Shareholder Intelligence Platform

Engage your shareholders effectively with cutting-edge investor information services tailored for micro/small cap companies.

Know Who Owns You!

Uncover Shareholder Ownership & Movement in a Whole New Way

We believe that it is vitally important for public companies to maintain contact with their shareholders. All too often, we have seen companies spend large amounts on investor relations programs to bring in new shareholders and then promptly ignore them. Investor information services are a key component of keeping your shareholders informed.

It is our belief that when a company ignores its shareholders, they lose interest in the company and ultimately become sellers.

Clearly, it is in a company’s best interest to keep its shareholders engaged, interested, and excited about their share ownership. In order to help companies build and maintain active shareholder engagement and interest, Sterling Issuer Services has a suite of tools for public companies.

Fully Featured Dashboard

  1. Participants List and Activity
  2. Shareholders List and Activity
  3. Rich Analytics / Charts 
  4. Documents/Library
  5. Exchange Rules and Minimal Threshold Watch
  6. Data Enrichment for obtaining email / phone (coming Soon)
  7. And Many more Admin Features

Issuer Benefits

  1. Cut Down on Low-Value Shareholder Interactions
  2. Over 20 interactive charts & graphs
  3. Help protect against delisting risks
  4. Turn ownership data into actionable intelligence
  5. Identify new, lost, & active brokers
  6. Reveal concentration shifts and shareholder trends
  7. Track increases, decreases, and static positions
  8. Improve IR targeting with deeper ownership insights
  9. Broader outreach with our enriched demographic data
  10. Monitor DTC, TA, NOBO, and participant data

Analyze, Pinpoint & Engage Your Target Audience

With the rich insights the data interpretation in the portal provides companies with valuable insights into share intelligence. It features a comprehensive dashboard that displays trends in buying and selling, along with key metrics such as total outstanding shares, the number of new shareholders, and the distribution of shareholders within the top 10%, 20%, and 50%.

Users can search for and identify significant shareholders, allowing them to uncover patterns in buying and selling behavior. Additionally, the tab allows for the analysis of market makers' activities, highlighting the largest gains and losses over specific periods. For a more detailed understanding, users can examine the contributions of institutional investors, including the number of shares they own and their total value.

The key to investor relations is shareholder engage to target audiences. Since most people want to use their own direct response tools, we offer export tools to allow importing into other Email and SMS platforms.

Additionally, users can gather valuable feedback from shareholders by creating customized surveys, which can be distributed to all shareholders or targeted groups for insightful responses.

Elevate Your Shareholder Engagement

Please feel free to contact our offices to obtain a quote for your firm’s needs and discuss your specific requirements.