Investor relations
Confirm LP gifts before they ask.
Forty or sixty named investors. A new vendor most years. GiftDesk is the confirmation layer that stays with your IR team — assign each LP, catch exceptions early, keep fulfilment with the shop.
A roster that persists
Change the vendor. Keep the investor history.
Walk a roster from workspace ownership through this year’s shop handoff and into confirmed delivery.Add your people first.
Where the handoff breaks
Annual LP gifts should not reset every year
- Vendor changes; the confirmation process should not
- Relationship owners chase tracking in personal inboxes — ~15 hours per annual batch is common
- Nobody knows which send failed until an LP asks
One annual record
How IR teams use GiftDesk
The roster stays with the relationship team. The shop changes, fulfils, and leaves the history intact.
Before the next annual send
Questions IR teams ask
Is this a separate product for IR?+
No. Same desks, seats, and assign. Investor relations is a vertical story on the same GiftDesk mechanism — not a forked SKU. The stake is named LPs and annual vendor change.
Who pays?+
If IR runs on the company’s Shopify store, the store pays campaign capacity. Team seats are separate ($9/seat after two free). Recipients never pay. Forward /for-stores if another vendor fulfils.
Does GiftDesk create Shopify orders?+
No. Export CSV or share a handoff; the fulfilling shop creates orders. That keeps one authoritative LP list without auto-writing Admin.
What about investor home addresses and compliance?+
GiftDesk stores roster and fulfilment data needed to confirm the batch. See /security and /privacy for access, retention, and our compliance roadmap. We do not replace your gift-limit or disclosure policy.
Do you handle customs or cross-border duties?+
No. GiftDesk syncs Shopify fulfilment and carrier tracking as the merchant provides it. Customs, duties, and multi-currency stay with the shop and their carriers.
Is assign included?+
Assigning recipients to teammates needs a seat. Scoped alerts and full tickets need the store on Pro (or trial).