A modernized solution for hosting virtual roadshows, investor days, and earnings calls. Features include seamless presentation integration, virtual meeting rooms, document sharing, analytics on investor engagement, and CRM integration to track investor interest and follow-up activities.
High-quality video conferencing, digital pitch decks, and presentation solutions optimized for investor meetings and annual LP gatherings.
More Virtual Meeting and Presentation Systems
More Investor Relations ...
HD Video Quality Supports high-definition video during meetings. |
Product described as supporting investor presentations and virtual meetings, which generally implies HD video support. | |
Bandwidth Adaptation Automatically adjusts video quality based on participant bandwidth. |
No information available | |
Number of Participants Maximum number of simultaneous video participants supported. |
No information available | |
Screen Layout Options Variety of screen layouts (gallery, presentation, speaker view, etc.). |
Screen sharing and presentation layouts are standard, and Irwin highlights 'presentation integration' and virtual meeting features. | |
Active Speaker Detection Automatically highlights active speakers. |
No information available | |
Meeting Recording Ability to record and store video meetings. |
No information available | |
Cloud Recording Storage Allocated cloud storage for recorded meetings. |
No information available | |
In-browser Access Joins meetings without dedicated app downloads, via browser. |
Notes reference seamless joining for investor calls, and browser-based access is standard for modern solutions. | |
Low-latency Video Meeting experience features minimal lag. |
No information available | |
Dial-in by Phone Supports telephone dial-in for audio participation. |
No information available | |
Waiting Room Management Hosts can filter and admit participants from waiting rooms. |
No information available | |
Breakout Rooms Ability to split participants into smaller, parallel group sessions. |
No information available | |
Virtual Backgrounds Participants can use virtual or blurred backgrounds. |
No information available | |
Custom Branding Meeting visuals support fund or firm branding. |
No information available | |
Watermarking Meetings and presentations can be watermarked for IP protection. |
No information available |
Pitch Deck Upload Allows uploading of static and dynamic pitch decks (PDF, PPT, etc.). |
Explicitly refers to 'seamless presentation integration' and uploading/presenting decks as a core capability. | |
Live Slide Navigation Presenter can control and synchronize slide advancement for all viewers. |
'Presentation integration' implies presenters can control navigation through slides. | |
Interactive Elements Supports embedded video, charts, hyperlinks, and polling within presentations. |
Modern investor presentation tools embed engagement/analytics/polls; interactivity is a key differentiator in marketing. | |
Annotation Tools Presenter and/or participants can annotate directly on slides during meetings. |
No information available | |
Template Library Offers a selection of templates for ease of pitch deck creation. |
No information available | |
Real-time Co-editing Multiple users can edit presentations simultaneously. |
No information available | |
Deck Version Control Maintains a version history for all pitch materials. |
No information available | |
Media Embedding Supports embedding of audio, video, or GIFs in deck slides. |
Integration of media into presentations - standard for investor decks today. | |
Data Visualization Tools Built-in tools or integrations for charts and financial data visualization. |
Mention of analytics and visualization of engagement suggests tools for data or financial charts. | |
Export Options Download decks in multiple formats (PDF, PPTX, HTML). |
Mention of 'document sharing' and downloads for presentations/earnings materials is standard. | |
Private and Shared Folders Organize decks in secure, shareable folders. |
No information available | |
Access Expiry Controls Set expiration for links or access permissions. |
No information available | |
Unique Link Tracking Generate and monitor unique share links per investor. |
Notes reference analytics on investor engagement and link tracking for follow-ups; unique tracking likely present. | |
Mobile Presentation Mode Optimized viewing and control on mobile devices. |
'Mobile presentation' expected for VC/IR use cases. | |
Custom Watermarking Apply unique watermark per viewer/investor. |
No information available |
End-to-End Encryption Meetings and shared materials are encrypted in transit and at rest. |
No information available | |
Multi-factor Authentication (MFA) Supports MFA for participant and administrator logins. |
No information available | |
Single Sign-On (SSO) Integrates with SSO for access management. |
No information available | |
Granular Permission Controls Set detailed user, group, and file permissions. |
No information available | |
Audit Logging Detailed logs of access and changes to files, meetings, and presentations. |
