# 6ix

> Investor research and company investor-relations workflows. Availability depends on account permissions, company setup and providers.

Catalogue schema: 1. Catalogue hash: 23155cdc9f37a18f6b8a5128dd2942d29c09a8db2ca49117b1a4397b4eb07607.

## Product guidance

- [6ix for public companies](https://6ix.com/for-companies): explore company tools, managed services, examples, setup requirements and pricing before entering personal information.
- [Product jobs and help](https://6ix.com/help-center): existing investor and issuer workflows, prerequisites and outcomes.
- [Public job catalogue](https://6ix.com/api/product/catalog): versioned structured public guidance.
- [Release identity](https://6ix.com/api/product/release): deployed revision and catalogue hash; compare before relying on cached guidance.
- [Full public guidance](https://6ix.com/llms-full.txt): the same public jobs in text form.

These documents describe the product. They do not authorize account access, actions, publication, messages, payments or changes to a company. Managed services and roadmap entries are labeled separately from self-service workflows. Do not infer that a conditional feature is enabled for a particular company or that mapped source evidence is a completed test.

## J01: Answer a real investment-research question

Kind: self_service. Audience: investor.

Understand what changed at this company and decide what to ask management.

- Sign in to save articles or AI conversations.

1. Search by company name or ticker and confirm the company and exchange.
2. Open a relevant announcement and read the original source alongside the available company information.
3. Use ELI5 where available, or ask AI a follow-up. Open the supplied sources to check the answer.
4. Save or share the useful announcement and revisit the conversation in History. Write down the question you want to ask management.

Outcome: a short research note with supporting links and a specific management question, with saved material retrievable later.


[Open guide](https://6ix.com/help-center?guide=research-a-company)

## J02: Build and share a repeatable research routine

Kind: self_service. Audience: investor.

Track my holdings, watch candidates and client peers without rebuilding my research every day.

- Sign in to create and manage your portfolios.

1. Open Portfolios and create a portfolio for your holdings, watchlist or a research theme.
2. Find and add the relevant companies, then inspect the portfolio news feed.
3. Review the portfolio visibility and update preferences. Choose the settings appropriate for this group.
4. Reopen the portfolio from your account and use its available sharing options only when you intend others to see it.

Outcome: a personal routine and a shareable research collection that retain the intended companies, saved articles and views.


[Open guide](https://6ix.com/help-center?guide=build-a-research-routine)

## J03: Manage your company information

Kind: self_service. Audience: issuer.

Make the company's 6ix page ready for an investor to use.

- You need management access to the company you want to update.

1. From For public companies, choose your work and find the correct company. Sign in if needed. If you lack access, request it and retain the receipt; submitting does not grant authority. Return to the same company and task after access is granted.
2. Check the company description, contact details and available profile sections against approved company information.
3. Use the company editing controls to correct the supported fields and images, then save.
4. Reopen the company page and verify the changes, links and branding before directing investors to it.

Outcome: the correct company's page tells its story, presents the intended content and has working destinations.


[Open guide](https://6ix.com/help-center?guide=manage-company-presence)

## J04: Build and publish your investor website

Kind: self_service. Audience: issuer.

Deliver a website I can maintain without a developer for routine changes.

- You need company management access and an enabled website workspace.
- Use approved company copy and assets.

1. From the company you manage, open Website and create or reopen its website project.
2. Give the editor a specific request using approved company content. Add the relevant images and source material.
3. Open the preview, follow the links and inspect the available pages on desktop and mobile. Ask for changes and review the resulting version.
4. When the content is ready, publish to the available managed address and verify the live result. Later draft edits stay separate until you publish them.
5. Reopen the saved project for future updates. Where offered, compare versions, restore a version to draft or export the site.

Outcome: an approved site is accessible at its managed address, while later draft changes remain separate from the published version.


[Open guide](https://6ix.com/help-center?guide=build-an-investor-website)

## J05: Bring your investor audience together

Kind: self_service. Audience: issuer.

Bring across a company's permitted audience and history without double-sending or losing subscription choices.

- You need company management access and authorization for the source Mailchimp account.
- Agree the migration and sending handover before importing contacts.

