B2i

B2i

B2i Technologies, Inc.
KoreInside

KoreInside

Kore Inc
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About

We are B2i Technologies, the IR website partner public companies trust most. We deliver custom corporate and investor relations websites, real-time data widgets, and digital IR services, all designed to work together seamlessly and affordably. No iFrames. No subdomains. Your data loads directly on your page, clean, fast, and fully integrated. It looks and feels like your site because it is. Because there are no iFrames or separate IR subdomains needed, your financial data and investor content are delivered directly on your website, creating a cleaner user experience while supporting your broader SEO and AI search visibility efforts. Backed by the same team that has supported hundreds of public company websites for more than 25 years, B2i combines flexibility, reliability, and responsive support to help you deliver a better experience for investors and stakeholders alike. Modern IR starts here. Let's build something great together.

About

KoreInside is a private capital markets infrastructure platform designed to help regulated intermediaries execute transactions in a compliant and efficient manner. The platform provides end-to-end support for processes such as clearing, settlement, disbursement, distribution, and investor management. Built for broker-dealers and other market participants, KoreInside helps organizations navigate complex securities regulations while maintaining operational efficiency. The platform connects various stakeholders, including transfer agents, banks, custodians, legal professionals, auditors, and investor relations firms within a unified ecosystem. Through its compliance-focused infrastructure, KoreInside enables private market transactions to be completed with greater transparency and trust. The solution is designed to help firms streamline operations, reduce friction, and support capital formation in private markets.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Built for IR professionals who work for, or support public companies

Audience

KoreInside is designed for broker-dealers, transfer agents, issuers, private market platforms, financial institutions, legal professionals, and other regulated intermediaries involved in private capital market transactions

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$125 per month
Pricing paid annually.
Free Version
Free Trial

Pricing

$150 per month
Free Version
Free Trial

Reviews/Ratings

Reviews/Ratings

Overall 4.2 / 5
ease 4.0 / 5
features 4.0 / 5
design 3.5 / 5
support 3.2 / 5

Pros & Cons from Real Users

Pros

  • System easy to use. I booked a call and received all the necessary support. Transfer agent, cap table management and shareholder communication in one system, it made me gain time.
  • The platform and team helped me through my RegCF process from the beginning. I wouldn't know how to do it 100% compliantly without them.
  • Some of the team members are friendly, although they are often difficult to reach. The concept of a fully-integrated platform is good.
  • Our company has this platform on our website, for all our thousands of shareholders. It's completely private label to us, including all email templates.

Cons

  • Sometimes the site speed is a little bit slow. The response time when I had questions could faster.
  • Support could improve. Investors have complained about their SLA.
  • When we signed up in late 2021, the tech was sold as fully-functional with promises of improvements coming imminently. The improvements were significantly delayed and/or not deployed. As-is, the tech felt like MVP and was not well received by our investors. Customer service was poor.
  • Nothing, there is nothing in the market like this for private companies anywhere.

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

B2i Technologies, Inc.
Founded: 2000
United States
www.b2itech.com

Company Information

Kore Inc
Founded: 2016
United States
kore.inc/

Alternatives

EQS IR COCKPIT

EQS IR COCKPIT

EQS Group

Alternatives

InvestorPortaLPro

InvestorPortaLPro

Investor Portal Pro

Categories

Easily add real-time IR data and custom content to any website without changing platforms, using our IR data widgets. With B2i’s IROffice tools, updates are fast and simple. We offer data widgets designed specifically for public companies. Why Teams Choose B2i Widgets Other data widgets only show automated feeds like SEC filings or stock prices. With B2i’s DataAnywhere and IROffice, you can display and manage any type of content you want. With IROffice, your IR team, or ours, can manage both automated and non-automated content without relying on developers. This means less time, less money, and less hassle in managing your IR website. Keep your existing website while upgrading your IR experience Fast implementation without the cost of a full rebuild Reliable, compliant IR data delivered in real-time Less vendor dependency and more control for your team Lower annual cost than full-site vendor platforms Responsive support from real experts. No tickets, no queues.

Your website is often the first place investors, analysts, and stakeholders go for information. B2i provides one unified solution that brings your corporate and IR content together. We can design, host, and support your full-service website needs with our corporate IR website design services. One Unified Website Built to Support Your Entire Organization And you own it, not the vendor. Your team or ours, can easily update any content using our simple, point-and-click IROffice portal. No developer skills or access to the main website are needed, so content stays current without complicating corporate website management.” What comes standard with Our Custom IR Website Services: Modern corporate design tailored to your brand that you fully own. Integrated IR data feeds for financials, filings, news, email alerts, and more. A secure, reliable hosted environment with 24/7/365 monitoring. Reliable support No tickets. No queues. Just real support from real people.

B2i provides a toll-free whistleblower hotline and secure website form for corporate governance compliance.

Categories

Investor Relations Features

Automated Reporting
Compliance Management
Custom Emails / Newsletters
Data Centralization
Deal & Acquisition Management
Document Creation
Document Management
Electronic Signature
Investor CRM
Investor Transactions / Valuations
IR Website Builder

Whistleblowing Features

Access Controls / Permissions
Automated Routing
Compliance Management
Customizable Branding
Multi-Language Support
Real-Time Chat
Reporting / Analytics
Workflow / Process Automation

Investor Relations Features

Automated Reporting
Compliance Management
Custom Emails / Newsletters
Data Centralization
Deal & Acquisition Management
Document Creation
Document Management
Electronic Signature
Investor CRM
Investor Transactions / Valuations
IR Website Builder

Equity Management Features

Cap Table Management
Deal Management
Document Storage
ESOP Management
Financial Modeling
Options Management
Participant Portal
Portfolio Management
Private Equity
Public Equity
Valuation Management
Vesting Management
VSOP Management

Investment Management Features

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Virtual Data Room Features

Anonymity Management
Audit Trail
Collaboration
Data Protection
Data Storage Management
Document Tagging
Due Diligence Management
Procurement Management
Project Management
Role-Based Permissions
Secure Preview

Integrations

Canals
SendGrid

Integrations

Canals
SendGrid
Claim KoreInside and update features and information
Claim KoreInside and update features and information