All fields update the Live Dashboard in real time. Client list pulls from the Client List tab.
Copies the client, type, rep and details into a new entry. Nothing is saved until you press Save.
📅 Booking a whole day of time slots? Don't log them one by one here —
open 1x1 Booking Days
to create open slots reps can fill, then export the client schedule.
New Showcase Day
New Event
Target: 2h/month · 24h/year per client
Import Data
Import Virtual 1x1 Schedule
Upload a 1x1 schedule .docx — each confirmed meeting is logged as a separate activity under Corporate Access.
What the file needs (avoids upload errors)
1. First line: the company name — it must match a client in the roster (close spellings are matched automatically; if not, you'll be asked to pick the client). 2. A date line, e.g. WEDNESDAY, JULY 22, 2026 — commas and "22nd" style are fine, but the date must be present or the file is refused. 3. A table with TIME and MEETING columns; each meeting cell lists the investor, then RC REP, then the rep's name. Incomplete rows (no rep or time) still import but are flagged for review — nothing is saved until you click Import.
Everything imports flagged NEEDS REVIEW — confirm each in the Activity Overview before it's final.
Time (ET)
Institution
Attendee
RC Rep
Include
📷 Read Meetings from a Schedule Screenshot
Got a conference schedule as a picture (Pre-PDAC, FMS, a showcase day)? Upload the screenshot and the
1x1 meetings are read out of it automatically. Keynotes, receptions and company presentations are skipped.
Review the list, then import — nothing is saved until you click Import.
Tips for a clean read
Pick the client first — the upload won't start without it. Fill in the Event and Year (e.g. Pre-PDAC 2026) so meetings land on the right dates and roll up under the right conference. Capture the date header (e.g. Thursday, February 26) in the screenshot — times alone aren't enough to date the meetings.
One day per screenshot reads most reliably; PNG or JPG, max 12 MB.
Date
Time
Investor / Meeting
Rep
Import Master Marketing Schedule
Upload a "[Client] – Master Marketing Schedule.docx". It's parsed into activities (1x1s, retail calls, webinars, events); review and import the ones you want. Dedup-safe.
What the file needs (avoids upload errors)
Client: put the client's name in the filename (e.g. Aeris Resources - Master Marketing Schedule.docx) or anywhere in the first lines of the document — either works. If neither matches the roster you'll simply be asked to pick the client (a file can never create a new one). Dates: section headings like PRE-PDAC 2026 and date lines like TUESDAY JUNE 10, 2025 tell the parser which day meetings belong to. Screenshots: meeting rosters pasted as images are read automatically (Pre-PDAC style schedules).
Nothing is saved until you review the preview and click Import.
✓
Date
Team
Type
Details
Import Activities from Excel
Upload an activity tracking sheet (.xlsx or .csv) — needs at least Date and Client columns; Activity Type,
Notes, Hours, Rep, Status and Location are picked up when present. Every line is reviewed by you before anything is saved.
Import Webinar Attendees
Upload the registrant/attendee export (.xlsx or .csv) from a webinar. Attendees appear under that
webinar in the Activity Overview and are added to the cumulative Webinar Contacts bank (Client List tab).
Re-importing the same file is safe — people are matched by email, never duplicated.
Name
Email
Company
Status
Minutes
⏸ On Hold
⚠ Upcoming Offboards
Add New Client
Management team for the new company — add as many people as needed. Saved together with Add Client.
Client Roster
Every management-team contact across the roster — filled from the Management Team tab on each client.
Name
Title
Email
Phone
Company
No management contacts yet.
Company
Contacts
Client For
Ticker
Platform
Commodity
Media Services
Champion
Rel. Manager
Onboard
Status
On Hold
Notes
Social Notes
Actions
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⚠ Needs review
⚠ Restricted today
✓ No clients on restricted list today
At a Glance→
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Client News — past 7 days
Fetching…
Last 48 hours
Client newsGoogle News · Yahoo Finance · platform clients only
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Red Cloud Research coverageredcloudresearch.com · platform clients only
About to pitch an issuer? Search here first — by company name, ticker, or champion —
to see whether Red Cloud already has a relationship and who owns it. The Champion is the
sole owner of the relationship. Covers every issuer on record: active, offboarded, and non-platform.
📄 Import a list (.xlsx / .csv / .docx) ▾
Company
Ticker
Champion (Relationship Owner)
Status
Date Brought to New Names
Date Inputted
Inputted By
Service
Notes
Start typing to search…
1x1 Booking Days
Create a day of open time slots for a client, then RC reps open each slot and fill in the meeting details
(institution, attendee, their name, the Teams link). Replaces the SharePoint booking docs — export the finished
day as the client schedule with one click.
