At Fitzcores, we help companies maximize the return on shareholder engagement through advanced Investor Targeting Solutions. By combining Global Market Intelligence, data-driven analysis, and decades of investor relations expertise, we provide a clear path for companies to increase shareholder value while building long-term relationships with the right investors.
Our services go beyond surface-level targeting. We help you understand your current owners, identify new opportunities, and design investor engagement strategies that align with your company’s financial profile. Whether working with existing shareholders, seeking new investors, or managing global portfolios, Fitzcores provides the clarity and precision you need.
Services
FITZCORES – An online service that ranks global institutions and their underlying funds based on their attractiveness as a target, especially their likelihood to purchase and the size of their expected position. Fitzcores fundamental approach is the industry’s most accurate model, promising a many-fold improvement in your ability to close new investors and increase the commitment of current investors.
ACCESS OPTIMIZER – Send us your event schedules – better yet send us your potential meetings – and we’ll return (same day) a highly detailed and visually compelling access recommendations, from one-on-meetings to fireside chats. Investors – owners and non-owners – are ranked according to their potential to purchase shares. For each investor, the service indicates an engagement strategy based on the alignment or misalignment between an investor’s preferences and the Client’s investment attributes.
FITZCORES MOBILE – Access investor profiles tailored for your company in the moments ahead of your investor meetings. Quickly view target rankings and growth potential. Remind yourself which aspects of your operational and financial strategies to highlight and which to be prepared to address. Includes contact details in case you’re running late. No more fumbling through briefing books. ACT NOW: COMPLIMENTARY WITH FITZCORES AND/OR ACCESS OPTMIZER ANNUAL LICENSE.

We rank the universe of non-owning funds and institutions according to their likelihood of initiating a position in your company. This investor-targeting approach ensures you focus on high-potential opportunities, saving time while maximizing engagement.

Knowing why investors own your company is essential for maximising shareholder value. By examining the preferences and triggers of your current owners, Fitzcores equips you with insights that strengthen your investor relations solutions and help you approach and close new investors confidently.

Large investment firms manage multiple funds and strategies. Fitzcores identifies opportunities to expand ownership across different funds within the same institution. This investor management service unlocks hidden growth by extending relationships within existing shareholder networks.

We make it easy to see new investment in your company and understand the drivers behind it. Observing new investors’ high Fitzcores rankings gives you confidence in their long-term potential while helping you recognize sellers early to manage investor engagement better.

Fitzcores provides direct access to the right contacts by ranking fund managers and analysts according to their industry, style, and market cap focus. Our Market Intelligence ensures you engage with decision-makers who matter most.

Through our Investor Relations Software, we deliver comprehensive analytics, including overall and factor-level Fitzcores scores. Clients can access this data via feed and SQL output, making it easy to integrate into internal workflows.
Building strong investor relationships requires more than just meetings, precision, insight, and the right strategy. Fitzcores delivers investor targeting possibilities designed to strengthen investor relations, enhance investor engagement, and position your company for long-term success in the global markets.
Contact Fitzcores today to learn how our Investor Targeting Services can transform your shareholder engagement strategies and give you a competitive edge.
1016 Grogans Mill Drive, Cary, North Carolina 27519, United States
Computershare acquires Fitzcores, expanding investor targeting capabilities
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.