexible templates to specify how the data is presented and the ability to add customized branding
Run multiple projects
simultaneously
Export into PowerPoint, PDF, Excel and Word files
Shareholder analytics, security analysis, and investor targeting reports available in data extracts to Excel
Event Management
Streamline the planning and co-ordination of all your deal and non-deal events with Ipreo’s web-based suite of applications
Manage and plan the logistics of a conference on one collaborative online platform
Communicate effectively with all those involved in the roadshow planning process
View a list of requests and confirmed meetings once the coordinator has released the information
Save all roadshow information in one central repository, facilitating data mining and profitability reporting
Virtual Roadshow
RoadshowAccess is an innovative platform used to create, broadcast and view virtual management presentations globally, for capital-raising events across all asset classes (equity, corporate debt, and muni debt) as well as for non-deal marketing activities.
or register now and start viewing selected presentations
Capital Markets CRM
A comprehensive fully integrated application that suits operational and business management needs
Leverage the industry’s best investor data and search for prospects to invite to your events
Measure the ROI of your events and keep track of revenue generated by account
Capital Markets Analytics
A consultative service focused on providing strategic intelligence on the equity capital markets
Prepare for roadshows and ongoing investor outreach via our institutional investor dossiers
Keep up-to-date during the roadshow period with Ipreo’s Daily Market Wrap-Ups
Investor Profile Generation
Powered by Ipreo’s best-of-breed investor data, Profile Builder a versatile tool for creating investor unique customized profiles
User-friendly and versatile screening workflow
Comprehensive global ownership data, contacts and biographical content from the Bigdough database
Customized templates including multiple display options and client branding
Flexible output options available, including PDF, Excel, Word or PPT