1. Open the company email audience workspace and connect the relevant Mailchimp account through the offered migration flow.
2. Choose the company audiences and inspect counts, source statuses and consent or cutover prerequisites.
3. Start the intended import, then review its results, exceptions and available prior-run history.
4. Inspect imported campaigns and subscription ownership. Confirm which contacts are eligible for future company email.
5. Retire the previous sending path only at the agreed cutover. The legacy CSV report import supports its specified Mailchimp format.

Outcome: reconciled contacts/history and a clear, deliberate owner of future sending.


[Open guide](https://6ix.com/help-center?guide=migrate-an-email-audience)

## J06: Help website visitors stay connected

Kind: self_service. Audience: issuer, investor.

Capture a new subscriber and put them in the right audience for a relevant update.

- You need company audience access and a hosted signup form or permitted embed.
- Use an address whose subscription choices you can inspect.

1. Open the company signup form or embedded form and complete the offered consent steps.
2. Open People for the same company and inspect the subscriber source, membership and consent details.
3. Use the available list, tag or source filters and save the intended recipient segment.
4. Preview eligible and excluded recipients, then use the subscriber preference link to verify their company communication choices.

Outcome: the intended subscriber is findable, their source/consent is understandable, and the saved audience selects the appropriate eligible people.


[Open guide](https://6ix.com/help-center?guide=grow-a-permissioned-audience)

## J07: Send an investor update

Kind: self_service. Audience: issuer.

Deliver a branded investor update to the intended audience.

- You need company email access, an available sender identity and an eligible audience.
- Prepare approved content and intended recipients before sending.

1. Open the company email workspace and prepare an update from a relevant announcement or approved company post.
2. Review the offered sender identity, reply-to address and required company footer details.
3. Edit the text, images and links, choose the audience and inspect its reachable recipients. Save and reopen the draft.
4. Use the test-send control with an intended recipient and inspect the received email on desktop and mobile.
5. Review the final content and audience before the real send or schedule action.
6. Open delivery and engagement reporting. Distinguish accepted, delivered and clicked results from metrics that are unavailable.

Outcome: the intended update is received with correct content, identity and links, and results distinguish accepted, delivered, clicked and unavailable evidence.


[Open guide](https://6ix.com/help-center?guide=send-an-investor-update)

## J08: Share company news on social media

Kind: self_service. Audience: issuer.

Prepare and publish a coordinated company announcement on the channels we use.

- You need company Social media access and an assigned, eligible channel account.
- Channel assignment may require staff setup; a draft does not publish itself.

1. Open Social media where enabled and choose a company announcement, event or replay.
2. Generate or write supported channel-specific copy, edit it and review the preview.
3. Set the available owner and next action, add the draft to the calendar and request review of the intended revision.
4. After approval, publish or schedule to the assigned eligible account.
5. Inspect the publication status and available analytics. Resolve a failed or held result before treating it as published.

Outcome: reviewed channel-appropriate posts with a clear publication record and follow-up owner.


[Open guide](https://6ix.com/help-center?guide=publish-reviewed-social-posts)

## J09: Host an investor presentation

Kind: self_service. Audience: investor, issuer, speaker.

Get investors from an invitation into a presentation where they can participate.

- You need event creation or management access.
- Choose an intended event, speakers and attendees: setup can create a room and publishing creates an event.

1. Choose the supported event format and enter the company, date, time, visibility, speakers and presentation materials.
2. Review the setup before creating or publishing. Invite the intended speakers and attendees.
3. Complete the relevant registration or speaker invitation flow and confirm the event and role are correct.
4. Use the preparation area to select audio and video devices and check the slides or screen share.
5. Run the presentation and use the available questions, moderation and polls for the intended audience.
6. End the intended event and open the available registration and attendance records for follow-up.

Outcome: the intended people can join in the right roles, hear/see the presentation and participate; registration and attendance are available for follow-up.

### Attend as an investor

- Choose an event you want to attend.
- Complete the offered sign-in and registration steps.

