Overview
Your InvestorHub is the central place where investors learn about your company, access announcements, and stay engaged with your progress. Setting it up properly ensures a seamless experience for both your team and your investors.
This guide walks through the core steps to get your hub live: inviting your team, connecting your registry, setting up your domain, integrating your hub into your website, configuring email settings, and preparing for launch.
Content
1. Inviting your team to your workspace
Before you begin
You’ll need your own InvestorHub invitation email.
Have the email addresses of any team members you’d like to invite.
Admins can invite other users and manage workspace permissions.
How to accept your invitation
Search your inbox for the subject line: “Activate your InvestorHub account for [COMPANY]”.
The email is sent from no-reply@investorhub.com.
Select Activate your account and follow the steps.
If you can’t find your link, your CSM can resend it. Invitation links expire after 48 hours, so you may need a fresh one.
How to invite your team
Go to Settings → Team.
Select Invite user.
Enter their name and email.
Choose their access level:
Admin - full access, including settings and user management.
Registry - visibility of all shareholder data, including movements and can create Raises and manage Past Placements.
Content (Sensitive) - ability to create and edit campaigns, announcements, updates and social posts - including creating and modifying draft announcements. Can create and modify Hub’s appearance, customise email campaign templates and see content performance.
Content - ability to create and edit campaigns, announcements, updates and social posts. Can create and modify Hub’s appearance, customise email campaign templates and see content performance.
Basic - basic access to published campaigns, contact information and engagement analytics. Cannot see any private registry data or draft content.
Refer to the screenshot below for guidance on the setup.
2. Setting up your domain
Before you begin
You’ll need your company’s domain details.
You may need support from your IT or webmaster.
You’ll also choose two email addresses:
A marketing address (e.g. investors@company.com)
A transactional address (e.g. noreply@company.com)
Why this matters
Your domain makes your hub feel like an extension of your main website. For example:
How to set up your domain
Decide on your custom hub domain (e.g. investors.company.com).
Add your marketing and transactional email addresses in Settings → Investor hub domain.
Update DNS settings following the instructions shown on your domain setup page.
Once DNS changes propagate, your hub will be accessible under your new custom domain.
Refer to the screenshot below for guidance on the setup.
If you’re unsure which DNS records to add, keep the InvestorHub domain setup page open – it shows the exact values you need to copy.
If you need help, your CSM can guide your webmaster through the process.
3. Integrating your hub into your website
Integrating your hub ensures investors can easily find your latest updates.
Why this matters
Many investors navigate through a company’s main website before exploring investor information.
Adding clear pathway from your main website to the Hub ensures:
Higher traffic to your hub
Better engagement with interactive announcements and updates
Cleaner, consolidated investor communication
How to integrate
Go to Engage → Hub Builder
Select Edit Hub
Find the URL that is located on the Hub Builder dashboard
Copy this URL
Direct your Investor Section of your company's main website
See screenshot below with the instructions on how to find the URL
Adding Links to Individual Pages
You can also direct individual pages from your company's main website to the individual hub pages.
Go to Engage → Hub Builder
Select Edit Hub
Go to Content → Page that you want to direct to → Page Settings
Copy this Slug
Direct your individual page of your company's main website to the individual hub page
Example placements:
Header navigation
Footer links
LSE announcements pages
Corporate governance or investor relations pages
See screenshot below with instructions on how to find the slug
4. Managing Your Investor Email Subscription Form
You may have an investor email subscription form on your company's main website.
It is more efficient and will potential avoid duplication, if you can redirect your existing investor email subscriptions form to the InvestorHub form. This way all of your contacts will be kept in the one CRM on the Hub.
This ensures:
All sign-ups feed directly into your CRM.
Subscribers automatically receive your email updates.
To add your embedded form, you can use iframe code below:
See below the code for the investor email subscription:
<iframe
height="172"
src="https://{replace with your hub domain}/subscribe"
style="border: none; max-width: 100%"
width="520" ></iframe>
Add this code to your company's main website and this will then redirect to the InvestorHub CRM.
5. Setting up your email domain and templates
How to set up your email reply email
Under Settings → Email, configure:
Refer to the screenshot below for guidance on the setup.
Send From email (the address investors will see)
Send From name (e.g. Company Name)
Reply-To address
How to customise your templates
InvestorHub uses a drag-and-drop editor for designing email templates.
Under Settings → Email, scroll to the email templates and press Edit to make changes to the standard template. Refer to the screenshot below for guidance on the setup.
