Corporate access is a three-party workflow — buy-side investors, sell-side hosts, and corporate IR teams each play distinct roles, each have distinct needs from the platform, and each measure value from corporate access differently. WeConvene supports each role through specifically-designed workflows. This 2026 guide walks through corporate access by role — how each side actually uses the platform, what each gets out of it, and how the three-party workflow integrates.
For background on what corporate access is and why it matters, see what is corporate access.
The Buy-Side: Investors Accessing Company Management
The buy-side on WeConvene includes asset managers, hedge funds, mutual funds, pension funds, sovereign wealth funds, family offices, and other institutional investors who need structured access to publicly-listed company management.
What buy-side users do on the platform
- Request meetings. One-on-one meeting requests with specific company management, routed to the sell-side host or directly to corporate IR.
- Register for conferences. Sell-side conferences with multiple corporate participants — selecting which sessions to attend, requesting one-on-ones during conference days.
- Manage roadshow schedules. Non-deal roadshow attendance across multiple companies in multiple cities, coordinated through the platform.
- Track engagement history. Past meetings with specific companies and management teams, building the longitudinal view of investor engagement.
- Allocate corporate access budget. Post-MiFID II, buy-side firms maintain explicit budgets for corporate access and allocate them across sell-side providers and individual events.
- Coordinate across portfolio managers and analysts. Multi-person firm coordination on access requests, attendance, and follow-up.
What buy-side firms value about WeConvene
- Single platform for access across multiple sell-side providers
- Structured documentation of engagement history
- Efficient scheduling and calendar coordination
- Integration with internal CRM and research systems
- Conference and event management without manual coordination
The Sell-Side: Corporate Access Teams at Investment Banks
The sell-side on WeConvene includes investment banks and broker-dealers whose corporate access teams organize the meetings, conferences, and roadshows that connect their corporate clients with institutional investors.
What sell-side users do on the platform
- Organize conferences. Multi-day, multi-corporate, multi-investor conferences with track scheduling, one-on-one allocation, and operational logistics.
- Manage non-deal roadshows. Coordinating multi-city, multi-day roadshows for corporate clients with appropriate investor matching.
- Handle one-on-one meeting requests. Inbound buy-side requests routed, evaluated, approved, and scheduled.
- Coordinate with corporate IR teams. Calendar availability, investor profile, meeting structure for participating corporates.
- Track participation and attribution. Which investors attended, which meetings produced engagement, which conferences drove the most value. Attribution feeds the commission and corporate access budget conversations with buy-side clients.
- Report on event outcomes. Post-event reporting to corporate clients (which investors attended their sessions) and to internal stakeholders (commission attribution, deal pipeline impact).
What sell-side firms value about WeConvene
- Operational efficiency on conference and roadshow logistics
- Structured workflow for meeting requests and approvals
- Attribution tracking that supports commission and budget conversations
- Coordination with corporate clients without email/spreadsheet workflows
- Cross-team coordination (corporate access, research, sales, banking)
The IR Side: Corporate Investor Relations Teams
The IR users on WeConvene are the investor relations teams at publicly-listed companies — managing the company’s engagement with current and prospective investors through corporate access.
What IR users do on the platform
- Manage executive calendars. CEO, CFO, divisional management availability for investor meetings, with appropriate prioritization and protection of executive time.
- Approve sell-side access requests. Sell-side hosts request management time for specific events; IR evaluates and approves based on investor quality and strategic value.
- Coordinate non-deal roadshows. Multi-day, multi-city roadshows with appropriate sell-side hosts and investor matching.
- Engage with conference programs. Selecting which sell-side conferences to participate in, managing executive attendance, supporting the one-on-one meeting program at each.
- Track investor engagement history. Which investors have met with management, what was discussed, what the outcome was. Builds the IR team’s understanding of the investor base.
- Manage shareholder targeting. Identifying prospective investors who fit the company’s investor base profile and structuring access programs to engage them.