1. Open Events or the invitation link and confirm the company, title, date and time.
2. Use Reserve when offered. Enter or correct the requested profile details, including the country code for your phone number.
3. Check the confirmation and offered calendar action. If you started signed out, finish signing in and confirm the reservation completed.
4. Return to the same event at the scheduled time and use its available join action. Watch the presentation and use the questions or polls offered to your role.
5. Use the event close or exit controls when finished. On mobile, closing event detail returns to the screen you came from.

Outcome: Your place is confirmed, you can enter the intended event and use the participation controls available to you.

### Join as an invited speaker

- Use the actual speaker invitation sent by the organizer.
- Allow the microphone or camera access you intend to use.

1. Open the speaker invitation and confirm the event and signed-in identity. If the link is missing, expired or denied, follow the explanation and ask the organizer for a fresh invitation when needed.
2. Use Join Event when allowed. Confirm your profile and role; if you join directly while muted, use Settings inside the room.
3. In Settings, choose Microphone and Speaker separately, use Test speaker and check the video preview.
4. Use Join Room or the offered studio entry. Confirm that you are in the intended event with the expected speaker controls before presenting.
5. Use the room exit control when finished and check that you return to the intended event page.

Outcome: You reach the intended event as the invited speaker with checked devices and a clear recovery path if access fails.

### Organize and host the event

- You need event creation or management access.
- Choose an intended event, speakers and attendees: setup can create a room and publishing creates an event.

1. Choose the supported event format and enter the company, date, time, visibility, speakers and presentation materials.
2. Review the setup before creating or publishing. Invite the intended speakers and attendees.
3. Complete the relevant registration or speaker invitation flow and confirm the event and role are correct.
4. Use the preparation area to select audio and video devices and check the slides or screen share.
5. Run the presentation and use the available questions, moderation and polls for the intended audience.
6. End the intended event and open the available registration and attendance records for follow-up.

Outcome: the intended people can join in the right roles, hear/see the presentation and participate; registration and attendance are available for follow-up.

[Open guide](https://6ix.com/help-center?guide=host-an-investor-event)

## J10: Share your presentation and replay

Kind: self_service. Audience: investor, issuer, speaker.

Make the useful parts of a presentation easy to watch, find and share afterward.

- You need access to an available recording or an authorized upload.
- Editing, export and publication options depend on your event role and recording artifacts.

1. Open the event replay or permitted recording workspace and confirm the company and presentation context.
2. Use the supported preparation or trimming tools and verify playback.
3. Use the available transcript or chapters to locate the excerpt you want to reuse.
4. Choose the supported clip bounds, generate the clip and watch the result before sharing or downloading it.
5. Use the available replay or clip link in the company website, email or social workflow. Confirm that recipients have the intended access.

Outcome: a working replay and a shareable excerpt that retain the correct company and presentation context.

### Watch a replay

- The ended event must have an available replay and your account must meet any access requirements.

1. Open the ended event from Events or its direct link and confirm the company and title.
2. Use Watch or Resume when offered. If the replay is still preparing, use the displayed waiting or notification option.
3. Play, pause or seek the recording. Open the transcript, chapters or supporting material only when offered for that event.
4. Minimize an expanded player before closing event detail or using Back. End the playback session separately when you intend to stop it.

Outcome: You can watch the intended presentation, find useful supporting content and return to browsing without losing the event context.

### Review your presentation

- The organizer has made the replay available to your account.

1. Return to the event you spoke at and use the available Watch or Resume action.
2. Watch the relevant parts of your presentation and inspect the transcript or supporting content when offered.
3. Use an offered share action for a replay you are permitted to share. Ask the organizer about changes or excerpts if your role has no editing controls.
4. Close or minimize the player using its available controls and return to the same event.

Outcome: You can review the recording and share an available replay without assuming editing or publishing permissions.

### Prepare reusable event content

- You need access to an available recording or an authorized upload.
- Editing, export and publication options depend on your event role and recording artifacts.

1. Open the event replay or permitted recording workspace and confirm the company and presentation context.
2. Use the supported preparation or trimming tools and verify playback.
3. Use the available transcript or chapters to locate the excerpt you want to reuse.
4. Choose the supported clip bounds, generate the clip and watch the result before sharing or downloading it.
5. Use the available replay or clip link in the company website, email or social workflow. Confirm that recipients have the intended access.

