Offering

Our offering for listed corporates

Digital investor engagement

| Software & data – available on modular basis Integration of our workflows and data in third party offerings
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Events Module
Organize your own events
Delivery model: SaaS, annual subscription
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IRM Module
Investor Relations
CRM Log & analyse your interactions
Delivery model: SaaS, annual subscription
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News Module
Distribute your company news
Delivery model: SaaS, annual subscription

IR Services

| Optional additional services
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Investor access events
Single Investor Access Events (roadshows, investor days) organized via schedulR by us or partners
Delivery model: event by event
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IR Advisory
Bespoke IR advisory on investor engagement
Delivery model: hourly rates / bespoke projects
Find out if schedulR is a good fit for your needs and book your demo now Reach out to us

Our offering for exchanges, IR advisory firms – third party integrations

Digital investor engagement

| Integration of our workflows and data in third party offerings
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Events Module
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IRM Module
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News Module
Delivery model: Bespoke projects, covering one or several modules, APIs and customized dashboard
If you have questions, are interested in a demo or want to look into a potential integration project Reach out to us
Use cases

Some problems we tackle

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I am struggling to keep my investor database up to date

High level investor data (contact info, sector interests) is shared, so if we update an investor, he will be updated in your IRM as well. Your meeting history and notes however are of course strictly confidential.
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I want to interact with my key investors more directly

The new "Event Module" give you access to smart workflows for organizing your own events. For virtual events you can integrate your own providers like Zoom, Microsoft Teams etc. All integrated with the IRM.
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I want to market my events digitally & broadly

You can publish your events (including investor request links) on your own homepage, and Partner websites (SIX, Interaction Partners) in one go. Additionally, you can use the event links for social media. You are always in full control of distribution, investor requests are pre-cleared by us, automatically logged in IRM
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I want to get direct feedback from investors after events

The Events Module includes a flexible survey/feedback tool, where you can either use standard questions or define your own. This comes in handy after a roadshow, but is even more relevant for an investor day, after which you might want to check if your new messages have reached the recipients.
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I am getting more direct meeting requests from investors, some I do not know. I struggle to keep tabs

With our interaction request workflow we pre-screen incoming requests and ensure they come with a meaningful investor profile. Logged in your IRM
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I want my meetings and mailings on the same platform

With the News/Mailing module you can have an IRM (for 1:1 and 1:few interactions) and your broader based outreach via mailings (1:many) on one platform.
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I want to have mailing data included in my IRM

With schedulR you will be able to view if a specific investor is on your mailing lists (and on which) and you will also have access to the respective mailing history via the IRM.
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I want to make sure I reach out to all my local investors/prospects when I am e.g. in London

All investors you have interacted with or whom you have tagged are automatically added to your "list per location" that you can download and share with others.
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I want my event documents "automated" and fully mobile

If you set up an event in schedulR (even if you are only replicating a broker schedule) you have the fully mobile schedule (with google maps integration), investor profiles (with your meeting history, clickable email or phone if you are e.g. running late) and the possibility to directly add meeting notes. All documents also available as PDF.
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I want to meet "neglected investors"

You can organize an event with 2nd tier investors and/or in 2nd tier locations on your own. But in reality, in most cases it probably is a better idea to let us or partners do this for you. All interactions fully integrated in your IRM
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The invite for my investor day etc must be fully customizable, but should be integrated with the IRM

If you do not want to use the regular Event invite (limited flexibility especially with respect to formatting) or you own broader distribution lists you can use the "1-click booking link" and send it via our mailing tool or a third-party tool of your choice. Fully customizable, but still integrated with IRM and linked to the schedulR feedback tool.
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I want "automated" roadshow documents, fully mobile

If you set up an event in schedulR (even if you are only replicating a broker schedule) you have the fully mobile schedule (with google maps integration), investor profiles (with your meeting history, clickable email or phone if you are e.g. running late) and the possibility to directly add meeting notes. All documents also available as PDF
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Booking non-broker clients into broker-sponsored events is becoming challenging

We have two "tools" for cooperating with brokers (or other third parties). Firstly, it is very easy to download a list of your investors by locations. With that list you then can decide who invites whom. Secondly, you might invite non-broker clients for mutually agreed slots on your own via schedulR.
Contact us
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Interaction Partners AG
Zug
An der Lorze 21, 6300 Zug, Switzerland
Zurich visitor address
Tessinerplatz 7, 8002 Zurich, Switzerland
Registered in Zug
Commercial register:
CHE-138.326.522
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