Trusted by leading banks for deal-critical engagement

Orchestrate Investor Meetings Without the Chaos

Schedule & Meet gives capital markets teams full control over investor meeting series—with flexible scheduling, real-time visibility, and secure infrastructure built for deal execution.

Meeting Coordination Shouldn’t Be the Bottleneck

When deals are live, every interaction matters. But coordinating investor meetings still relies on fragmented tools, manual scheduling, and limited visibility—introducing risk at the worst possible moment.

  • Endless email chains to coordinate availability
  • No real-time view of meeting slots or demand
  • Difficulty managing presenters and permissions
  • High execution risk during time-sensitive deal windows
Stressed finance professional overwhelmed by documents and activity during meeting coordination
Introducing Schedule & Meet

Built for Control. Designed for Flexibility.

Schedule & Meet is a purpose-built meeting orchestration solution for investor engagement—giving banks and issuers the tools to plan, manage, and execute meeting series with precision and confidence.

Unlike generic schedulers, Schedule & Meet is designed for regulated workflows and integrated into NetRoadshow’s trusted ecosystem. 

Core Capabilities

Meeting slots configuration interface with capacity controls and scheduling options

Flexible Scheduling at Scale

  • Create and manage multi-slot investor meeting series
  • Define capacity and control slot visibility
  • Single registration link for the entire event
Interface showing real-time attendee registration

Real-Time Visibility & Control

  • Monitor registration across all slots instantly
  • Move attendees between meetings with ease
  • Consolidated dashboard for full event oversight
Investor view displaying available meeting time slots with real-time availability

Seamless Investor Experience

  • Dynamic slot selection with real-time availability
  • Automatic calendar invites for each meeting
  • Self-service rescheduling and cancellation
Live dashboard with consolidated meeting schedule and attendee management tools

Presenter & Team Coordination

  • Manage presenter permissions and invites
  • Single access point for all meetings
  • Improve collaboration across banks and co-managers

How It Works

1. Configure

Create meeting slots, define capacity, set registration fields, and assign presenter permissions — directly in Event Hub or with NetRoadshow setup support.

2. Publish

Share a single registration link for the full series. Monitor real-time slot availability and attendee sign-ups via a consolidated dashboard.

3. Host & Track

Presenters join through a single secure access link. Manage attendee movement between slots and export registration data as needed.

Reduce Risk. Increase Confidence. Move Faster.

Centralized scheduling to replace manual coordination

Eliminate Manual Coordination

Replace spreadsheets and email threads with a centralized workflow.

Improved execution and coordination for investor meetings

Enhance Deal Execution

Minimize friction during high-stakes investor engagement windows.

Streamlined and professional experience for investors and issuers

Deliver a Better Experience

Give investors and issuers a seamless, professional interaction.

Not Just Scheduling. Deal-Critical Infrastructure.

Generic Tools Schedule & Meet
✘ Calendly + Zoom patchwork ✔ Fully integrated platform
✘ No compliance alignment ✔ Built for regulated workflows
✘ Limited visibility ✔ Real-time slot-level insights
✘ Not capital markets-specific ✔ Purpose-built for investor engagement

Flexible Service Model

Meetings are self-moderated, allowing scalable execution without requiring a live Event Specialist during each session. Schedule & Meet supports two approaches:

Self-Managed

Teams configure events directly within Event Hub.

NetRoadshow-Configured

Our service team supports setup and configuration.

Designed for Every Stage of Investor Engagement

Two finance professionals calmly reviewing documents during a collaborative meeting

✔ Fixed Income Q&A
✔ Testing-the-Waters (TTW)
✔ PDIE
✔ Corporate Access
+ More

When Every Meeting Matters, Coordination Can’t Fail

Take control of your investor meeting series with a solution built for capital markets execution.