Engagement and registry
See investor activity with its source attached.
Bring first-party Investor Centre, question and approved-outreach activity into view, then add Automic registry context when the connection is configured—without treating either as proof of intent or market impact.
Source, time, identity state and connection readiness travel with the evidence.
First-party activity
See what happened without inventing who an anonymous visitor is.
Visits, public questions, confirmed follows and approved-outreach events keep their direct source, occurred-at time and known or anonymous identity state.
Useful follow-up
Let the evidence inform the next step. Keep the interpretation human.
Open the relevant context, decide whether a follow-up is useful and record the team’s reason for it.
- 01
Investor Centre
Anonymous project-page visit
Keep the source and anonymous state visible before deciding whether any action is useful.
- 02
Public Q&A
Known Investor Centre account
Open the question and relationship context; do not turn account identity into inferred investment intent.
- 03
Approved outreach
Known campaign recipient
Treat a recorded click as an interaction with a company message, not a buying signal.
- 04
Confirmed follow
Recorded subscription scope
Use the selected update topics and consent record when reviewing a future audience.
Automic registry context
Add register context when the company connection is configured.
These representative provider states show the expected source and freshness contract. Availability depends on company credentials, provider terms and a verified sync; Clarient is not claiming a live production connection here.
Separation rules
Use each source for what it can actually establish.
| Evidence | Contains | Can establish | Does not establish |
|---|---|---|---|
| First-party engagement | Investor Centre visits, questions, confirmed follows and approved-outreach events | An observed interaction with a stated source, time and known or anonymous identity state | Investment intent, holder identity, market impact or the reason for a register movement |
| Automic registry context | Provider-supplied register movements, substantial holders, coverage and freshness when configured | A source-labelled registry record as at a stated time | CRM identity, communication consent, outreach eligibility or engagement |
| Team follow-up | The relevant relationship record, released material and an owned next action | A human interpretation and deliberate follow-up | An automated conclusion about an investor or market outcome |
No automatic identity join. No causal arrow connects engagement, registry movement, share price, liquidity or an investment outcome.
Connection readiness