Investor relations

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Process Street for investor relations teams

Trusted by more than 3000 companies

Drowning in email and spreadsheets?
Missing deadlines? Struggling to keep investors informed?

Investor Relations (IR) teams are constantly processing approvals, responding to inquiries, and managing regulatory filings – all while maintaining transparency and building strong relationships with investors.

Regulatory compliance & reporting

Ensure that all regulatory requirements are integrated into automated workflows, making it easier for IR teams to follow through with compliance tasks systematically, reducing the risk of oversight.

Effective communication with stakeholders

Organize communications with automated workflows for timely delivery of updates and reports. Create custom templates for various communication types, guaranteeing consistent and accurate messaging.

Data management & analysis

Create standardized processes for data collection, analysis, and reporting to minimize errors, boost efficiency, and deliver consistently accurate, up-to-date information to stakeholders.

Event management

Use workflows to orchestrate every step of event planning and execution from pre-event planning, logistics, to post-event follow-ups ensuring nothing is overlooked.

Task delegation & tracking

Easily assign tasks to team members and track their progress, ensuring accountability and timely completion of work critical to investor relations activities.

Training & onboarding

Create standardized onboarding and training workflows, ensuring that new hires receive consistent and comprehensive training. This speeds up the onboarding process and helps maintain the quality of IR activities.

Crisis management

Prepare by creating crisis management workflows that outline steps to be taken in various scenarios. This ensures a swift, coordinated response that can help mitigate negative impacts.

Use case

Intern and director onboarding, compliance

Company size

Mid-sized venture capital firm

Industry

Venture Capital, Finance

How 1818 Venture Capital reduced onboarding time by 80% with Process Street

Challenge

Manual processes caused onboarding delays, compliance risks, and workflow inefficiencies.

Solution & impact

1. Cut intern onboarding from 1 week to 1 day
2. Standardized compliance and investor workflows
3. Automated task reminders and improved team handoffs

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Discover how Process Street can transform
your approach to investor relations.

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Your work, your way

Process Street integrates smoothly with the tools your team uses every day.

Salesforce

Slack

Microsoft Teams

Google Sheets

Jira

DocuSign

HubSpot

Mailchimp

Stripe

Salesforce

Slack

Microsoft Teams

Google Sheets

Jira

DocuSign

HubSpot

Mailchimp

Stripe

Greenhouse

Zapier

Power Automate

Google Forms

Airtable

BambooHR

Hireflix

Monday

Workable

Greenhouse

Zapier

Power Automate

Google Forms

Airtable

BambooHR

Hireflix

Monday

Workable

What our customers are saying

"The real game-changer is the impact on growth & scalability."

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Sam McCarthy

Head of Technology, Raw Capital

"With Process Street and AWS, we finally have clarity and control across every phase of the investment lifecycle."

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Jon Mariano

Director of Operations, Tribe Capital

Popular templates

Investor onboarding process

1. Send onboarding information package
2. Cross-check financial documentation
3. Finalize investor account creation

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Regulatory compliance & Reporting

1. Align information with regulations
2. Ensure filings compliance
3. Disseminate reports to stakeholders

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Investor queries management

1. Initiate investors' query response

2. Track query progress & output

3. Prepare communication for other investors

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Investment strategy updates

1. Analyze current investment performance
2. Adjust investment strategies based on research
3. Prepare investor update report

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Crisis communication workflows

1. Preparation of investor communication
2. Determine communication channels
3. Adjust communication plan

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Compliance training for IR team

1. Identify compliance training needs
2. Revise training based on feedback
3. Monitor compliance training effectiveness

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Security & privacy

We are dedicated to ensuring that we continually meet and exceed
compliance and regulatory standards for information security and data privacy.

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