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
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.
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.
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
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.
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.
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?
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.
Don’t just take our word for it
Our users are our best ambassadors. Discover why we're the top choice for scheduling meetings.
"More elegant than Calendly, more open than SavvyCal, Cal.com works and it feels just right."
Flo Merian
Product Marketing, Mintlify
I think Cal.com has a very good chance of creating a new category around being both great and well designed."
Guillermo Rauch
CEO, Vercel
"I just migrated from Calendly to Cal.com."
Kent C. Dodds
Founder of EpicWeb.dev
"Just gave it a go and it's definitely the easiest meeting I've ever scheduled!"
Aria Minaei
CEO, Theatre.JS
"I finally made the move to Cal.com after I couldn't find how to edit events in the Calendly dashboard."
Ant Wilson
Co-Founder & CTO, Supabase
"More elegant than Calendly, more open than SavvyCal, Cal.com works and it feels just right."
Flo Merian
Product Marketing, Mintlify
I think Cal.com has a very good chance of creating a new category around being both great and well designed."
Guillermo Rauch
CEO, Vercel
"I just migrated from Calendly to Cal.com."
Kent C. Dodds
Founder of EpicWeb.dev
"Just gave it a go and it's definitely the easiest meeting I've ever scheduled!"
Aria Minaei
CEO, Theatre.JS
"I finally made the move to Cal.com after I couldn't find how to edit events in the Calendly dashboard."
Ant Wilson
Co-Founder & CTO, Supabase
"More elegant than Calendly, more open than SavvyCal, Cal.com works and it feels just right."
Flo Merian
Product Marketing, Mintlify
I think Cal.com has a very good chance of creating a new category around being both great and well designed."
Guillermo Rauch
CEO, Vercel
"I just migrated from Calendly to Cal.com."
Kent C. Dodds
Founder of EpicWeb.dev
"Just gave it a go and it's definitely the easiest meeting I've ever scheduled!"
Aria Minaei
CEO, Theatre.JS
"I finally made the move to Cal.com after I couldn't find how to edit events in the Calendly dashboard."
Ant Wilson
Co-Founder & CTO, Supabase
"More elegant than Calendly, more open than SavvyCal, Cal.com works and it feels just right."
Flo Merian
Product Marketing, Mintlify
I think Cal.com has a very good chance of creating a new category around being both great and well designed."
Guillermo Rauch
CEO, Vercel
"I just migrated from Calendly to Cal.com."
Kent C. Dodds
Founder of EpicWeb.dev
"Just gave it a go and it's definitely the easiest meeting I've ever scheduled!"
Aria Minaei
CEO, Theatre.JS
"I finally made the move to Cal.com after I couldn't find how to edit events in the Calendly dashboard."
Ant Wilson
Co-Founder & CTO, Supabase
Don’t just take our word for it
Our users are our best ambassadors. Discover why we're the top choice for scheduling meetings.
"More elegant than Calendly, more open than SavvyCal, Cal.com works and it feels just right."
Flo Merian
Product Marketing, Mintlify
I think Cal.com has a very good chance of creating a new category around being both great and well designed."
Guillermo Rauch
CEO, Vercel
"I just migrated from Calendly to Cal.com."
Kent C. Dodds
Founder of EpicWeb.dev
"Just gave it a go and it's definitely the easiest meeting I've ever scheduled!"
Aria Minaei
CEO, Theatre.JS
"I finally made the move to Cal.com after I couldn't find how to edit events in the Calendly dashboard."
Ant Wilson
Co-Founder & CTO, Supabase
"More elegant than Calendly, more open than SavvyCal, Cal.com works and it feels just right."
Flo Merian
Product Marketing, Mintlify
I think Cal.com has a very good chance of creating a new category around being both great and well designed."
Guillermo Rauch
CEO, Vercel
"I just migrated from Calendly to Cal.com."
Kent C. Dodds
Founder of EpicWeb.dev
"Just gave it a go and it's definitely the easiest meeting I've ever scheduled!"
Aria Minaei
CEO, Theatre.JS
"I finally made the move to Cal.com after I couldn't find how to edit events in the Calendly dashboard."
Ant Wilson
Co-Founder & CTO, Supabase
"More elegant than Calendly, more open than SavvyCal, Cal.com works and it feels just right."
Flo Merian
Product Marketing, Mintlify
I think Cal.com has a very good chance of creating a new category around being both great and well designed."
Guillermo Rauch
CEO, Vercel
"I just migrated from Calendly to Cal.com."
