By now, everyone is familiar with the idea that a strong call-to-action on your webpage is a must to grab the attention of a visitor the  instant they land on your page. Websites go about this in a multitude of ways to ultimately lead to a sale, whether it be a product or service.  Strangely though, we don’t see the same type of tactics being used when it comes to converting website visitors into investors in the company itself.

Well, why not?  Whether you are a private or publicly listed company, your website is just one tool in your arsenal to drive investments to your company.. A tool that is being well underutilized. In fact, if you are a private company that is open to new investors, what is the likelihood that someone knows this the moment they land on your page, without having previously engaged with you directly.

Don’t leave things to chance.  Here are some ways that you can use technology to provide strong call-to-actions for potential investors on your website:

Chat icons
  • Contact Us form
  • Newsletter signups
  • Pop-ups
  • Chatbots
  • The Connector

Contact Us Forms:

Ah, the trusty Contact Us Form.  Most websites will have a Contact Us Form.  I say most, because surprisingly I have encountered websites with no clear Contact Us Form – a definite do not do!  You never want to make it harder for someone to reach out to you if you are in the business of driving revenues or seeking investments.

The challenge with the Contact Us Form from a website visitor perspective is really that it’s typically the last page in a website, or at the very bottom of an endless scroll.  The reality is that you might have lost someone’s attention way before they think to reach out

Now from the company’s point of view, it’s shocking just how much spam and junk your Contact Us Form will collect.  Some of it is totally relevant to your business, but the vast majority seems to collect completely random sales inquiries, to weird SQL-code injection snippets that leave you wondering what a hacker thinks they’re trying to discover.  An important email can easily get lost in the mix.

Newletter Signups

I’ve seen various forms of newsletter signups.  My primary browser is Chrome and some of the slickest implementations of a newsletter signup I’ve seen are built right into browser notifications itself.  To be fair, they can also be annoying for a new visitor.  Other methods have included some form of “Sign up for updates now!” on the primary homepage, and I’ve even seen it in a pop-up format that’s perfectly branded to the website itself.  The great thing about these kind of solutions is that the emails typically can be automated into a newsletter service, like MailChimp, making it relatively low effort in the initial set-up phase. These are great to send on occasion, when you have an important announcement, to keep your audience apprised of your company’s activities.

However, inboxes are filled with multiple daily newsletters, making it challenging to grab the readers attention and keep it. It requires immense work and time to ensure reader engagement.


Pop-ups are coming back!  I’ve noticed more and more intercept pages and pop-up style engagement tools with everything from a newsletter signup to a link to the latest press release.  This is definitely a great way to get key news or ideas in front of a visitor as soon as they hit your website with a very strong call to action. 

The challenge with this model is the pop-up itself – it’s hard to shake the idea of pop-ups not being virus carrying machines (CLAIM YOUR PRIZE HERE!), and if the overall look and feel isn’t considered carefully then they look like spam as well. 


It really feels like Chatbots have taken over the world lately.  Every other website has some sort of chatbot on the right hand corner of their website, that tries to offer up advice, help, or shakes at you till you engage with it.  A proven success for several businesses, this could be an effective way to engage and segment visitors on your webpage.

However, the vast majority of chatbots seem to be built for customer service, not investor engagements.  While chatbots can be highly customizable, companies we have talked to have also talked about the challenge of setting up the chatbot flows and content, sometimes hiring teams that specialize in this to simply get a solution up and running.  In the end, the ‘cheap’ chatbot ends up costing a shocking amount when all is said and done.


The Sharechest Connector takes a different approach to investor engagement.  The Connector is a widget that sits on the right hand-side of your webpage and is designed to be appealing, engaging, and easy to use by potential investors.  It is branded with your color and logo to avoid looking like spam, and it fully customizable to your specific need. The immediate call to action leads into a flow that our users say is easy, engaging, and quick.  When a submission is sent through, the issuer has all the information they need to connect directly with the potential lead, as well as the primary reason why they were reaching out in the first place. 

To manage these leads, a company simply needs to log into their dashboard.  No spam from a contact us form, more information than a newsletter signup, better trusted than a pop-up, and no frustrating choose-your-own-adventure scripts with a chatbot.  Install takes a few minutes.

To find out more about how we can compliment your investor engagement activities, reach out today for a demo! Simply click here.

Sarah Sun

CEO & co-Founder

Passionate about technology, data, investing, and STEM, Sarah is one of the three co-founders of Sharechest.