Glossary

IRA (Individual Retirement Account)

IRA provides individuals in the USA a method to save for retirement with tax-free growth or on a tax-deferred basis.

IPO (Initial Public Offering)

IPO is the process through which a private company becomes publicly traded by offering its stocks to the public for the first time. It's a critical step for expanding capital and public reach.

IRR (Internal Rate of Return)

IRR is a metric used in financial analysis to estimate the profitability of potential investments. It's a crucial calculation in capital budgeting to compare the profitability of investments.

Institutional Investor

An institutional investor is an entity which pools money to purchase securities, real property, and other investment assets or originate loans. These investors include banks, insurance companies, pensions, hedge funds, REITs, investment advisors, endowments, and mutual funds.

Investor

An investor is any person or other entity (such as a firm or mutual fund) who commits capital with the expectation of receiving financial returns. Investors utilize investments in order to grow their money and achieve financial goals.

Investor Accreditation

Investor accreditation is a certification process that qualifies an individual or an entity as eligible to participate in certain types of investments that are not registered with financial authorities. These investors must meet specific income or net worth criteria, ensuring they have the financial sophistication and capability to bear the risks of unregistered investments.

Investor Acquisition

Investor acquisition involves strategies and processes by which a company attracts and brings on new investors. This can involve marketing, relationship building, attending investment conferences, and leveraging digital platforms to reach potential investors who align with the company’s financial goals.

Investor Relations (IR)

Investor Relations (IR) is a strategic management responsibility that integrates finance, communication, marketing, and securities law compliance to enable the most effective two-way communication between a company, the financial community, and other stakeholders. It helps to ensure that a company's securities achieve a fair valuation.

Issuance Platform

An issuance platform is a digital or physical system used by companies to issue and manage securities. This platform simplifies the process of creating, selling, and managing securities, ensuring compliance with regulations while reaching a broad investor base. It's a cornerstone for modern securities offerings, integrating technology to streamline complex processes.

Issuer

An issuer is a legal entity that develops, registers and sells securities to finance its operations. Issuers may be corporations, investment trusts, or domestic or foreign governments.