Available templates:
Campaign templates for newsletters and updates
Automated distribution for LSE announcements
Manual distribution for non-automated setups
Welcome New Shareholder email
Best practice:
Keep branding consistent
Use clear calls to action
Check all links
Keep copy simple and professional
A comprehensive list and copy for the Transactional emails can be found here.
6. How to manually upload or import Contact List
How to upload a contact list?
Select Audience
Select All investors
Select Import a list
Upload a CSV file with the contact information. Ensure that the contact information is provided in the following order: Email addresses, first names, last names, phone numbers and address. All information must be provided in separate columns.
Click continue to match.
Use the screenshot below as a guide to complete the setup.
How to tag a contact list?
When importing a contact list you have the option to tag your contact list. The advantages of creating a tag is so that you can keep track of the source of the contacts and search on the tags.
Create a tag by entering a unique name
Select the Create new to tag
Refer to the screenshot below for guidance on the setup.
7. Set up Automations
To ensure increased engagement with Investors, email automations can be set up. These will allow emails to be automatically sent out for announcements.
Why this matters
Investors will feel ‘welcomed’ and included in the company
Allowing for their sentiment to be improved and enriching their experience
Announcements are sent in a timely fashion, so that it allows for market changes and updates to reach investors quickly
How to set up automations
Select the Settings icon
Select Automations
Turn on:
Welcome new shareholders email
Interactive announcements email
Select Apply recommended for suggested LSE categories
Select Save and continue → Finish set up
Refer to the screenshot below for guidance on the setup.
How to customise your Email Templates
The standard Email template can be found by going to:
Select the Settings icon
Select Email
Scroll to the bottom Email Templates for:
Automated Distribution
Automated New Shareholder Welcome Email
Select Edit
Then make the desired changes to the Email template
How to set up sender emails, send from name and reply emails
Select the Settings icon
Select Email
At the top of the page add sender emails, send from name and reply emails
See screenshot below with instructions on Marketing email setup
What triggers a New Shareholders Welcome Email
The Hub will receive the registry details from you Registry that will automatically be fed into the Hub. When a New Shareholders is noted in the Hub, they will automatically be sent a New Shareholder Welcome Email to their email address.
You can also find out more about automations by accessing our Help Centre Articles - Managing Newsflow go to the Increasing Engagement section.
8. Launching your InvestorHub
Once we have created a Hub, the next more important things is to get investors to visit the Hub. The more investors who visit the Hub, the more possibility there is of them purchasing shares in your company.
To create some interest in the Hub, we do what we call Launching the hub, this is when we create some media and announcements to let people know what the Hub does and how it will help them. We also encourage them to sign up as Hub members, so that they can get regular news.
Read the Your Audience article to find out about how investors become a Hub member and why they should become a Hub member
Launching your hub encourages early engagement and ensures investors know where to go for updates.
How to create a strong launch
Include your hub in a LSE announcement.
Add a short explanation and link.Add the hub link to your announcement templates.
Place it in your header, footer, or contact section.
Promote the hub on social media.
Share your launch video or welcome message.
Update your website navigation.
Make the hub easy to find.
LSE announcement example
Title: [Company Name] Launches Interactive Investor Hub
[Company Name] (LSE:XXX) today announced the launch of its new Investor Hub. The interactive platform will allow its existing and prospective shareholders to better engage with the company.
[Company Name] will host LSE announcements, presentations, news and other media on their Investor Hub. The platform will also allow [Company Name]’s investor community to ask questions and post comments directly to the company in response to news flow and business updates.
[Quote from Company CEO/MD etc.]
We encourage you to sign up for [Company Name]’s Investor Hub at: [URL here]
9. Connecting your social media accounts
You can publish updates directly from InvestorHub to LinkedIn and Twitter/X.
How to set up X (Twitter)
Go to Settings → Social media integrations.
Select Connect next to Twitter.
Log in using your company account.
Once authorised, the status will show Connected.
How to set up LinkedIn
Before you begin, ensure you are a Super Admin of your company LinkedIn page.
Go to Settings → Social media integrations.
Select Connect next to LinkedIn.
Log in with your LinkedIn credentials.
Select your company account.
Once authorised, the status will show Connected.
Use the screenshot below as a guide for the setup.
You’re ready to go live
With your team onboarded, your registry connected, your domain configured, and your hub linked to your company website, your InvestorHub is ready to support your investor communications.
If you need help at any stage, contact your Client Success Manager – we’re here to support you.