Pre-IPO Research Distribution Platform – ResearchFN
What is ResearchFN?
Investment banks can easily upload analyst research documents and supporting video to the platform and digitally deliver to a defined investor list. Investors will receive an email notification and access the documents on the ResearchFN platform with their NetRoadshow account.
About ResearchFN
Pre-IPO Research Distribution Platform Features
Faster delivery. Timely and equitable access. The inherent advantages of digital delivery are substantial. ResearchFN extends them by offering additional features and benefits — all while complying with the latest banking compliance requirements.
Improved Investor Experience
ResearchFN extends the phases of the IPO process investors can access online. ResearchFN also ensures that it does not co-mingle research and deal information nor present them “under the same cover.” This includes:
- Pre-IPO research reports
- Presentations (marketing, analyst, management)
- Preliminary and final prospectuses
Additionally, investors have aggregated access to all their reports from syndicate banks from one account. Tools within ResearchFN allow them to sort and search content as well as annotate just as if they had a paper report.
Reporting & Analytics
Our on-demand analytics provide in-depth insights into investor activity on our platform. These insights help accelerate the investment process for your IPO.
Key analytics reports include:
- Email delivery
- Document delivery
- Overview, company, and document statistics
- User viewership statistics
- Audit/activity log exports
- And more
Digital Delivery Expertise
NetRoadshow excels in the art and science of mass email delivery. Our experts continuously monitor the ever-evolving landscape of email deliverability. We actively adapt our strategies to overcome obstacles, ensuring your messages reach their intended recipients.
More Control
With ResearchFN, you control the timing and recipients of research distribution, unlike traditional printed and couriered documents. ResearchFN provides digital oversight, allowing you to control the entire process while receiving real-time proof of delivery.
AI Summary
ResearchFN has integrated the transformative potential of generative AI. AI Summary revolutionizes the buyside experience by delivering quick insights, reducing investors’ effort and time spent synthesizing research.
Request Analyst Meeting
Empower investors to initiate meetings with research analysts and ask questions about distributed research on ResearchFN. The system will seamlessly email meeting requests, along with any optional questions, directly to the project’s administrators.
Analyst Videos
Upload an analyst video that investors can easily access alongside research documents.
Easy Configuration
Easily configure the distribution project, allowing you and the issuer to execute the IPO the way you want.
Unified Investor Account
With a secure account, investors can instantly access reports from syndicate banks across all deals, in one place.
ESG Alignment
Digital distribution aligns with green initiatives by eliminating the need to print and courier research and supporting documents.
How It Works
Our world-class customer success team assists you in quickly and easily transitioning to secure, digital delivery via our intuitive user interface.
1. Set Up:
Use our secure portal to upload your investor list and research document. If needed, you can access live support 24/7/365.
2. Review:
Once set up is complete, you review a copy of your pre-IPO research document internally.
3. Approval & Distribution:
We grant access to the final document to your investors upon green-light. You receive detailed, real-time delivery and access reports.
Secure & Compliant Digital Delivery of Research
ResearchFN delivers benefits within a secure environment powered by the industry pioneer that wrote the book on compliant distribution. Key security features include:
Distribution & Access Controls
- Distribution limited to bank provided investor list
- IP address and country restrictions
- Multiple levels of disclaimers
Document Controls
You can turn each feature on/off per document.
- Custom watermarking
- Download restrictions
- Document removal/replacement
- Non-forwardable
Comprehensive Audit Trail
You can automate reports or access them on-demand.
- Document delivery date/time
- Notification sent date/time
- Record of end user disclaimer agreement
Security & Compliance
Learn more about NetRoadshow’s security and compliance standards and practices.
Next-Gen Conferencing
Connecting with the buyside is easier than ever. ResearchFN can also include conference calls, with in-region expertise across the globe 24/7/365. NetRoadshow Conferencing accommodates both large and small group calls, via video or audio, flexibly adapting to your deal’s requirements.
We offer recording and production services, allowing you to incorporate video or audio segments into live events. This spares the management team from repeatedly delivering the same presentation. Additionally, we can host and play corporate videos produced by the issuer.
Our conferencing platform also provides comprehensive analytics, enabling you to better understand investor engagement and interest levels.
ResearchFN Customer Satisfaction
ResearchFN users have rated us with a Net Promotor Score (NPS) of 52. NPS is an index ranging from -100 to 100 that measures customers’ willingness to recommend an organization to colleagues, and is an industry standard metric for measuring customer satisfaction.
Cost-Efficient
Transparent Pricing
Simple, straightforward pricing; no guesswork involved.
Special Options
Pricing for smaller IPO raises & sole underwriter deals.
Bundled Services
Save when combining ResearchFN with other NetRoadshow services.