An enterprise-grade platform for capital markets events, investor days, and financial conferences. Features include secure registration, customizable branding, multi-session management, live and pre-recorded presentations, networking capabilities, engagement tracking, and robust analytics for investor engagement.
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. |
Platform advertises support for HD and full HD video; standard for major virtual event providers. | |
Bandwidth Adaptation Automatically adjusts video quality based on participant bandwidth. |
Documentation mentions adaptive bandwidth to ensure a smooth attendee experience. | |
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.). |
Gallery, active speaker, and presentation-focused layouts available. | |
Active Speaker Detection Automatically highlights active speakers. |
. | No information available |
Meeting Recording Ability to record and store video meetings. |
Both cloud and local meeting recording capabilities are advertised. | |
Cloud Recording Storage Allocated cloud storage for recorded meetings. |
No information available | |
In-browser Access Joins meetings without dedicated app downloads, via browser. |
. | No information available |
Low-latency Video Meeting experience features minimal lag. |
Platform focuses on low-latency video for live broadcasts. | |
Dial-in by Phone Supports telephone dial-in for audio participation. |
Phone dial-in for sessions referenced in user-help and spec sheet. | |
Waiting Room Management Hosts can filter and admit participants from waiting rooms. |
Hosts can manage attendees in waiting rooms before session entry. | |
Breakout Rooms Ability to split participants into smaller, parallel group sessions. |
Breakout rooms offered for networking and sub-sessions. | |
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.). |
. | No information available |
Live Slide Navigation Presenter can control and synchronize slide advancement for all viewers. |
. | No information available |
Interactive Elements Supports embedded video, charts, hyperlinks, and polling within presentations. |
. | No information available |
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. |
Multiple presenters can co-edit materials in real time. | |
Deck Version Control Maintains a version history for all pitch materials. |
Maintains a version history for presentations to support collaborative workflows. | |
Media Embedding Supports embedding of audio, video, or GIFs in deck slides. |
. | No information available |
Data Visualization Tools Built-in tools or integrations for charts and financial data visualization. |
Presentations can include complex financial visuals, charts, and data connectors. | |
Export Options Download decks in multiple formats (PDF, PPTX, HTML). |
. | No information available |
Private and Shared Folders Organize decks in secure, shareable folders. |
Supports shareable and private folders for content organization. | |
Access Expiry Controls Set expiration for links or access permissions. |
. | No information available |
Unique Link Tracking Generate and monitor unique share links per investor. |
. | No information available |
Mobile Presentation Mode Optimized viewing and control on mobile devices. |
. | No information available |
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. |
Encryption at rest and in transit noted as standard for financial customers. | |
Multi-factor Authentication (MFA) Supports MFA for participant and administrator logins. |
Multi-factor authentication is available to all administrators and users. | |
Single Sign-On (SSO) Integrates with SSO for access management. |
SSO available for enterprise clients (Okta, Azure, etc.). | |
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. |
Audit logging is used for compliance in regulated industries. | |
Regulatory Compliance Standards Adheres to standards (e.g., SOC2, GDPR, CCPA). |
SOC2, GDPR, CCPA compliance referenced in privacy policy. | |
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. |
Participant authentication is available for secure meetings. | |
Secure Guest Access Allow temporary guest access with restricted permissions. |
Can grant time-limited, restricted access for guests. | |
Automatic Timeouts Automatically logs out idle users after a set period. |
Auto logout and inactivity timeouts available in admin settings. | |
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. |
Live polls and surveys can be created for attendees. | |
Real-time Q&A Participants can submit and upvote questions in real time. |
Q&A panel allows question submission, upvoting, and moderation. | |
Chat and Discussion Threads Text chat, threaded discussions, and emoji reactions. |
Text chat and thread features available during sessions. | |
Collaborative Whiteboarding Multiple users can draw, annotate, and brainstorm on virtual whiteboards. |
Whiteboarding tools and shared annotation in collaborative settings. | |
Shared Notes Create and share meeting notes collaboratively. |
. | No information available |
Hand Raise Feature Participants can signal a desire to speak. |
Virtual hand-raise to signal questions during live events. | |
Instant File Sharing Share files directly in meetings or threads. |
Files can be shared in-session with attendees directly. | |
Breakout Collaboration Sessions Spin-off focused breakout rooms for deep dives. |
. | No information available |
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. |
. | No information available |
Collaboration Analytics Insights on attendee engagement during meetings. |
. | No information available |
Integration with Collaboration Platforms Connect with Slack, Teams, etc. for seamless workflows. |
. | No information available |
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. |
Role-based permissions available (host, presenter, attendee, etc.). | |
Invitation Management Send, track, and revoke meeting invitations. |
Send, track, and revoke invites—all native. | |
RSVP Tracking Monitor attendee confirmations for meetings. |
RSVP tracking available for events and breakout sessions. | |
Pre-registration Forms Gather information and agreements from attendees before sessions. |
Registrants can complete pre-event forms, including NDAs. | |
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. |
. | No information available |
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. |
. | No information available |
Custom Access Policies Define access flows for different meeting types. |
. | No information available |
CRM Integration Syncs with leading CRMs (Salesforce, HubSpot, Affinity, etc.). |
. | No information available |
Calendar Integration Connects with major calendar providers for scheduling. |
Integrates with Outlook, Google Calendar, and other services. | |
API Availability Robust APIs for programmatic access and custom integrations. |
REST APIs and webhooks available to enterprise clients. | |
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. |
Custom integration support is part of their professional services. |
Attendance Tracking Tracks which participants joined, for how long. |
Tracks which participants joined, duration is part of analytics suite. | |
Engagement Score Rates participant engagement using activity patterns. |
. | No information available |
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 reveal which slides/pages investors viewed and time spent. | |
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. |
. | No information available |
Download/Access Logs Monitors who accessed which documents/decks. |
. | No information available |
Meeting Duration Reporting Breakdown of scheduled versus actual meeting time. |
Reports show scheduled vs. actual meeting times. | |
Action Item Tracking Tracks outstanding and completed action items. |
Tracks action items assigned and their completion status. | |
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). |
Interface is responsive—designed for mobile, tablet, and desktop. | |
Mobile App Availability Native apps for iOS and Android. |
Official mobile apps available for iOS and Android. | |
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. |
Onboarding guides and in-app help are available. | |
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. |
Global infrastructure ensures low latency for geographically distributed users. | |
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. |
24/7 support documented on support portal. | |
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. |
Offers onboarding and live/recorded training for new clients. | |
Comprehensive Documentation Extensive online manuals and guides. |
Extensive user manuals and self-serve guides on their support site. | |
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. |
. | No information available |
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. |
Transparent, public-facing pricing and plan details, with clear feature breakdown. | |
Flexible Plans Tiered plans for different firm sizes and needs. |
Tiered pricing plans for SMB, mid-market, and enterprise. | |
Free Trial/Proof of Concept Option to pilot platform before purchase. |
Free trials and proof-of-concept implementations are featured in product collateral. | |
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. |
. | No information available |
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. |
. | No information available |
Usage Analytics for Cost Management Track usage patterns to optimize spend. |
. | No information available |
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.