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What is Investor Testing ?

Investor testing refers to the process of understanding what investors do and why they do it. Investor Testing involves test participants who visit your site, or interact with any of your digital investor facing content while we record their computer screens and spoken thoughts for you to see.

The process of watching and listening to real investors provides a great insight into what works and what doesn’t, and most importantly – WHY.

What is the Investor Experience ?

The Investor Experience is everything that happens to investors when they interact with your company via your website or online communications. It includes everything they see, hear and do as well as their emotional reactions. 

There is a direct connection between positive experience and purchase intent. In other words, the better the experience investors have while researching your company, the more likely they are to become your shareholder.

Investor  Testing Helps You:

  • Increases conversions
  • Improves investment brand perception
  • Improves Google search rankings
  • Reduces shareholder dissatisfaction and churn
  • Reduces the costs of shareholder support
  • Increases liquidity
  • Reduces the cost of capital

What most CEOs and IROs don’t realize is that on average, for every 100 interested investors that visit their site 2 will become shareholders and 98 won’t. 

Think about that, 98 of every 100 investors visiting your site hoping to find what they needed to feel comfortable investing in your company left disappointed, frustrated or confused.

So why are 98% of the interested  investors visiting your site, leaving without any interest in becoming your shareholder?

Well, what happens when…..

  • Investors researching your company can’t quickly or easily find the information they need?
  • Investors become frustrated or confused while researching your company?
  • Investors don’t understand information they find?
  • Investors don’t find your story compelling?

they’re not buying your stock and that’s a problem.

With so much depending on whether investors buying your stock or not, Investor Testing is critical.


Companies like Google, Twitter, eBay and Amazon have long recognized that the customer experience directly impacts their bottom line which is why they continuously test every aspect of their business with real users to ensure the highest levels of satisfaction.

Investor Testing makes it easy to test and improve your investor marketing efforts and is substantially less expensive than spending more money to attract new investors.

There is no faster way to improve the investor experience and meet your business goals than watching your investor facing content perform then fixing what’s wrong.

Start Improving Your Investor Marketing Results Now.

Call 585-301-7700