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Webinar List
Every Live Webinar with its audience analytics. Click a row to see the full attendee list.
Numbers appear once the webinar's attendee file is imported (Importers → Webinar Attendees).
Date
Client
Registered
Attended
Attendance
Avg. Watch Time
Status
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Retail investors
Investor reviewCheck new lists, assign reps and clean up the list.
Retail investor contacts. Today this is built from webinar registrant/attendee imports (source: Webinar) — direct
retail contact imports join this list as the CRM grows.
Name
Email
Firm
Phone
Investor Type
RC Account
Timezone
RC Rep
City
Country
Webinars
Last Webinar
Added
Notes
No retail investors yet — import a webinar attendee file (Activity → Importers).
Institutions
Every buy-side firm your clients have met, built automatically from logged institutional meetings.
Click a firm to see its people; open the profile for their full history with Red Cloud.
Institution
Contacts
RC rep
Meetings
Last meeting
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Activity Overview
⚠ Needs Review
All Types ▾
DATE RANGE:
to
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Today
Institutional Showcase Days — Next 60 Days
Corporate Access day-events. Client 1×1s logged against a day roll up here. Create one in Log Activity → Corporate Access → Institutional.
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▼
Open for Booking
Upcoming days and meetings with a live SharePoint booking doc, plus upcoming retail lunches — reps book client slots from here.
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▼
Webinars — Next 60 Days
Upcoming live webinars, as they appear in the daily calendar email. No button yet? Click ✎ and paste the link into Register Now.
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▼Upcoming Schedule — Next 60 Days
ClientRepDateType
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Next six weeks
Mon
Tue
Wed
Thu
Fri
■ Media■ Events■ Corporate Access■ Institutional■ Retail■ Alt Cap
PORTAL ASSISTANT
Hey! What can I help with?
Edit Activity
Request a Portal Change
Spot something mislabelled, confusing, or missing? Tell us here — it goes straight to the team that maintains the portal.
Requests
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Export Activities
Choose what to include in your export (Excel or PDF). Filters pre-fill from your current Activity Overview view.
Report a fix —
Tell us what is wrong or missing on this tear sheet.
If the company profile is out of date, attach their latest corporate deck (PDF) and the portal reads it straight in.
The request is logged in Portal Requests and emailed to the portal mailbox.
Tear Sheet
Edit Client
Renaming updates this client's activity history too.
Started and ended dates for an earlier stretch, e.g. the original onboarding and when they left.
The management team attached to — add as many people as needed.
These save with the Save Changes button below.
▼RC Rep Management
People with a login are managed in Home › Admin › User Management: tick “This person is a rep” there and they appear here, renamed or taken off with them, so do not add them twice. Use this only for reps who have no login. The rep list shown in Log Activity and Edit dropdowns. Rename fixes a name everywhere (all logged activities follow). Renaming to a name already on the list merges the two. Offboard removes a rep from dropdowns when they leave (their logged history is kept, and they can be restored).
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▼Client Name Aliases
Outside sources (the Box/Excel sync, uploads) sometimes use an old or misspelled client name.
Map it here once and every future import self-corrects — adding an alias also moves any activity
already filed under the old name. Case, punctuation and Ltd/Inc/Corp differences are handled
automatically and shown as auto.
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▼Audit Log
Who did what: logins, record changes, deletions, export downloads, and lockouts. Kept permanently for compliance.
When (UTC)
User
Action
Detail
IP
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▼Settings
Portal-wide configuration. Admins only.
Email
Hooks up rcfsportal@redcloudfs.com through the IT-registered Microsoft app. This is what sends password resets, the daily calendar and portal-sent mail — if those stop arriving, start here.
Shared calendar link
The read-only calendar link, and the control to revoke and reissue it, live on the Calendar page next to the link itself — so you can copy the new one straight after regenerating it.
Sync Restricted List from Email
Open today's Restricted list: email in Outlook, select all the email body (Cmd+A), copy it (Cmd+C), then paste it below.
Add Issuer
Adds an issuer to the Bird Dog list so the desk can see who owns the relationship before pitching.
The champion is the sole owner of the relationship — leave it blank if nobody owns it yet.
Add Retail Investor
Only the name is required. Assigning an RC rep locks the contact to them — their email and phone become visible to that rep alone.
Import Retail Investors
Upload a .xlsx or .csv whose first row is headers. Name is the only one that must be there;
Firm, Email, Phone, City, Category and Notes are picked up if present. Nothing is written
until you confirm, and people already on the list only ever have blank fields filled in —
an import never overwrites what someone typed.
⬇ Download the template
Everyone you import is assigned to you. People already on the list are left as they are.