Investor Engagement Workspace
Stakeholder communications, with a record of every one
Invitations, questions, updates, notices and meetings for the people the issuer authorizes — kept inside the workspace, with who received and opened what.
After the close
- Periodic updates to holders, with a record of who opened them
- A document vault: the signed packet, the closing binder, tax documents the issuer posts
- Each holder's own position, from the issuer's book-entry register
- Questions to the issuer, answered in one place instead of across inboxes
- A recording archive of the meetings they attended
The next round
When the issuer opens a new offering, existing holders can be prompted from the room they are already in — subject to the new room's rules, which is the part that matters. A prompt into a Rule 506(b) room goes only to people the issuer already knows; a Rule 506(c) room requires accreditation on file before an indication is accepted.
What it is not
It is not a shareholder register we maintain on your behalf, and it is not transfer-agent service. The register stays in the issuer's file. Sprowtt issues no certificate it would have to honour, and takes no instruction to move a security.