Overview
Your audience in InvestorHub includes everyone you can communicate with – whether they currently hold shares or not. Each person or entity is represented as a contact record, which forms the foundation of your investor communications, segmentation, and engagement. This guide explains how contacts are created, how to navigate their profiles, and how to use segments and tags to organise your audience.
Content
1. Contact records
Why this matters
A contact record represents an individual or organisation you can communicate with through InvestorHub. Contacts may be shareholders, potential investors, or followers who have subscribed to your hub.
Each record includes key information such as:
Name and email address
Investor type
Engagement history
Tags and segmentation details
Contact records sit in your CRM and support all outbound communication, including hub updates, emails, webinars, and targeted campaigns.
How to access the CRM
Go to Audience → All Investors.
Click on the name of the contact you would like to access.
How contact records are created
Contact records can be created in several ways:
Hub sign-up
When someone subscribes or follows your hub, a new contact record is automatically created using their email and future engagement history.
Email interaction
If someone receives or engages with an email sent through InvestorHub and they’re not already in your CRM, the system creates a new contact record.
Manual upload or import
You can import contacts from other sources such as roadshows, events, or legacy CRMs using CSV uploads.
Registry and beneficial ownership data
When registry data or beneficial ownership reports identify a new holder, InvestorHub creates a corresponding contact record.
Contact vs shareholder records
A simple way to think about it:
A contact is someone you can communicate with.
A shareholder is someone who holds your shares.
Every shareholder can be a contact, but not every contact is a shareholder. This distinction helps support targeted Direct-to-Investor (D2I) communication.
2. Navigating a contact record
Each contact profile includes four tabs that help you understand their relationship with your company.
Overview tab
A high-level summary showing:
Contact name and details
Investor type
Engagement score and recent actions
Tags
Most recent interactions
Use this tab to understand the contact’s relevance and engagement level at a glance.
Portfolio tab
Shows any verified shareholding data linked to the contact, including:
Current holding value and rank
Historical movements
Beneficial ownership links
Trading insights
This tab helps you understand an investor’s holding profile and whether their behaviour aligns with engagement patterns.
Activity log tab
Shows the contact’s full interaction history, such as:
Email opens and clicks
Hub visits and page views
Webinar registrations and attendance
Survey responses
Campaign interactions
Use the activity log to identify warm leads or behavioural patterns.
Personal info tab
Contains core details such as:
Email and phone number
Investor type and location
Subscription status
Preferred communication method
Data source (e.g., sign-up, import, registry sync)
This tab helps you validate information and ensure your communications are compliant.
3. Linking shareholding records
Linking shareholding records connects verified registry data with a contact’s profile, giving you a full view of their ownership and engagement.
Why linking matters
Creates a single source of truth between registry and CRM data
Enables targeting based on both holdings and behaviour
Supports raise targeting and high-value segmentation
Automatic linking
InvestorHub automatically links holdings to contacts when:
Email or name matches registry data
SRN/HIN is associated with the contact
Beneficial owners are identified in BO Reports
The contact verifies their holdings through the hub
Manual linking
If a match isn’t made automatically:
Open the contact record.
Go to the Portfolio tab.
Select Link shareholding.
Search for the shareholding record.
Confirm and link.
Notes
A contact can have multiple linked holdings.
A holding can only be linked to one contact.
Registry updates automatically refresh linked data.
Linked data is read-only.
4. Segments
A segment is a dynamic group of contacts based on criteria you define – for example, behaviour, holdings, or demographics. Segments update automatically as data changes.
Why segments matter
Segments help you:
Target communication more effectively
Personalise engagement
Analyse trends across investor groups
Prioritise warm leads for capital raises
Streamline reporting
How to create a segment
Go to Audience → Segments.
Select New segment.
Apply filters such as holding size, activity level, or investor type.
Name the segment clearly.
Save to activate.
Common examples
All shareholders
Mid-register holders ($5k–$50k)
Potential investors
High-engagement investors
Raise priority lists
Inactive shareholders
Best practice
Use clear naming conventions
Review segments regularly
Avoid over-segmentation
Combine holding and engagement filters for accuracy
5. Tags
Tags are custom labels you can apply to contacts to help identify attributes, behaviours, or priorities quickly.
Why tags matter
Tags help you:
Classify investors
Highlight priority contacts
Support segmentation
Provide internal context for follow-up
Create targeted campaign lists
How to create a tag
Go to Audience → Tags.
Select Create New Tag.
Apply filters such as holding size, activity level, or investor type.
Name the Tag clearly.
Save to activate.
How tags work
Tags can be:
Added manually
Bulk-applied via CSV import
Automatically applied based on platform actions (e.g., verification)
Tags appear throughout the CRM, including:
Contact records
CRM table view
Segments (as filter criteria)
Campaign audience selection
Best practice
Do:
Keep tags short and consistent
Review regularly to avoid clutter
Document definitions for team clarity
Don’t:
Duplicate similar tags
Tag information that already exists in a field
Overuse tags without clear purpose
You’re ready to manage your audience
Contact records, segments, and tags work together to help you understand your investor base and communicate more effectively. Review your audience regularly to ensure your data stays clean, accurate, and actionable.
If you need support with your raise strategy, your Client Success Manager is here to help.