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Aurora Gold Corp. TSXV: AUG (sample)
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Overview
Demand pipeline · last 30 days
Investor list
…
institutional + captured
Highly engaged
…
score ≥ 85
Questions asked
…
last 30 days
Outreach sent
…
…

Who to follow up with from live activity

One row per person: what they did, and the next step. Names open the profile; the button drafts the email.
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Investor list growth Weekly · feeds from concierge + outreach

Sep 1Sep 10Sep 18Sep 26Oct 5Today

Activity real-time

R. Castellano (retail) is back on the Kodiak Ridge page: 9 visits, 14 deck pages, 3 questions. Highly engaged.
10-13
Dana Ruiz (Vancouver) took a position after Monday's call: a verified Google Search ad click on Oct 6, 18 deck pages, intro call Oct 12.
10-13
Hal Brennan (Beaver Creek Capital, holds 2 of your peer juniors) requested an intro call with Dana Whitfield (CEO) for Oct 21.
10-13
Maren Holt (Calgary) booked an intro call with Dana Whitfield for Fri Oct 16, 11:00 AM MT, from the Email 04 link.
10-12
A visitor joined the list with a throwaway address and no page views. Possible bot Kept out of your list.
10-11
Maren Holt (Calgary) joined the list from Email 04 and asked "When are assays expected?"
10-10
Owen Pike (Denver) asked for a call: weekday afternoons work best. Arrived on the ad link Dana Ruiz clicked, forwarded to him.
10-08

Engagement distribution

Engagement score across your investor list: a fixed formula over visits, deck pages and questions. Open any profile to see how it was built. Not a purchase prediction: the loop records who became a shareholder.
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Geo & Channel Intelligence
Where engaged investor interest is concentrated · across all site traffic, not just chats · last 30 days
All trafficCorporate siteConference site
Engaged regions
14
▲ 3 new this month
Top region
Ontario
31% of engaged interest
Top channel
Meta
38% of engaged visits
Institutional share
22%
by network signal

Where investors cluster engaged visitors · by region

City & region for every engaged visitor: the metros your real interest comes from.
Ontario312
British Columbia191
New York121
Alberta92
Texas68
Quebec59
Zürich47
London, UK38

Top cities

Toronto221
Vancouver152
New York121
Calgary79
Houston61
Zürich47

Which channels convert source of engaged visits

Which acquisition sources send investors that actually engage.
Meta38%
Google Search24%
Conference14%
Investor media11%
X / Twitter7%
Newsletter4%

What they're looking at top pages · all tracked sites

Every page view across your tracked sites (IR site, conference site), most-visited first.
Log in to load live page views. Populates as tracked traffic arrives.

Retail vs. institutional by network signal

Network/ASN signals separate retail investors from institutions.
Retail78%
Institutional22%

Recommended media plan auto-generated from the data above

Where to point IR ad budget, instead of guessing.
Google Search, Vancouver and Toronto. Your top channel meeting your top regions. Scale search spend here first.
Interviews and email. Gold Talk Weekly brought 3 sign-ups and a booked call; Email 04 brought Maren Holt to the deck. Keep every interview on a tracked link.
Conference follow-up. Conference traffic is converting; retarget those visitors.
Pull back: Meta. 24 ad visitors across three ads, nobody signed up. Move that budget to search and the next podcast.

Conference mode PILOT attendee match · ROI per event

Your conference site (with your existing QRs) is already tracked: visits, pages and sign-ups flow in automatically. This card does what the site can’t: import the organizer’s attendee list to see who engaged vs. who didn’t, and tie each event to your register. For future events, point materials at your conference site/?src=event-name to get a separate ROI row per conference.
EVENT ROI · live
No conference activity yet: generate a booth QR or import an attendee list to start.
Peer Holders · 13F
Institutions holding your peers, flagged by whether they already own you. The net-new targets are your call list.
All peersNet-new targetsKinaskan GoldTenquille MetalsSable Ridge Res.Boreal Ridge Mining
InstitutionPeers heldHolds you?Peer overlapLatest 13FContacts

Register match
Match any list you have, your paid shareholder register or your free Mailchimp audience, against everyone IRIS has engaged. Both write working lists into your Investor CRM.

Your shareholder register emails · one per line

Export from your transfer agent (Computershare, TSX Trust, Odyssey) and paste it: a paid, periodic pull. IRIS matches it to engaged visitors.

Result

Run a match to see how much of your list has already engaged with IRIS, and where they are.
Every match splits your register into engaged holders (already touched IRIS) and dark holders (own you, never contacted): both land in Investors as filterable lists you can push to Outreach. One CRM, not two.
Investors
Your shareholder base: institutional holders from 13F + captured prospects
AllHighly engagedWarmingInstitutionsRetailTrackedFrom conciergeNewSigned up
PeopleCompanies
#InvestorTypeEngagement scoreSourceLast touchStatus

Click any investor to see what IRIS knows about them. Every contact carries source provenance: first-party (◆ concierge/signups), client-owned (transfer agent), or public filings (▦ institutional / 13F). No scraped personal data.

Concierge
The intake valve: questions asked on your IR site become scored leads
Conversations 30d
…
questions
Captured via chat
…
…
Highly engaged
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score ≥ 85
Avg. questions / visitor
…
per visitor who asked

Live question feed

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Top topics last 30 days

What investors actually want to know. It fuels your messaging.
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Content Studio
AI agents · grounded in your approved disclosure · powered by Claude Opus 5.5
OPUS 5.5

Press Release

Draft a compliant, on-brand news release from a few bullet points, pulled straight from your filed disclosure and recent events.

