Investor portal CMS
Approved company overview, filings, presentations, FAQs, news, signup forms, and investor contact paths in one controlled surface.
OTC IR capability map
The pieces a real
Shareholder OS needs.
ROIzilla combines investor portals, shareholder data, approval workflows, AI-ready fact surfaces, and reporting into one issuer-controlled operating desk.
Shareholder CRM
Investor leads, self-claimed shareholders, NOBO records, notes, preferences, status, source attribution, and follow-up queues.
NOBO + data hygiene
Upload, normalize, dedupe, segment, and flag missing shareholder contact fields before approved campaigns begin.
Approval-gated campaigns
Draft email, SMS, social, voice, and press-update workflows with suppression, review, archive, and human sign-off controls.
AI-ready IR fact hub
Schema, llms.txt, structured FAQs, source clarity, comparison pages, and clean HTML for answer engines and research assistants.
Monthly proof reporting
Records cleaned, updates sent, approvals completed, investor inquiries captured, surfaces refreshed, and next actions queued.
Want the shortest path to a controlled IR system?
Start with an OTC IR readiness audit. We will show which surface should ship first and which can wait.
Request IR audit →