Email vs. Calendars vs. Portals: What Actually Books Meetings

The process of scheduling an investor meeting is notoriously fragmented. For decades, the “workflow” has been a chaotic mix of spreadsheets, endless email chains, and conflicting calendar invites. It’s a process that creates friction for everyone involved: the IR team, the sell-side, and most importantly, the buy-side. In an effort to fix this, portals and […]