Roadshow China

What Roadshow China does

Roadshow China (路演中, legal entity 深圳市路演中网络科技有限公司) is a Shenzhen-headquartered, privately held B2B SaaS company founded in 2014 by CEO Chen Ying (陈滢). It operates China's largest precision roadshow platform connecting A-share and H-share listed companies with institutional investors, serving over 2,500 listed companies, 500,000+ registered investors, and 60,000+ real-name certified institutional investors across 9,000+ institutions with combined AUM exceeding 6 trillion RMB. One-third of Fortune China 500 companies are paying customers, and the company has delivered 4,000+ roadshow sessions in 2022 alone.

The core product is IREasy, a digital IR workbench implementing the proprietary 4R methodology (Relations, Resources, Response, Results) for end-to-end investor relationship management including investor profile building, tag-based segmentation, meeting funnel analysis, and post-roadshow conversion tracking. The technology stack includes an AI-powered multi-dimensional investor matching engine, NLP-based automated investor communication, video analytics, and predictive behavior modeling, built on Tencent Cloud infrastructure (IM, LiteAV, Meeting SDK). Supporting sub-brands include 卓越IR (Zhuoyue IR), a research and professional community arm publishing annual IR White Papers since 2017, hosting the China Excellent IR Awards (6th edition), and the IR Innovation Summit; the AIST Growth Model for IR practitioner development; and the LiveReport data platform partnership.

Revenue derives from three streams: SaaS subscriptions for the IREasy platform (with over 90% customer renewal rate for three consecutive years), precision roadshow service fees for non-transactional and transactional roadshows (IPO, private placement, M&A), and customized digital IR solutions including IR flagship store setup. Go-to-market combines enterprise field sales with named account coverage for A-share and H-share listed companies, plus marketing-led demand generation through the annual IR Innovation Summit, whitepaper seminars across Shanghai, Shenzhen, Chengdu, and Beijing, and content distribution via WeChat, 80 securities firm trading terminals, and partnerships with East Money, Frost & Sullivan, and Financial PR Group. The company completed a tens-of-millions-of-RMB funding round from a listed company investor in early 2023 and currently operates with the described footprint across China, Hong Kong, and selected international markets.

Name

Roadshow China

Legal name

深圳市路演中网络科技有限公司

Website

https://roadshowchina.cn

Company type

Private

Founded year

2014

Operating status

Operating

Headcount range

101–250 employees

Short description

Roadshow China (路演中) is a Shenzhen-based B2B SaaS company founded in 2014 that operates China's largest precision roadshow and digital IR platform, serving 2,500+ A-share and H-share listed companies and 60,000+ certified institutional investors through its IREasy workbench and 4R methodology.

Ownership category

akta.pro rank

Headquarters

HQ city

Shenzhen

HQ country

China

HQ region

Asia

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure

Revenue model

1. SaaS订阅服务: Annual or multi-year subscription fees charged to listed companies for access to the IREasy digital IR platform, investor database, roadshow management tools, and analytics dashboard. Based on the company's 2023 mention of customer renewal rates exceeding 90% for three consecutive years, this is a recurring subscription model.
2. 精准路演服务费: Fees charged to listed companies for organizing and hosting precision roadshows, including non-transactional roadshows (earnings presentations, analyst meetings) and transaction-type roadshows (private placements, IPOs, M&A roadshows). Professional services component including on-site support, content planning, and multi-dimensional investor invitation.
3. 数字化IR解决方案: Customized digital IR solutions including IR flagship store setup, investor database construction, and value communication distribution services for listed companies. One-time implementation plus ongoing subscription.

Pricing tiers

Go-to-market motion2 records

Distribution channels5 records

Marketing channels8 records

Core offering

Roadshow China operates a precision roadshow platform and digital IR SaaS that connects A-share and H-share listed companies with institutional investors. The core product IREasy serves as a digital IR workstation implementing the proprietary 4R methodology (Relations, Resources, Response, Results) for managing investor relationships, conducting roadshows, and tracking conversion. The platform also provides professional roadshow services including non-transactional roadshows (earnings presentations, analyst meetings) and transactional roadshows (IPOs, private placements, M&A roadshows).

