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Once you have a corporate account set up, simply email support@IPOResearchOnline.com with your chosen project name/title, your bespoke disclaimer (if any) and the documents you wish to be uploaded. We’ll create your IPO Research Online, upload files, install your disclaimer and send you an email back and a URL so you can test the IPO Research Online. To set-up a corporate account, please contact sales@IPOResearchOnline.com or call +44(0)20 7653 8830

How quickly can a new IPO Research Online project room be opened?

Within a few minutes. Simply email your files to london@ipoResearchOnline.com, which is monitored around the clock. We’ll create your room, upload your files and send back an email with your unique deal URL – then you’re ready to go.

IPO Research Online works with all modern browsers, but for the best experience we recommend Google Chrome. Older browsers such as Internet Explorer (which is no longer supported by Microsoft) are not recommended.

Specific investors are sent an email from ipoResearchOnline and invited to log in to a secure online space (via a URL in the email), entering user name (email address) and password (created at first log-in following invitation).  Once authenticated against the database, and once they have accepted a Disclaimer (if required), they can then access research reports, which can be protected against content extraction, and made subject to time-limited availability.

As long as you need it to be. Build, live and post-deal access are all included.

It can be closed at any time by you or by our Customer service team.

Specific investors are sent an email from ipoResearchOnline, (or we can use your Company name in the sender name) and invited to log in to a secure online space (via a URL in the email), entering user name (email address) and password (created at first log-in following invitation).  Once authenticated against the database, and once they have accepted a Disclaimer (if required), they can then access research reports, which can be protected against content extraction, and made subject to time-limited availability.

Access would only be given to those people whose contact details are provided by the customer i.e. their investor list for the specific report. The process is in two parts:

• Black & Callow (on instruction from the client), would send a bespoke email to the addresses on the list supplied by the client, informing them that they will shortly be invited into an ipoResearchOnline space on behalf of the client/Bank (Black & Callow’s client).  The results of this email (bouncebacks, opens, global IP country of access and other data) is fed back to the client to enable them to refine the user list if they wish.
• Once the client has finalised the Report, it is uploaded to the secure online space and an email is sent from the platform to the refined user list giving them log-in details to that specific report.

Access to the report is governed by the client, who will inform Black & Callow of the period the document should be available to potential investors. This is set up individually for each report and can be changed at any time, at the request of the client.

Yes, we can add video to your IPO Research Online project. For more details please contact sales@iporesearchonline.com

On first authentication, investors are invited to create a password, which will give them access to a particular project. Thereafter, any further projects to which they are invited – identified by their email address – will give them access to all research which is currently available to them, assuming they login with their password. The initial email sent to them would, however, invite them to view a particular project.

We have a standard template, but it can be amended however you like to be completely bespoke. This can include corporate logos and images.

We recommend two emails for best practice and to maximise investor engagement: The first email advises the investor that they will soon receive a link to access IPO research online.

The results of this email ‘campaign’ – any bounce-backs, the details of everyone who opened it, the countries of origin* – are sent back to you, so you can adjust your final investor list if you wish.

The second email is the actual invitation to the investors containing their URL and Account Activation details, which invites them to log in & view the Research once they have been authenticated.

(*please note that some users have VPN which effectively masks the country of origin)

In the initial email, an option can be included for the investors to ‘click here if you prefer to receive a printed copy of this research’ – we would then provide a list of people who selected this option and can arrange for them to receive printed copies in the traditional way.

Yes, users log in using their email address and unique password created by them – they would use the same details to log in and access Research for further projects they are invited into.

If an investor is invited to view Research on more than one live project, they would see a list of projects they have access to on their homepage when logging in and can select which one to open.

IPO Research Online has a number of protections against content extraction. You can choose from the following: (1) No printing & no downloading; (2) Printing but no downloading; (3) Printing & downloading enabled.

In all cases, Dynamic Watermarking can be applied, which means that every page appears with the Investor’s name + the date they are accessing the document. This watermark appears on both the printed and digitally viewed Reports.

Additionally, in the Disclaimer which the investor must accept when they enter the portal, you can specify that they must not attempt to extract content and must agree to this before they can view the Research.

Not in the sense that each copy is numbered, but the Dynamic Watermarking mentioned above provides a unique reference.

