The Analyse suite helps you understand how investors engage with your company across your hub, emails, announcements, and registry activity. It brings together behavioural data, registry movement, and communication performance so you can track sentiment, identify trends, and report confidently to your board.

Content

The Engagement dashboard provides a high-level view of how well your communications are performing across all owned channels.

This helps you with visibility of your metrics, these include:

Note: you can adjust the dates in the drop down menu.

The Benchmark tab compares your investor engagement to similar ASX-listed companies using anonymised InvestorHub data.

This helps you with visibility of your metrics, these include:

The Investor hub tab shows how investors are interacting with your website.

This helps you with visibility of your metrics, these include:

The Announcements tab analyses engagement with your ASX announcements.

This helps you with visibility of your metrics, these include:

The Updates tab tracks the performance of non-ASX communications such as newsletters, hub posts, and investor letters.

This helps you with visibility of your metrics, these include:

Lead Conversion shows how engagement turns into new investors or verified shareholders.

This helps you with visibility of your metrics, these include:

The Investors section combines registry data with platform engagement data to help you understand how investors behave, trade, and interact with your company.

This helps you with visibility of your metrics, these include:

The Trading activity tab reveals buying and selling trends across your register and how these relate to investor engagement.

This helps you with visibility of your metrics, these include:

The Holdings tab shows how ownership is distributed across your register.

This helps you with visibility of your metrics, these include:

The Profitability tab estimates how profitable your investors are based on entry price and current market value.

This helps you with visibility of your metrics, these include:

Reachability measures how much of your shareholder base you can communicate with directly.

This helps you with visibility of your metrics, these include:

The High net worth section highlights verified and potential HNW investors.

This helps you with visibility of your metrics, these include:

It is important to verify your High Net Worth documentation, as this legitimises their status and allows you to build up a profile for your investors. The High Net Worth investors are important as they are more likely to purchase shares as they are active investors.

When a High Net Worth investor registers as a Hub Member, they can verify their investor status by providing documentation. When they do this, you will need to verify their documentation.

The Brokers tab shows activity from brokers and custodians influencing liquidity.

This helps you with visibility of your metrics, these include:

The Registry tab visualises how your share register changes over time, combining registry imports, trading movements, and announcements.

This helps you with visibility of your metrics, these include:

The Board report is a pre-built, automated summary designed for boardroom clarity. It brings together insights from Engagement, Investors, and Registry.

This helps you with visibility of your metrics, these include:

Reach: communication coverage, CRM growth, deliverability

Engage: hub engagement, email performance, benchmark comparison

Convert: registry movement, trading activity, profitability insights

The Analyse suite helps you understand how investors behave, where they engage, and how your communications influence shareholder outcomes. Use these insights to guide your IR strategy, strengthen your reporting, and support better decision-making.

If you need support with your raise strategy, your Client Success Manager is here to help.