Investor Research · Finance

Stellar IR Advisors

A CMS for investor & research relationsmeetings, roadshows, and research.

institutional investors · North America
Search
Targeted Engaged Scheduled Roadshow Closed
Fidelity Management
Boston, MA
Roadshow $4.2T
Wellington Capital
Boston, MA
Engaged $1.4T
T. Rowe Price
Baltimore, MD
Scheduled $1.6T
Industry
Investor Research · Finance
Duration
5 months
Team
4 engineers, 1 designer
Overview

Closing the gap between growth-stage companies and institutional investors.

Stellar is a content and relationship-management system for investor and research relations — one workspace for company narratives, investor and analyst relationships, and the meetings and roadshows that connect them.

By the numbers

Where Stellar is today.

01
120+
Companies tracked
02
500+
Investor profiles
03
−65%
Avg. outreach prep time
The challenge

IR work, scattered across decks and email threads.

Investor and research relations run on scattered decks, inboxes, and calendars — narratives in one place, investor contacts in another, and the meetings and roadshows that tie them together tracked nowhere in particular. Stellar needed a single system to manage all of it without losing the personal, advisory character that makes the work valuable.

The platform

Profiles, pipeline, and live engagement data — all in one place.

Filter the investor universe by tier, mandate, AUM and engagement stage — and watch every result map to a clear next action.

Sector
Technology3,120
Healthcare2,740
Financials1,980
Energy1,640
Search
institutional investors
Tier 1 AUM > $5B
Pipeline stage
Targeted3,210
Engaged2,540
Scheduled1,180
Roadshow690
Closed1,860
AUM range
$100M$50B
Fidelity Management
Boston, MA
Wellington Capital
Boston, MA
BlackRock
New York, NY
Meetings by quarter
Q1Q2Q3Q4Q1Q2
Response rate
65%
Investors by AUM
<$1B1–55–2525+
By mandate
Coverage by sector
Growth 60% Value 22% Index 18%
By region
N. America
46% · 1,608
institutional investors · North America
Search
Targeted Engaged Scheduled Roadshow Closed
Fidelity Management
Boston, MA
Roadshow $4.2T
Wellington Capital
Boston, MA
Engaged $1.4T
T. Rowe Price
Baltimore, MD
Scheduled $1.6T
Our approach

A confidential workspace that respects the advisory craft.

We built a CMS-style workspace where the team manages company stories and research, maintains investor and analyst profiles, and plans the meetings and roadshows around them — with compliance-aware access controls and the day-to-day speed of a familiar CRM.

Tech stack

Every tool, and why it’s there.

Hover any tile to see the part it played.

LaravelLaravel
Vue 3Vue 3
Tailwind CSSTailwind CSS
Inertia.jsInertia.js
AWSAWS
EC2EC2
S3S3
RDSRDS
LambdaLambda
API GatewayAPI Gateway
CloudFrontCloudFront
SESSES
The outcome

A platform that compounds with every engagement.

Stellar's throughput has grown meaningfully, with more than 120 companies and 500+ investor profiles tracked alongside the meetings and roadshows that move them. Preparation that once ate hours runs roughly 65% faster, and the system holds years of structured investor-company history that informs every new engagement.

Have a similar build?

Let’s talk about the whole thing.

Engineering, design, and the operations layer around it. Eleven years of complete-solution work — book a 60-minute strategy call and your project gets the same depth.