Start The Conversation
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Click to view About B2i TechAbout B2i Tech
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Click to view The DifferenceThe Difference
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Click to view Data Anywhere + IROfficeData Anywhere + IROffice
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Click to view Corporate / IR Website DesignCorporate / IR Website Design
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Click to view ServicesServices
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Click to view Client SupportClient Support
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Click to view Case Study - IDTCase Study - IDT
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Click to view Case Study - LazydaysCase Study - Lazydays
About B2i Tech
It all started with a Wall St. Analyst Conversation.
In 1997, our founder, an accomplished wall street analyst met with a group of executives to talk about investor relations and how corporations were failing to properly communicate with their stockholders. Companies needed a direct line of communication that was easy to use, offer real-time communications and simple to implement.
B2i (Business-to-Investor) has continued to innovate as technology has advanced, and now offers an incredibly robust solution built on our Data Anywhere and IROffice product suites which seamlessly integrates into any website platform. Unlike the industry norm of separate IR websites under subdomains, we deliver a more integrated solution.
What Sets B2i Apart from other IR Website Providers?
We can work with everyone—your internal team, third-party developers, or directly with you. Our open business model adapts and evolves with your business, unlike rigid one-size-fits-all platforms. Take a deeper dive and explore B2i to see how we differ from other IR website providers.
Collaborative Solutions
We collaborate with issuers, developers, and IR firms, to create win-win-win partnerships.
Custom Solutions
B2i offers hosted website and data solutions to fit your specific needs.
Flexible Solution
Hosted websites and modular Data as a Service (DaaS) to add an investor center to any website.
Reliable Solutions
Over 2 decades of solid track record.
Modern Solutions
Advanced technology to display any data in any website.
Scalable Solutions
Built to adapt and scale with your evolving needs.
Responsive Solutions
A US based team with one goal: to help you.
Affordable Solutions
An efficient software solution designed to reduce costs for all.
Data Anywhere + IROffice
Data Anywhere and IROffice are integrated software solutions that work together to simplify managing and displaying financial and material disclosure along with company curated content on any website.
If you can attach a document to an email, you’re already an expert. No developer skills are needed to manage content with our modern solution.
Data Anywhere
A highly customizable JavaScript API and WordPress Plugin, providing developers with the flexibility and tools needed to integrate financial data and material disclosures seamlessly into any website.
Software that is designed to accommodate diverse integration requirements, ensuring compatibility across different systems and technologies.
IROffice
IROffice is our proprietary content management system that offers complete control to manage custom, company driven content in real time, regardless of where your website is hosted. This reduces the need for expensive technical support to make routine updates.
IROffice is simple to use, streamlines workflow and allows your team or ours to manage any data on any website.
2024 SEC Regulatory Filing Calendar:
The Nuvo Group has been providing financial printing, publishing & EDGAR filing services to the world’s largest financial institutions for over a decade, and in that time we've seen and printed just about every type of project.
We take pride in our commitment to continually work with new technologies to support our clients and staff, and will continue to deliver quality that champions your content.
Financial Printing Services
• Annual Reports
• Proxy Statements
• Investor Relations Services
• Offering Memorandums
• Official Statements
• Prospectuses
• Virtual Data Room Services
• Offset & Digital Printing
IR-PR Services
• Press Releases
• IR Feeds
• Website Hosting
• Flat-Fee Pricing of Integrated Offerings
SEC Filing Services
• Form 10-Q, 10-K, 8-K, 6-K, S-1
• Capital Markets
• Mutual Funds
• Transactional
• XBRL / iXBRL & HTM
Bindery & Mailing Services
• All Common Bindings
• Inserting
• International Mailing
Corporate / IR Website Design
Custom Websites That Elevate Your Brand
B2i is committed to creating your custom corporate and investor relations website to effectively showcase your C-suite’s vision for the business, provide clarity on the investment opportunity, and highlight what sets your company apart. Our design will ensure transparency through detailed material disclosure and financial data, while also unifying your brand across your corporate / investor website.
Services
Corporate Websites
Comprehensive design and development solutions. Point-and-click tools allow for easy website management or choose B2i’s managed VIP service.
IR Websites
Easy data plugin integration for any website. Streamline content updates with the IROffice portal or opt for Managed VIP service.
Advanced Email System
We offer both automated email notifications and the flexibility to create manual email campaigns effortlessly. Corporate branded templates and insightful analytics for enhanced engagements.
Press Releases
Make the most of your budget. Ensure your message reaches a wide range of distribution points, maximizing your outreach potential and save money.