Also, in the Reports generated by the platform, you can see all investor activity including Page Level Reporting, and this Report will have your unique Investor codes if you wish.

We can provide a general disclaimer, which you can edit as you wish. Alternatively, you can provide us with a new, bespoke disclaimer.

• Is there a separate disclaimer for the ipoResearchOnline site as well as for each research report? No – it’s one Disclaimer, which also incorporates the user’s acceptance of our Terms (standard website user terms, e.g. not to upload obscene material, viruses etc.)
• Are there disclaimers included in the e-mails? The first email includes a Disclaimer. The second one does not as standard, but can if required.
• For the disclaimers before each research report, is there one for when there is an offer/transaction in process (e.g. IPO) and one for after a transaction has closed (or for ordinary course research where there is not a related transaction)? Yes, there are different Disclaimers for each part of the process – these are generally provided by our clients on a deal-by-deal basis, but we can provide examples if necessary.NB all Disclaimers can be updated at any time, as many times as you wish.

It is also worth noting that Black & Callow is a specialist financial print & communications comapny working with many of the leading Investment Banks and Law firms around the world on IPOs and other capital market deals.

In addition, Black & Callow is already involved in the Pre-IPO Research report market in that we print, individually number and distribute Pre-IPO Research reports for clients (who require this method of distribution). So, the move to online publication is a natural extension of our existing, established business.

We can offer a unique “hybrid” solution to clients if required i.e. a mixture of printed and on-line publication to their investor list.

IPO Research Online provides the best security available for your data. The platform used for IPO Research Online uses strong encryption when data is transmitted and stored, and in addition our server systems are secured and regularly audited, and all processes are backed by a comprehensive security policy.

Black & Callow applications are hosted in the cloud using Microsoft Azure cloud hosting solutions. Our web application servers and Azure SQL databases are located in the UK, with built-in regional high availability and turnkey geo-replication to any Azure region. Microsoft Azure guarantees that applications are available 99.95% of the time, and Azure SQL databases will have a minimum uptime of 99.95%.

iRoadshow handles all documents, internal messages, entity names and properties, names and details of financial accounts and transaction details (collectively “data”) as follows:

Data Encryption

The security of the information in a client’s customer portal is paramount to us, which is why we use encryption at rest with SQL Azure. This provides data protection by encrypting data when it is stored on the disk, preventing malicious access to system data if the physical database files were ever compromised. The data is encrypted with a secret AES256 encryption key which is stored securely in Azure Key Vault, without which access to is denied. We work hard to ensure data is held on mission-critical systems which conform to multiple security standards.

We regularly review available encryption technology and the emergence of any potential weakness in the techniques employed by IPO Research Online to ensure that IPO Research Online is secure.

HTTPS Protocol

HTTPS stands for hypertext transfer protocol secure and is the encrypted version of HTTP. It is used for secure communication across the internet or a network. The communication protocol is encrypted using Transport Layer Security (TLS) or, formerly, Secure Sockets Layer (SSL). Black & Callow systems are implemented using this industry standard HTTPS protocol, which uses a secure SSL certificate from a third-party vendor to secure a connection and verify that the site is legitimate. This certificate creates a secure encrypted connection between the browser you use and the server hosting the Black & Callow applications.

Penetration Testing

Cyber security has never been more important that it is today, and Black & Callow applications have been implementing using best coding practices and regular penetration testing. These tests are designed to help prevent malicious attacks to the system and are essential in removing security vulnerabilities.

IPO Research Online is built on advanced VDR technology and is a fully managed services hosted in the cloud using Microsoft Azure cloud hosting solutions.

Our web application servers and Azure SQL databases are located in the UK at datacentres with both ISO 9001 and ISO 27001 accreditations.

Data is uploaded/created and stored in individual projects. This information is ‘siloed’ and only available to the client who provided the data. It is neither visible nor available to any other parties.

With servers based in the UK, IPO research Online ensures compliance with EU and global Data Protection legislation and ensures the service has no exposure to US data collection provisions.

Black & Callow applications are developed with GDPR compliance in mind. We are able to extract user information on request, as well as remove user data from our systems if needed.

If you have any suggestions on how IPO Research Online might be improved, the team at Black&Callow would be delighted to hear from you! Please email your comments to london@blackandcallow.com and we will keep you in the loop on any improvements we make as a result.