Frequently Asked Questions

The InvestmentMeetings.com platform will be available to companies in Q4 2026. For further information or updates, please contact bill@fundexa.com. When launched, it will connect companies with experienced roadshow consultants who can assist with investor marketing activities, non-deal roadshows, investor meetings, corporate access and related capital markets engagements.

The online service provides a secure platform where companies can identify, evaluate and appoint consultants based on their location, experience, expertise and sector knowledge.

The platform is designed for listed companies, private companies, investor relations teams, corporate advisers, brokers, investment banks and other organisations seeking experienced roadshow consultants.

Companies can register online by creating an account, verifying their email address and completing their Company Profile. Once approved, you can begin searching for consultants or creating roadshow opportunities and allowing the platform to match your requests with pre-qualified consultants.

There are two ways to engage consultants:

• ·Search consultant profiles and invite selected consultants to submit proposals.
• ·Publish a request for a roadshow proposal ("Open Roadshow") and allow pre-qualified consultants to submit proposals.

Consultants are matched based on information contained within their profiles, including:

• ·Location and geographic coverage
• ·Investor relations and corporate access experience
• ·Sector-specific expertise
• ·Languages
• ·Core competencies
• ·Availability

Keeping your project brief detailed and accurate helps attract the most suitable consultants.

Consultants are assessed and assigned one of four platform ratings:

• ·REGISTERED — has experience and has been verified to register on the platform
• ·SPECIALIST — as above, and with a specific sector or market focus
• ·PREMIUM — as above, but with more than 5 years of roadshow programs
• ·EXPERT — as above, but with more than 10 years of roadshow programs

Ratings are determined by the platform administration based on profile quality, experience and other assessment criteria. Importantly, ratings are not AI generated but result from peer review.

Creating a roadshow is straightforward. Simply follow the platform-generated prompts and complete the roadshow project details including:

• ·Roadshow objectives
• ·Cities and countries
• ·Proposed dates
• ·Sector focus
• ·Meeting requirements
• ·Required consultant experience
• ·Budget (optional)
• ·Any supporting details that would allow a consultant to make an informed decision

You can then either invite specific consultants or publish the opportunity openly.

Yes. Private invitations allow you to invite only the consultants you wish to consider.

An "Open Roadshow" is visible to all consultants whose expertise best matches your roadshow project. Any eligible consultant may submit a proposal.

Yes. You can update roadshow project details provided proposals have not yet closed. Consultants will be notified of significant changes.

Yes. Even after you have closed a roadshow project by appointing a consultant, you may deal directly with the consultant to revise final details. For example, dates may need to be finalised or you may want to add an additional city due to investor interest. You can negotiate this directly with the consultant off-platform. These changes do not involve the platform.

Yes. You may cancel a roadshow before an appointment has been made. Consultants who have submitted proposals will be notified.

If you cancel after a consultant has been appointed and booking fees and the consultant deposit have been paid, the fees are non-refundable. However, you can negotiate with the consultant directly — for example, if your dates change you may be able to rearrange this without losing the deposit.

Consultants submit proposals directly through the platform, including:

• ·Cover note
• ·Summary approach
• ·Relevant experience
• ·Proposed fee
• ·Availability

Consultants also have the option to attach a formal Proposal and Capability Statement, or companies can request this.

Only authorised users within your company can access proposals submitted for your roadshow. Consultants cannot see competing proposals.

Yes. You may contact consultants to request clarification, discuss availability or obtain additional information before making your appointment. The platform has a messaging system to facilitate this.

No. Submitting a roadshow opportunity does not oblige you to appoint a consultant.

Yes. Commercial discussions take place directly between the company and the consultant. The platform does not set consultant pricing — the market does.

Once appointed, the consultant works directly with your company to coordinate planning, scheduling and delivery.