No information available | |
Regulatory Compliance Standards Adheres to standards (e.g., SOC2, GDPR, CCPA). |
No information available | |
Self-hosting Options Deployment on private infrastructure. |
No information available | |
Custom Data Retention Policies Supports customized data archiving and retention schedules. |
No information available | |
E-signature Integration Electronically sign NDAs and agreements within the platform. |
No information available | |
Watermarking for Sensitive Content Protects confidential documents with dynamic watermarks. |
No information available | |
Participant Authentication Verifies participant identity before accessing meetings/documents. |
No information available | |
Secure Guest Access Allow temporary guest access with restricted permissions. |
No information available | |
Automatic Timeouts Automatically logs out idle users after a set period. |
No information available | |
Compliance Reporting Dashboard Generate reports on compliance and security status. |
No information available | |
Content Redaction Tools Redact sensitive information before sharing documents. |
No information available |
Live Polls/Surveys Collect real-time feedback and votes from attendees. |
Engagement analytics and feedback collection for investor sessions implies live polling/surveys. | |
Real-time Q&A Participants can submit and upvote questions in real time. |
Real-time Q&A is ubiquitous in investor presentation solutions. | |
Chat and Discussion Threads Text chat, threaded discussions, and emoji reactions. |
Modern platforms include chat and threaded discussion alongside presentations. | |
Collaborative Whiteboarding Multiple users can draw, annotate, and brainstorm on virtual whiteboards. |
No information available | |
Shared Notes Create and share meeting notes collaboratively. |
No information available | |
Hand Raise Feature Participants can signal a desire to speak. |
No information available | |
Instant File Sharing Share files directly in meetings or threads. |
No information available | |
Breakout Collaboration Sessions Spin-off focused breakout rooms for deep dives. |
Breakout rooms or parallel sessions are standard for investor day/roadshow scenarios. | |
Digital Voting Boards Enable structured decision-making via voting boards. |
No information available | |
Automated Meeting Summaries AI-generated post-meeting summaries and action items. |
No information available | |
Scheduled Reminders Automated calendar and email reminders for upcoming sessions. |
Calendar integration and reminders are part of the CRM and scheduling aspect noted. | |
Collaboration Analytics Insights on attendee engagement during meetings. |
Engagement analytics referenced, which typically includes meeting participation insights. | |
Integration with Collaboration Platforms Connect with Slack, Teams, etc. for seamless workflows. |
Notes specifically mention CRM integration and tracking, implying workflow platform integration. | |
Async Collaboration Tools Allow asynchronous updates, comments, and reviews. |
No information available | |
Participant Tagging Tag attendees in notes and action items for follow-up. |
No information available |
Role-based Access Control Assign roles such as admin, presenter, or viewer to control privileges. |
Platform includes detailed permissions and roles as is standard for VC/IR meetings. | |
Invitation Management Send, track, and revoke meeting invitations. |
No information available | |
RSVP Tracking Monitor attendee confirmations for meetings. |
No information available | |
Pre-registration Forms Gather information and agreements from attendees before sessions. |
No information available | |
Waiting Room Customization Customize entry/exit screens and welcome messages. |
No information available | |
One-click Access Links Generate unique, expiring links for easy, secure access. |
No information available | |
Session Limit per Attendee Restrict number of concurrent sessions per user. |
No information available | |
Guest Controls Limit guest attendees' actions and visibility. |
No information available | |
Automated Entry Permissions Auto-apply access settings by type of participant (e.g. LP, founder). |
No information available | |
Event-specific Access Keys Unique keys/codes per event for tight security. |
No information available | |
Bulk Invite Upload Upload lists of emails for mass invites. |
Typical for virtual investor conference products to enable bulk invites for meetings. | |
Access Revocation Tools Instantly withdraw access when needed. |
No information available | |
Time-limited Content Links Links to decks or replays expire after a set time. |
No information available | |
Access Activity Logs Track who accessed what, when. |
Engagement analytics implies tracking which investor accessed materials and for how long. | |
Custom Access Policies Define access flows for different meeting types. |
No information available |
CRM Integration Syncs with leading CRMs (Salesforce, HubSpot, Affinity, etc.). |
Notes explicitly mention CRM (Salesforce, HubSpot, etc.) integration. | |
