Investor relations
- Price
- from $6,000
- Timeline
- 3–6 weeks
- Experience
- 100+ projects · 10+ years · 9+ countries
An investor section after the raise: reports, documents and updates in one place
After a raise a company has hundreds or thousands of investors who need reports, documents and updates. Companies that raised under Reg CF, for example, must post an annual report on their website.
We build an investor section your team updates itself: reports, shareholder letters, events and answers to common questions.
What we do
- An investor section on the corporate website
- A report and document archive with easy navigation
- News and shareholder letters
- Investor emails from your CRM
- Next-round readiness: updated numbers and materials
Where investor relations break down
Reports live in emails and folders, and investors keep asking again
We build an archive by year and document type with search and permanent links. Instead of forwarding a file, you reply with a link that won't go stale.
Investors hear our news from the press before they hear it from us
We set up a news and shareholder-letter feed on the site tied to email from your CRM. One publish goes to the site and to investors' inboxes.
The annual report always comes together at the last minute
We set up a publishing calendar with team reminders and a report page template. Counsel sets the deadlines; by then you only drop in the file and text.
Before each new round we rebuild the numbers and story from scratch
We keep a living timeline on the site: quarterly metrics, key events, letters. Next-round investor materials are assembled from what's there, not from zero.
The investor section is buried in the footer and looks abandoned
We move it into the main navigation and show the last update date and upcoming events. Investors can see the company is active and keeping in touch.
Who needs an investor section
A good fit if
- A company that closed a public raise and now has hundreds or thousands of shareholders
- Reports already have to be published and there's no place for them on the site
- A next round is coming and current investors' trust matters
- You want to talk to shareholders on a schedule, not in response to complaints
Not a fit if
- Just a couple of funds in touch with the founder — we'll set up a regular update email and a shared folder
- An exchange-listed company with strict disclosure rules — we'll connect a specialized IR platform to your site
Investors who stay with you
Trust between rounds
Regular reports and updates show investors you keep your word — which pays off in the next raise.Documents found in seconds
Reports are organized by year and type, so investors find what they need without emailing you.Filings on schedule
The section is structured around your recurring publications, while your counsel decides what goes in them.
How we work
- 01
Materials inventory
2–3 daysWe gather what you already send investors (reports, documents, letters) and find out who updates them and how often.
You get A list of materials, owners and update frequency - 02
Structure and access
3–5 daysWe decide what’s public and what investors see only after logging in, and plan the reports, documents and news sections.
You get A section structure and an access rights scheme - 03
Design
1–2 weeksWe design the section to match your main site: a report archive by period, dated documents and a news feed.
You get Figma mockups of the section - 04
Development and CMS
1–2 weeksWe build the section with investor login and a CMS where your team posts a report in minutes without a developer.
You get A staging section with a working CMS and investor login - 05
Content and handover
2–3 daysWe upload the archive, show your team how to publish and launch the section. Bugs are fixed under a 3-month warranty.
You get A filled investor section and a cheat sheet for publishing reports
What the section needs to launch
- Every report, letter and document published so far, in one folder
- A list from counsel of what must be published and when
- Your shareholder base in a CRM or spreadsheet
- The person who will own publishing
- Access to the site and CMS
A call and a section outline
We go over which documents and news you already have and who will publish them. Then we send a section structure, timeline and estimate.
Related articles
All news
Hundreds of investors
after the round?
We’ll build an investor section your team updates itself: reports, shareholder letters and documents in one place, including the annual Reg CF report.
It depends on the type of raise: under Reg CF, for example, the company posts an annual report on its website. Your counsel defines the exact requirements.
From $6,000. The total depends on the types of documents and reports, a restricted-access area, migrating past materials and how much your team should be able to update on its own. We send an exact estimate after a call.
Your team: reports and news are added in the admin without a developer.
Yes, private materials can be shared by link or through a data room.
Regular investor communication builds trust and makes the next round easier: many investors invest again.
Related solutions
- DealMaker websitesLanding pages for DealMaker raises: the investment flow on your website, analytics and CRM
- Reg CF websitesWebsites for Regulation Crowdfunding campaigns — built around the communication rules
- Reg A+ websitesWebsites for Regulation A+ offerings: testing the waters, the raise and investor relations
- Reg D 506(c) websitesWebsites for Rule 506(c) raises: general solicitation to accredited investors
- StartEngine campaignsLarge Reg CF and Reg A+ campaigns: a website, investor perk tiers and work with a big audience
- Wefunder campaignsCommunity rounds on Wefunder: turning your customers and users into investors
- Republic campaignsGetting ready for Republic’s selection and a campaign that explains the Crowd SAFE to investors