Outcome: a working replay and a shareable excerpt that retain the correct company and presentation context.

[Open guide](https://6ix.com/help-center?guide=reuse-presentation-content)

## J11: Follow up with interested investors

Kind: self_service. Audience: issuer, investor.

An investor asks to speak with management, and the IR rep carries the request through.

- The company or event must offer meeting requests or a configured booking destination.
- You need the appropriate company or event access to manage incoming requests.

1. From the company or event, use the available meeting request action and include the question you want to discuss.
2. In the company or event request desk, open the request and its available investor context.
3. Record the follow-up notes and state, and use the offered contact or booking destination.
4. Return to the request and record the agreed next state. A submitted request is separate from a booked or completed meeting.

Outcome: the request has an explicit next action and a traceable outcome.


[Open guide](https://6ix.com/help-center?guide=follow-up-investor-interest)

## J12: Review your communication results

Kind: self_service. Audience: issuer.

Explain what the programme achieved and whom we should follow up with.

- You need access to the company, event or campaign reports being reviewed.

1. Open the relevant company, campaign or event reports and set the available date and source filters.
2. Inspect available delivery, readership, registration, participation and audience history. Check what each metric represents.
3. Review permitted person histories and available Investor AI information to choose useful next actions.
4. Use the offered report export and prepare a summary linking the results to their sources. Label missing or unavailable metrics clearly.

Outcome: a defensible review with links/exports and a prioritized follow-up list.


[Open guide](https://6ix.com/help-center?guide=report-investor-results)

## J13: Work with your team across companies

Kind: self_service. Audience: issuer.

Let the right colleague continue the work without mixing clients or giving excess access.

- You need permission to manage the company team.
- Use a second company only if your account is already authorized to access it.

1. Open the intended company’s Organization Settings → Members, or its Start Here → Invite your team shortcut, and confirm the company identity before changing membership.
2. Have the colleague accept with their own account and reopen the relevant company work.
3. Review the role permissions and switch between authorized companies, confirming the active company before each action.
4. Amend the role or remove access when appropriate, then verify the resulting permissions without removing the only required owner.

Outcome: successful handover with company isolation and the intended permissions.


[Open guide](https://6ix.com/help-center?guide=manage-company-team-access)

## J14: Connect your website and contact tools

Kind: self_service. Audience: issuer.

Use 6ix content and investor data alongside the systems the client already owns.

- You need control of the destination website or contact tool and permission to export the selected company data.
- Available connectors depend on configuration and existing migration or consent settings.

1. Open the offered company or event embed or contact integration for the intended destination.
2. Install the supported embed on your website, or authorize the available contact tool through its connection flow.
3. View the embed as an investor, or export the permitted contact scope and inspect the received fields in the destination.
4. Confirm the company and event scope and disconnect an authorization when it is no longer needed.

Outcome: a working external content surface and an intentional, verified contact transfer.


[Open guide](https://6ix.com/help-center?guide=connect-existing-tools)

## J15: Control the account and communications over time

Kind: self_service. Audience: investor, issuer, speaker.

Keep my research, identity and email preferences working across sessions and devices.

- Use your own account and a device where you can receive its sign-in or recovery messages.

1. Sign in from the action you want to complete and confirm that the original page or task resumes.
2. Open account settings and update the supported personal details or profile image.
3. Review portfolio, company and wider communication preferences using the relevant settings or preference links.
4. Sign out and sign back in, or use the offered recovery flow, then reopen your saved work and verify the intended preferences.

Outcome: the person retains their work and receives the communication choices they intended.


[Open guide](https://6ix.com/help-center?guide=manage-account-and-preferences)

## J16: Manage your company subscription and billing

Kind: self_service. Audience: issuer.

Understand what the company is paying for and leave correct billing records.

- You need the company billing role and a configured payment provider.
- Payment and subscription changes can create real charges; reviewing invoices does not require a purchase.

