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.

Trusted by fast-growing companies around the world

Trusted by fast-growing companies around the world

Trusted by fast-growing companies around the world

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.

All your key tools in-sync with your meetings

Cal.com works with all apps already in your flow ensuring everything works perfectly together.

All your key tools in-sync with your meetings

Cal.com works with all apps already in your flow ensuring everything works perfectly together.

All your key tools in-sync with your meetings

Cal.com works with all apps already in your flow ensuring everything works perfectly together.

Frequently asked questions

Frequently asked questions

These are some of our most frequently asked questions.

These are some of our most frequently asked questions.

How does Cal.com help streamline investor relations scheduling?

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Is Cal.com secure enough for sensitive investor data?

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

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How flexible is the routing logic for different investor segments?

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Can we customize booking forms for KYC or compliance requirements?

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

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

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

How does Cal.com help streamline investor relations scheduling?

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

Is Cal.com secure enough for sensitive investor data?

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

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

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

How flexible is the routing logic for different investor segments?

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

Can we customize booking forms for KYC or compliance requirements?

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

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

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

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

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

How does Cal.com help streamline investor relations scheduling?

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

Is Cal.com secure enough for sensitive investor data?

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

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

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

How flexible is the routing logic for different investor segments?

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

Can we customize booking forms for KYC or compliance requirements?

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

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

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

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

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

Don’t just take our word for it

Our users are our best ambassadors. Discover why we're the top choice for scheduling meetings.

Don’t just take our word for it

Our users are our best ambassadors. Discover why we're the top choice for scheduling meetings.

Don’t just take our word for it

Our users are our best ambassadors. Discover why we're the top choice for scheduling meetings.

Trusted by fast-growing companies around the world

Trusted by fast-growing companies around the world

Trusted by fast-growing companies around the world

Free up your time. We've got your scheduling covered. Try Cal.com now!

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