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Efficient investor relations scheduling and routing

Efficient investor relations scheduling and routing

Streamline communications and meetings with investors using open scheduling infrastructure

Streamline communications and meetings with investors using open scheduling infrastructure

Investor relations routing form showcasing the creation of a customizable form with targeted questions for investors, such as fund selection and investment profile.

Vertrouwd door snelgroeiende bedrijven over de hele wereld

Vertrouwd door snelgroeiende bedrijven over de hele wereld

Vertrouwd door snelgroeiende bedrijven over de hele wereld

How smart scheduling transforms investor relations

How smart scheduling transforms investor relations

See how Cal.com makes investor communications seamless and secure

See how Cal.com makes investor communications seamless and secure

01

Design your IR routing flows

Build custom forms to qualify and direct investors to the right IR specialist based on fund, region, or investment interest.

Customize your investor relations form template with key investor qualification questions for better routing.

02

Capture investor details securely

Investors provide their information and goals through branded, secure forms before booking a meeting.

03

Connect investors to the right team member

Cal.com automatically routes and schedules meetings with the appropriate IR representative, saving time and improving investor experience.

Automated routing interface showing investor relations team members and assignment flow.

Benefits for investor relations teams

Benefits for investor relations teams

Why leading IR teams choose Cal.com for investor scheduling

Why leading IR teams choose Cal.com for investor scheduling

Attribute-based routing for investor relations, matching investors to the right specialist by geography and fund type.

01

Personalized investor experiences

Deliver a tailored, professional experience by routing each inquiry to the most relevant IR specialist, boosting satisfaction and trust.

02

Enhanced data security and compliance

Protect sensitive investor data with Cal.com's enterprise-grade security features and self-hosting options.

Ownership assignment for investor relations meetings, ensuring investors are routed to the correct account manager.
Analytics dashboard showing investor meeting routing and IR team performance.

03

Scalable, API-first infrastructure

Integrate Cal.com with your CRM, investor portals, and compliance tools for a unified workflow that grows with your needs.

04

Open-source flexibility

Customize every aspect of your IR scheduling process, from branding to routing logic, to meet unique requirements.

Customizable routing logic for investor relations, with conditions based on investment size, fund type, and region.

Features built for investor relations

Features built for investor relations

Advanced scheduling and routing tools for IR professionals

Advanced scheduling and routing tools for IR professionals

Attribute-based routing

Assign investors to IR team members based on attributes like fund, geography, or investment stage.

CRM and compliance integrations

Sync with Salesforce, HubSpot, or your IRM to unify investor data and ensure compliance.

Secure, branded booking forms

Collect KYC or investor accreditation info with no-code, customizable forms.

Round robin and ownership assignment

Route existing investors to their account owner, new prospects to the right specialist, or use round robin for team efficiency.

Detailed analytics and insights

Track engagement, conversion rates, and team performance with real-time dashboards.

Self-hosting and white-labeling

Deploy on your infrastructure for maximum control, privacy, and branding.

Al uw belangrijkste hulpmiddelen in sync met uw vergaderingen

Cal.com werkt met alle apps die al in jouw workflow zitten, zodat alles perfect samenwerkt.

Al uw belangrijkste hulpmiddelen in sync met uw vergaderingen

Cal.com werkt met alle apps die al in jouw workflow zitten, zodat alles perfect samenwerkt.

Al uw belangrijkste hulpmiddelen in sync met uw vergaderingen

Cal.com werkt met alle apps die al in jouw workflow zitten, zodat alles perfect samenwerkt.

Veelgestelde vragen

Veelgestelde vragen

Dit zijn enkele van onze meest gestelde vragen.

Dit zijn enkele van onze meest gestelde vragen.

How does Cal.com help streamline investor relations scheduling?

Cal.com automates the process of qualifying, routing, and scheduling investor meetings. Investors complete a secure form and are seamlessly connected with the right IR specialist, minimizing manual coordination and response times.

Is Cal.com secure enough for sensitive investor data?

Absolutely. Cal.com offers enterprise security, GDPR compliance, and self-hosting options so you can manage sensitive investor information with confidence.

Can Cal.com integrate with our CRM or investor management systems?

Yes. Cal.com connects with leading CRMs like Salesforce and HubSpot, as well as custom IRM systems, to keep your investor data unified and actionable.

How flexible is the routing logic for different investor segments?