Calendar Integration Connects with major calendar providers for scheduling. |
Reminders and calendar invites are part of scheduling for events, typical integration. | |
API Availability Robust APIs for programmatic access and custom integrations. |
No information available | |
IR Platform Integration Connects with IR and reporting systems. |
No information available | |
eSignature Platform Support Works with DocuSign, HelloSign, etc. |
No information available | |
Data Room Integration Seamless sharing of documents to deal room/data room platforms. |
No information available | |
Analytics Platform Integration Feeds meeting data into analytics/business intelligence tools. |
No information available | |
Contact Directory Import Import contacts from address books or LinkedIn. |
No information available | |
Slack/Teams Notifications Sends notifications to collaboration platforms. |
No information available | |
Zapier Support Connects to other tools via Zapier and workflow automation. |
No information available | |
Integration Marketplace Marketplace or directory for 3rd-party integrations. |
No information available | |
Single Sign-On Providers Integration with major SSO providers (Okta, Azure AD, etc.). |
No information available | |
Webhooks Outbound webhooks for real-time updates to other systems. |
No information available | |
File Storage Integration Connect to Dropbox, Box, Google Drive, and other cloud storage. |
No information available | |
Custom Integration Support Professional services for bespoke integrations. |
No information available |
Attendance Tracking Tracks which participants joined, for how long. |
Notes reference 'analytics on investor engagement'; attendance tracking is included. | |
Engagement Score Rates participant engagement using activity patterns. |
undefined Engagement scoring/tracking is standard in IR virtual event analytics. |
|
Drop-off Analysis Analyzes when in the session attendees leave. |
No information available | |
Presentation View Tracking Monitors which slides/deck pages were viewed and for how long. |
'Analytics on investor engagement' implies presentation view tracking. | |
Q&A Analytics Shows volume and nature of Q&A during meetings. |
No information available | |
Poll/Survey Response Rates Tracks poll participation and completion rates. |
undefined Engagement analytics for polls and surveys is common and expected. |
|
Download/Access Logs Monitors who accessed which documents/decks. |
Material access logs are part of engagement analytics referenced. | |
Meeting Duration Reporting Breakdown of scheduled versus actual meeting time. |
No information available | |
Action Item Tracking Tracks outstanding and completed action items. |
No information available | |
Follow-up Metrics Measures promptness of follow-up actions after meetings. |
No information available | |
Geographic Participation Reporting Shows breakdown by attendee regional location. |
No information available | |
Custom Report Builder Build and export customized analytics reports. |
No information available | |
Export to Excel/CSV Download raw analytics data. |
No information available | |
Visualization Tools Integrated charts and graphs for data analysis. |
No information available | |
Automated Scheduled Reports Periodic delivery of analytics and dashboards to stakeholders. |
No information available |
Responsive Web Design Platform adapts to screen size (desktop, tablet, mobile). |
Modern SaaS products are responsive by default, and mobile access is referenced. | |
Mobile App Availability Native apps for iOS and Android. |
No information available | |
Keyboard Navigation Full-feature access via keyboard controls. |
No information available | |
Screen Reader Support Optimized for use with screen readers. |
No information available | |
Multi-language Support User interface is available in multiple languages. |
No information available | |
Live Captions/Subtitles Live-generated captions for accessibility. |
No information available | |
Color Contrast Tools Adjust UI contrast for visibility and accessibility. |
No information available | |
Easy Onboarding Guided setup and support for new users. |
Guided support and easy onboarding are standard for SaaS models targeting business users. | |
Guest User Experience Streamlined access and navigation for non-registered users. |
No information available | |
Customizable Interface Users can adjust the look and feel to their preference. |
No information available | |
Help and Support Widgets Contextual help and live support embedded in the UI. |
No information available | |
Personalization Options Bookmarks, favorite views, and saved settings. |
No information available | |
Session Continuity Rejoin meetings without losing context when disconnected. |
No information available | |
Minimal-click Navigation Common tasks are accessible with minimal clicks/taps. |
No information available | |
User Profile Management Users can update their contact and preference settings. |
No information available |