Product overview

Roadshow China operates as a precision roadshow platform and digital IR SaaS provider for listed companies and institutional investors in China. Its core product is IREasy, a digital IR workbench enabling listed companies to manage investor relationships through the proprietary 4R methodology (Relations, Resources, Response, Results). This platform is complemented by the sub-brand '卓越IR' (Zhuoyue IR), which offers an ecosystem of IR professional services including the annual IR White Paper research, China IR Awards, IR Innovation Summit, IR Talks series, IR live courses, and a professional IR community. Supporting these are proprietary frameworks like the AIST Growth Model for IR practitioner development and the Quality Roadshow Execution Standard. The company also participates in the LiveReport data platform as an exclusive roadshow content provider.

Differentiator

Problem solved

Functional benefit

Brands

• 卓越IR (Zhuoyue IR): Subsidiary brand under RoadShow China focused on investor relations research, white papers, annual awards, IR talks, and IR professional community development.
• IREasy

Products and services

• IREasy (智易通) Digital IR workbench providing listed companies with roadshow center management, investor resource database, precision distribution channels, and potential investor data analytics.
• Roadshow Conference (路演大会) Large-scale multi-party roadshow event series covering multiple industry tracks and hot-topic forums through online and offline formats.
• Precision Roadshow Services Professional roadshow services including non-transactional roadshows (earnings presentations, analyst meetings) and transaction-type roadshows (IPOs, private placements, M&A financing).
• LiveReport Data Platform One-stop data platform for listed companies providing enterprise account management, real-time trading data, annual roadshows, and analyst research tracking.
• IR White Paper (投资者关系白皮书) Annual IR industry research report covering Chinese listed companies and IR practitioners. Establishes the China Listed Company IR Competitiveness Model and industry standards.

Quantifiable outcome

• Over 90% customer renewal rate for three consecutive years
• +3 more outcomes

Named customers16 records

Segments4 records

Ideal customer profiles1 record

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration16 records

AI capability8 records

Feature5 records

Partnerships

15 partnerships are on record, tiered flagship, core and minor.

• Shanghai Stock Exchange Roadshow Center (上证路演中心)flagshipStrategic or Co-development Partner · 24 April 2023Strategic partner for offline roadshow events, particularly for A-share listed companies. Jointly organized the 2023 路演大会 offline sessions including the '卧沪藏龙·聚力未来' event with China Listed Companies Association, Shanghai Listed Companies Association, and others.
• Frost & Sullivan (沙利文)flagshipStrategic or Co-development Partner · 27 September 2022Co-organizer of the 2022 New Investment Expo and 16th Frost & Sullivan GIL Summit. Roadshow China served as a co-host and live streaming provider for the summit, with CEO Chen Ying delivering a keynote speech on 'Digital IR Under Capital Competition'. The partnership combined Frost & Sullivan's global research capabilities with Roadshow China's IR platform reach.
• 钛媒体coreStrategic or Co-development Partner · 27 September 2022Joint organizer of the 2022 New Investment Expo, providing content coverage, audience reach, and multi-platform live streaming for listed company roadshows and IR presentations.
• Head Lobo (头豹科技创新网)minorStrategic or Co-development Partner · 27 September 2022协办方 (co-organizer) of the 2022 New Investment Expo. Contributed research capabilities and industry analysis coverage to the summit's content programming.
• Hua Jun Media Group (华君传媒集团)minorStrategic or Co-development Partner · 27 September 2022Joint organizer of the 2022 New Investment Expo, providing marketing and media support for the event.
• Financial PR Group / 狮华公关coreStrategic or Co-development Partner · 27 September 2022Co-organizer of the 21st Reinch Summit Asia Investment Summit 2023, jointly hosted with Roadshow China. 狮华公关 is the largest IR advisory company in Asia, serving 350+ listed company clients. Roadshow China provided platform infrastructure and investor matching for the event.
• East Money (东方财富)flagshipGTM or Marketing Partner · 27 September 2022Strategic partner for the 路演大会 series and multiple events. East Money's platform (东方财富APP), Choice data terminal, and securities arm (东方财富证券) provided co-marketing, audience distribution, and live streaming for listed company roadshows.
• Anxin International (安信国际)coreGTM or Marketing Partner · 27 September 2022Joint organizer of the 路演大会 Season 4, providing institutional investor network and research coverage for listed company roadshow promotion.
• Choice Data (东方财富Choice数据)coreGTM or Marketing Partner · 27 September 2022Distribution partner for roadshow content, providing financial data terminal reach to institutional investors and retail investors through the Choice data platform.
• Tencent Cloud Instant Messaging SDK (腾讯云即时通信IM SDK)coreTechnology or IntegrationReal-time messaging infrastructure supporting conference communication between listed companies and institutional investors on the platform.
• Tencent Cloud LiteAV (腾讯云liteav)coreTechnology or IntegrationVideo streaming and playback technology powering live roadshow broadcasts and on-demand video content on the platform.
• Tencent Meeting SDK (腾讯会议SDK)coreTechnology or IntegrationVideo conferencing technology enabling real-time video/audio meetings, remote investor engagement, and conference call functionality for roadshow events.
• WeChat Open Platform SDKcoreTechnology or IntegrationEnables WeChat login authorization and content sharing to WeChat, providing a key social login and distribution channel for the platform.
• Tencent Cloud Audio/Video (腾讯云音视频)coreTechnology or IntegrationCore video playback and streaming technology supporting high-quality video broadcasts for investor roadshows and conference sessions.
• LiveReportcoreTechnology or IntegrationStrategic data partnership providing exclusive roadshow content and modules within the LiveReport one-stop data platform for listed companies. Roadshow China supplies annual 2000+ roadshow sessions to the platform.