Cal.com’s attribute-based routing lets you direct investors based on attributes such as fund, AUM, geography, or accreditation status, ensuring each inquiry reaches the right expert.

Can we customize booking forms for KYC or compliance requirements?

Yes, you can create fully customizable, no-code forms to gather any required information, including KYC or accreditation details, before meetings are booked.

Does Cal.com support white-label or branded scheduling for our investor portal?

Yes, Cal.com supports full white-labeling and branding, allowing your IR team to deliver a seamless experience directly within your investor portal or website.

What support does Cal.com offer for enterprise IR teams?

Cal.com provides dedicated onboarding, priority support, and robust documentation, empowering IR teams to deploy, customize, and scale their scheduling infrastructure confidently.

How does Cal.com help streamline investor relations scheduling?

Cal.com automates the process of qualifying, routing, and scheduling investor meetings. Investors complete a secure form and are seamlessly connected with the right IR specialist, minimizing manual coordination and response times.

Is Cal.com secure enough for sensitive investor data?

Absolutely. Cal.com offers enterprise security, GDPR compliance, and self-hosting options so you can manage sensitive investor information with confidence.

Can Cal.com integrate with our CRM or investor management systems?

Yes. Cal.com connects with leading CRMs like Salesforce and HubSpot, as well as custom IRM systems, to keep your investor data unified and actionable.

How flexible is the routing logic for different investor segments?

Cal.com’s attribute-based routing lets you direct investors based on attributes such as fund, AUM, geography, or accreditation status, ensuring each inquiry reaches the right expert.

Can we customize booking forms for KYC or compliance requirements?

Yes, you can create fully customizable, no-code forms to gather any required information, including KYC or accreditation details, before meetings are booked.

Does Cal.com support white-label or branded scheduling for our investor portal?

Yes, Cal.com supports full white-labeling and branding, allowing your IR team to deliver a seamless experience directly within your investor portal or website.

What support does Cal.com offer for enterprise IR teams?

Cal.com provides dedicated onboarding, priority support, and robust documentation, empowering IR teams to deploy, customize, and scale their scheduling infrastructure confidently.

How does Cal.com help streamline investor relations scheduling?

Cal.com automates the process of qualifying, routing, and scheduling investor meetings. Investors complete a secure form and are seamlessly connected with the right IR specialist, minimizing manual coordination and response times.

Is Cal.com secure enough for sensitive investor data?

Absolutely. Cal.com offers enterprise security, GDPR compliance, and self-hosting options so you can manage sensitive investor information with confidence.

Can Cal.com integrate with our CRM or investor management systems?

Yes. Cal.com connects with leading CRMs like Salesforce and HubSpot, as well as custom IRM systems, to keep your investor data unified and actionable.

How flexible is the routing logic for different investor segments?

Cal.com’s attribute-based routing lets you direct investors based on attributes such as fund, AUM, geography, or accreditation status, ensuring each inquiry reaches the right expert.

Can we customize booking forms for KYC or compliance requirements?

Yes, you can create fully customizable, no-code forms to gather any required information, including KYC or accreditation details, before meetings are booked.

Does Cal.com support white-label or branded scheduling for our investor portal?

Yes, Cal.com supports full white-labeling and branding, allowing your IR team to deliver a seamless experience directly within your investor portal or website.

What support does Cal.com offer for enterprise IR teams?

Cal.com provides dedicated onboarding, priority support, and robust documentation, empowering IR teams to deploy, customize, and scale their scheduling infrastructure confidently.

Neem onze woorden niet voor waar aan

Onze gebruikers zijn onze beste ambassadeurs. Ontdek waarom wij de beste keuze zijn voor het plannen van vergaderingen.

Neem onze woorden niet voor waar aan

Onze gebruikers zijn onze beste ambassadeurs. Ontdek waarom wij de beste keuze zijn voor het plannen van vergaderingen.

Neem onze woorden niet voor waar aan

Onze gebruikers zijn onze beste ambassadeurs. Ontdek waarom wij de beste keuze zijn voor het plannen van vergaderingen.

Vertrouwd door snelgroeiende bedrijven over de hele wereld

Vertrouwd door snelgroeiende bedrijven over de hele wereld

Vertrouwd door snelgroeiende bedrijven over de hele wereld

Maak tijd vrij. Wij regelen je planning. Probeer Cal.com nu!

Automate your investor scheduling and deliver a premium experience with Cal.com – start for free or request a personalized demo.