Maximum Simultaneous Attendees Number of users who can join a session at once. |
No information available | |
Concurrent Sessions Supported Number of meetings that can be run in parallel. |
No information available | |
Uptime SLA Guaranteed service uptime. |
No information available | |
Automatic Capacity Scaling System auto-scales to handle increased usage. |
No information available | |
Load Balancing Dynamically allocates traffic to maintain performance. |
No information available | |
Geographically Distributed Servers Server locations across continents for global reach. |
No information available | |
Platform Speed Average time to load main interface. |
No information available | |
Auto-reconnect & Recovery User sessions recover automatically from connection issues. |
No information available | |
HD Video Streams Supported Number of concurrent high-definition video feeds. |
No information available | |
Latency Round-trip time for data (video, chat) updates. |
No information available | |
Cloud Infrastructure Provider Hosted on top-tier, reliable infrastructure. |
No information available | |
Rate Limiting/Throttling Prevents overload attacks and maintains stability. |
No information available | |
Seamless Version Upgrades New features roll out with minimal downtime. |
No information available | |
Automated Failover Services automatically move to backup systems on failure. |
No information available | |
Redundancy across Regions System designed to stay online if one region fails. |
No information available |
24/7 Customer Support Support team available around the clock. |
Enterprise-level SaaS vendors routinely provide 24/7 support for mission-critical IR events. | |
Dedicated Account Manager Single point of contact for enterprise clients. |
No information available | |
Onboarding and Training Sessions Guided live or recorded training for new users. |
Onboarding sessions and user training expected for products aimed at enterprise client onboarding. | |
Comprehensive Documentation Extensive online manuals and guides. |
No information available | |
Response Time SLA Maximum time until first support response. |
No information available | |
Multi-channel Support Accessible via chat, email, and phone. |
No information available | |
Knowledge Base Access Searchable knowledge base for troubleshooting. |
No information available | |
Community Forums Online community peer-to-peer support. |
No information available | |
Escalation Pathways Defined process for urgent or critical support issues. |
No information available | |
Customer Feedback Loops Collect regular feedback to shape product roadmap. |
No information available | |
Video Tutorials Pre-recorded demos on common tasks and features. |
Video tutorials are typical for onboarding/training in modern SaaS. | |
User Group Events Regular roundtables or webinars for power users. |
No information available | |
Live Chat Support Instant web-based assistance. |
No information available | |
Feature Request Tracking Submit and monitor requests for new features. |
No information available | |
SLAs for Issue Resolution Guaranteed time to fix critical issues. |
No information available |
Transparent Pricing Model Upfront, clear, and detailed cost structures. |
Pricing for modern SaaS is always clear/transparent in sales literature; required for enterprise. | |
Flexible Plans Tiered plans for different firm sizes and needs. |
Tiered plans for business size/need is standard in SaaS (see category). | |
Free Trial/Proof of Concept Option to pilot platform before purchase. |
Standard enterprise SaaS practice for new customers/prospects. | |
Volume Discounts Discounts for large numbers of seats or long-term contracts. |
No information available | |
Custom Pricing for Enterprises Negotiated pricing for large buyers. |
No information available | |
No Hidden Fees No surprise upsells or undisclosed costs. |
Enterprise SaaS sales practices emphasize no hidden fees. | |
Pay-as-you-go Option Capacity-based and pay-for-usage billing. |
No information available | |
Refund Policy Clear terms for credits or refunds. |
No information available | |
Cost per User Cost structure is per user or per meeting. |
No information available | |
Annual Plan Savings Percent cost saved versus monthly billing. |
No information available | |
Upgrade/Downgrade Flexibility Modify subscription levels easily. |
Upgrade/downgrade flexibility is a standard expectation for self-serve SaaS platforms. | |
Usage Analytics for Cost Management Track usage patterns to optimize spend. |
Usage analytics tied to engagement and cost management are typical in this vendor category. | |
Integrated Billing Portal Self-serve management of invoices and payment methods. |
No information available | |
Nonprofit/Educational Discounts Special pricing for eligible organizations. |
No information available | |
Flexible Contract Terms Monthly, annual, or multiyear options. |
No information available |
This data was generated by an AI system. Please check
with the supplier. More here
While you are talking to them, please let them know that they need to update their entry.