Investor Targeting Solutions by Fitzcores

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 modelled on forward consensus KPIs, the Platform combines fundamental analysis, security demographics and investor purchase behaviour 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                                                 -        Contact Sales

1 seat     2 seats     3 seats     4 seats     5 seats

$7,000     $8,500     $10,000     $11,500     $13,000

The Brief combines the Fitzcores empirical targeting algorithm with each portfolio manager's individual behaviour 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 

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.

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 and CFO;              IR coverage + Brief;                                           Full team Brief access; 

Optimizer for earnings                                Pack of 10 for annual                                        deep optimization across 

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. 

Try a single Access Optimizer - $500 

Subscribe to the Investor Targeting Platform 

All prices in USD. Fitzcores is part of Computershare's Investor Engagement business.