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Meeting Pipeline

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Meeting Hub

Manage the full meeting lifecycle — from first request to meeting day.

Send a professional meeting request to a company's IR team. No date or time needed — you're requesting their availability.

Meeting confirmed? Enter the agreed details and generate your full pre-meeting pack — briefing note, agenda, and calendar invite.

Structure your meeting notes, generate a follow-up email, and create a feedback report for the company's IR team.

1. Meeting Notes

2. Follow-Up Email

Key topics are pulled from your structured notes above. Just add any specific requests or action items.

3. Feedback Report

Generate a professional feedback report for the company's IR team. All data is pulled from your notes and follow-up above.

Meeting Notes

Paste raw notes from any meeting and get a clean, structured professional note.

Conference Toolkit

Prepare company briefings, request 1-on-1 meetings, and build your conference schedule.

Companies

Manage your corporate directory and contacts.

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Events & Conferences

Sell-side conferences and industry events

History

All meetings and generated outputs.

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Account

Manage your account and subscription.

Admin Dashboard

Platform overview — all users and activity.

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Total Users
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Total Meetings
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Companies
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Contacts

Users

Email Fund Status Meetings Member Since Last Sign In
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Pending Suggestions

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Recent Activity

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Company Import

Paste or upload a CSV. One row per contact, repeating the company columns when a company has several contacts; they are grouped automatically.

CSV format and accepted values 
company_name,ticker,sector,country,market_cap_band,is_public,listing_exchange,contact_name,contact_title,contact_email,contact_phone
Dangote Cement,DANGCEM,Industrials & Capital Goods,Nigeria,large,true,NGX,Arvind Pathak,CEO,apathak@dangote.com,
Dangote Cement,DANGCEM,Industrials & Capital Goods,Nigeria,large,true,NGX,Rashida Mukhtar,Head of IR,ir@dangote.com,+2348012345678
MTN Nigeria,MTNN,Technology & Telecoms,Nigeria,large,true,NGX,Karl Toriola,CEO,karl@mtn.com,
Zenith Bank,ZENITHBANK,Banking & Financial Services,Nigeria,large,true,NGX,,,,
company_nameFull legal name (required)
tickerExchange ticker (optional)
sectorMust match a value below exactly (optional)
countrye.g. Nigeria, Ghana, Egypt (optional)
market_cap_bandsmall / mid / large / mega (optional)
is_publictrue or false (default: true)
listing_exchangee.g. NGX, LSE, TADAWUL (optional)
contact_nameFull name (leave blank if no contact)
contact_titlee.g. Head of IR, CEO (optional)
contact_emailWork email (optional)
contact_phoneWith country code (optional)

Exact sector values:

Aerospace & Defence Agriculture Automotive Banking & Financial Services Basic Materials Communication Services Consumer Goods & Retail Energy & Resources Healthcare & Pharmaceuticals Industrials & Capital Goods Real Estate Technology & Telecoms Utilities Other

Import Results