Growth
For companies ready to go beyond maintenance and start activating shareholders. Growth adds structured engagement campaigns designed to build a connected shareholder community and turn investors into customers through tailored offers, early-access initiatives, and strategic planning. It also introduces stronger investor management foundations (like a bespoke CRM and improved engagement visibility) so you can make data-driven decisions and keep momentum high between raises.
Engagement that drives revenue
Growth is designed for companies that want to move beyond “keeping up” and start actively building shareholder engagement, while also strengthening the reporting and governance foundations that keep you credible and raise-ready. It adds more frequent communications, a stronger data and CRM backbone, and an annual long-lead campaign to keep demand warm.
Growth
$3000/mth
Services
-
Quarterly Pulse Check
-
Investor Hub access (ongoing updates)
-
Shareholder emails (monthly)
-
Help desk support
-
Wholesale outreach (quarterly)
-
ASIC reporting templates ​
-
AGM support (templates)
-
CRM setup (basic)
-
Investor segmentation (basic)
-
Long-lead campaign (1 per year)
-
Raise strategy (light guidance)
-
Loyalty / reward campaigns (optional add-on)