Case Studies
Managing Investors Shouldn’t Be This Hard—Here’s How to Fix It
February 24, 2025
4 minute read
Managing Investors Shouldn’t Be This Hard—Here’s How to Fix It
Managing investor relations is a crucial part of a company's success. However, for many businesses, especially those in a growth phase, keeping track of communication, documentation, and follow-ups can be overwhelming. This is where the Findex Investor Relations Module comes in.
The Challenges of Traditional Investor Relations
Many companies still manage their investor relations through a mix of emails, spreadsheets, and manual notes. This often leads to:
- Lack of transparency about who is communicating with whom
- Inefficient follow-ups and missed opportunities
- Difficulty in compiling and sharing relevant investor information
Beyond these challenges, companies also struggle with regulatory compliance risks, fragmented data leading to missed opportunities, and the difficulty of scaling investor relations as the business grows. Without the right tools, managing investors becomes time-consuming, inconsistent, and ultimately detrimental to growth.
A more structured and automated solution can not only save time but also strengthen trust between companies and their investors.
Findex Investor Relations Module – Efficiency and Transparency Combined
Our Investor Relations module provides an all-in-one solution that helps companies manage their investor contacts more effectively. Some of the key features include:
- Cap Table and Digital Share Ledger – Store all investment information in one place.
- Automated Communication – Send important updates and reports with minimal effort.
- History and Follow-ups – Keep track of past conversations and plan next steps seamlessly.
By automating and structuring investor relations administration, companies can save time, increase transparency, and build stronger relationships with their investors.
Pilot Customer: Brink Commerce’s Experience with the Findex IR Module
To test and refine our module, we have onboarded pilot customers, one of whom is Brink Commerce, with whom we have been working to optimize their investor relations.
"The Findex IR module has provided us with a seamless and efficient way to manage our investor relationships. With everything centralized, we save time and gain a clear overview, allowing us to focus on building stronger connections with our investors. It’s been a game-changer for our investor relations"
With the help of the Findex IR module, Brink Commerce has been able to streamline their investor communication and gain a clearer overview of their investor relationships.
Join Our Pilot Program
We are currently looking for more pilot customers to test and help shape the future of investor relations solutions. If you are interested in optimizing your IR work, reach out to us for a demo or to join our pilot program!
Contact us today to learn more!
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Faq
Got questions about Findex?
If any questions are left unanswered by our FAQ, you can contact us and let us know what we can help you with.
What is Findex?
Findex is a modern and accessible private banking platform that enables investors to track, optimize and grow their networth, regardless of asset class. Through integrations, investors can automatically track their portfolio with all their assets and liabilities to always stay up to date.
Through partners, Findex can also present different capital opportunities to investors and companies using the platform, which enables the self serviced private banking experience.
What is Investor Relations?
Tracking progress in unlisted equities is usually a recurring pain point for investors and companies. Findex aims to make this process of tracking and managing this asset class just as seamless as tracking the rest of a diversified portfolio for an investor.
Through the Investor Relations module, Findex enables private companies to invite shareholders, where their company automatically gets added as an asset to their investors' portfolios. Companies can then easily manage share ledger, cap table, communication and data room, all in the platform where investors want to be.
How does Findex make money?
The commercial idea for Findex is to enable investors and other parties to connect. In other words, we make money by enabling unique and tailored opportunities for our users and their capital, on their terms. We do not sell data.
Findex is essentially a self serviced private banking platform that puts the investors needs in focus to help them grow their net worth based on their financial goals.
Is my data secure with Findex?
Your data is always secure with findex, we utilize secure third-party providers such as Auth0 and AWS. All your data is encrypted. You can read more on our security page.
Why should I use MyFindex?
Use MyFindex to seamlessly track and manage entire investment portfolio in one overview to stay organized, save time and focus on taking data-driven decisions by tracking total ROI.
If you are tired of administering all your documents (shareholder’s agreements, captables, and more) and always updating your portfolio spreadsheets, then findex is the tool for you. In addition to this you will gain access to quality deal flow.
How do I get started with MyFindex?
Start by signing up for early access and if you are selected, you will receive an email with instructions for logging in to your account.
Once we have our official release, everyone will be able to sign up organically and get started seamlessly!
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