What Investor Update does

Investor Update Limited is a London-headquartered, privately held investor relations consultancy founded in January 2017 by Patrick Mitchell and Tasos Constantinou. The firm provides shareholder intelligence, ESG benchmarking, and proxy solicitation services to corporate investor relations teams and their financial advisors, primarily across Europe. Its core product is ShareID+, a cloud-based IR platform (launched February 2022) that delivers Global Share ID, Activist Tracking, Investor Targeting, Investor Benchmarking, ESG Benchmarking, and Investor Perception studies, supported by a Real-time Proxy Portal. The firm differentiates on the accuracy of its shareholder identification — capturing direct institutional disclosures rather than relying on filings — and bundles advisory, ESG, and proxy services under one roof, with the latter now delivered via a September 2023 strategic partnership with Okapi Partners.

The firm operates with a senior-led team of 11-50 employees out of expanded offices at 72 Cannon Street in the City of London, supplemented by a New York presence through Okapi Partners and an Italian alliance with Arwin & Partners. Its customer base of approximately 25 named enterprise logos spans utilities, automotive, banking, pharmaceuticals, insurance, telecommunications, real estate, and beverages, including RWE, BMW, Sanofi, ING, UniCredit, Telefonica, Aegon, Diageo, and Gecina. Revenue is generated through bespoke, quote-based advisory engagements and project fees — pricing is not publicly disclosed — with event-driven demand tied to proxy seasons, AGMs, M&A transactions, and activist defense situations. The firm has not disclosed external funding rounds and appears to be self-capitalised through partner ownership.

Name

Investor Update

Legal name

Investor Update Limited

Website

https://investor-update.com

Company type

Private

Founded year

2017

Operating status

Operating

Headcount range

11–50 employees

Short description

Investor Update is a London-based investor relations consultancy serving European corporates and their advisors with shareholder intelligence, ESG benchmarking, and proxy solicitation, delivered through its ShareID+ cloud platform and senior advisory engagements.

Ownership category

akta.pro rank

Product category

Investor Relations Advisory & Shareholder Intelligence

NAICS

Portfolio Management and Investment Advice (523940), Investment Banking and Securities Intermediation (523150)

SIC

Investment Advice (6282), Security Brokers, Dealers & Flotation Companies (6211), Services-Management Consulting Services (8742)

akta.pro primary industry

Equity Capital Advisory (Private Equity Placements, Growth Capital) (BPAHAOAE)

akta.pro secondary industries

ESG/Sustainable Investment Advisory (FSAEAAAJ), Equity Capital Markets Advisory (Equity Issuance Strategy & Readiness) (FSACAAAI)

Keywords

• Shareholder intelligence services
• Investor relations advisory
• Proxy solicitation services
• ESG investor benchmarking
• Activist investor tracking

Headquarters

HQ city

London

HQ country

United Kingdom

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Professional Advisory Services: Investor Update generates revenue through advisory fees for shareholder intelligence, ESG benchmarking, investor targeting, and corporate governance advisory engagements. Services are sold as recurring or project-based engagements to corporate clients.
2. Proxy Solicitation: Proxy solicitation services delivered to corporations ahead of critical corporate actions such as AGMs, EGMs, M&A transactions, and activist defense, generating fees per engagement.

Go-to-market motion2 records

Distribution channels1 record

Marketing channels6 records

Core offering

Investor Update is a London-based investor relations consultancy that delivers shareholder intelligence, ESG benchmarking, investor targeting, and proxy solicitation services to corporate IR teams and financial advisors. Its offerings combine bespoke advisory engagements with a proprietary cloud-based platform (ShareID+) that identifies and tracks institutional shareholders, activists, and ESG investors in real time. The firm supports listed corporates across Europe and globally with year-round engagement, M&A situations, and AGM/EGM shareholder campaigns.