The platform facilitates introductions between companies and consultants by:

• ·Hosting consultant profiles
• ·Publishing opportunities
• ·Managing invitations
• ·Receiving proposals
• ·Supporting the selection process

The platform does not manage or supervise the consulting engagement unless specifically agreed.

Yes. Companies may appoint multiple consultants where appropriate — for example, you may prefer to use consultants based in specific cities rather than across an entire region.

The platform's Terms of Use govern introductions made through the platform, including circumvention. Please refer to those terms regarding ongoing engagements with consultants introduced through the platform.

Consultants determine their own pricing. The platform does not recommend or negotiate rates.

Payment terms are agreed directly between the company and the consultant unless the platform provides an optional payment service.

There is a 2.5% booking fee for any roadshow project arranged through the platform. All fees are outlined in detail in your Terms of Use.

Payment disputes should first be addressed directly between the company and the consultant. Where appropriate, the platform may assist by facilitating communication but is not responsible for contractual payment obligations unless acting as the payment intermediary.

Yes. Only authorised users from your company can view proposals submitted to your projects.

Yes. Project information is only shared with consultants who have been invited or who are eligible to view an Open Roadshow opportunity.

The platform employs secure technology and access controls to protect company data and confidential information.

Yes. The platform allows companies to compare consultant profiles, experience, sector expertise and submitted proposals before making a decision.

Yes. For major roadshow programs, companies are encouraged to interview shortlisted consultants where appropriate.

Yes. You may request references, clarification or further information before making an appointment.

Yes. Following completion of a project, companies are invited to provide feedback on the consultant's performance.

Feedback helps maintain service quality and may contribute to the consultant's overall platform reputation.

Where appropriate, consultants may be given the opportunity to respond to published feedback. However, the objective of the ratings and feedback is to allow the platform administrators to review and manage levels of service across the platform.

Yes. Roadshows may cover multiple cities and countries within a single project.

Yes. The platform supports in-person, virtual and hybrid investor engagement projects.

The platform is designed around a simple consultant engagement solution. A detailed Company Profile and a well-structured project request form is the most efficient way of delivering this as it saves time for the company.

Once a consultant has been engaged, companies can provide briefing materials, itineraries or project documentation off-platform to assist consultants in planning the program.

No. Consultants operate as independent professionals or businesses.

No. While the platform seeks to maintain high standards through profile reviews and consultant ratings, companies remain responsible for selecting the consultant best suited to their requirements.

We encourage both parties to resolve issues directly. Where appropriate, the platform may facilitate communication but does not act as an arbitrator or legal representative.

Yes. Subject to your account permissions, multiple authorised users may access the company account.

Yes. Your Company Profile can be updated at any time.

Yes. Please contact platform support through the internal messaging system if you wish to suspend or permanently close your account.

Our support team is available to assist with technical issues, account enquiries and general platform questions. Please use the internal messaging system to reach us.

The latest versions of the Terms of Use and Privacy Policy are available on the platform website.

Absolutely. We welcome feedback from companies and continuously enhance the platform based on user suggestions. Please contact us through the internal messaging system.

Consultants are more likely to submit proposals when your roadshow includes:

• ·A clear project overview
• ·Objectives and expected outcomes
• ·Dates and locations
• ·Meeting schedule (at least by city, if available)
• ·Required expertise
• ·Budget guidance (where appropriate)
• ·Expected deliverables
• ·Timely responses to consultant questions

The more information you provide, the more relevant and competitive the proposals you are likely to receive. A detailed Company Profile also helps.

Consultants appreciate timely communication. Promptly reviewing submissions and updating proposal statuses helps attract high-quality consultants and encourages future participation.

Once a consultant is appointed, the engagement moves into the delivery phase. We recommend confirming off-platform via email and a call:

• ·Scope of work
• ·Timetable and milestones
• ·Deliverables
• ·Fees and payment terms
• ·Primary points of contact
• ·Reporting expectations

Establishing these details early helps ensure a successful roadshow and a productive working relationship.