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Description

Examine and pinpoint significant shareholders to reveal their buying and selling patterns, while also assessing the activities of market makers to identify the most substantial gains and losses over various timeframes. Delve into the contributions of institutional investors, scrutinizing the number of shares they possess and the overall value of those holdings. Every managed campaign through Sequire includes a tailored media strategy that outlines objectives, tactics, and metrics for success. With access to a network of over 5 million engaged investors, Sequire allows for precise targeting of specific investor communities via display ads, emails, and social media. Our mission is to enhance communication with shareholders and attract interest from investors who share similar goals. We consistently track performance indicators and make necessary adjustments to maximize engagement with your desired audience, ensuring that your outreach remains effective and relevant. This comprehensive approach not only fosters a deeper connection with shareholders but also broadens your reach in the investment community.

Description

Streamline reg compliant investment processing Automate high-touch messaging All in one platform. Built for private capital raising and designed for people. In less than 30 minutes, you can brand your platform, create an offering, and configure the perfect user experience to meet investor and organization needs. Data-driven targeting can cut prospecting time by half, automate high touch engagement marketing, and run investor compliance tests in a single click. Are your legacy data outdated and disorganized? Our engineers will organize and migrate your legacy data to your platform during onboarding. This will help you close more deals quicker. You can also leverage our API and webhook options to connect all the services that you need to succeed.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Calendly
Docusign
Dropbox Sign
Google Analytics
Google Data Studio
Mailchimp
Mangopay
Onfido
Plaid
Stripe
Twilio
Vertalo
Zapier
Zoom
tZERO

Integrations

Calendly
Docusign
Dropbox Sign
Google Analytics
Google Data Studio
Mailchimp
Mangopay
Onfido
Plaid
Stripe
Twilio
Vertalo
Zapier
Zoom
tZERO

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

SRAX

Founded

2009

Country

United States

Website

mysequire.com

Vendor Details

Company Name

WealthBlock

Founded

2018

Country

United States

Website

wealthblock.ai/

Product Features

Investor Relations

Automated Reporting
Compliance Management
Custom Emails / Newsletters
Data Centralization
Deal & Acquisition Management
Document Creation
Document Management
Electronic Signature
IR Website Builder
Investor CRM
Investor Transactions / Valuations

Virtual Event Platforms

Alerts/Notifications
Attendee Management
Customizable Branding
Event Management
File Sharing
Lead Capture
Live Audio/Video Chat
Live Text Chat
Mobile Access
Moderation
Pre-made Templates
Presentation Tools
Q&A
Reporting/Analytics
Social Media Promotion
Surveys/Polls
Virtual Booths
Virtual Lobby

Product Features

Financial CRM

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Investor Relations

Automated Reporting
Compliance Management
Custom Emails / Newsletters
Data Centralization
Deal & Acquisition Management
Document Creation
Document Management
Electronic Signature
IR Website Builder
Investor CRM
Investor Transactions / Valuations

Virtual Data Room

Anonymity Management
Audit Trail
Collaboration
Data Protection
Data Storage Management
Document Tagging
Due Diligence Management
Procurement Management
Project Management
Role-Based Permissions
Secure Preview

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