Creative Services
Our in-house experts combine creativity and technical expertise to deliver high-quality results creating and rebranding IR presentations, ESG reports, etc.
Conference Calls & Webcasts Creative Services
All of the essentials for your quarterly earnings calls and annual shareholder meetings. Add pre-record services, webcasts, transcripts, MP3s, etc.
Client Support
Client support is at the heart of everything we do.
It’s where our dedication to excellence truly shines after the sale. Whether you have questions, encounter challenges, or simply need guidance, our team is here to help with a level of care and expertise unmatched in the industry.
Whether you have questions, encounter challenges, or simply need guidance, our team is here to help with a level of care and expertise unmatched in the industry.
Call us at 972-234-9222, email us at support@b2itech.com
We are here for you.
IDT
IDT originally came to us looking for a technologically advanced solution to power their Investor Relations website allowing content to be updated easily, without the need of a developer. The B2i solution was a clear winner in 2002, since it was the only SaaS offering for Investor Relations websites.
Over the years, they have brought 4 spin-offs and continue to be a loyal client.
Over the decades, their interest increased in combining their corporate and investor websites. This presented another challenge for managing their development and live environments simultaneously as new website designs were developed. B2i’s innovation in its software and Data Anywhere offering was easily able to accommodate with its ability to be installed within multiple websites regardless of CMS, while facilitating multiple designs.
Lazydays
Originally, Lazydays had a separately hosted IR website but sought alternative solutions to retain full control without sacrificing functionality. Our answer was to develop their design specifications within their WordPress account, hosted by Lazydays. This tailored solution seamlessly integrated their corporate and IR websites, offering enhanced data solutions while reducing overall costs.
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Click to view Proxy Design & Production ServicesProxy Design & Production Services
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Click to view Investor Relations & Press DistributionInvestor Relations & Press Distribution
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Click to view SEC EDGAR FilingsSEC EDGAR Filings
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Click to view Financial Printing ServicesFinancial Printing Services
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Click to view Virtual Data Room Services (VDRs)Virtual Data Room Services (VDRs)
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Click to view iXBRL FilingsiXBRL Filings
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Click to view Mailing Services & Document Management SolutionsMailing Services & Document Management Solutions
Proxy Design & Production Services
The Nuvo Group’s Proxy Design & Production Services help companies streamline the proxy process by delivering professionally designed, accurate, and easy-to-navigate documents that align with corporate goals and boost shareholder participation.
• 24/7 Production team ensures rapid turnaround times with decades of industry expertise.
• End-to-end support manages the entire process from initial design through filing and printing.
• Comprehensive printing offers solutions ranging from simple black ink to premium custom finishes.
• Brand consistency maintains corporate identity standards across all communication materials.
Investor Relations & Press Distribution
NUVOIR services by The Nuvo Group combine compelling messaging with targeted engagement strategies to help organizations reach the right audience and attract new investors. These services deliver tangible results and measurable returns on investment (ROI) for private companies, public companies, and agencies.
• Data-driven strategies combine industry expertise with analytics to create standout messaging.
• Global distribution press releases reach targeted media outlets, journalists, and analysts.
• Engagement tools include webcast services, IR feeds, real-time alerts, and website hosting.
• Flat-fee pricing helps clients maintain cost controls, manage costs predictably, and stay within budget.
SEC EDGAR Filings
When it comes to SEC EDGAR filings, precision, compliance, and timeliness are non-negotiable. The Nuvo Group ensures that every financial filing meets the highest standards, covering mutual funds, proxy statements, annual reports, prospectuses, and key forms such as 10-Q, 10-K, 8-K, 6-K, 11-K, S-1, DEFM14A, and DEFM14C.
• Compliance excellence with meticulous quality reviews ensures all technical requirements are met.
• Software compatibility, working with clients' platforms, eliminates formatting errors.
• 24/7 Availability and around-the-clock support ensure every deadline is met.
• Our expert team of industry veterans helps clients navigate complex filing requirements.
Financial Printing Services
The Nuvo Group offers comprehensive printing solutions for all essential financial documents, including annual reports, proxy statements, offering memorandums, and investor communications.
• Diverse print options run the gamut from black-and-white reports to premium multi-color finishes.
• Advanced production is done with state-of-the-art offset and digital printing capabilities.
• 24/7 Service ensures on-time delivery for time-sensitive projects.
• Custom binding offers multiple finishing options including spiral, coil, and hardcover formats.
