Investor communications that delivers clarity, compliance, and confidence

Q: What is investor communications software?

It's a platform that standardizes the creation, review, and distribution of investor-facing updates, with built-in oversight and auditability.

Q: How does Process Street support investor communications?

We automate workflows for drafting, approval, and delivery, and log every action for transparency and compliance.

Q: Can we route documents by stakeholder group?

Yes. Assign tasks and approvals by team, role, or update type, and track completion.

Q: Does this integrate with reporting or distribution systems?

Yes. Connect Process Street to your CRM, email, or reporting stack via native integrations or API.

Q: Is this suitable for regulated industries or investor boards?

Absolutely. Our platform enforces policy, tracks every step, and supports fast audits with full traceability.

Q: How long does setup take?

Most teams launch in under a week with ready-to-use templates, no-code customization, and onboarding support.

Automate disclosures, track approvals, and centralize updates with Cora, your AI engine for investor oversight.

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Investor communications that delivers clarity, compliance, and confidence

Trusted by more than 3000 companies

What's your biggest investor communication challenge?

Standardize reporting workflows and enforce review cycles to ensure accuracy and consistency.

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Investor communications carry legal, financial, and reputational weight.
Every disclosure, update, or letter must follow policy, get proper approval, and be delivered without delay or error.

Process Street's investor communications platform brings structure to the process so you're always accurate, compliant, and audit-ready.

Standardize every update and disclosure

Use templated workflows for earnings calls, LP letters, board updates, and regulatory notices.

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Track edits, reviews, and approvals

Log every version, comment, and signoff with a traceable record of how each message was finalized.

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Coordinate stakeholders with assigned roles

Route content to Legal, Finance, IR, and Execs with task-based workflows and real-time visibility.

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Coordinate stakeholders with assigned roles

Maintain full audit trails by default

Create a provable history of every document, contributor, and decision point.

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Meet Cora,
your AI compliance partner

Cora is your investor communication control tower. Embedded in Process Street, Cora ensures every message is approved, compliant, and backed by proof.

Launches workflows automatically Trigger updates based on schedules or events
Tracks progress and blockers Flags overdue reviews and incomplete approvals
Enforces compliance protocols Ensures signoffs follow policy and regulatory timelines
Exports audit logs instantly Provides ready-to-share records for internal and external stakeholders

Cora helps you communicate with control,
and never scramble for proof.

Discover how Cora works

Protect sensitive updates with role-based access

Limit visibility and editing rights based on department, role, or update type.

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Protect sensitive updates with role-based access

Schedule recurring reports and updates

Automate workflows for quarterly letters, annual reports, and compliance disclosures.

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Attach supporting data and commentary

Embed charts, financials, and contextual data directly into the review process.

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Monitor communication metrics

Track review speed, signoff delays, and issue volume across teams or portfolios.

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IR teams, fund managers, and finance leaders use Process Street's investor communications platform to manage key messages with clarity and confidence:

Quarterly and annual reports

Standardize drafting, approvals, and distribution for investor updates.

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Board meeting communications

Prep, review, and approve board materials with time-stamped workflows.

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LP and shareholder letters

Draft, route, and deliver investor letters with documented signoff chains.

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Event-driven disclosures

Manage M&A, restructuring, or regulatory events with controlled workflows.

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Fund performance updates

Track portfolio metrics and communicate updates through structured reviews.

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Regulatory and compliance notices

Ensure accurate, timely filings with built-in task enforcement and audit trails.

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Frequently asked questions

Can't find the answer you need? Contact our support team.

What is investor communications software?

How does Process Street support investor communications?

Can we route documents by stakeholder group?

Does this integrate with reporting or distribution systems?

Is this suitable for regulated industries or investor boards?

How long does setup take?

Trusted by 3000+ companies

From asset managers to enterprise finance teams, Process Street
powers investor communications that are structured, secure, and audit-ready.

Data protection & security

ISO27001 compliance

Process Street is ISO 27001 certified, confirming compliance with global standards and a strong commitment to protecting customer data through audited, continuously monitored security controls.

Data protection & security

SOC 2 Type II compliance

Process Street has passed a SOC 2 Type II audit, confirming that it meets various criteria for safeguarding customer data. An independent external auditor has verified the effectiveness of the controls implemented by Process Street.

Healthcare information privacy

HIPAA compliance

HIPAA, a federal law, safeguards patient health information. Process Street's robust security measures include the option for a Business Associate Agreement upon request, ensuring HIPAA compliance.

Data protection & security

AWS CIS compliance

The CIS AWS Foundations Benchmark provides security best practices for AWS environments. Process Street's compliance ensures a secure cloud infrastructure by following established guidelines for configuration and monitoring.

EU Data protection & privacy

GDPR compliance

The General Data Protection Regulation (GDPR) is an EU law designed to protect the privacy of individuals and businesses in the EU economic area. It establishes rules for how personal data is collected and handled. Read our GDPR statement

Data protection & privacy

CCPA compliance

The California Consumer Privacy Act (CCPA) gives California residents more control over their personal data, including rights to access, delete, and opt out of data sales. Process Street ensures compliance through transparent practices.

Security & privacy

Artificial intelligence

Your data is never used to train AI models. Any data read or created by a workflow is exclusive to that particular workflow instance and cannot be accessed otherwise, even from within the same organization.

Data sovereignty & infrastructure

Data residency & private cloud

Choose where your data is stored with support for US, UK, Canada, EU, and UAE regions. Customers can also opt for private cloud deployment in their own VPC for maximum control and security.

Backed by happy clients

With Process Street we've been able to bring documentation to life… allowing us to adapt processes quickly, improve governance and achieve consistent results