1. Open company billing and inspect the available plan, usage and billing details.
2. Open the relevant transaction or invoice link and reconcile it with the company records.
3. If a change is needed, use the offered payment-method or eligible subscription controls and review the charge before confirming.
4. Reopen billing and confirm the resulting payment method, subscription state or invoice record.

Outcome: correct billing details and a reconciled invoice/subscription outcome.


[Open guide](https://6ix.com/help-center?guide=manage-company-billing)

## M01: Commission a company website

Kind: managed. Audience: issuer.

Accept the agreed corporate, IR or campaign website and its handover.

- Agree the deliverables, owner, budget and review process with the 6ix team.

1. Agree scope, domain/hosting, content, capture requirements and responsible owner.
2. Review the working site and request corrections.
3. Approve the agreed launch and accept access, assets and maintenance handover.

Outcome: Accept the agreed corporate, IR or campaign website and its handover.


[Open guide](https://6ix.com/help-center?guide=commission-a-company-website)

## M02: Commission investor materials

Kind: managed. Audience: issuer.

Accept an approved deck, factsheet or branded media package.

- Agree the deliverables, owner, budget and review process with the 6ix team.

1. Provide the brief, approved claims and brand assets.
2. Review the proposed materials and request corrections.
3. Approve and receive the agreed source and final deliverables.

Outcome: Accept an approved deck, factsheet or branded media package.


[Open guide](https://6ix.com/help-center?guide=commission-investor-materials)

## M03: Commission an audience-growth campaign

Kind: managed. Audience: issuer.

Reconcile an agreed advertising or contest campaign with its audience and results.

- Agree the deliverables, owner, budget and review process with the 6ix team.

1. Agree audience, budget, destinations, consent and approval responsibilities.
2. Review and explicitly approve the prepared campaign.
3. Review delivery, permitted leads and results against the contracted scope.

Outcome: Reconcile an agreed advertising or contest campaign with its audience and results.


[Open guide](https://6ix.com/help-center?guide=commission-an-audience-growth-campaign)

## M04: Commission ongoing investor communications

Kind: managed. Audience: issuer.

Accept a coordinated social or email programme with retained approvals and results.

- Agree the deliverables, owner, budget and review process with the 6ix team.

1. Agree channels, audience, communication calendar and ownership.
2. Review and approve the prepared communications.
3. Receive publication/delivery evidence and review the next actions.

Outcome: Accept a coordinated social or email programme with retained approvals and results.


[Open guide](https://6ix.com/help-center?guide=commission-ongoing-communications)

## M05: Commission a produced investor event

Kind: managed. Audience: issuer, speaker.

Complete a produced presentation or panel through replay and reporting.

- Agree the deliverables, owner, budget and review process with the 6ix team.

1. Agree the event brief, speakers, promotion and production scope.
2. Rehearse and deliver the approved event with the production team.
3. Accept the replay, agreed media and results report.

Outcome: Complete a produced presentation or panel through replay and reporting.


[Open guide](https://6ix.com/help-center?guide=commission-a-produced-investor-event)

## M06: Plan and review an investor-relations programme

Kind: managed. Audience: issuer.

Agree a programme and accept its results review and next-period plan.

- Agree the deliverables, owner, budget and review process with the 6ix team.

1. Set goals, budget, responsibilities, approvals and calendar.
2. Review delivery against the agreed milestones.
3. Accept the results review and assign the next-period follow-up plan.

Outcome: Agree a programme and accept its results review and next-period plan.


[Open guide](https://6ix.com/help-center?guide=plan-and-review-an-ir-programme)

## R01: Understand roadmap and pilot boundaries

Kind: roadmap. Audience: investor, issuer.

Distinguish current self-service, managed services, restricted pilots and future work.

- Confirm current availability with the 6ix team before planning a dependent workflow.

1. Tell the 6ix team what you want to accomplish and confirm the current availability and setup requirements.
2. Confirm a release before depending on native custom-domain onboarding, self-service advertising or private-placement tools.
3. WordPress editing requires staff pilot setup. Agree the scope and access with 6ix before including it in your plan.

Outcome: Distinguish current self-service, managed services, restricted pilots and future work.


[Open guide](https://6ix.com/help-center?guide=understand-roadmap-and-pilots)