Virtual Data Room Services (VDRs)
The Nuvo Group's Virtual Data Room Services (VDRs) provide secure, intuitive platforms for managing sensitive documents during mergers, acquisitions, and capital raises.
• Intuitive interface enables quick document uploads and organization with minimal user training required.
• Document control allows customized access levels and permissions for viewing, downloading, or editing files.
• Security protocols incorporate encryption, multi-factor authentication, and comprehensive activity tracking.
• 24/7 Availability ensures seamless collaboration across time zones during critical transactions.
iXBRL Filings
The Nuvo Group provides inline eXtensible Business Reporting Language (iXBRL) tagging and submission services, ensuring financial statements comply with SEC requirements while meeting critical deadlines.
• Quality assurance maintains precise tagging and alignment with SEC taxonomies through rigorous review processes.
• System integration works within clients' existing financial platforms to maintain formatting consistency.
• Real-time updates enable immediate corrections and adjustments throughout the submission process.
• Expert solutions handle complex financial data across annual reports, proxy statements, and mutual fund filings.
Mailing Services & Document Management Solutions
The Nuvo Group streamlines the delivery of financial communications through comprehensive mailing and document management solutions, from annual reports to shareholder notices.
• Complete mailing handles everything from binding and inserting to domestic and international delivery.
• Secure management provides encrypted portals for document uploads and processing.
• Status tracking offers real-time updates and reporting throughout the delivery process.
• Flexible options accommodate both large-volume mailings and specialized communications.
B2i Technologies Client References
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Meet The Management Team
We believe in fostering a company culture that values work-life balance and supports our team members in all aspects of their lives. We are committed to the success of our personnel, caring deeply about their growth and well-being. Innovation is central to our mission, driving us to constantly seek new ways to improve and excel.
Joe Dunlow
Chief Executive Officer, B2i Technologies, Inc.
As the Chief Executive Officer (CEO) of B2i Technologies, Inc., Joe brings an unparalleled wealth of expertise in creating cutting-edge solutions for Investor Relations.
Joe is renowned for his pioneering work in developing the first-ever Investor Website Software as a Service (SaaS). This groundbreaking achievement disrupted the industry, making investor relations content management more accessible, efficient, and user-friendly for companies worldwide.
Throughout his career, Joe has demonstrated a relentless commitment to innovation. He has developed automation tools that have revolutionized the maintenance of content for investor relations websites, saving organizations valuable time, money and resources while ensuring up-to-date and accurate information for investors.
Under Joe's leadership, B2i Technologies, Inc. underwent a remarkable transformation. He introduced a new, scalable technology platform and services offering, paving the way for the company's sustainable growth. His strategic vision reshaped the corporate landscape and positioned B2i Technologies, Inc. as an industry leader.
Joe Dunlow is not only a technological visionary but also a sales and marketing strategist. He has devised and executed comprehensive sales and marketing strategies that have broadened the company's focus through lucrative affiliate partnerships. His efforts have strengthened B2i Technologies, Inc.'s market presence and profitability.
Joe Dunlow's visionary leadership, wealth of experience, and unwavering commitment to excellence make him an instrumental force and a driving factor behind B2i Technologies, Inc.'s continued success. His strategic foresight and dedication to innovation ensure that the company remains at the forefront of the industry, consistently exceeding client expectations.
Joe lives in North Carolina with his family and enjoys roasting his own coffee.
Mary Diroll
Vice President, Client Service
Mary is a key pillar of our team. With over 20 years of experience, she’s a pro at overseeing the development of our JavaScript API and WordPress plugin layouts, and her expertise in CSS and design brings custom, user-friendly solutions to life.
She combines her deep technical knowledge with strong leadership skills to streamline processes, solve problems, and ensure our team consistently delivers world-class service. Her ability to balance development and management makes her an invaluable asset to the team.
Mary lives in Salt Lake City, Utah with her family and enjoys crafting, 3D printing and her 2 Shih Tzu’s.
Amy Ostler
VP, Business Development
In 2001, Amy joined B2i, initially focusing on client acquisition and customer service. Her efforts were instrumental in building and nurturing valuable client relationships, contributing significantly to B2i's growth and success.
Currently, as the Head of Business Development, Amy fosters partnerships, and spearheads initiatives that advance B2i in the digital IR landscape.
Amy's leadership is grounded in the values of discipline, integrity, and teamwork, instilled during her service as a Sergeant in the United States Marine Corps. After her military service, she transitioned to the civilian sector, becoming a District Manager at American Express Financial Advisors, where she hired and trained new advisors while maintaining her own clients.
