On the road again?
Sell your story to investors who will buy it.
Because closing has no substitute.
Investor Targeting Platform - Annual Subscription
Fitzcores' global investor targeting and investor intelligence platform helps IR teams identify, engage and close the individual funds and portfolio managers most likely to invest in their stock. Built on an empirical targeting algorithm modeled on forward consensus KPI’s, the Platform combines fundamental analysis, security demographics and investor purchase behavior to deliver stronger IR outcomes for investor meetings, roadshows and conferences.
Included with every subscription:
- Investor Targeting - Rank non-owning funds and institutions by likelihood of initiating a position
- Investor Management - Expand ownership across funds within institutions you already work with
- Market Intelligence - Fund managers and analysts ranked by industry, style, and market cap focus
- Fitzcores Brief - Mobile - Auto-generated PM briefings for every investor meeting (see below)
- 25% discount on every Access Optimizer packs (see below)
- Priority support; flexible billing (quarterly, semi-annual, annual)
Plan Price
First seat (Platform + Mobile Briefs) $7,000 / year
Seats 2–5 $1,500 / seat / year
6+ seats bfitz@fitzcores.com
1 seat 2 seats 3 seats 4 seats 5 seats
$7,000 $8,500 $10,000 $11,5000 $13,000
Fitzcores Briefing - Mobile (Included with Platform)
The investor briefing your team would have written. For every meeting. Automatically.
The Brief combines the Fitzcores empirical targeting algorithm with each portfolio manager's individual behavior profile and your company's fundamental and industry characteristics to generate the briefing your IR team would have prepared manually. For every PM. For every investor meeting, conference one-on-one, and roadshow stop. On demand, in your pocket.
Brief tells you who you're meeting, what's at stake, what they care about (analytical lens, factor preferences), what to avoid, and where to focus your story. Walk into every meeting with the briefing IR didn't have time to write.
The Brief is exclusively available to Investor Targeting Platform subscribers.
Access Optimizer - Prioritize Every Corporate Access Event
Turn your meeting list into a meeting strategy.
You have 47 Corporate Access meeting requests. Which do you take? In what order? Who deserves CEO time? Who's a 1-on-1, who's a group session, who's better off as a follow-up call?
Access Optimizer runs your unprioritized meeting list - for any event - through the Fitzcores empirical targeting algorithm and returns a fully sequenced, format-matched schedule:
- Recommended format - 1-on-1, 2/3-on-one, small group session, or open session
- Ranked priority by conversion likelihood, current position and growth potential
- Detailed tear sheets – institution rank, ownership and growth potential. Most relevant funds profiled
- Engagement strategy – identifies growth, valuation, profitability and quality gaps to address, strengths to highlight
One Access Optimizer prioritizes one Corporate Access event.
Package List Subscriber (25% off) Best For
Single Access Optimizer $500 $375 One-off conference or access event
Pack of 5 $2,000 $1,500 Standard annual access cadence
Pack of 10 ★ $3,500 $2,625 Heavier access programs
11+ Access Optimizers Contact Sales - Annual commitment, multi-
entity, activism/M&A
Access Optimizer is the first in the Fitzcores Optimizer product family. Additional Optimizers - Roadshow, Investor Day, and more - are in our pipeline.
How IR Teams Use Fitzcores
Small-cap IR team Mid-cap IR + executives Heavy Corporate Access program
2 seats + Pack of 5 4 seats + Pack of 10 5 seats + 2 Packs of 10
Platform + Brief for IRO IR coverage + Brief; Full team Brief access; deep
and CFO; Optimizer for Pack of 10 for annual optimization across
earnings season access access calendar conferences and access events
Platform: $8,500 Platform: $11,500 Platform: $13,000
Optimizer list: $2,000 Optimizer list: $3,500 Optimizer list: $7,000
Subscriber (25% off): $1,500 Subscriber (25% off): $2,625 Subscriber (25% off): $5,250
You save: $500 You save: $875 You save: $1,750
$10,000 / yr $14,125 / yr $18,250 / yr
Why Subscribe?
- Every meeting validated – Answers: “why are we meeting?”
- Every meeting prepped – Answers: “what do we focus on?”
- Empirically proven – easily surpasses 20x market average conversion rate (we’ll show you!)
- Quantitative advantage - fundamentals, location, and optimized industry balancing (we’ll surprise you!)
- Mobile Briefs are subscriber-only - the only way to access auto-generated briefings
- 25% off every Access Optimizer - automatic, no codes
- Optimizes C-suite time with investors - every meeting prepped, every event prioritized
For a typical IR team running 6+ Corporate Access events per year and prepping 100+ meetings, Fitzcores replaces 1–2 weeks of analyst time per quarter - at a fraction of the loaded labor cost.
Get Started
Try a single Access Optimizer - $500 → payments.fitzcores.com
Subscribe to the Investor Targeting Platform → payments.fitzcores.com
All prices in USD. Fitzcores is part of Computershare's Investor Engagement business.
1016 Grogans Mill Drive, Cary, North Carolina 27519, United States
Announcement
Computershare acquires Fitzcores, expanding investor targeting capabilities
This website uses cookies.
We use cookies to analyze website traffic and optimize your website experience. By accepting our use of cookies, your data will be aggregated with all other user data.