Scale indicators9 records

Recent moves11 records

Expansion highlights5 records

Direct peers

• Q4 Inc: North American IR SaaS platform offering websites, analytics, events, and investor targeting for listed companies. Closest international analog to Roadshow China's IREasy model, with similar two-sided investor engagement workflow.
• Notified: Global IR/PR SaaS platform combining PR Newswire distribution with earnings releases, IR websites, and investor targeting. Comparable subscription-plus-services model for listed companies and IR professionals.
• Financial PR Group: Largest IR advisory firm in Asia, serving 350+ listed company clients across Hong Kong and Asia. Co-organizes roadshow events with Roadshow China and competes head-to-head in IR advisory and cross-border investor communications.
• 进门财经 Jinmen Caijing: Chinese IR SaaS platform specializing in online roadshows, conferences, and investor communication for A-share listed companies. Most direct domestic competitor with overlapping SaaS subscription and event-based revenue model.
• MZ Group: Global IR advisory and technology firm offering IR software, ESG reporting, and shareholder communications. Comparable combined SaaS + advisory services model in international markets.
• 价值在线 (Jiazhi Online): Chinese IR services company providing IRM, roadshow, and investor relations technology for listed companies. Direct domestic competitor in the digital IR SaaS layer serving Chinese A-share issuers.

Broad incumbents

• S&P Global Market Intelligence (formerly Ipreo): Established IR SaaS and capital markets data platform, with Ipreo's IR/workflow business now integrated into S&P Global. Larger incumbent with broader data, SaaS, and workflow offerings spanning the same customer base.
• 东方财富 East Money: China's largest retail-investor financial portal, data terminal, and brokerage. Strategic partner for Roadshow China's roadshow conferences, but also a broad incumbent with overlapping investor reach and data distribution.
• 同花顺 iFinD: Major Chinese financial data and trading terminal provider. Larger incumbent with competing investor reach through its data platform, including Wallstreet CN brand; serves the same listed-company and institutional-investor audience.

Emerging players

• 雪球 Snowball: Leading Chinese investor community and social research platform. Partial overlap with Roadshow China's investor community, providing individual-investor research and discussion that complements but does not replace institutional IR workflows.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks7 records

Key highlights7 records

Customer concentration

• Xweibo.com/u/3954950433
• LinkedInlinkedin.com/company/roadshow-china

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Subsidiaries1 record

Funding overview

Funding rounds3 records

Investors4 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Roadshow China