What IR teams value about WeConvene
- Executive calendar protection with structured allocation across sell-side requests
- Visibility into the company’s investor engagement footprint
- Documentation that supports the broader IR function (board reporting, executive engagement metrics)
- Coordination with sell-side hosts without email/spreadsheet workflow
- Integration with internal IR systems and investor CRM
The Three-Party Workflow in Practice
A typical workflow that crosses all three roles:
- Sell-side firm announces a conference with specific corporate participants.
- Corporate IR confirms participation and executive availability for the conference dates.
- Buy-side investors register for the conference and request one-on-one meetings with specific corporates.
- Sell-side conference team allocates one-on-one meeting slots based on conference economics (buy-side commission relationships, fit between investor profile and corporate management interest).
- Corporate IR reviews proposed one-on-one matches and confirms or adjusts based on strategic investor priorities.
- Meetings happen during the conference; attendance recorded.
- Post-event reporting flows to all three sides — sell-side reports to buy-side clients and to participating corporates; IR teams receive participation reports; buy-side documents engagement for their internal records.
- Analytics and attribution feed forward into the next event cycle.
The integrated platform makes this workflow operationally efficient. Without integrated tooling, the same workflow runs on email and spreadsheets with substantial manual coordination.
The Partner Network
WeConvene’s partner network includes integration partners, technology partners, and the broader ecosystem of firms that interact with the corporate access workflow. Buy-side, sell-side, and IR users benefit from the network’s integration depth.
How Each Role Measures Value
Different roles measure different value from corporate access. The buy-side measures information advantage and budget efficiency. The sell-side measures conference economics and corporate-relationship strength. The IR side measures investor engagement quality and the company’s relationship with the buy-side. For the deeper view on metrics and attribution across roles, see measuring corporate access ROI.
Cross-Role Considerations
Several considerations apply across all three roles:
- Data privacy and confidentiality. Corporate access workflow handles sensitive information — investor positions, management discussions, strategic context. WeConvene’s security model supports the confidentiality each role requires.
- Compliance with research and access regulations. MiFID II, U.S. soft-dollar rules, and other regulatory frameworks shape how corporate access is priced, documented, and disclosed.
- Integration with existing systems. Each role typically has internal CRM, calendar, and reporting systems that the corporate access platform integrates with.
- Multi-firm coordination. Corporate access is inherently cross-firm; the platform handles the cross-firm coordination that single-firm internal tools cannot.
Getting Started by Role
For buy-side firms: Request a demo oriented to the investor workflow.
For sell-side firms: Request a demo oriented to conference and roadshow operations, then the broader corporate access workflow.
For corporate IR teams: Request a demo oriented to executive calendar management, investor engagement tracking, and IR-side workflow.
Frequently Asked Questions
Can a single firm have multiple role types?
Some firms span roles (e.g., investment banks with both sell-side corporate access and proprietary investment teams). WeConvene accommodates the appropriate role permissions for each user.
How does WeConvene handle non-public information?
Corporate access discussions are typically public-information-only by design — neither the buy-side nor the sell-side wants exposure to selective disclosure issues. WeConvene’s workflow supports the appropriate disclosure discipline.
What about Reg FD considerations?
Reg FD (U.S. selective disclosure regulation) shapes how corporate IR teams structure access. Public disclosure timing, conference call protocols, and one-on-one meeting structure all factor in. WeConvene’s workflow supports Reg FD compliance.
Does WeConvene support virtual and in-person formats?
Yes. Both formats supported through the platform with appropriate logistics (virtual meeting links, in-person venue coordination).
How does pricing work across roles?
WeConvene pricing varies by role and scope. Demo conversations include pricing tailored to the specific firm’s use case.
What’s the typical implementation timeline?
Varies by firm size and integration scope. Smaller firms can onboard in days; larger firms with deep integration requirements typically 4-8 weeks.
Talk to WeConvene
Request a role-specific demo or contact WeConvene. Role-specific pages: buy-side, sell-side, IR.
