• Skip to primary navigation
  • Skip to main content
  • Skip to primary sidebar
  • Skip to footer
  • Advertise
  • Submissions
  • About Us
  • Contact Us
  • Jan 22, 2021
  • Startup
    • Creating a Plan
    • Funding a Startup
    • Franchise Center
    • Getting Your Office Ready
    • Making Your Business Official
    • Marketing Your New Business
    • Personal Readiness
  • Run & Grow
    • Customer Service
    • Human Resources
    • Innovation
    • Legal
    • Operations
    • Risk Management
  • Leadership
    • Best Practices
    • Communication
    • Green Initiatives
    • Open Culture
    • Strategic Planning
    • People Skills
  • Sales & Marketing
    • Advertising and Lead Generation
    • Marketing Innovations
    • Marketing Plans
    • Online Marketing
    • Relationships
    • Sales Activities
  • Finance
    • Budgeting and Personal Finance
    • Payments and Collections
    • Tax and Accounting
    • Pricing Strategy
    • Working with Investors
    • Working with Lenders
  • Tech
    • eCommerce
    • Hardware
    • Software
    • Security
    • Tech Reviews
    • Telecom
  • Shop

SmallBizClub

Helping You Succeed

efile4biz banner
Home / Technology / Software / What to Look for in Investor Relations Software
What to Look for in Investor Relations Software

What to Look for in Investor Relations Software

1362 Views

Jul 17, 2014 By SmallBizClub Contributor

Investment management is a complex process that, if performed badly, can have a negative impact on the sentiment of your investors towards your company as a whole but, if done well, can make a huge difference to the overall perception of investments.

To be able to manage investments centrally, with the confidence that all communications and reporting delivers an accurate and brand-centric message, you need a proven solution that can centralize information and automate processes where necessary.

There are several things that are absolutely crucial to good investor relations, and a good platform will meet, and ideally exceed, the following expectations and requirements.

First, it’s important to be able to intelligently segment your investors into different groups, thus streamlining the relations management process. Although you can dump all your data into an Excel document, you’ll need some significant technical expertise in order to satisfactorily and accurately segment your investors without a dedicated segmentation system.

You want to be able to own your data without the need for external help, and that’s to say nothing of the concerns you might have about handing your investor details over to a third party to manage. That’s why it’s worth looking into using specialised investor relations software that you can control with ease.

The issue of security is a serious one, especially at a time when more and more focus is being placed by press and regulators on the practices of the finance industry. Ensuring that your information distribution (be that performance reports, email communications or other sensitive documentation) is safe and only seen by the right pairs of eyes requires investor relations software that can guarantee security with detailed and powerful permissions and roles management.

When you on-board a new investor the first impression is paramount, so look for a system that can automate the process and workflow as far as is possible. By doing this companies can ensure that all investors are treated to the same first-class experience in a way that is efficient and reliable, and that allows investor relations teams to streamline their work and focus on the most pressing matters.

But what if a team member leaves the company? You don’t want to be left with a digitally dispersed Everest of emails, notes and documents relating to investors than make the handover process excruciatingly difficult and time-consuming. The best systems will be able to centralize all information and tasks pertaining to investors, with everything from recorded phone calls, meeting minutes and due activities in one easy-to-navigate place, thus saving time and money in the handover process.

Using investor relations software not only benefits your business by streamline your operations, resulting in a more lean way of managing and communicating with investors, but it makes the entire investment process a more professional and appealing experience for your investors. And as we all know, especially in the time of social media, word of a good experience travels fast.

Jamie PitmanAuthor: Jamie Pitman has written business articles for a variety of different publications and on a number of topics, such as investor relations software. He draws upon his experience as a Communications Manager and Business Development Manager to provide insight into the ever-changing IT and finance industries. Twitter: @JamieCPitman

Filed Under: Software Tagged With: Investors, Jamie Pitman, Software

SmallBizClub Contributor

SmallBizClub Contributor

Related Posts

  • What Investments Should a New Entrepreneur Make?
  • 5 Startup Stages and the Right Investors For Each
  • 4 Ways to Finance Your Small Business

Primary Sidebar

efile4biz banner

Random

5 Goal-Crushing eCommerce Marketing Essentials for 2021

Jan 22, 2021 By Igor Zagradanin

Take Your Home Office to the Next Level

Jan 22, 2021 By Charlotte Sylvester

7 Essential Tips for the SEO-Challlenged Startup

Jan 22, 2021 By Jeremy Bowler

3 Excellent Ways Entrepreneurs Can Reduce Stress

Jan 22, 2021 By Rick Bowers

7 SEO Marketing Trends for 2021

Jan 22, 2021 By Andrew Deen

efile4biz banner

Footer

About Us

Small Biz Club is the premier destination for small business owners and entrepreneurs. To succeed in business, you have to constantly learn about new things, evaluate what you’re doing, and look for ways to improve—that’s what we’re here to help you do.

  • Facebook
  • LinkedIn
  • RSS
  • Twitter

Copyright © 2021 by Tarkenton Institute, Inc. All Rights Reserved | Terms | Privacy