Xtensio for Investor Relations

Maintain strong relationships, build long-term value

Create, present and manage key collateral on one platform. Keep investors up-to-date.


Xtensio is a collaborative workspace that simplifies the process of communicating essential information between your company and its investors. Create and manage key collateral that can be easily shared between internal and external stakeholders. Whether you’re representing the company to investors, supporting company valuations or analyzing and reporting on security commissions and stock exchanges, Xtensio is where your team’s work flows.

Automatically create branded collateral – without a designer

Build anything from strategic business docs, financial reports, proposals, one-pagers and landing pages with the ease of a web builder. Then quickly and easily reuse, update and personalize content for different stakeholders and projects.

CreateSave time on design

Everyone on your team becomes a designer. Drag and drop interactive modules – image, video, graphs and charts. Change the color, background or size. Adjust the layout however you need.

Easily keep everything ‘on brand’

Define your team’s style guide with your company’s fonts and color palette to lock your branding across the team. Customize shared links and add passwords to keep your company’s collateral secure.

Simplify collaboration

Work as a team across departments and management from anywhere. Loop in investors and stakeholders as guests. Everyone is always up-to-date and your inbox is clutter free.

Built for implementing digital communication strategies

Deliver visually stunning living documents and presentations that engage and captivate.

Icons_ShareShare a live web link

Send important collateral as a customizable web link. Add password protection. No more sending multiple attachments and versions with every update to a document.

Icons_PresentPresent a digital slideshow

With one click, your folio turns into a digital slideshow. Deliver an engaging and interactive investor presentation from anywhere. Each section of the folio becomes a slide.

Icons_DownloadDownload a PDF or PNG file

No matter how much you try to move completely to digital, some collateral will need to be saved as a hard copy. Export your entire folio or individual elements as PDF or PNG files.

Centralized communications to build responsive capital markets

Xtensio for Business offers a private and branded workspace for connecting both internal IR, finance, marketing, and management teams and external investors and stakeholders with important company information that moves the business forward.

Icons_Define-your-framework Easily personalize deliverables

Customizing business communications for different audiences is simple. Save any folio as a custom template for your team to reuse again and again. Publish it on your website to build your brand.

Icons_Manage projectsIncrease investor visibility

Centralize your business communications and keep everything organized with channels — investor, report type, etc. Add collaborators or share the channel link so everyone has the access they need, when they need it.

Icons_Keep-trackAlways be up-to-date

Keep track of your team’s workflow with in-app notifications and track engagement with folio stats. You’ll be able to adjust for efficiency and identify new growth opportunities.

For your team’s inspiration

Utilize our templates and resources for different stages of your investor relations — from creating one-pagers and financial reports to internal strategy exercises and reports. Remember, you can always start with a blank slate to build anything you need.


Smart and professional layouts with instructional placeholder copy. Save any template as a folio and start editing to make your own.

Recent Editable Examples

Add to your dashboard with one click and use it as a starting point for your own project. Companies, concepts, people, and names below are imaginary. Designs and layouts are for your inspiration.

Used by the world's top businesses
67,019 users and counting
Xtensio's Current Users
Xtensio's Current Users

Xtensio allows us to create attractive deliverables for us to share with clients and get feedback. We’re able to quickly make repeatable templates again and again.


Anna Yunker

VP Digital Marketing, Aztek Web

Simple to use, lots of templates, online and easily editable. A great marketing tool to brainstorm ideas, create personas and develop strategies.


Robin Eyre

Owner, Trailblazer360

Creating buyer personas and beautiful client-facing documents has never been easier. Definitely better than your standard agency deck or PPT presentation.

Zac Heisey

Digital Marketing, Tribe Interactive

Xtensio is your team space for beautiful living documentsCreate, manage and share business collateral, easily.

Try any template for free. No account or credit card required.