OPUS 5.5

Investor Deck

Build a polished investor deck in your brand, as PowerPoint or PDF: corporate overview, project highlights, capital structure and catalysts. Upload your current deck and your brand guide, tell IRIS what to change, and it improves the deck.

OPUS 5.5

Shareholder Update

Turn the latest news into a segmented email for highly engaged, warming and retail holders, one click to Outreach.

＋
Add a module
Fact sheets · social · FAQ · AGM

Data room per-investor tracking · feeds engagement scores

A branded viewer for your deck, no login for the reader. IRIS logs pages viewed, how far they got, time spent, location, network and device. Use personalized links (sent via Outreach or copied per investor) to see names: plain-link viewers track anonymously and stitch in if they identify later.
WHO'S BEEN IN · live
No views yet: send the link with your next outreach.

Recent generations

Signals
The engagement engine: what moves an investor from cold to highly engaged

Live signal volume feeding the scores right now

Captured leads
…
Institutional holders
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Engaged regions
…
Highly engaged
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What investors are asking live · last 30 days

Log in to load live question trends from your concierge conversations.

Insider & filing activity SEC EDGAR · live

Log in to load insider transactions and ownership filings.

Learning loop ground truth from your register

Every time you match a shareholder register, IRIS snapshots each engaged investor's behaviour (questions, sessions, topics, recency) against the truth: did they end up owning shares? That labeled dataset shows which engagement patterns preceded share ownership for your own investors, so the score weights can be tuned to your history, something no generic IR tool can copy.
Labeled snapshots
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Confirmed conversions
…
Register uploads
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Trains at
50 conversions

Where the data comes from consent · client-owned · public

Every field is traceable to one of these. Nothing scraped from individuals' personal lives.
First-party: concierge, waitlist, webinar & data-room signups (explicit opt-in).
Client-owned: transfer-agent register & the issuer's own past placement participants.
Public filings: institutional holders of this stock and comparable juniors (SEC 13F).

Scoring inputs

Each investor's score blends behavioural and market signals, updated continuously. Its weights can be tuned to your own history once the learning loop has enough confirmed conversions from your register uploads.
Concierge depthHigh
Update opens / clicksHigh
Data-room requestsMed
Recency & frequencyMed
Peer-holding overlapLow
Campaigns PILOT
Design, schedule and track investor emails: every open and click, per person
Campaigns sent
…
Investors reached
…
Avg. open rate
…
Avg. click rate
…

All campaigns

CampaignAudienceRecipientsOpensClicksStatus
No campaigns yet: click + New campaign to compose one.

Mailchimp campaigns

Sent from Mailchimp · opens and clicks from Mailchimp · visits, members back and deck readers measured by IRIS from the email's tagged links, since IRIS started
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Webinars
Investor webinars: who registered, who opened their personal link, and who joined
No webinars yet. Click + Add a webinar to set one up and get its registration link. Investors register with just their email, IRIS emails each of them a personal link, and every registration, link opened and join shows up here and on their investor profile.
Social
Plan posts, check them against your company's rules, get approval, and see which posts bring investors.
Plan a post once per network, run the check, send it for approval, then post it by hand with its tracked link. Click + New post to start.
Interviews & Media
Every interview and media piece: who came to the site, who joined the list, who read the deck, and how each was counted
No interviews or media registered yet. Click + Add a piece to register an interview, article, podcast or placement and get the tracked link to hand to the outlet. Each piece appears here with its numbers.
Meetings
Investor calls booked through the Meet the team page, with outcomes feeding the learning loop
Upcoming
…
confirmed and requested
Booked this week
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last 7 days
Awaiting reply
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requested or media
Held
…
completed

Upcoming

WhenInvestorTypeWithSourceStatus
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Past and cancelled

Set an outcome on each held call. "Became a shareholder" marks the investor as a confirmed owner in the learning loop.
WhenInvestorTypeWithSourceStatusOutcome
Nothing yet.
Settings
Plan, modules, disclosure source & team

Your profile

Sign in with your own email and password to manage a personal profile.

People with access

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Account history last 100 events

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Active modules

Concierge · on-site capture · active
Investor CRM · list + engagement scoring · active
Content Studio · PR + decks (Opus 5.5) · active
Outreach automation · branded campaigns and news follow-up · pilot PILOT

Visitor alerts real time

The moment an investor you already know opens your site, IRIS emails you: who they are, what page they are on, their score, and the last question they asked. One alert per person per six hours, so a browsing session is a single ping. Anonymous visitors are never alerted on and IRIS never emails the visitor.

Weekly brief email · Monday morning

IRIS emails you a weekly brief: new engaged investors, what they asked, campaign opens, and insider filings: the console comes to you.

Data sources & compliance

Built to pass a privacy + securities review, not dodge one.
Provenance on every field: see exactly where each data point came from.
Consent ledger: per-contact opt-in source & date, exportable for audit.
Anonymous stays anonymous: unidentified visitors are aggregate analytics only.
Jurisdiction-aware: PIPEDA / Law 25 / GDPR / CCPA access & deletion.
IRIS never: de-anonymizes visitors · scrapes personal social or LinkedIn · builds personal financial dossiers · contacts anyone who didn't opt in.
IRIS Console · sample workspace for the fictional Aurora Gold Corp.