NEEDHAM, Mass., Nov. 30, 2016 /PRNewswire/ -- Intro-act today launched its innovative analytics platform to revolutionize the efficiency and relevance of corporate access events for companies, investors, and sell-side analysts. The technology platform will help CEOs, CFOs, and investors stop wasting time in non-relevant meetings.
With Russell 3000 companies staging some 850,000 corporate access meetings yearly, Intro-act deploys machine learning and predictive analytics to identify:
- For publicly traded companies, the institutional investors that are most likely to buy or sell their stock in the next 90 days, including non-obvious investors like family offices and specialty funds;
- For investors, idea generation - examples of companies that machine-learning analysis of billions of data points show they should have on their radar list for a potential meeting; and
- For brokers, lead generation - high-value meetings they should be recommending to strengthen relationships with both investors and companies.
A play on the word "interact" (as capital markets interactions start with an "intro" and end with an informed "act," typically buying or selling a security), Intro-act is the only machine learning driven platform that works to match corporate executives, investors, and brokers with each other, through each of the four phases of an event's life-cycle:
- Targeting: Machine learning to identify smart intros between investors and corporates;
- Marketing Campaign: an event procurement system that standardizes event data across all brokers enabling real-time, transparent collaboration with marketing partners;
- Meeting Preparation: data discovery tools that enable peer benchmarking and rapid trend and outlier analysis; and
- Making an Investment: a dashboard to evaluate different structured products to optimize the risk and reward of a specific investment idea, so that investors and corporates can take action.
The Intro-act platform targets not just style, size, location, and industry classification but also thousands of predictive aspects including fundamental, technical, valuation and sentiment factors that can determine which stocks a particular investor is likely to be more attracted to buy or sell at a given time. The platform works as an aggregation of nearly 5,000 machines, each one working to replicate the decision-making process of a single institutional investor. "Back-testing our machines over the past 8 quarters across the Russell 3000 shows that 52% of our top 5 buy and top 5 sell recommendations accurately predicted buy and sell decisions by investors," said Intro-act founder, Peter Wright.
"On the corporate side and investor side, we all know there is so much time wasted in non-relevant meetings. CEOs and CFOs often don't know who is in the room, nor the basis for their interest. Investors and analysts regularly take meetings with companies just to feel not left out or as a favor to a broker or associate," said Ken Nixon, Head of Sales and Business Development for Intro-act. Intro-act helps companies and investors make much better use of their most precious asset – their time – and as a partner to brokers, we help brokers shine with corporate and investor clients by helping set up much better and more useful meetings that brokers continue to organize and control.
Intro-act is an artificial intelligence (AI) platform that matches corporate executives with the institutional investors that are most likely to buy, or sell, their stock in the next 90 days -- while simultaneously offering all users data discovery technologies to efficiently prepare for all types of corporate-investor access events.