iCapStack

Know every shareholder by name.

iCapStack is the shareholder CRM for listed companies. Load your NOBO list, see who is buying and who is selling, and stay in touch with every one of them.

Built for TSXV, CSE and TSX issuers. Your logo, your web address.

Shareholder register

Live
HolderSharesChange
1,284 holders on fileNet change +0
investors.northfieldgold.com/dashboard
The iCapStack dashboard: shareholder totals, an open private placement at C$970,000 of C$2.5 million, follow-ups due today, and who bought and sold between NOBO lists
The shareholder list on a phone

This is the real product. Your holders, your follow-ups, your financing — on one screen at the office and in your pocket at the conference.

Up and running in an afternoon

  1. Load your NOBO list

    Upload the file from Broadridge or your transfer agent. Names are tidied, people you know are matched, and every position is recorded.

  2. Stay in touch

    Send news releases and newsletters with your disclaimers built in, and let investors book time straight into your calendar.

  3. Raise and close

    Track the next placement from first call to funds received, then issue shares and warrants to every subscriber in one step.

A shareholder register that stays current

Import each new NOBO list and iCapStack shows exactly who added and who sold in between, so you can call them while it matters.

  • Holding companies, trusts and RRSPs linked to the person behind them
  • Duplicate accounts found and merged in a couple of clicks
  • Photograph a business card at a conference and the contact is filed
  • Follow-up reminders, call notes and a full history on every holder
One investor, every account
Erik HalvorsenCalgary, relationship owner: you612,000
Halvorsen Family TrustBeneficial owner305,000
2219874 Alberta Ltd.Controls220,000
Erik Halvorsen TFSARegistered account87,000
Total position1,224,000 shares

News releases and newsletters that look right every time

Write it like a letter. Your header, contact details and the forward-looking and exchange disclaimers are added for you, so nothing goes out half-finished.

  • Add photos, buttons and whole Word documents
  • See who opened it and what they clicked
  • Consent and unsubscribes handled the way Canadian anti-spam law expects
  • Sent from your own company email address
Your company

Drilling update: 42 m of 3.1 g/t gold at the North Zone

Read the full release
Forward-looking statements. This release contains forward-looking information…
Neither the TSX Venture Exchange nor its Regulation Services Provider accepts responsibility for the adequacy or accuracy of this release.
1,912delivered58%opened14%clicked

Private placements without the spreadsheet

Follow every investor from the first call to funds in the bank, and know exactly where the round stands.

  • Online subscription forms with the prospectus exemptions you allow
  • Subscription agreements signed electronically
  • Close and issue shares and warrants to every subscriber in one step
A private placement in iCapStack: C$970,000 committed of C$2.5 million, with soft commitments and funds received
Funds receivedSigned, awaiting fundsSoft commitments

Investor meetings, booked straight into your calendar

Investors pick a time that suits them from your real availability. Your other appointments just show as busy.

  • Works with Google, Outlook and iCloud calendars
  • You choose the meeting lengths and hours you offer
  • A “Book a meeting” button for your website and every email
  • Plus a branded investor page that hands out your deck and collects sign-ups
Mon12
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9:00
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9:00
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9:00
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10:30
10:30
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1:00
1:00
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3:30
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✓ Booked: Wednesday at 10:30. Invitation sent to both of you.

Your name on the door

Your investors and your team see your company, not ours.

Your logo, colours and web address
The CRM, the investor page, booking pages and every email carry your brand, at an address on your own domain.
investors.yourcompany.com
Your data stays yours
Every company’s shareholders are kept in their own walled-off section. No other company on iCapStack can see them, and you can export your list whenever you like.
Made for the people who use it
Large buttons, plain words and a step-by-step setup guide. It works just as well on a phone, from tapping to call a holder to scanning a business card.
Set up for you
We create your CRM, connect your web address and help you bring in your first NOBO list.

Book a demo

A short call on screen. Bring a recent NOBO list if you’d like to see your own shareholders in it.

  • Pick any time that suits you
  • We’ll send a calendar invitation and video link

Calendar not showing? Open the booking page