Differentiator

Problem solved

Functional benefit

Products and services

• Global Share ID Identification and analysis of a corporate client's shareholder base, delivered with pinpoint accuracy to underpin IR strategy. Used by corporate IR teams and their advisors to understand who owns the company.
• Activist Tracking Real-time identification and tracking of activist investors and their supporters to alert corporate IR teams to emerging activist threats.
• Investor Targeting Identification of institutions and funds that match a corporate client's profile, to expand the investor universe and attract new shareholders.
• Investor Benchmarking Peer benchmarking of the quality of a corporate client's shareholder base against comparable companies, identifying opportunities for improvement.
• ESG Benchmarking In-depth analysis of current levels of ESG investment in a corporate client's register versus peers, and identification of key ESG funds to target.
• Investor Perception Investor perception studies providing unbiased sentiment and feedback from buy- and sell-side participants to help optimize a corporate client's investor narrative.
• Proxy Solicitation End-to-end proxy solicitation service helping corporate clients communicate with shareholders ahead of critical corporate actions such as AGMs, EGMs, M&A transactions and activist defense, supported by real-time Proxy Portal and shareholder intelligence.
• ESG Advisory Evidence-based advisory solutions that help corporates develop and execute ESG strategy, drawing on extensive experience and detailed analysis of high-integrity data.
• Corporate Governance Advisory Year-round corporate governance advisory combining shareholder intelligence and proxy solicitation through the Okapi Partners strategic partnership, helping corporates optimize investor support and engagement.
• ShareID+ Platform Cloud-based investor relations platform providing Share ID, activist tracking, investor targeting, ESG benchmarking and IR Hub functionality, delivering shareholder intelligence to corporate IR teams in real time.

Quantifiable outcome

• In a Qiagen M&A situation, Investor Update identified 2.5x more direct investor disclosures than a competing provider and identified positions that competitors missed entirely (e.g., SAFE, UBS AM, Goldman Sachs broker, Franklin Templeton).
• +2 more outcomes

Named customers13 records

Segments3 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature4 records

Partnerships

Four partnerships are on record, tiered minor, core and regional.

• SIX Swiss ExchangeminorGTM or Marketing Partner · 7 December 2023Andrew Archer, Head of Advisory and Sustainability at Investor Update, presented at the 17th Investor Relations Conference of SIX Swiss Exchange in Zurich. The presentation showcased Investor Update's unique approach to ESG benchmarking and targeting dark green investment capital. This event serves as a key marketing and thought leadership channel for the firm.
• Okapi PartnerscoreStrategic or Co-development Partner · 7 September 2023Investor Update formed a strategic partnership with Okapi Partners LLC, a leading proxy solicitation and investor response firm rated top for shareholder activism campaigns by Insightia and Bloomberg. The partnership extends Investor Update's shareholder intelligence capabilities into full proxy solicitation services globally, while expanding Okapi's European presence through Investor Update's London office and expertise. Tony Quinn, who led Investor Update's proxy solicitation team, transferred to Okapi Partners as Senior Managing Director to spearhead the combined offering. The partnership enables both firms to offer expanded market intelligence, surveillance, corporate advisory, and proxy solicitation to corporate and investor clients globally.
• Arwin & PartnersregionalStrategic or Co-development Partner · 23 October 2022Investor Update announced a strategic alliance with Arwin & Partners in Italy, combining strategic investor relations and financial communication advisory with best-in-class shareholder intelligence and ESG investor benchmarking and targeting. The partnership offers Italian corporates a unique range of services drawing on Arwin & Partners' decades of strategic advisory experience and Investor Update's innovative shareholder intelligence and ESG solutions.
• Cowen Inc.minorGTM or Marketing Partner · 17 June 2022Investor Update participated as a featured speaker and panellist in a Cowen-hosted webinar titled 'Communicating with the Institutional Investor and Other Constituents'. Andrew Archer, Head of ESG Advisory, joined panellists from Latham & Watkins, Verizon, and Calvert Research and Management. The webinar explored ESG communication strategies and marketing plans.

Scale indicators4 records

Recent moves8 records

Expansion highlights5 records

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/investor-update

Revenue estimate

Valuation estimate

Number of profiles

Profiles13 records

Funding overview

Funding rounds

Investors

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 Investor Update