Investor DataLink™ leverages advanced AI to enrich and analyze shareholder data, providing public companies with precise, actionable insights for strategic decision-making.
Investor DataLink, a PYC solution enhancing the Investor Outreach Platform. Learn more at www.publicyield.capital
Data Import & Cleansing
Start by importing your NOBO list into our system. This step includes advanced AI-driven data cleansing to ensure accuracy by removing errors and duplicates, setting the stage for reliable analysis.
- Each import and cleansing process incurs costs and utilizes API requests; ensure all costs are client-funded.
- Optimize the process by removing unnecessary lines and data before uploading to enhance the cleansing efficiency.
Shareholder Profiles
Review detailed profiles of your shareholders. This section allows you to search, sort, and delve into enriched data such as contact details and financial information, providing a comprehensive view of your investor base.
- Handle all shareholder information with confidentiality, ensuring data privacy and protection.
- Continuously improve data quality and organization by collecting detailed feedback on any potential enhancements.
Data Export
Finally, export your customized dataset. Choose specific fields from the enriched data to create a tailored CSV file, perfect for detailed reports and strategic planning based on precise shareholder information.
- Customize your data exports by selecting only the fields you need, maximizing relevance and usability.Verify the final export settings to ensure all selected data points are correctly included and formatted for your reporting needs.