Kent C. Dodds
Founder of EpicWeb.dev
"Just gave it a go and it's definitely the easiest meeting I've ever scheduled!"
Aria Minaei
CEO, Theatre.JS
"I finally made the move to Cal.com after I couldn't find how to edit events in the Calendly dashboard."
Ant Wilson
Co-Founder & CTO, Supabase
"More elegant than Calendly, more open than SavvyCal, Cal.com works and it feels just right."
Flo Merian
Product Marketing, Mintlify
I think Cal.com has a very good chance of creating a new category around being both great and well designed."
Guillermo Rauch
CEO, Vercel
"I just migrated from Calendly to Cal.com."
Kent C. Dodds
Founder of EpicWeb.dev
"Just gave it a go and it's definitely the easiest meeting I've ever scheduled!"
Aria Minaei
CEO, Theatre.JS
"I finally made the move to Cal.com after I couldn't find how to edit events in the Calendly dashboard."
Ant Wilson
Co-Founder & CTO, Supabase
Don’t just take our word for it
Our users are our best ambassadors. Discover why we're the top choice for scheduling meetings.
"More elegant than Calendly, more open than SavvyCal, Cal.com works and it feels just right."
Flo Merian
Product Marketing, Mintlify
I think Cal.com has a very good chance of creating a new category around being both great and well designed."
Guillermo Rauch
CEO, Vercel
"I just migrated from Calendly to Cal.com."
Kent C. Dodds
Founder of EpicWeb.dev
"Just gave it a go and it's definitely the easiest meeting I've ever scheduled!"
Aria Minaei
CEO, Theatre.JS
"I finally made the move to Cal.com after I couldn't find how to edit events in the Calendly dashboard."
Ant Wilson
Co-Founder & CTO, Supabase
"More elegant than Calendly, more open than SavvyCal, Cal.com works and it feels just right."
Flo Merian
Product Marketing, Mintlify
I think Cal.com has a very good chance of creating a new category around being both great and well designed."
Guillermo Rauch
CEO, Vercel
"I just migrated from Calendly to Cal.com."
Kent C. Dodds
Founder of EpicWeb.dev
"Just gave it a go and it's definitely the easiest meeting I've ever scheduled!"
Aria Minaei
CEO, Theatre.JS
"I finally made the move to Cal.com after I couldn't find how to edit events in the Calendly dashboard."
Ant Wilson
Co-Founder & CTO, Supabase
"More elegant than Calendly, more open than SavvyCal, Cal.com works and it feels just right."
Flo Merian
Product Marketing, Mintlify
I think Cal.com has a very good chance of creating a new category around being both great and well designed."
Guillermo Rauch
CEO, Vercel
"I just migrated from Calendly to Cal.com."
Kent C. Dodds
Founder of EpicWeb.dev
"Just gave it a go and it's definitely the easiest meeting I've ever scheduled!"
Aria Minaei
CEO, Theatre.JS
"I finally made the move to Cal.com after I couldn't find how to edit events in the Calendly dashboard."
Ant Wilson
Co-Founder & CTO, Supabase
"More elegant than Calendly, more open than SavvyCal, Cal.com works and it feels just right."
Flo Merian
Product Marketing, Mintlify
I think Cal.com has a very good chance of creating a new category around being both great and well designed."
Guillermo Rauch
CEO, Vercel
"I just migrated from Calendly to Cal.com."
Kent C. Dodds
Founder of EpicWeb.dev
"Just gave it a go and it's definitely the easiest meeting I've ever scheduled!"
Aria Minaei
CEO, Theatre.JS
"I finally made the move to Cal.com after I couldn't find how to edit events in the Calendly dashboard."
Ant Wilson
Co-Founder & CTO, Supabase
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.
Cal.com® and Cal® are a registered trademark by Cal.com, Inc. All rights reserved.
Our mission is to connect a billion people by 2031 through calendar scheduling.
Need Help? [email protected] or live chat.
Solutions
Use Cases
Resources
Cal.com® and Cal® are a registered trademark by Cal.com, Inc. All rights reserved.
Our mission is to connect a billion people by 2031 through calendar scheduling.
Need Help? [email protected] or live chat.
Solutions
Use Cases
Resources
Cal.com® and Cal® are a registered trademark by Cal.com, Inc. All rights reserved.
Our mission is to connect a billion people by 2031 through calendar scheduling.
Need Help? [email protected] or live chat.
Solutions
Use Cases
Resources